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Data Management Best Practice Guide
Udgivelsesdato: Jan 22, 2025
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Data management is central to any customer’s success with Salesforce. Making sure you get useful data can help your team achieve your goals and uncover what’s next for your business.
Below, you’ll find guided learning paths on Trailhead, Salesforce’s free, hands-on learning platform; how-to articles; and video walkthroughs, all designed by Salesforce experts to help you take control of your data. Build a Data Management Strategy A clear data strategy helps keep your organization on track. It’s a great way to align your team on how data will be collected, reviewed, and used to drive your business goals. These resources will help you identify and avoid common challenges. • Back Up, Manage, and Restore Salesforce Data Watch this video to see how you can make a plan for backing up and restoring your data. • Sales Cloud Customers: Position Your Business for Success Use this Trailhead resource to explore how you can develop a data management strategy for your Sales team. • Service Cloud Customers: Define Your Service Cloud Goals and Metrics With this Trailhead resource, explore how you can develop a data management strategy for your Service team. Improve Data Quality Tracking, reporting, and the effectiveness of your Salesforce deployment depend on getting clean data. These resources will help you discover which factors impact the quality of your data and how to set up your team for success. • Intro to Data Quality Use this Trailhead resource to get an overview of how to assess and improve the quality of your data. • Data Quality Explore this documentation for a deep dive into best practices that can help you get accurate, complete data. • Request Individual Duplicate Management Coaching Premier and Signature Success Plan customers can request individual Expert Coaching on improving data with duplicate management. • Request Individual Data Management Coaching Premier and Signature Success Plan customers can request individual Expert Coaching on streamlining data quality management. Import Data Bring your existing data into Salesforce so you can include past records in your tracking and reporting. Start with the video series “Delete Trial Data” to determine how to delete trial data once your org is ready to be populated with real user data. Then use the other resources below to get additional how-to instructions. • Delete Trial Data Data Watch this video to learn how to delete the sample data that comes with your org during your trial period. • Update Record Types with Data Loader Watch this video to learn how to manually mass update or change records types for multiple records. • Import Opportunities in Salesforce with Data Loader View this video series to discover how to prepare data files and import multiple opportunity records. • Import Your Data Explore these resources on Trailhead to test your knowledge and get detailed info about various data-import processes. • Strategies for Managing Account Data Learn how to manage your account and contact data with best practices from our experts. Premier and Signature Success Plan customers can request an individual follow-up after the session. Maintain and Clean Up Data As you import and collect data with Salesforce, these best practices will help you keep all of your data clean in the long term. That way, your team can always rely on useful data, get actionable reporting, and accurately track progress. • Take Control of Duplicates Watch this video to learn how to use duplicate rules to remove, manage, and avoid duplicate data. • Duplicate Management This Trailhead resource offers a full overview of how to resolve and prevent duplicate data in Salesforce. • Manage Duplicate Records Read this article to learn how to maintain clean, accurate data, which builds trust and ensures compliance. • Join the Duplicate Management Community Connect with Salesforce experts and other customers like you to get answers about duplicate management with Salesforce. Go Further with Data Management Use the resources below to get additional guidance, connect with Salesforce experts, and blaze your trail with data management. • Ask an Expert Bring your data management questions to a live session with a Salesforce expert. • Get Guidance on Success Center Explore expert guidance designed to help you set up Salesforce, optimize features, and achieve your business goals. • Explore Salesforce Events Check out the full list of upcoming and recorded Salesforce Customer Success events. • Get the SFDC Data Manager Create your own data flows, build complex data sets, and set up rules to validate and improve your data. • Join the Customer Success Community Connect with Salesforce experts and other Trailblazers like you. The community is a great place to ask questions, get answers, and share your experiences. • Salesforce Support on YouTube Explore videos made by Salesforce experts to guide you through a wide range of best practices.
Linda Rosenberg, CloudKicks’ admin, needed to quickly set up Salesforce to capture new order data. Also, because her executives wanted to get reports on past quarters, she needed to import existing spreadsheet data. After loading the existing data for the first time, she ran a test report. She found that the report’s data summaries were far from the totals she saw in the original spreadsheet. So Linda did a little more digging. She searched for answers, watched videos, read through guidance materials, and explored the Trailblazer Community for tips. She found that some of the potential causes were duplicate data, incomplete data, or inconsistent field standards. When Linda reviewed the original spreadsheet, she found duplicate entries in dozens of rows. After she cleared out the duplicates, she imported her spreadsheet into Salesforce again. This time, the numbers in her report matched the spreadsheet! This data import experience showed Linda how easy it is to get the wrong data, so she met with her managers and executives to formalize a data management plan. Together, they agreed on how to collect, name, and measure data to track progress. As a result, the CloudKicks sales team now understands how and where to enter customer data; managers know what to expect from team performance reports; and executives trust reporting to help steer the business in the right direction. |
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