Data quality is the lifeblood of any CRM initiative. How can you deliver thorough, consistent, accurate, and relevant data? Join us for hands-on demonstrations of techniques that apply to any Salesforce org and will vastly improve your data quality. We’re sharing the latest tips, tricks, and best practices on de-duplicating, handling the import of new data, and the maintaining of clean data. Get involved!
Data Quality
An introduction to data quality management and best practices to clean and maintain your data.
How accurate is your business data? Do you have duplicate records? Keeping data clean and relevant for your users is no small task. Join us for a session dedicated to data cleansing and de-duplication, and learn techniques for better managing your data. We"ll discuss methods, tools, and best practices for helping you improve and maintain your data quality. Best of all, we"ll show you how to build in Data Safeguards to prevent data from getting dirty in the first place -- and Dashboards to help you spot it when it happens.
Don’t let bad data undermine your Salesforce CRM project—or your success as a company. Get your data under control with the approaches outlined in this paper.
How accurate is your business data? Do you have duplicate records? Keeping data clean and relevant for your users is no small task. Join us for a session dedicated to data cleansing and de-duplication and learn techniques for better managing your data. We"ll focus on Excel and file import, Web-to-lead, deduplication, and lead scoring with formula fields. Take home all the methods, tools, and best practices you need!
How accurate is your business data? Do you have duplicate records? Keeping data clean and relevant for your users is no small task. Join us for a session dedicated to data cleansing and de-duplication and learn techniques for better managing your data. We"ll focus on Excel and file import, Web-to-lead, deduplication, and lead scoring with formula fields. Take home all the methods, tools, and best practices you need!
Salesforce houses a wealth of information about your customers. This workshop will take you step-by-step through getting answers to your key questionsfrom customizing the app for data collection through genius reporting strategies. Youll come away with best practices on data integrity, insight on what data you should be collecting, and a few key reports that you can modify to get the answers you need.
Use the following best practices to keep your Salesforce data clean, consistent, and complete.
Tips on the many flexible options Salesforce provides you to control how records are shared within your organization.
Come find out why DemandTools, PeopleImport, and DupeBlocker are the industry-standard data quality tools used by more than 2,000 Salesforce CRM administrators. Learn how to de-dupe and standardize your existing Salesforce CRM database plus how to use processes and tools to keep it clean over the long run. The event features demonstrations of both DemandTools and DupeBlocker.
Is dirty data getting in the way of your success? Learn how to promote quality data in your apps. This hands-on session will give you practice applying powerful capabilities such as validation rules and formula fields to help your users be more productive and efficient and to input higher-quality data from the start.
Is your data clean? Is it accurate? Do duplicate records give you a headache? Preventing and correcting bad data is no small task. Join us for a session dedicated to data cleansing and de-duplication and learn techniques for managing your data better. We'll discuss methods, tools, and best practices to help you improve and maintain your data quality. Best of all, we'll show you how to build in data safeguards to prevent data from getting dirty in the first place – and dashboards to help you spot it when it happens.
“I’m administering Salesforce. I’ve learned the ropes. Now I want to get great!” In this session, we’ll review the latest insights and subtlties that top Salesforce consultants have learned on the front lines. We’ll focus on data and configuration to help cut the time you spend massaging data. You'll also learn how to implement tricky config quirks you never thought possible.
How accurate is your business data? Do you have duplicate records? Keeping data clean and relevant for your users is no small task. Join us for a session dedicated to data cleansing and de-duplication and learn techniques for better managing your data. We'll focus on Excel and file import, Web-to-lead, de-duplication, and lead scoring with formula fields. Take home all the methods, tools, and best practices you need!
Is the quality of your data affecting your sales teams’ ability to execute? Is it disrupting how you manage territories? Are you hampered by duplicate accounts? If so, join us as we review best practices around approaching your data quality issues and illustrate how process will help you manage existing data and incoming data. Plus, we'll showcase the effectiveness of executive sponsorship to help overcome your biggest data quality challenges.
Data Tools
The Apex data loader is an easy-to-use, highly scalable data management tool that can perform large uploads of data, mass updates, mass deletes, and exports for any object.
This document describes best practices for managing your organization’s storage usage.
User guide to help utilize the the Data Loader, a client application for the bulk import or export of data. Use it to insert, update, delete, or extract Salesforce records.
The Excel connector allows you to import records from Excel directly into Salesforce.com. It also allows you to perform mass updates for data cleansing projects.
Importing Data
Use this tip sheet to get started quickly with Salesforce importing your existing contacts from common contact manager applications such as Outlook®, ACT!®, GoldMine®, and Palm OS® devices.
Administrators and users with the “Modify All Data” permission can import your organization’s existing contacts and business accounts from common contact manager applications such as Outlook®, ACT!®, and GoldMine®.
Tips on cleaning up your imports.
