7

Cleaning Your Salesforce Database: An Introduction

Embed Size (px)

Citation preview

Page 1: Cleaning Your Salesforce Database: An Introduction
Page 2: Cleaning Your Salesforce Database: An Introduction

Cleaning  Your  Salesforce  Database  

by  

George  Schoemaker  Senior  Consultant  

Page 3: Cleaning Your Salesforce Database: An Introduction

The  State  of  Salesforce  Report  2013-­‐2014  

•  Bluewolf’s  annual  analysis  of  how  the  best  companies  use  Salesforce.    

 •  Based  on  data  collected  and  analyzed  in  

collaboraHon  with  the  MIT  Sloan  School  of  Management  

Page 4: Cleaning Your Salesforce Database: An Introduction

Source: Bluewolf

Page 5: Cleaning Your Salesforce Database: An Introduction

What  is  Bad  Data?  

#1  No  Data  Entry  Standards  

#2  Incomplete  Data  

#3  Inconsistencies  

#4  Misspellings  

#5  AbbreviaHons  

#6  PunctuaHon  

Page 6: Cleaning Your Salesforce Database: An Introduction

Real  Life  Example  State  of  Utah  

• 25000  mailings  • 30%  return  for  bad  formaYng  • 40  cents  per  item  • $3000  x  6  Hmes  a  year  =  $18000  

Page 7: Cleaning Your Salesforce Database: An Introduction

Resources  • See  Bluewolf  Report  “State  of  Salesforce”

• See  full  training  video:• Cleaning  your  Salesforce  Database

• Contact  Kyazma  Business  ConsulHng  • [email protected]  • 801-­‐505-­‐6406