Importance Of Data Management In Salesforce: Best Practices

By Author: Chad Hammond
Total Articles: 3
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INTRODUCTION: THE ROLE OF DATA MANAGEMENT IN SALESFORCE

Data integrity refers to maintaining the data in form of accuracy, integrity, and security. This ensures stability in the organization, as all the files and information are well-maintained in one place. Moreover,
data integrity ensures accurate data-driven decisions.

Legal compliance is also a factor in maintaining data. Many industries follow and regulate maintenance
of data and not following it may lead companies to face consequences.

Let us understand the importance of data integrity and some ways to follow best practices to maintain it:

UNDERSTANDING THE IMPORTANCE OF DATA INTEGRITY

Data integrity refers to maintaining clean data across an organization.

Data integrity is necessary as the decisions of a business depend on it and inaccurate and misplaced data may lead to missed sales opportunities and incorrect revenue forecasts.

Once established, it serves as a knowledge portal, track record, documentation, and a basis for analytics ...
... and insights for an organization and its personnel.

BEST PRACTICES FOR MAINTAINING DATA INTEGRITY IN SALESFORCE

Maintaining data integrity requires a combination of best practices, tools, and processes.

There are many practices to follow and implement in order to maintain data integration.

One can implement data validation rules, perform regular data cleansing and standardization, implement backup and recovery strategies, monitor data quality, and establish data governance policies
to maintain data integrity.

IMPLEMENTING DATA VALIDATION RULES IN SALESFORCE

Data validation refers to specifying parameters for data to be considered while declaring a piece of data as valid.

Data validation ensures that the data entered in the system of an organization meets specific criteria and prevents the entering of incorrect or incomplete data.

Some methods to impose data validation are identifying the fields that require data validation, defining validation criteria, setting error messages, and setting, monitoring, and updating the validation rules.

IMPORTANCE OF DATA CLEANSING AND STANDARDIZATION

Data cleansing and standardization are crucial elements for maintaining data integrity.

Data cleansing refers to eliminating duplicate data, removing errors and misspellings, and keeping the data with a valid root source of origin.

Data standardization refers to maintaining data consistency through either a defined protocol for its recording or some other method.

Data cleansing and standardization are important because it improves data accuracy, enhance decision-making, increase efficiency, ensure compliance, and facilitate data analysis.

STRATEGIES FOR DATA BACKUP AND RECOVERY

Data Backup and Recovery are important as data can get lost or misplaced due to human errors, cyber-attacks, system crashes, etc.

One must establish a backup schedule for backups from time to time. Using data recovery tools, testing the data recovery process, and training employees for data backup and recovery procedures are also helpful.

DATA GOVERNANCE: MANAGING DATA ACCESS AND SECURITY

Data governance refers to ensuring data is utilized properly and appropriately and prevention of unauthorized access and data misuse.

The best practices for maintaining data governance are access control, object-level security, field-level security, audit trail, two-factor authentication, data encryption, regular data reviews, etc.

CONCLUSION: KEY TAKEAWAYS AND NEXT STEPS

In conclusion, data integrity is necessary and can be maintained by understanding its importance and following best practices like data validation, cleansing and standardization, backup and recovery, and
governance to make the data in Salesforce more secure, relevant, and accurate.