Salesforce is a customer relationship management (CRM) market leader known for being the most scalable and customizable solution among CRM tools. It helps business owners to keep tabs on almost all aspects of their business’s sales and customer contact, allowing them to get insights into their analytics and keep your customers happy.
Although Salesforce is one of the best picks for CRM software with a wealth of benefits to offer, your first experience with this tool may seem a bit overwhelming. The good news is that there’s so much you can do to manage Salesforce data effectively and get the most out of it.
Here are five handy tips for managing your Salesforce data.
Educating Your Team
Educating your team about data comes first when looking to maximize the benefits of Salesforce software. Therefore, ensure that your team is informed and understands all there is to know, including Salesforce data cleansing best practices and how to ensure high-quality data.
Doing this helps your team make informed decisions when handling data to ensure its integrity and quality are upheld. As a business owner, continuous education should be prioritized to ensure that all team members are on the same page on data handling.
Data profiling is another effective way to manage Salesforce data. This refers to reviewing the data available from an existing information source, understanding its structure and content, and collecting informative summaries or statistics about that data.
A good practice for data profiling is to ensure that you double-check your field mapping process for inaccuracies before setting up automation in the Salesforce system. Incorrect field mapping can cause duplication in the Salesforce data or cause data misplacement. An example of data misplacement is where information entered in the company field in one application is accidentally entered in the accounts field in Salesforce CRM.
Many database errors can be remedied if the right persons are allowed the proper access and editing rights. Ensure that you periodically check your systems profiles and user privileges and update as needed. It’s also good to hold regular meetings with your management to keep yourself abreast of any organizational changes. Keeping up with organizational change helps you keep your data safe by allowing you to make access privileges changes, ensuring that only the right people get access to your database.
High-quality data does not just happen; it requires continuous vigilance. Sadly, not many Salesforce admin processes have a monitoring system in place, putting their data at the risk of being compromised. Creating highly and readily accessible monitoring reports and dashboards is an excellent way of ensuring data vigilance. Additionally, it helps keep all users from accessing the database when entering or editing data in the system.
Have A Backup Plan
A running business or an organization will always have data flowing through Salesforce. But how safe is your data? Accidental deletion of data or data corruption can mean trouble for your business. It’s, therefore, essential to have a backup plan for your Salesforce data. The Salesforce system allows the user to download once a week, which should be your bare minimum in terms of backup. It would be best to use third-party backup options that allow on-demand or on-a-scheduled backup to be on the safe side. Having data backup ensures that there is a timely restoration of data if your current data is compromised in any way.
The quality of data in your Salesforce database boils down to your management strategy. If you are looking to improve your Salesforce data management, the tips highlighted above can be a good starting point.
Samantha Acuna is a writer based in San Francisco, CA. Her work has been featured in The Huffington Post, Entrepreneur.com, and Yahoo Small Business.