If you’re using Salesforce, your org is more than just a tool. It’s the system that holds everything together. But like any system, its power lies in the quality of the data it holds. If that data isn’t clean, organised, and aligned with your goals, it’s going to slow you down and hold you back.
Imagine sitting down to a tidy desk or stepping into a clean kitchen. When everything is in its place, you can think clearly, work efficiently, and create freely.
But when your data is cluttered with outdated records, duplicates, and irrelevant processes, well, it’s like working in a mess. It hinders growth, creativity and progress.
Why does clean data matter?
It increases efficiency, provides greater accuracy and helps protect your business’ future.
Let’s take a closer look at this.
Clean data is easier to navigate.
Your team can find what they need quickly, saving time and reducing frustration. Win, win.
Clean data lends itself to more accurate data.
When your data is clean, you can make decisions with confidence, knowing you’re working with reliable information.
Clean data helps you stay compliant.
Well-managed data helps you keep on track, avoiding pitfalls and ensuring your business’s integrity.
So, how do you keep your Salesforce org clean and aligned?
Every piece of data, every process, every action should be deliberate and purposeful.
Here are 5 ways to make it happen:
1. Schedule regular data audits
Just like you’d clean your workspace regularly, your Salesforce org needs regular attention. Set up a routine (monthly, quarterly, whatever works for your team) and make it a habit to review your data.
Start by identifying key areas like contact records, opportunities, or any custom objects you’ve implemented. Leverage Salesforce reports and dashboards to uncover inconsistencies, missing information, or duplicates.
Define what “clean” data means for your team and address any issues proactively before they escalate.
2. Declutter duplicates
Duplicates are like mental clutter, they confuse and complicate. In Salesforce, you can use tools like Duplicate Rules and Matching Rules to automatically flag and merge duplicate records across leads, contacts, and accounts. Set up these rules to match criteria that make sense for your business, and regularly review flagged records. This ensures that each contact, lead, and opportunity is unique and accurate.
For more guidance, check out resources like Manage Duplicate Records and Things to Know about Duplicate Rules.
3. Align your data with your purpose
Every piece of data in your org should serve a purpose. Ask yourself if the fields, objects, and processes in place align with your current business goals.
If not, it might be time to streamline or remove them.
4. Practice Data Hygiene
Encourage your team to adopt good data habits, like entering information correctly, updating records regularly, and closing out completed tasks.
These small daily actions can prevent minor issues from turning into major problems.
5. Embrace Automation
Automation tools are your allies in maintaining a clean org.
Use them to handle repetitive tasks like deduplication, data validation, and workflow management.
Automating the routine frees you up to focus on what really drives your business forward.
The Bigger Picture
A clean, aligned Salesforce org isn’t just about efficiency, it’s about creating a foundation for growth, creativity, and success. When your data is clean, your vision is clear. And when your vision is clear, you can move forward confidently, knowing you’re on the right path.
So, make data management a priority. Clear out the clutter, align with your goals, and create a space where your business can thrive.
Because when your Salesforce org is clean and aligned, anything is possible.
If on the other hand you are struggling to get on the right track, contact Arcturious for a health check of your Salesforce org.
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