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Optimizing Data Quality in Salesforce for Data Cloud

Updated: Sep 26




Salesforce Data Cloud provides a powerful platform to unify data, creating a comprehensive customer profile. However, the quality of that customer profile depends on the quality of data being fed into it. This is where optimizing data quality becomes critical, and where ActivePrime CleanData plays a pivotal role.


In this blog, we will explore how ActivePrime’s AI-enabled CleanData solution complements Data Cloud by enhancing the quality of data, specifically from Salesforce CRM, which is one of the primary data sources for Data Cloud.



Understanding Salesforce Data Cloud

Data Cloud is built to bring data from various sources into a unified customer profile leading to a more personalized and engaging customer experience.  However, for this vision to come to life, data quality is essential. Clean, accurate, and consistent data is necessary for Data Cloud to function effectively. Poor quality data whether it is incomplete, duplicated, or inconsistent can lead to inaccurate customer profiles, misinformed decisions, and inefficient operations. This is where the importance of maintaining high data quality within Salesforce CRM, a key source for Data Cloud, is critical.



Data Quality Challenges in Salesforce Data Cloud

Data Cloud offers built-in tools to address data quality issues, such as unifying fragmented data and resolving inconsistencies. However, these tools have their limits, especially when the data feeding into the system is flawed. 

Even with its powerful unification tools, Data Cloud can only work with the data it receives.  For example, if the data in Salesforce CRM contains duplicate records, incorrect information, or formatting inconsistencies, it can hinder Data Cloud’s ability to generate accurate customer profiles.

To address these challenges and ensure optimal data quality in Salesforce CRM, organizations turn to ActivePrime CleanData.


How ActivePrime CleanData Enhances Data Quality

ActivePrime CleanData is an AI-enabled data quality solution specifically designed to improve the quality of data in Salesforce CRM. By doing so, it ensures that the data feeding into Salesforce Data Cloud is accurate, clean, and ready for unification. Here is how ActivePrime CleanData enhances data quality:


1. Data Cleansing and Deduplication

One of the most common data quality issues in any CRM is duplicate records. These duplicates can lead to inaccurate customer profiles and make it challenging to get a clear understanding of the customer. ActivePrime CleanData automatically identifies duplicate records in Salesforce CRM and merges them, creating a single, accurate record for each customer.

By ensuring that only clean, non-redundant data flows into the Data Cloud, businesses can trust the accuracy of the insights generated. This improves both the quality of the unified customer profile and the decisions based on it.


2. Automation for Continuous Data Quality

Managing large volumes of customer data manually can be time-consuming and error-prone. CleanData leverages AI-driven automation to continuously monitor and clean data in Salesforce CRM, reducing the manual effort required to maintain clean data. This is especially useful for organizations with high data volumes, as it allows them to maintain clean, accurate data without needing constant manual intervention.

CleanData automatically resolves issues such as missing fields, incorrect formatting, and other common data quality problems, keeping your Salesforce data optimized and ready for ingestion into Data Cloud.


3. Standardization of Data

Another key aspect of data quality is consistency. CleanData ensures that all data entered into Salesforce CRM is standardized according to predefined rules. For example, it can enforce consistent formatting for phone numbers, addresses, and other key data fields. This makes it easier for Data Cloud to unify and process the data, ultimately resulting in a more accurate customer profile.


Conclusion

Data Cloud is a powerful platform for unifying customer data and generating actionable insights, but the quality of those insights depends on the data being processed.  ActivePrime CleanData complements Data Cloud by ensuring that the data coming from Salesforce CRM is clean, accurate, and ready for unification. Through features like deduplication, automated data cleansing, and standardization, CleanData ensures that organizations can trust their data and make better-informed decisions.

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