How to Fix Common Data Quality Issues in Salesforce

In our previous article, Common Salesforce Data Quality Issues, we highlighted several challenges organizations face when managing data in Salesforce. These include:

1. Duplicate Records

2. Formatting Issues

3. Missing Data

4. Incorrect Data

5. Damaged Data

6. Junk Data

7. Misplaced Data

In this article, we’ll explore how ActivePrime CleanData can help resolve these issues efficiently without requiring coding expertise.

Fixing Common Data Quality Issues with ActivePrime

1. Duplicate Records

With ActivePrime CleanData, your organization utilizes zero-code custom business rules to identify duplicate records in both standard and custom objects within Salesforce. The custom business rules can be applied to a single object or cross-objects (ex., Contacts and Leads).

Your organization has a choice of three matching styles (Smart Fuzzy, Starts With, Exact Match) along with multiple configuration options to support your specific needs.

ActivePrime CleanData makes resolving duplicate records effortless with features such as Auto-Merge. Auto-Merge is an AI-driven feature that enables your organization to merge duplicate records automatically, eliminating the need for manual intervention.

2. Formatting Issues

With ActivePrime CleanData, your organization can automatically identify and correct data format inconsistencies. For example, phone numbers and address formats can be automatically fixed with no manual intervention, ensuring that all data follows the desired format.

3. Missing Data

With ActivePrime CleanData, your organization can easily identify crucial data, particularly data required for compliance, that is missing in Salesforce. Your organization can easily set up rules to detect data gaps in Salesforce that are critical to the success of your business. ActivePrime CleanData includes an enhanced feature when dealing with missing address information. The solution is able to detect missing address information and automatically populate the missing fields with high confidence.

4. Incorrect Data

ActivePrime CleanData uses globally trusted third-party data sources to validate street address information in Salesforce, and recommendations are presented clearly for review. In addition to street addresses, email address domains, and North American phone numbers are validated as well. These features enhance your organization’s customer data accuracy and reliability.

5. Damaged Data

With ActivePrime CleanData, your organization can automatically identify corrupt data that can compromise the data integrity in Salesforce and potentially affect downstream systems as well. By flagging damaged data early, your organization can intervene and correct promptly, preventing the spread of compromised information throughout Salesforce and external systems that are integrated with Salesforce.

6. Junk Data

With ActivePrime CleanData, your organization is empowered to easily train the AI to identify and manage junk data in Salesforce. Junk data is easily recognized by the AI, and your organization has the flexibility to either remove or replace it with valid data.

7. Misplaced Data

Information such as email addresses or phone numbers are easily entered into the wrong fields. In our experience, email addresses and phone numbers can be found in text fields such as the Description field.

ActivePrime CleanData works continuously in the background, identifying and resolving misplaced data for your organization, ensuring that information is stored in its respective fields. For example, email addresses are stored correctly in their appropriate fields so that marketing communications via email can be executed successfully.

Conclusion

ActivePrime CleanData is a powerful, no-code solution that automates the detection and correction of common data quality issues in Salesforce. From duplicates to junk data, ActivePrime CleanData helps ensure your Salesforce data remains accurate, reliable, and ready to support business operations.