Top 5 Salesforce Data “Don’t’s”
Effective data management is often a challenge for most organizations and it takes little time to become overwhelmed by it. With so much information available, admins need to work to maintain control over it. Here are the top 5 things you shouldn’t do when it comes to Salesforce data.
Where did this information come from? What is it trying to tell you? If you can’t answer these questions, it’s possible that you’ve become a data hoarder. Data is important but being selective about the information you hold on to is critical. Having relevant and up to date data allows for accurate insight and forecasting into your organization, but overcrowding your database with information that isn’t valuable can add to projection inaccuracies.
The flip side of having too much information? Too little! Not staying on top of information input can be a detriment to your org and be an impediment to overall growth. It’s important to make sure that the data you’re entering is not only up to date but doesn’t skip over anything that could potentially be useful, like additional points of contact or business addresses.
Not Having a Goal
What are you looking to achieve long term? To maximize the benefits of your data, it’s beneficial to implement a clearly defined path that you intend to follow, highlighted by your business’s critical information. By taking analytical initiative of your data, it allows your business to better achieve its goals.
Not Staying on Top of Data Maintenance
Standard upkeep of data, or periodic housekeeping often gets overlooked in comparison to the demand of everyday business processes. However, it’s an important component to ensure that the data you’re dealing with is in its most accurate form. Oftentimes, duplicate information can go undetected, which is why combing through data with a keen eye on occasion is critical.
Leaving Data Management to One Person
To maintain effective data management, the responsibility should be shared. It’s important to educate your employees on the importance of data maintenance to ensure that best data practices are far reaching within your org.
Consider your data the life source of your organization. Prioritizing information management can have transformative effects as far as individual and company wide growth. When was the last time you practiced good housekeeping of your data?