Clean-up Salesforce Data and Setup Data Management Practices
The client is a pre-IPO healthcare CRM product company. It uses Salesforce Sales Cloud. The client’s customers have multi-layer organizational hierarchy which resulted into duplicated contacts across hierarchy. The Contacts data management practices emerged organically leading to dirty/incomplete data.
With the rapid business growth there was not much focus on data governance required to keep the data in Salesforce clean. As a result there were incomplete and duplicate data for Contacts. The client planned to integrate desk.com with Salesforce which would compound the problem of dirty data even more.
Analyzed the contacts data and the business processes, and identified the problems. Recommended changes to Contacts data model to capture the missing information and business rules for cleansing the old data. Created contacts merge business rules and merged the contacts across organizations. Also recommended the data governance practices to clean dirty data periodically.
- Cleaned up the contacts records and made system changes to minimize the possibility of entering dirty data.
- Created a data governance process for Salesforce data which removes the dirty data from the system on a monthly basis