Transform your Salesforce data into an AI-ready foundation in just 30 days. This focused sprint improves data quality for one specific AI use case by addressing the critical fields and objects that matter most. Follow this week-by-week guide to see immediate improvements in your AI performance.
Goal: Identify your AI use case and establish baseline metrics.
Pro Tip: Use Setup > Data > Data Quality to quickly identify incomplete records and Plauti Deduplicate to find duplicates.
Goal: Clean up field labels, descriptions, and remove duplicates.
Pro Tip: Test metadata clarity by asking someone unfamiliar with your system to explain what fields mean based solely on labels and descriptions.
Goal: Build processes to maintain data quality
Pro Tip: Use before/after examples to demonstrate how data quality directly impacts AI outputs, making the business case visible.
Goal: Document improvements and plan next steps
Pro Tip: Create a simple "before and after" demonstration showing how the same AI feature performs differently with improved data quality.
