Hidden Gems: Mastering Salesforce CRM Data Quality

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Welcome to the latest Plauti guide - Mastering Salesforce Data Management! In this guide, we aim to bring you all you need to know when it comes to mastering your Salesforce data environment. We delve in various topics around Salesforce data. Why is good quality data important for Salesforce? Is there a cost associated with poor data? What can you do to improve your data quality? We answer these questions and many more throughout this guide. For a more comprehensive overview of this guide, the introduction chapter will guide you through every topic in more detail!

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Salesforce Data Management Essentials

Time and again, we’ve seen how poor data can cause serious issues for an organization. On the bright side, we’ve also witnessed how the adoption of…

Tracking Duplicate Data with Salesforce's Free Tools

Efficiency in the matching process is achieved through indexing and algorithms. Once activated, a matching rule applies one or more match keys to…

Salesforce Data Loader & Import Wizard

Primarily designed for initial persona data management: Contacts, Accounts, and Leads—the Data Import Wizard boasts functionalities like…

Salesforce Data Validation & Verification

Validation rules verify that the data entered by users in Salesforce meets the standards you specify before they can save it. Imagine a validation…

Premium Data Solutions for Salesforce

Businesses often have data scattered across various platforms. Premium solutions offer seamless integration capabilities, allowing data from…

Complex Salesforce Data Management Scenarios

While the first two means of data enrichment are important, leveraging 3rd party services for data enrichment is often the most effective way to…

Choosing Premium Solutions

Every business operates uniquely, grows and contracts according to different rhythms, and so the ability to customize the data management tool…

Native vs Non-Native Salesforce Solutions

Contrary to many claims, it turns out that most Salesforce apps aren't always entirely native, and this might be the reason we see some confusion…

The Cost of Data Quality

A widely cited rule in the realm of data management is 1-10-100 rule. Can you guess what these figures refer to? Well, the theory posits that it…

Top 15 Salesforce Resources

Welcome to "Resource Oasis," a curated list of valuable resources and platforms where you can gather insights, tips, and support for Salesforce & CRM…

Hidden Gems: Mastering Salesforce CRM Data Quality

Salesforce Data Management Essentials

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