TL;DR: The chapter outlines challenges in Salesforce data management, such as duplicate records. It introduces the Salesforce AppExchange as a solution hub, offering customizable, efficient, and expert-supported third-party tools.
When it comes to Salesforce data management, there are different aspect and areas of data that must be looked at as individual components. In this section, we are going to examine some common data management issues in Salesforce. It’s essential to understand each one of these points one by one, as they can affect the efficiency and effectiveness of a businesses in different ways It will also help you understand which tools are used in different circumstances to achieve better data quality. Here are some of the most common issues that organizations face when it comes to managing Salesforce data.
Duplicate records are one of the most common issues that organizations face when managing their data. A duplicate record is when multiple records for the same entity (like contacts, leads, or accounts) exist in the system. Duplicates can lead to confusion, inefficiency, and reporting inaccuracies. The reason duplicate records are so pervasive is because they are tricky to detect as well as hard to prevent.
In Salesforce, you pay a cost for your data storage, and exceeding this limit can incur additional costs. It might not seem like something to worry about, but when you’re an organization with hundreds of thousands or even millions of records, the cost storage is not joking matter, especially if you feel that much of the data is poor quality. Therefore, managing data storage effectively is crucial to avoid unnecessary expenses racking up.
Ensuring that sensitive data is securely stored (or deleted) and that access controls are correctly implemented is vital for compliance and protecting customer information. With regulations like GDPR, adhering to regulations is becoming more serious and companies can face penalties if found in breach of practice.
As businesses grow and evolve, their Salesforce data models can become complex. This complexity can make it difficult to maintain and use the system effectively. To address complex data models, solutions are designed to work across objects and fields that are typically restricted in standard Salesforce tools. Solutions might also offer ways to exceed Salesforce limitations in actions like merging, for instance.
Without proper governance, data can become unmanageable. This includes lack of ownership, unclear data entry standards, and inconsistent data handling practices. With an increasing reliance on data, it’s more important than ever to create roadmaps and plans for effective data governance. You can spend as much money as you like on solutions to tackle data quality, but the real change and innovation comes from an internal shift in mentality around data responsibilities.
While this ties into the previous point about data governance, it’s also important to emphasize further. If users are not adequately trained or do not fully adopt the tools to help them, data management issues will persist. Once the real cost, implications and issues that poor data quality pose are understood, addressing the problem becomes a discussion everyone should feel a part of.
Managing Salesforce data is a bit of dance; you make changes here, then you adjust something there. You tweak different controls until a balance is found that works best in your environment. But, to understand and track your actions, and their outcomes, you need access to insights. Generating meaningful insights from data can be challenging if the data is not well-organized. Some of the reporting in Salesforce itself, while still helpful, can be limited compared to premium solutions that build out powerful automated reporting tools.
Now that we’ve covered some of the challenges for Salesforce data management, it’s time to go over the solutions that seek to change the game and expand the possibilities of Salesforce. But before we get ahead, let’s discuss something even more fundamental; where do you even look for premium solutions?
Organizations frequently leverage the Salesforce AppExchange to discover and implement third-party data management solutions. The AppExchange's repository of specialized tools makes it easy to search for applications specifically designed to integrate seamlessly with Salesforce. The community-driven aspect of the AppExchange, with user ratings and reviews, empowers organizations to make informed decisions, and help find tools that have demonstrated success and reliability within for Salesforce ecosystem. Let’s examine some great reason why you should use the Salesforce AppExchange to find your Salesforce data management solution.
In this chapter of our guide we've explored the challenges organizations face in Salesforce data management, emphasizing critical issues such as duplicate records, limited data storage, data security, complex data models, lack of data governance, user adoption and training, and challenges in reporting and analytics. It highlights the importance of effective data management for business efficiency and compliance, especially in the context of evolving regulations like GDPR.
We’ve also learned about the Salesforce AppExchange as a strategic alternative for organizations seeking third-party data management solutions. Additionally we have noted some advantages of native Salesforce solutions, including customization and integration capabilities, time and cost efficiency, access to expertise and innovation, scalability, user ratings, comprehensive solutions, security and compliance assurance, and community support.
In the next section, we will examine premium solutions in more detail, expanding on the reasons why they are superior to native Salesforce functionality. More than just “enhancements” to Salesforce, these premium solutions are absolute game changers in the name of Salesforce data quality. This is a chapter you don’t want to miss!