Skip to content

Resources

Writing and customer stories on Salesforce and Dynamics 365 data quality — deduplication, validation, routing, and what breaks when data drifts.

All

  • Cover illustration for the Mastering Salesforce Data guide

    Salesforce Data Resources Worth Bookmarking

    Fourteen places to learn Salesforce data management, from Trailhead modules to admin-run podcasts, organized by what each one is actually good for.

    • Salesforce
  • Cover illustration for the Mastering Salesforce Data guide

    Calculating the ROI of Clean Salesforce Data

    The 1-10-100 rule, what poor data costs in customer experience, and a worked example: cleaning 20,000 duplicates out of a 100,000-record Salesforce org.

    • Salesforce
    • Data quality
  • Cover illustration for the Mastering Salesforce Data guide

    Salesforce Data Management Essentials

    The first chapter of Mastering Salesforce Data: why Salesforce's CRM growth raises the stakes on data quality, and what counts as data purity and precision.

    • Salesforce
    • Data quality
  • Cover illustration for the Mastering Salesforce Data guide

    Validation and Verification in Salesforce

    What Salesforce Validation Rules actually check, how to build and test one, and the specific situations — lead conversion, mass transfer — where they don't fire.

    • Salesforce
    • Data quality
  • Cover illustration for the Mastering Salesforce Data guide

    Salesforce Data Loader vs. Data Import Wizard

    A field guide to Salesforce's two native import tools: the Data Import Wizard for smaller jobs, the Data Loader for bulk work, and where each one runs out.

    • Salesforce
    • Automation
  • Cover illustration for the Mastering Salesforce Data guide

    Premium Data Solutions for Salesforce

    Why organizations look past Salesforce's native tools for premium data solutions: five recurring needs, from complex integration to deeper analytics.

    • Salesforce
    • Data quality

Ready to take control?

With a product tour you can walk through the product yourself without installing anything, or book a demo for a guided look.