The most valuable component of your Salesforce environment is the data it holds. Bad quality data will get in the way of user adoption and the integrity of your metrics. Nobody has time for unreliable reports and dashboards, right? In this presentation, I will show you why data quality matters for your environment, no matter the size or age of it. Also, I will share 5 tips on how to get the data in your environment squeaky clean. #DataQualityFramework #InformationStrategy #MasterDataManagement

1. Top-5 tips to get your
data squeaky clean
by Andre van Kampen

2. #CD22
Poll: Which data related
challenges do you face?
bit.ly/cz22data

3. #CD22
○ 16+ years in IT
○ 9 years in Salesforce ecosystem
○ 6 certifications
○ Senior Salesforce Consultant – Freelance
○ Amsterdam User Group
Who am I?

4. #CD22
Topics

5. #CD22

6. #CD22

7. #CD22
Poll: What is the most valuable
thing in your Salesforce org?
A. Functionalities
B. Management reports
C. Data
D. Shiny page layouts
E. Integration with other systems
bit.ly/cz22data

8. #CD22
Enabling Single View of Truth with MDM
Operations Sales Manufacturing
Operations
Data
Sales Data Manufacturing
Data
Customer
Product
Customer
Product
Orders
Product
Operations Sales Manufacturing
Operations
Data Sales Data
Manufacturing
Data
MDM
Customer Product
From a Departmental View... To an Enterprise View
Siloed context Enterprise context

9. #CD22
1) Have a data steward
2) Create an information strategy
3) Apply this data quality framework
4) Rinse & repeat
5) Mix & match these tools
● Bonus: Don't do it all by yourself
Tips

10. #CD22

11. #CD22
2 – Information strategy
Plan
• Long-term
Objectives
• Organisation
Management
of
• Knowledge
• Information
• Data

12. #CD22
2 – Information strategy
Transactional
Security
Big Data
Integration
Metadata
Access
Governance
Quality
KPI
BI
MDM
Archiving

13. #CD22
2 – Information strategy
Quality KPI
MDM
Security
Archiving

14. #CD22
Meet Alex
Want to know
what I do?

15. #CD22
Focus & Evaluate

16. #CD22
Assess – Plan – Execute – Monitor - Maintain

17. #CD22

18. #CD22
Butfirst …

19. #CD22
3 – Data quality framework
Cleanse
Standardise
Match
and Merge
Profile
Monitor
Data
Quality

20. #CD22

21. #CD22

22. #CD22

23. #CD22
4 – Rinse & repeat

24. #CD22

25. #CD22
Poll: Which tools do you use?
A. None
B. I don’t know
C. I don’t care
D. Excel (export and import data)
E. Duplicate rules
F. Validation rules
G. Custom-built (APEX / VF etc)
H. Other SF functionalities
I. AppExchange tools
bit.ly/cz22data

26. #CD22
5 - Tools
1.Inside
Salesforce
1.Reports & Dashboards
1.Alerts
1.Merge tool
AppExchange Validity DemandTools
Gearset (backup)
Plauti Duplicate Check
External Trailhead
Community resources
User groups

27. #CD22
6 – Don’t do it all by yourself

28. #CD22
Email:
andre@kampkonsult.com
Twitter:
@AndreKampen
LinkedIn:
andrevankampen

29. Thank you! #CD22