Learn how to improve your account data with the data.com tools available in Salesforce.

1. Improve Account Data Quality
with Lightning
July 13, 2016

2. Speakers
LeeAnne Templeman
Sr. Admin Evangelist
Salesforce
@leeanndroid
Jim Hopkins
Sr. Product Marketing Manager
Salesforce
@jimbohops

3. Forward-Looking Statements
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​ This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or
if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the
forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any
projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies
or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology
developments and customer contracts or use of our services.
​ The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for
our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of
growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed
and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand,
retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history
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4. Get Social with Us!
@salesforceadmns
#awesomeadmin
Salesforce Admins
Salesforce Admins
The video will be posted to YouTube
& the webinar recap page
(same URL as registration).
This webinar is being recorded!

5. Join the Admin Webinar Group for Q&A!
​ Don’t wait until the end to ask your
question!
• We have team members on hand to answer
questions in the webinar group.
Stick around for live Q&A at the end!
• Speakers will tackle more questions at the end,
time-allowing
bit.ly/AdminWebinarGroup

6. Agenda
• Data Quality Challenges
• How are Admins Managing Data?
• 3 Steps to Improving Account Data
• Resources
• Q&A

7. Data Quality Challenges

8. Data Quality is a Challenge for Many Companies
87%
Companies report
flowing bad data
into their data
stores
Average loss in
revenue of due
to bad data
12%
Sources: Demand Metric, Experian Data Quality, Dun & Bradstreet The Sales and Marketing Institute
Stalled
productivity due
to inaccurate or
incomplete data
20%

9. How Does This Impact You?
• Inaccurate reports and dashboards
• Issues with automation
• Increased manual data work
• Negative effect on user trust
Photo credit: WOCintech Flickr

10. Improving Data Quality

11. What Are Admins Doing to Maintain Clean Data?
• Identifying the issues
• Creating a plan
• Cleaning existing data
• Reviewing and updating security and access
• Using automation to support clean data
• Training users
Photo credit: WOCintech Flickr

12. Importance of Account Data Quality
​ Business Processes that
Depend on Account Data:
- Marketing Segmentation
- Sales Territories
- Lead Management
- Sales Forecasting
- Opportunity Management
- Finance/Billing
- Customer Service
and many more…

13. 3 Steps for Improving Account Data Quality in Lightning
Assess the Data Get Rid of Dupes Enrich Accounts

14. STEP 1:
Assess the Data

15. The Importance of Matchability
• Match account records to a data
source or service so you can
enrich and update the records
easier
• Validate your data so you can
manage and track account
records a lot easier
• Less manual work to clean,
maintain and refine records
Account
Name
(Salesforce
Field)
Company
Name
(Third
Party Data)

16. Data Assessment Tool
Account data health and
quality scores
Customer segmentation:
• Industry
• Geography
• Employee
• Revenue
New in Summer ’16
Available in Lightning

17. DEMO

18. STEP 2:
Get Rid of Dupes

19. Duplicate Management
COMING IN WINTER ’16:
• Detect & Merge for Leads
FUTURE:
• Contacts, Accounts, Person Accounts
• Automated detect and merge
Detect dupes and resolve1 Prevent new Duplicate records2
AVAILABLE NOW:
• Duplicate Management: Alerts/Blocking
• Custom Matching Rules
• Account, Contacts, Leads,
Custom Objects

20. DEMO

21. STEP 3:
Enrich Accounts

22. Enrich Company Details with Data.com
• Automatically update and
enrich accounts with Dun &
Bradstreet data
• D&B Company Object with
100+ account fields
• DUNS Number to
distinguish entities and
make corporate linkages
• Enrich leads with Company
Info, in real time

23. Resources:
Trailhead Modules:
Data Quality
salesforce.com/
data/resources

24. Join the Admin
Webinar
Group for
Q&A!
bit.ly/AdminWebinarGroup

25. thank y u