Data Cleansing in Salesforce

CAPABILITY

Data Cleansing in Salesforce

Managing data in Salesforce is often plagued with challenges, such as duplicate records, inconsistent hierarchies, and missing relationships between critical entities. These issues can lead to inefficiencies, reduced system performance, and a lack of trust in the data.

TechTorch’s Data Cleansing in Salesforce Capability addresses these challenges by tackling core areas such as account de-duplication, order de-duplication, contract cleaning, and account hierarchy structuring. We ensure data accuracy by identifying and resolving invoice-to-contract mismatches, re-establishing missing links, and improving overall data quality. By leveraging advanced tools, best practices, and automation, we provide businesses with a clean, reliable Salesforce environment that supports effective operations and decision-making.

Common tools: Salesforce

Challenges

Common Issues in Managing Salesforce Data

Duplicate Records: Multiple entries for the same account, order, or contact lead to confusion and inefficiencies.

Lack of Data Links: Missing links between related records disrupt workflows and prevent comprehensive insights.

Data Inaccuracy: Errors in customer and transaction data lead to poor decision-making and customer dissatisfaction.

Scalability Issues: As businesses grow, unresolved data issues in Salesforce become more complex and harder to manage.

Account Hierarchy Inconsistencies: Misaligned or incomplete account hierarchies hinder accurate reporting and segmentation.

Order and Contract Mismatches: Inconsistent relationships between orders, contracts, and invoices cause delays and errors in billing and reporting.

Fragmented Data Across Clouds: Lack of integration between Marketing Cloud, Sales Cloud, CPQ, and Service Cloud reduces overall efficiency.

benefits

Benefits of Data Cleansing in Salesforce

Improved Data Accuracy: Ensure clean and reliable data for informed decision-making.

Better Reporting and Analytics: Accurate data enables better forecasting and insights.

Streamlined Operations: Resolve inconsistencies and mismatches, improving system performance.

Enhanced Customer Experience: Clean data improves customer interactions and reduces errors.

Scalable Solutions: Prepare Salesforce systems to handle growth without compromising data quality.

Integrated Workflows: Strengthen links across Salesforce clouds for seamless operations.

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