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The Salesforce AppExchange is a very important resource for enhancing and customizing the functionality and usability of your SFDC platform. This includes things like simplifying the process of signing documents,…
When we released custom matching rules based on machine learning (ML) in November, it paved the way for the next major feature frequently requested: the ability to detect duplicates and…
With the holiday season already upon us, sales cycles tend to slow down before picking up again in January. You can take advantage of the holiday lull to clean up…
When two Salesforce records are displayed side-by-side, a person can fairly easily spot similarities and determine if these records are duplicates. However, when you extrapolate that over even a modest…
When we think of machine learning, we tend to think about robotic process automation, virtual assistants, and self-driving cars. While these are all common applications that garner headlines, machine learning…
A few major features have been added to the DataGroomr app in November, including an ability to create and train your own machine learning model; create and customize reports on…
Most organizations using Salesforce rely on the account-based approach to prospecting, which is highly personalized and designed to focus on the most high-value accounts. Unlike other approaches, account-based selling involves…
Part 5: Conducting a Data Quality Assessment Part 5 of our series on Data Quality Assessment focuses on results and reporting. This article concludes our five-part series and if you…
Part 4: Conducting a Data Quality Assessment We are up to the fourth article in the series on Data Quality Assessments. In this part, we will take a closer look…
Part 3: Conducting a Data Quality Assessment We are continuing with our deep dive into different aspects of conducting a data quality assessment. Part 3 will focus on selecting the…
Part 2: Conducting a Data Quality Assessment In last week’s blog post, we went into detail on the value of defining a purpose and establishing specific goals and objectives (if…
Part 1: Conducting a Data Quality Assessment In last week’s blog post, we briefly summarized some of the steps and processes involved in a data quality assessment. If you missed…
Poor data quality is a widespread problem across all industries and we have all heard or read the horror stories about the consequences at different companies. Data issues come in…
In certain respects, the data collected by a business is a raw resource, similar to oil retrieved from a well. Once the oil is pumped out of the ground, it…
Bad data negatively impacts prospecting, identifying leads, and current customer relationships. When you effectively eliminate duplicates, bad data becomes good data.
Duplicates are a constant issue that companies grapple with. If the necessary amount of attention is not given to the data quality, this problem could easily spiral out of control….
Whether you are a power Salesforce user or an administrator with occasional contact, you’ve probably been haunted by duplicates in the system. Even though Salesforce comes with some built-in duplicate…
Being a Salesforce administrator has become even more complex and stressful during the pandemic. With most employees and customers working from home, access to clean and up to date information…
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