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4 Easy Ways To Improve Salesforce Data Collection

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4 Easy Ways To Improve Salesforce Data Collection

“In God we trust. All others must bring data.” – Quote by W. Edwards Deming, statistician, professor, author, lecturer, and consultant.

“Data is a precious thing and will last longer than the systems themselves.” – Quote by Tim Berners-Lee, inventor of the World Wide Web. 

Data, Data and data.  Data is everywhere. Our businesses would not exist if we did not have data. Seems farfetched? However, it is not as we can see from the above quotes of these famous personalities.  Data helps in understanding and improving business processes.  Data can also include contact information of client bases as well as other stakeholders in the success of the business. It is at the core of every business decision made, by large conglomerates to mom-and-pop run general stores around the corner. Its primary role is better targeting.

In Salesforce, data to be effective needs to be clean data. Clean data means data that is free from errors and duplications, up to date as well as complete (without information missing, etc). Thus it is imperative that only clean data enters or remains in salesforce at any time.

In this blog, we look at simple ways to improve salesforce data collection and help your business along the way:

Salesforce Dynamic Picklists: Form dropdown fields should update automatically by dynamically loading options pulled from your Salesforce picklists.

Prefill form-data – The use of prefilled fields is ideal for better customer experience. If you already have data of a prospective client/client with you, it should reflect in the form’s fields. This simple configuration saves valuable time and effort of the users, thus leading to better customer experience as well as repeat business.  For example, when Sonya Chettri books “doctor on call” service for her mother-in-law in Delhi on a regular basis, she needs to fill the form of the medical company each time. After her first experience when she had to manually fill all the forms, now she does not need to. Most of the fields come pre-filled with relevant data such as contact details etc, so the time spent by Sonya in booking an appointment is reduced.

Data validation - Implement a few important validation rules within your form fields. This ensures that your data is organised, relevant, and clean.

Audit data changes – it is vital for users to compare prospect-submitted data with personal record updates. This leads to overall clarity.

Here is the one more bonus tips for you

Data collection platform - A data collection platform ensures that you have access to the objects you need to keep your data model running smoothly.

These are simple tips that will boost your Salesforce utilisation as data is king, and the steps you take on a regular basis ensures that your data is clean, updated, and organised. Spend a little time or delegate the work to a concerned team member or department to make sure your data collection is smooth.

Nigel Ainsley based in Delhi, who works as a data analyst for an American MNC sums it up when he says “Data is the dough on which we make the bread”.  

We hope you found this blog informative and engaging. Do write in with your suggestions.

Want to Know more about Salesforce Implementation Partner please visit Codleo

About the Author

RS Maan

Maan joined Salesforce Ecosystem in 2008 with entry of Salesforce in APAC region. He worked on many of the underlying Salesforce Products & it’s functionality, including Heroku, Chatbots, and Einstein before leading Codleo Consulting - Leading Partner of & In his spare time, he immerses himself in travel, books and spirituality.

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