Despite the abundance of automation in our record architecture today, data is still typed into web forms and other user interfaces manually causing all kinds of Salesforce database duplicates and errors. A common source of data inaccuracy occurs when the person entering the data makes a mistake. That happens…after all we’re only human.
Even worse, when given complete freedom on a data field, those who enter data have to go from memory. Was the vendor named Moore, More, or Moor? In a perfect world, there should be a set of reference data (metadata) so the forms can actually help users find the right vendor, customer name, city, ect.
Here’s a few tips to ensure accurate Salesforce data entry:
- Training – Make sure that those people who enter data know the impact they have on downstream applications.
- Metadata Definitions – By controlling what people can enter into a field using a definitive list, many problems can be solved. Metadata can become part of data quality in data integration, business applications and more.
- Real-time duplicate monitoring– In addition to metadata in forms, Salesforce data quality tools like Dupecatcher and Cloudingo can be implemented to ensure original entries by monitoring the submissions to Salesforce. When a duplicate is found, you are alerted and can deal with the record before it ever hits your Salesforce instance.