Understanding the Importance of Data Health in Salesforce

Today on the Salesforce Admins Podcast, we talk to Mehmet Orun, GM and Data Strategist at PeerNova.

Join us as we chat about why data health is easier than you think and what you can do to get started.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Mehmet Orun.

Healthy data drives business outcomes

We talk a lot about getting your data ready for AI, but there's a simpler question you need to ask yourself: is your data driving business outcomes? After all, AI insights are only as good as the data they're based on.

That's why I've been looking forward to this episode with Mehmet Orun. He recently gave a presentation about all this and more, entitled "Harnessing AI: Strategic Planning & Data Best Practices for Salesforce Success," and I was able to grab him for a quick conversation how you can improve data health in your org.

Questions for a foundational data health check

If you're cooking, you want to make sure that you have the basic ingredients and enough space on your countertop. And the same is true with your org. You need to have your data health squared away before you can cook up something tasty.

For Mehmet, a foundational data health check starts with asking three questions:

Do you have any objects that are close to or past their limits?
Are you retaining too much data in your CRM that you don't use?
Do you have unintentional duplicates in your solution and do you know where they come from?

You want to zero in on which data matters for which specific business need. You don't need it to be perfect, you just need a solution that is good enough to do what you want it to do.

How to get started with data cleanup

Every org is going to have some duplicates, and Mehmet recommends thinking through a few things about how data works in your business before you merge everything. Is there a business reason to have duplicate records? Do you have other information in objects or fields that can help you decide whether to match or merge?

Above all, Mehmet wants you to know that obtaining good data health in your org isn't as difficult or time consuming as it sounds. There are free data profiling tools on AppExchange that can help you get most of the way there. So what are you waiting for?

There's a lot more great stuff from Mehmet about what to look for when you're doing a data health checkup, so be sure to listen to the full episode. And don't forget to subscribe to hear more from the Salesforce Admins Podcast.

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Published on 1 year, 4 months ago

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Understanding the Importance of Data Health in Salesforce