Improve Account Data Quality with Lightning
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This document discusses improving account data quality in Salesforce Lightning. It outlines three steps: 1) Assess the data using a new data assessment tool to evaluate data health and identify issues. 2) Get rid of duplicate records using improved duplicate management features. 3) Enrich account details by automatically updating records with information from Data.com. The presentation provides demos of these tools and stresses the importance of clean, accurate account data for business processes.
Improve Account Data Quality with Lightning
- 1. Improve Account Data Quality with Lightning July 13, 2016
- 2. Speakers LeeAnne Templeman Sr. Admin Evangelist Salesforce @leeanndroid Jim Hopkins Sr. Product Marketing Manager Salesforce @jimbohops
- 3. Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 4. Get Social with Us! @salesforceadmns #awesomeadmin Salesforce Admins Salesforce Admins The video will be posted to YouTube & the webinar recap page (same URL as registration). This webinar is being recorded!
- 5. Join the Admin Webinar Group for Q&A! Don’t wait until the end to ask your question! • We have team members on hand to answer questions in the webinar group. Stick around for live Q&A at the end! • Speakers will tackle more questions at the end, time-allowing bit.ly/AdminWebinarGroup
- 6. Agenda • Data Quality Challenges • How are Admins Managing Data? • 3 Steps to Improving Account Data • Resources • Q&A
- 8. Data Quality is a Challenge for Many Companies 87% Companies report flowing bad data into their data stores Average loss in revenue of due to bad data 12% Sources: Demand Metric, Experian Data Quality, Dun & Bradstreet The Sales and Marketing Institute Stalled productivity due to inaccurate or incomplete data 20%
- 9. How Does This Impact You? • Inaccurate reports and dashboards • Issues with automation • Increased manual data work • Negative effect on user trust Photo credit: WOCintech Flickr
- 11. What Are Admins Doing to Maintain Clean Data? • Identifying the issues • Creating a plan • Cleaning existing data • Reviewing and updating security and access • Using automation to support clean data • Training users Photo credit: WOCintech Flickr
- 12. Importance of Account Data Quality Business Processes that Depend on Account Data: - Marketing Segmentation - Sales Territories - Lead Management - Sales Forecasting - Opportunity Management - Finance/Billing - Customer Service and many more…
- 13. 3 Steps for Improving Account Data Quality in Lightning Assess the Data Get Rid of Dupes Enrich Accounts
- 14. STEP 1: Assess the Data
- 15. The Importance of Matchability • Match account records to a data source or service so you can enrich and update the records easier • Validate your data so you can manage and track account records a lot easier • Less manual work to clean, maintain and refine records Account Name (Salesforce Field) Company Name (Third Party Data)
- 16. Data Assessment Tool Account data health and quality scores Customer segmentation: • Industry • Geography • Employee • Revenue New in Summer ’16 Available in Lightning
- 17. DEMO
- 18. STEP 2: Get Rid of Dupes
- 19. Duplicate Management COMING IN WINTER ’16: • Detect & Merge for Leads FUTURE: • Contacts, Accounts, Person Accounts • Automated detect and merge Detect dupes and resolve1 Prevent new Duplicate records2 AVAILABLE NOW: • Duplicate Management: Alerts/Blocking • Custom Matching Rules • Account, Contacts, Leads, Custom Objects
- 20. DEMO
- 22. Enrich Company Details with Data.com • Automatically update and enrich accounts with Dun & Bradstreet data • D&B Company Object with 100+ account fields • DUNS Number to distinguish entities and make corporate linkages • Enrich leads with Company Info, in real time
- 24. Join the Admin Webinar Group for Q&A! bit.ly/AdminWebinarGroup
- 25. thank y u