WiseLancer
  • Home
  • About
  • Marketing
  • Management
  • Business
  • SWOT & PESTLE 
  • Health
  • Travel
  • Romance
  • Cooking & Foods
Tag:

Data Integration

Data Integration
Better TipsBusinessManagementMarketing

Data Quality of Salesforce Forms – Steps to Maintain Org

by Shamsul December 13, 2021

Data Quality of Salesforce Forms – Steps to Maintain Org

 

The data quality of Salesforce forms is essential for making the right business decisions. Inaccurate data tends to lower down the employees and negatively impacts their productivity levels, affecting Salesforce user adoption, as the users will lose trust in the system. Additionally, if the data quality of Salesforce forms is poor, it will also pose serious damages to the business reputation at the time it approaches a customer or prospect. Concluding, it can be said that bad data quality eventually translates into lost revenues for the business.  

This guide will highlight some dimensions of data quality and those Salesforce features that enable top-quality data through

https://hevodata.com forms and can be leveraged to ensure that your database is reliable.

Completeness of Data | Salesforce Forms

To make a Salesforce form data valuable, it should incorporate the minimum amount of information as per the stage of the business procedure the record holds. An example of this is that a customer account should include their email address. In order to know whether major fields are filled up, using Salesforce form reports can be very useful.

As soon as you have managed to retrieve the percentage of blanks for every field, you will come to know that some fields have been barely filled in. prior to start thinking as to how to ensure that users fill it up you need to examine as to why every field was created if it still remains relevant. Hence, fields that are not necessary should be removed.

You can do several things to avoid your data remaining incomplete within your org. Amongst many, validation rules are the one. Implementing some of these rules will effectively prevent users from entering wrong data or duplicate data, skipping a particular step, or failing to fill up the required information. Making the required fields is important to ensure that the newly created records include the minimum number of attributes required for a database record to be meaningful.

Read Also: 10 Lesser-Known Salesforce Forms Features Which Are Very Useful

Data Uniqueness | Salesforce Forms

If your Salesforce forms include duplicate data, this is yet another sign of inefficiency. This also imposes a negative impact on team coordination and can damage the business’s reputation in the eyes of its customers. Sales reps might attempt to close deals with similar customers, which means that customer-related information is spread over multiple records, making the sales pipeline appear more significant than it is in actuality.

A recommended action is to put a proper duplicate management strategy right from the beginning, as duplicate records will be difficult to clean up the longer they remain within the system. In order to avoid duplicate records, you can leverage Salesforce’s out-of-the-box Duplicate Rules. If you are looking for a more sophisticated solution, you will find many duplicate applications that will help you in the process.

In addition to this, the validation rules will also be very effective in preventing duplicate records, such as having two open opportunities simultaneously open. In a situation where moiré than one user is working over the same deal, it is important to leverage Opportunity Teams and Opportunity Splits to make sure that the Salesforce forms users do not create duplicate Opportunities.

Validity of Data

A data is considered to be valid when it is as valid as possible. An example is when all the Salesforce postal codes are in the correct format and match the real postcode in a given country or when a business account has a correct address. Some useful strategies which assure that your Salesforce forms data is valid include:

Matching your data with another trusted source like ZoomInfo or Data.com, such as validating the addresses of accounts in an external database.

Standardizing all options within a fixed set of choices, such as lookups or picklist to the current records and wherever possible, leveraging the value sets of picklist when creating similar picklist fields in different objects, or making use of validation rules for validating a provided format within fields when a record is saved. Setting up naming conventions for records is also effective, for example, how the varying levels of Account Hierarchy need to be named.

Read Also: How to Increase Your Natural Traffic with Content Marketing?

Consistency of Data | Salesforce Forms

A data is considered to be consistent when the record values tend to be complementary matches as well as when the data matches different objects. An example can be the combination of a country and state needs to be valid in a given record, currencies should also be consistent across related records, and activity ending dates should be after the starting dates.

To make sure that your Salesforce forms are consistent reports can be used for value comparison used for given fields like country, state, or currency. You can also use validation rules to impose certain logic like the starting date before the ending date.

When you create custom fields, always select picklist over texts wherever possible. Validation rules and dependent fields can be helpful in assuring that all complementary values are a perfect match.

Data Age and Missing Data

Business information, such as business contact details, that is not updated on a periodic basis tends to become obsolete after a specified time period. Reports are allies when the question is of tracking records that are not modified for a certain period. However, if there is still something worse than stale data, it is none other than missing data. For example, when a business deals with 100 customers, only half of these customers are added in the Salesforce forms. A standard rule is that to prevent missing data, enforce the philosophy of “if it is not in Salesforce, it does not exist”, which essentially means that the Salesforce users will only be rewarded if they log all the relevant details within Salesforce.   

Having clean data is the way towards efficiency within your team and helps maintain a good reputation and stimulate Salesforce user adoption. All in all, good data is central to making good business decisions.

Salesforce forms are perfect allies in maintaining data quality. A good strategy is to encourage its users to look for bad data quality by offering rewards to those who care about it. Moreover, you can also impose periodic checks of Salesforce forms data, which will effectively keep track of the data quality along with helping in identifying improvements that can be made part of Salesforce processes to assure that data remains as reliable as possible.

 
 

Need Help or Advice in Content Management:

Get in touch through Contact our team or my Freelancer.com profile. I always prefer to work through Freelancer.com for smooth functioning. Here you pay safely and securely.

Read More:

How to Pick a Profitable Blogging Niche Easily in 2022

7 Healthy Food That Brings Happiness in the Life

YSL Pestle Analysis | Get Inspiration for Better Marketing

December 13, 2021 7 comments
0 FacebookTwitterPinterestEmail
Salesforce Form
Writing

Types of Reports You Can Create In Salesforce Forms

by Shamsul December 13, 2021

Types of Reports You Can Create In Salesforce Forms

 

Reports within Salesforce forms are a list of records that aim to meet selected criteria and give answers to specific questions. The documents are displayed as tables in the form of rows and columns and can be shared, made public, hidden, and read-only or with write access which can be grouped or filtered based upon any field. The type of report determines which set of records will be available within a report. Each report is based upon a particular type of report, which is selected when it is created.

Additionally, each report also has a primary object and should be linked with each other either directly or indirectly. The benefit of reports within Salesforce is that the user can easily and quickly understand data within the system. With this data, businesses will be able to make informed decisions related to new products or services to build and communicate with customers in an effective way.

To understand this more, consider a scenario where a business sells manufacturing equipment. They hold a list of previous customers who have purchased the equipment but might return under yearly maintenance terms. The business is also continuously receiving new leads, and its sales team is building new relationships. Building a report in Salesforce forms is adequate. It will present the continuous annual revenue of previous customers and reports showing new leads and their progress within the sales flow with the projected revenue. Business analysts will find these reports to be useful for determining common data points within the enterprise’s highest revenue-generating customers and formulating new customer relationship development programs to improve those relationships.

Read Also: 10 LESSER-KNOWN SALESFORCE FORMS FEATURES WHICH ARE VERY USEFUL

Types of Salesforce Forms Report

There are four different types of reports which you can easily create in Salesforce forms. Every report is best suited for presenting the different types of data in different formats. When you know which report type you want to create, it is important to start by understanding the goal value which you attempt to communicate or discover through the reports.

Standard reports: These Salesforce reports are created when an object is created and cannot be modified. These reports are default reports of Salesforce and are stored in the standard report folder. There are many types of standard reports which include:

Accounts

Activities

Price book

Call Center reports

Assets

Salesforce CRM Content

Contacts

Opportunities

Campaign

Products

Leads

Administrative Reports

Custom Reports: 

The administration creates these Salesforce reports for custom objects. There are four types of custom Salesforce reports. Tabular, Summary, Matrix, and Joined. These forms allow the Salesforce administrator to pull, send, and review data within the Salesforce account in different formats.

Tabular Reports:

Tabular reports are the simplest form of reports in Salesforce. The data is presented in the form of rows and is very effective in cases where the goal is to export them. However, this format of Salesforce report is not highly recommended in situations where you want to manipulate data in any way such as calculations, totals, or data groups.

Summary Reports

These are the most commonly Salesforce reports used and is designed to show the data groups. The ‘Group Field’ is very crucial in the summary report. Grouping is done based on the value of a particular field. When you summary reports, you can easily group data on the basis of different accounts and then make calculations to see totals, minimums, maximums, and averages. These reports allow us to easily determine which account holds the most revenue generation and what products or services they are dealing with.

Matrix Reports

These types of reports are somewhat more complicated than tabular reports, and the data is displayed in rows and columns. They can be used for determining different totals from the data and are highly effective when the aim is to display a huge amount of complicated data.

Joined Reports

With joined reports in Salesforce forms, users are equipped with the ability to build two different reports and compare individual data within both the reports. Though, this type of Salesforce report is not commonly used. However, it can be helpful when understanding the differences between the accounts.

Read Also: Quality Improvement – A Case Study of Engineering Tooling Company

Creating a Report in Salesforce Forms

Building a Salesforce is a quick and easy task. When your desired report is created, it can be placed within your dashboard so as to gain quick access to data and information over custom business analytics. Steps in creating a report include:

Navigating to the Reports Tab in the Salesforce account and select ‘New Report’

Select the ‘Property’ object and click over ‘Create’.

Select the Properties, fields, and Filters you want in the report.

Click on ‘Save’ for saving the report within a specified destination or folder.

After saving, click on ‘Run Report’ for creating the report.

Designing the workflow and creating customized reports in Salesforce can be complicated. At https://hevodata.com/learn/salesforce-forms/, you will be assisted by professionals that are experienced in preparing hundreds of client reports along with optimizing business workflow with Salesforce. You will find a team of Salesforce experts and administrators so that your tasks go on smoothly and effectively.

Salesforce Forms Dashboards

Dashboards can be referred to as pictorial representations of the report data, which can be displayed using bar charts, graphs, tables, pie charts, gauges, funnel charts, metrics, scatter charts, and others. Visualizing data in the forms of graphics and illustrations helps understand stats effectively and quickly. It shows data from the reports by using different chart types. Every component of the dashboard holds one report supply. This similar report can also be supplied to different components of the dashboard.

It has become essential for every business to develop clear ‘Reports’ and ‘Dashboards’ to understand better and forecast a business procedure. These reports and dashboards are considered to be highly effective in enhancing business performance and revenue generation. Salesforce reports tend to automate the entire business process, which also saves precious time.

Do you want any help writing quality content, driving more traffic to your website, and boosting conversions?

 
 

Need Help or Advice in Content Management:

Get in touch through Contact our team or my Freelancer.com profile. I always prefer to work through Freelancer.com for smooth functioning. Here you pay safely and securely.

Read More:

Marketing Strategy and Marketing Mix (4Ps) of YSL

Project Management: The 5 Phases of the Life Cycle

The Relationship between Physical Activities and Fitness

December 13, 2021 5 comments
0 FacebookTwitterPinterestEmail

About

About

About Wiselancer

Our resources are tailored according to the needs and demands of today. Wiselancer offers an extensive treasure of knowledge-based contents and articles that shed light on a variety of different subjects and topics.

Recent Posts

  • 13 Reliable Techniques to Use Online World for Making Money

    August 9, 2022
  • Six Helpful Tips for a Successful Business Online

    August 8, 2022
  • 4Ps – Walmart Marketing Mix Greatest Impact

    August 8, 2022
  • PESTLE Analysis of Walmart and Know Effect of External Factors

    August 7, 2022
  • PESTLE Analysis of Tesla – Innovative Electric Vehicles Producer

    August 7, 2022
  • Complete Guide For Mindfulness and Quality Living

    August 7, 2022
  • Better Tips
  • Biography
  • Business
  • Celebrities
  • Cooking & Foods
  • Coronavirus
  • Gig Economy
  • Health
  • Management
  • Marketing
  • Personal Growth
  • Romance
  • Scholarly
  • Skincare and Beauty
  • SWOT & PESTLE 
  • Top 10
  • Travel
  • Trending
  • World's Climate
  • Writing

Archives

  • August 2022 (17)
  • July 2022 (24)
  • June 2022 (24)
  • May 2022 (32)
  • April 2022 (47)
  • March 2022 (62)
  • February 2022 (68)
  • January 2022 (21)
  • December 2021 (41)
  • November 2021 (34)
  • October 2021 (21)
  • September 2021 (6)
  • August 2021 (5)
  • July 2021 (14)
  • June 2021 (11)
  • May 2021 (9)
  • April 2021 (14)
  • March 2021 (12)
  • February 2021 (18)
  • January 2021 (21)
  • December 2020 (7)
  • November 2020 (9)
  • October 2020 (5)
  • September 2020 (7)
  • August 2020 (1)
  • July 2020 (5)
  • June 2020 (10)
  • May 2020 (7)
  • April 2020 (12)
  • March 2020 (15)
  • February 2020 (5)
  • January 2020 (24)
  • December 2019 (13)
  • November 2019 (10)
  • October 2019 (22)
  • September 2019 (18)
  • January 2016 (9)

@2021 - All Right Reserved.


Back To Top
WiseLancer
  • Home
  • About
  • Marketing
  • Management
  • Business
  • SWOT & PESTLE 
  • Health
  • Travel
  • Romance
  • Cooking & Foods