Salesforce data management is crucial, especially for companies that process a large amount of information through the CRM. Archiving data is an effective way to reduce data bloating inside the application without permantently removing information that may be needed at some future date. Using Salesforce triggers, your company can even access archived data on-demand, saving space without limiting the potential of this powerful CRM.
Part II of a 2-part series; continued from Tuesday, July 23rd, part 1 here
Staff education can go a long way toward improving data quality, considering a lot of information is still manually entered by employees. Explain the importance of accurate data to employees and educate them about how information is used throughout the business. Implement quality control checks and accountability for data accuracy for employees. Read more »