Tag archive for data integrity

Exception Reporting: An Admin’s Best Friend

Exception Reporting: An Admin’s Best Friend

This week, I’ve been working in an org that was first built out almost 8 years ago. They’re a tiny staff, and don’t have a dedicated admin. Now, having an admin is absolutely crucial to long term success with Salesforce, but sometimes that just doesn’t…

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And Now We Test!

And Now We Test!

Whether or not you consider testing to be exciting (“HEY EVERYONE! COME SEE WHAT I BROKE!!!!!”) or dulling to the senses, it is utterly necessary. And when we are talking specifically about User Acceptance Testing (UAT) done by our clients, it always improves the overall…

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Should you disable Quick Create for better Salesforce data integrity?

Should you disable Quick Create for better Salesforce data integrity?

What is Quick Create?  Quick Create is the “new” button that appears in lookup windows or the Quick Create section in the sidebar on Account, Contact, Opportunity, or Lead tabs in Salesforce.   In the picture below, I was adding XYC Corporation to Dewey Duck’s contact…

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It’s Your Data: Have Some Integrity

It’s Your Data: Have Some Integrity

Our data isn’t very good, people don’t trust it. I’m always cleaning data. When will it end? Why do organizations get to the point where they don’t trust or can’t act on their data?  Often the reason is poor data quality and integrity.   How does…

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