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Data Quality articles

11 articles · Duplicate management, normalisation and keeping records trustworthy.

3D rendered gear with circuit patterns representing Salesforce validation rules and data integrity.Admin

Salesforce Validation Rules: Sales & Service Examples

Working validation rule examples for Sales Cloud and Service Cloud, with the formulas, to stop common data entry errors...

· 4 min read 3D magnifying glass examining a glowing network of data nodes to illustrate Salesforce data quality.Admin

Salesforce Data Quality: A 4-Stage Fix Strategy

Dirty data in Salesforce wrecks your reporting and the trust that goes with it. A 4-stage pass, audit, deduplicate,...

· 3 min read A 3D visualization representing data flowing into a structured system for Agentforce data qualityAgentforce & AI

Agentforce and Data Quality: Why Intake Processes Matter

Agentforce acts on your data at speed and scale, so a broken intake process gets scaled along with it. Fix data quality...

· 3 min read Visual representation of bypassing rigid validation rules with flexible data integrity mechanisms in Salesforce.Apex

Alternatives to Salesforce Validation Rules for Developers

Validation Rules protect data quality by blocking the save, which is exactly why users learn to work around them. Five...

· 4 min read Technical illustration showing misaligned 3D data blocks, representing Agentforce adoption blockers due to data issues.Agentforce & AI

Agentforce Adoption Blockers for Salesforce Developers

Agentforce paid adoption sits near 6.3% of the customer base, and the blocker looks architectural rather than...

· 3 min read Diagram illustrating data duplication risks impacting revenue in Salesforce Duplicate Management implementationAdmin

Salesforce Duplicate Management: Technical Risks to Revenue

Duplicate records in Salesforce break forecasting, AI training data, marketing segmentation and support history. Seven...

· 4 min read Screenshot illustrating a Salesforce validation rule setup for ensuring correct Customer ID formattingAdmin

Salesforce validation rule for Customer ID formatting

I've seen a lot of integrations break over messy Customer IDs. Here is the validation rule I use to enforce a strict...

· 4 min read Diagram illustrating the process and data implications of Salesforce lead merging operations on records.Admin

Salesforce Lead Merging: What Happens to Your Data?

Merging leads looks simple until you notice it fires deletes and updates that can set off your automation. Here is what...

· 5 min read Diagram comparing validation rules vs triggers decision points for Salesforce data integrityApex

Validation Rules vs Triggers - Choosing the Right Tool

Choosing between a validation rule and a trigger can be tricky when you're trying to keep your data clean. The line...

· 6 min read A visual representation of improving Salesforce data quality using checklists and validation tools.Admin

How to Improve Salesforce Data Quality - Best Practices

Bad data drags down your CRM and your bottom line. This guide shows you how to audit your records and set up validation...

· 4 min read Diagram illustrating Salesforce OCR automation processing images to input data into Salesforce recordsIntegration

Automate Data Entry with Salesforce OCR and Titan Files

Manual data entry is a productivity killer that turns into bad reports and bad decisions. Here is how I use Salesforce...

· 5 min read