Cleanse Data Module Overview

A huge piece of the Salesforce data management puzzle is understanding what you have in your database and cleansing it so that it is uncluttered, formatted correctly, and standardized. But before you can begin fixing issues, you first have to identify what those issues are.

For instance, it is difficult to cleanse job titles when you aren't sure what variations you have in your database.

Insycle makes it easy to drill down into specific fields to explore value variations and review them on a record-by-record level to better understand your data and spot opportunities for consolidation and standardization.

Table of Contents

Use Cases

Sample Use Case: Cleanse Data

Quick Summary

With Insycle, you can use the Cleanse Data module to explore your Salesforce CRM data, identify opportunities for standardization, update the data, and cleanse issues you identify.

It's simple. First, you tell Insycle what field you would like to explore. Then you identify all of the different variations that you would like to update within that field and update them using the Cleanse Data module.

You can save all data cleansing settings using Templates. With templates, future cleansing tasks will not need to be reconfigured, saving you time.

Salesforce Record Types Supported:

Insycle supports the following Salesforce record types:

  • Contacts

  • Accounts

  • Leads

  • Opportunities

  • Custom Record Types

You can select the record type that you would like to import at the top of the module screen.

Salesforce record types

Templates

With your Salesforce Cleanse Data settings set up and running smoothly, you can then save your settings as a template. With a template, all of your settings are saved including field mapping, functions, import modes, etc.

Then, any time that you need to edit or analyze similar data and select the template, these settings will be automatically loaded, saving your time.

To create and save a new template, you click the “+” symbol on the right-hand side of the template banner.

template save

After creating the template, you must save the template by clicking the save icon on the far right-hand side of the same menu.

Audit Trail and History

The Activity Tracker lets you review all changes made to Salesforce data through Insycle. At any time you can download a CSV report of the operation and records affected.

Customer Data Health Assessment

The Data Health Assessment surfaces data quality issues that negatively impact your marketing, sales, and support efforts, and guides you through the process of fixing them. Here, you can keep an eye out for issues in the data that you import.

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