Self maid

Raising the bar for data quality in Salesforce starts with knowing what you do or don't have in your database. For instance, identifying records that are missing key fields is a critical step in the data enrichment process.

Insycle makes it easy to identify fields in your Salesforce database that are missing critical data on a one-time basis or on a recurring set schedule so that you can always ensure that you are enriching the most important records in your database.

Table of Contents

Use Cases

Sample Use Case: Validate Data Values

Quick Summary

Insycle makes it easy to identify records with missing data in Salesforce.

Using the Data Validation module, you tell Insycle to look for records that are missing one or multiple fields in Salesforce. Insycle will allow you to take a complete look at all of the records and export them, or in-line edit them directly in the Data Validation module.

Then, you can save your template and save time on future data validation tasks or even schedule regular checks and automated exports for records that are missing fields.

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.

Templates

With your Salesforce Data Validation 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 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 records that are missing key fields.

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