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Data Management in Salesforce

Updated: Nov 10, 2020



"Hey Salesforce admin, if data was physical, would your Salesforce look cluttered?"

Of course not ;-)


In most enterprises


Data grows


Mostly like weed


With little planning, thought, architecture or governance


Driven by culture, preferences, pet projects etc.


As a business


We don't hold data close to our chest


And ask ourselves


If it will give us joy


In business value


user experience, customer trust & digital transformation


Here is data management with Marie Kondo's "Konmari" method


1. Commit yourself to tidying it up


With small steps that you influence


Migrate a text field or unbounded picklist


To a bounded picklist


Solving it for the enterprise


Rarely happens correctly and in time



2. Imagine your ideal lifestyle


What benefits can you can sell to your business?


Better reporting


data security and data privacy


Can come with data consolidation



3. Finish discarding first


Find a pesky data problem


To address for your business


Maybe manual data update


Or data minimization and data retention


That you can automate via flow


Or with tools like Cloud Compliance


Old, obsolete data costs data storage


Increases breach impact


And can violate GDPR, CCPA, LGPD guidelines



Thoughts on salesforce Data Konmari?


To be contd.

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