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
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?
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.