How to Clean Up Your Salesforce Data in 6 Steps

  1. Establish a Data Management Team
  2. Use Reports and Dashboards to Identify the Problems
  3. Create Duplicate-Catching Rules
  4. Develop a Data-Hygiene Schedule and Maintenance Plan
  5. Control Data Capture and Input
  6. Put Your Data to Use - Using your data regularly helps keep it clean!

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Download our complete guide for step-by-step instructions to get your Salesforce data in top shape!