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.
- Cleanse Data
- Explore Database Fields and Values
- Convert Field Type From Free-Text to Picklist
- Consolidate and Retire Legacy Fields
- Fix Data Inconsistencies
Sample Use Case: Cleanse Data
- Step 1: Review Field-Level Statistics
- Step 2: Pick a Field, Explore Its Values
- Step 3: Select a Group, Then Update or Delete
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.
Supported Salesforce Record Types
Insycle supports the following Salesforce record types:
- Custom Record Types
You can select the record type that you would like to import at the top of the module screen.
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.
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 through Insycle. At any time you can download a CSV report of the operation and records affected.
Related Blog Articles
- 5 Steps for CRM Data Standardization
- 6 Critical Reasons to Normalize Data
- Sharing CRM Data: Why Exporting is Painful and How to Automate It
- How to Save Time By Automating Contact Exports & Delivery
Related Help Articles
- Map Values From One Field to Another
- Copy Or Move Values Between Fields
- Export Data on a Recurring Basis
- Bulk Update Values of Any Field
- Format Names, Phone Numbers, Addresses