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Salesforce Let’s Get on the Same Page

Salesforce Let’s Get on the Same Page. Isabel Penraeth IPD Coordinator 11/12/13. Data Wrangling. No data is better than bad data Some good data is better than no data Good data structures = beautiful data Beautiful data is Accurate Easy to manipulate

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Salesforce Let’s Get on the Same Page

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  1. Salesforce Let’s Get on the Same Page Isabel PenraethIPD Coordinator 11/12/13

  2. Data Wrangling • No data is better than bad data • Some good data is better than no data • Good data structures = beautiful data • Beautiful data is • Accurate • Easy to manipulate • Capable of being filtered, sorted and searched • Viewable in multiple formats to detect errors • The best way to detect an error or omission is to look at the data in a different format • Run a report, generate a document, export to Excel

  3. Thinking About Data • Data versus information • Word, PDF = information • Searchable • No filter or sort • Excel, database • Our World: CRM • Salesforce (CRM) • Run contracts/reports • Other departments use info • Personify (AMS & CRM!) • Association Membership Management System • A2Z (??? – has fields that are really useful)

  4. Salesforce and Projects Missing Data Returns within fields

  5. Salesforce and Engagements

  6. Salesforce and Contracts Yellow = pulled into contract Blue = entered by Isabel

  7. Salesforce and Contracts

  8. Salesforce and Engagements Content Lead Engagement Owner

  9. Salesforce’s Data Structure • Living with the Limitations • Project  Engagement [Speaker] • Speaker lockdown • Dropdown fields • Level {Advanced, Basic, Intermediate, Overview} • Domains • Specialty Focus • Topic • Workarounds • Test Test (test@mgma.com) pseudo-user • Sometimes the data needs to live our spreadsheet

  10. Data Bones Titles not final; speakers unknown

  11. Data Bones

  12. Questions?

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