How to Solve Salesforce Data Management Challenges

Many businesses face challenges in organizing and maintaining their Salesforce data effectively. From duplicate records to inaccurate data, these issues can lead to missed opportunities and decreased productivity for their business. However, fear not – solutions are available to help overcome these obstacles and streamline your Salesforce data management process.
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There are many factors to consider when managing Salesforce data, including the quality of your data, potential security concerns, and maintaining compliance with the numerous regulatory standards worldwide.

So let’s explore the top challenges of Salesforce data management and provide you with some actionable tips on how to solve them.

Challenges to Salesforce Data Management 

Data management is an important part of any successful Salesforce implementation, but it can also be one of the most challenging as well. Here are some of the issues that can arise, from data quality issues to managing multiple data sources:

Poor Data Quality

Having poor data in your Salesforce org can really put a crutch on your organization’s ability to function efficiently. Oftentimes, several factors can contribute to poor data, including human error, system errors, duplicate records, and data entry mistakes.

The first step to solving the problem of poor data quality is to identify what exactly is causing it. Once the cause has been identified, you can easily take steps to fix it. For example, if human error is found to be the main cause, then measures can be put in place to improve data entry accuracy, such as training employees on proper data entry methods or implementing quality assurance initiatives throughout your organization.

Lack of Automation

Without proper automation in place, it can be difficult to keep track of changes to your Salesforce data. This goes hand-hand with ensuring data quality and maintaining data integrity. Additionally, doing things manually leaves your Salesforce data open to errors plus increases the time it takes to input it.

Without automation in place, it can be difficult to identify which data has been updated and which still needs to be, leading to inconsistency and inaccuracies. Having methods in place, such as incremental backups, can ensure you have the most up-to-date data available. Without it, it can be difficult to track data changes over time, making it difficult to identify patterns or trends that can help leaders make critical decisions about the business. 

Compliance and Security Concerns

As more and more businesses move their data to the Cloud, security concerns are top of mind for many business leaders. After all, data is the lifeblood of any organization, so you’re going to want to ensure it’s protected as best as possible. Factor in regulations like GDPR and HIPAA, and you’ve got even more reasons to keep your Salesforce data secure. A violation of any of these regulations can result in hefty fines, which can easily be avoided. 

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Break Through Salesforce Data Management Roadblocks

Now that you’ve seen some of the challenges that come with managing your Salesforce data, it’s time to jump into the processes you can implement to overcome them. By putting these in place, you’ll be well on your way to proper Salesforce data management.

Backup Data Regularly

Do you have a backup plan in place? If not, this is one of the first steps you should take when managing your Salesforce data. As we’ve stated before, one of the most important aspects of a proper backup solution whether it can be verified for accuracy and completeness. When you have a clear view of the accuracy of your data, you can avoid other Salesforce pitfalls such as duplications as well. When you’re protected against bad data, you can easily cut down on loss in productivity for your team. 

Make Automation Your Best Friend

As said earlier, doing everything manually sets you up for failure in regard to your Salesforce data’s integrity. Automation tools such as Apex triggers, validation rules, and flows are a crucial part of Salesforce data management, especially when it comes to data recovery. Automating your Salesforce data management will allow you to set up those rules and controls that ensure your data is always accurate and secure.

Setup the Right User Permissions

As the use of Salesforce grows within an organization, so does the number of data objects and users. Along with this increase comes a greater risk of data breaches and other security issues. To cut back on these risks, organizations should take measures to secure their data, including:

  • Enabling two-factor authentication for all Salesforce users
  • Restricting access to data based on user roles
  • Monitoring Salesforce activity for unusual or unauthorized behavior

When tackling any security or compliance concerns, you want to make sure you have the correct user permissions set. This will help you avoid any potential security or data leaks, whether it’s by internal incidents or even an external malicious attack. Make sure you’re clued in on the various permission levels within Salesforce, and assign them to users accordingly. 


CapStorm’s Data Management Solutions Will Help You Overcome Your Challenges 

CapStorm’s Salesforce backup and data recovery solutions are by far the most comprehensive way to protect your invaluable Salesforce data. With our Salesforce backup, data recovery, and restore solutions, you can:

  • Implement automated backups up to every 3 minutes. 
  • Perform full and incremental data backups on demand.
  • Verify data backup accuracy and completeness.
  • Seed sandboxes to streamline developer operations
  • Perform end-to-end Salesforce migrations
  • Achieve agile data compliance

CapStorm enables your Salesforce data to stay within your database, behind your firewall, providing the ultimate data protection. This gives you full, autonomous control over your own data instead of handing your data to a third party. Check out some of the other ways our solutions have helped our customers

Want to learn more about how CapStorm is the Salesforce data management solution you’ve been looking for? Talk to our experts today.

Steven Welch

Steven Welch

Steven has over a decade of experience with content writing and design, and works to bring CapStorm's stories to a wider audience.

About CapStorm

CapStorm is the most technologically advanced Salesforce data management platform on the market. Billions of records per day flow through CapStorm software, and our solutions are used in every industry from credit cards, telecom providers, insurance agencies, global banks and energy providers.

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