How to improve your salesforce data collection methods

Back

How to improve your salesforce data collection methods?

by ankit.chowhan in General

Even though your organization uses salesforce solutions, poor data management and data collection strategies can create chaos during the sales lifecycle. Also, if your organization is new to salesforce with minimal understanding of salesforce tools or mixes manual processes for data management then you could be putting a lot of time, money and resources on the line. Fortunately, there are a number of ways which can help you improve your data collection strategies with salesforce. These methods will not only help you create better data collection processes but also better data processing processes too. Some of these methods are:

Use salesforce dynamic picklists: Salesforce picklists function the same way as dropdown fields on forms, by only allowing the users to choose values from a predefined list. Salesforce admins have the ability to change the values which are present on the picklist fields in the backend of Salesforce at any time. With this form dropdown fields will update automatically by dynamically loading options pulled from salesforce picklist managed by salesforce admins.
Prefill from data: Struggling to improve conversation rates when you request more information from the respondents? To tackle this, you can use prefilled fields in forms, this reduces the time and effort users spend on submitting forms which encourages higher response rate and better user experience resulting in better data collection.
Use data validation rules: Validation rules allow the salesforce users to be on the right track and ensure they provide the right input data, in proper format, at the requested time when creating or editing records in Salesforce. To ensure that the data you collect is usable and organized, try implementing key data focused validation rules within form fields. This enables streamlined experience for both you and your clients, ensuring better data collection and data usability.
Auditing data changes: If it is not clear who has the best data, a forms user or salesforce user, then auditing and comparing prospect-submitted data with personal data record updates is best. This allows better clarity over the data that is being collected and modified.
Updating custom objects: One the major advantage of salesforce is the ability to expand the data model in salesforce for your organization with custom objects. But what if your data collection forms are limited to only updating leads and contact records in the salesforce? This can hinder your ability to collect, process and analyze data that your business relies on. To avoid this, an external platform can be implemented with salesforce to ensure that will update custom objects allowing seamless management of your data model.

If you have a similar challenge and need support, our Salesforce experts are available to support and guide. Our Salesforce experts have worked with numerous clients on designing and implementing salesforce architecture from scratch. We also specialize in understanding requirements and providing additional salesforce tools to improve the sales force experience and enhance performance.