Transforming Data Validation with Automation in Salesforce

Challenges

- Manual Data Identification: The process of identifying incorrect data in the web-to-case form was time-consuming and error-prone.
- Inefficient Resource Allocation: Allocating resources manually for data validation tasks led to inefficiencies and potential delays.
- Cluttered Datasets: Removing unnecessary data from form responses was challenging, leading to cluttered datasets and hindering analysis.

Solutions

- Custom Apex Classes and Triggers: Developed and deployed custom Apex classes and triggers to enforce data standard validations during record creation and updates.
- Automated Task Assignments: Implemented automated processes to create and assign tasks when data validation failed, ensuring timely corrections.
- Validation Rules Implementation: Designed and enforced validation rules for names and phone numbers: Names were formatted to ensure each word started with a capital letter, without improper capitalization within words. Phone numbers adhered to predefined data standards.

Results

- Efficiency Improvement: Automated data validation processes reduced manual intervention time by 45%, enhancing operational efficiency.
- Enhanced Data Quality: Enforcing validation rules improved data accuracy by 35%, ensuring only standardized information entered the system.
- Reduced Operational Costs: Task automation and improved data quality decreased overall operational costs by 30%.

Our client, a non-profit organization in Australia dedicated to protecting marine wildlife and conserving healthy water bodies, faced challenges in maintaining data integrity within their Salesforce environment. They sought a technology partner to implement robust data standard validations and automate task assignments to streamline their operations.

This transformation enabled the non-profit organization to:
Streamline their data validation processes, ensuring cleaner and more reliable datasets.
Reallocate human resources to more strategic tasks, improving operational productivity.
Enhance their ability to respond to and resolve cases effectively, reinforcing their mission of conserving marine wildlife and water bodies.

Key Industry

- Non-profit

Key Pains

- Lack of data standard validation rules in the web-to-case form.

Product Mix

- Salesforce Sales Cloud

The Challenges

Difficulty tracking validation errors effectively within the system.

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Lack of visibility into task progress and completion rates.

The Solutions

  1. Implemented error tracking dashboards to provide real-time insights into validation failures.
  2. Established task monitoring tools to track progress and completion status seamlessly.

The Results

  1. Improved error resolution speed by 40%.
  2. Achieved a 50% increase in task completion rates, ensuring timely follow-ups on validation errors.