Enhancing data integrity with automated validation in salesforce
Our client is a leading non-profit organization in Australia focused on marine wildlife conservation and maintaining healthy water ecosystems. They rely on accurate and structured data within Salesforce to manage cases, track engagements, and ensure the effectiveness of their conservation efforts.
The organization faced significant challenges in maintaining clean and standardized data within their Salesforce environment. The manual process of identifying and correcting erroneous data in the web-to-case form consumed valuable time, leading to inefficiencies and increased operational costs. Additionally, the lack of visibility into task completion rates made it difficult to track progress and ensure timely follow-ups on data validation issues.
We developed and deployed a comprehensive automated data validation solution within Salesforce. By leveraging custom Apex classes, triggers, and validation rules, we ensured that data entries met predefined standards. Automated task creation for flagged validation errors enabled seamless tracking and resolution, reducing manual intervention. Furthermore, real-time monitoring tools provided visibility into validation errors and task progress, enhancing overall operational efficiency.
The web-to-case form allowed users to enter data without any standardization, leading to inconsistencies in name formatting, phone numbers, and other key fields.
The absence of automated validation meant staff had to spend significant time identifying and correcting errors, delaying case resolution.
No real-time monitoring system was in place to track validation errors, making it difficult to ensure all issues were resolved efficiently.
- Implemented Apex classes and triggers to enforce consistent formatting for names and phone numbers. Each word in a name was capitalized properly, and phone numbers followed a predefined format.
- Introduced a dashboard that displayed all validation errors in real-time, allowing the team to monitor and address issues proactively.
- Developed automation to create and assign tasks whenever a validation error was detected, ensuring timely corrections and improved workflow efficiency.
- Error Resolution Speed Increased by 40% Automation significantly reduced the time spent on manually identifying and fixing data entry errors.
- 50% Improvement in Task Completion Rates: Automated task assignments ensured that validation errors were addressed more efficiently, reducing backlogs.
- 35% Improvement in Data Quality:Enforcing validation rules helped maintain a structured and reliable dataset, minimizing inaccuracies.
