Artificial Intelligence is unlocking powerful new ways to work with Salesforce. However, before you dive in, it’s essential to ensure your data is ready. Here’s a friendly guide to help you get your Salesforce data in shape for AI success.

1. Understand why clean data matters

AI and machine learning require high-quality, reliable data to deliver valuable insights. If your data is messy or incomplete, the results just won’t be accurate. Clean data means smarter recommendations and fewer headaches.

2. Audit your Salesforce data

Take a close look at your records.

• Are there duplicate contacts, accounts, or leads?
• Are important fields like email or phone missing?
• Do you notice different formats for dates, country names, or addresses?
• Identifying these issues now will save time and trouble later.later.

3. Get rid of duplicates

Duplicates can seriously confuse analytics and AI. Use solutions like Plauti Duplicate Management to find and merge or remove double entries. This gives your AI models a clear view of what’s really going on.

4. Standardize and validate your data

Are phone numbers, addresses, and names in the same format throughout? Setting up validation rules and automation helps ensure new data comes in consistent, so little problems don’t become big ones.

5. Fill in the gaps

For the best results, AI needs complete information.

• Identify missing fields, like emails or addresses
• Enrich your data from trusted sources if you can
• Set up Salesforce to prompt users for key details that are missing

6. Keep an eye on data health

Good data is an ongoing effort. Schedule regular reviews and build simple dashboards to help you spot problems fast. Get your team involved and make data quality part of your daily routine.

7. Document your data model

Make sure everyone understands what each field means and how it’s used. A clear and well-documented structure helps both people and AI get the most out of your Salesforce data.

8. Set roles and guidelines

Define who owns each type of data, who can change it, and how long it should be kept. Good guidelines keep your data in top shape and make sure everyone is on the same page.

In summary:

Great AI starts with great data. Clean, consistent, and complete Salesforce records are the foundation. Start by finding and fixing duplicates, validating new entries, keeping your data model up-to-date, and making quality checks a regular habit.

If you’re ready to get your data AI-ready, Plauti’s solutions are here to help. Have questions? The Plauti team is always happy to chat.