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Salesforce Data Architecture and Management Designer > Data Quality > Flashcards

Flashcards in Data Quality Deck (29)
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1
Q

What is the first step in assessing data quality?

A

Understanding how the data is used to support business objectives

2
Q

How can the age of a set of records be measured?

A

Run a report on the last modify date of the records, and determine what percentage have been modified recently.

3
Q

How can the completeness of a set of records be measured?

A

Run a report based on a set of required fields and assess the percentage of blanks for those fields.

or

Use a data quality app from App Exchange

4
Q

How can data accuracy be measured?

A

Using a data quality app from App Exchange that can match your records against a trusted source and tell you how it can be improved.

5
Q

How can the consistency of data be measured?

A

Run a report to show the values used for date, currency, state, country and region and determine how many variations are used for a single value

6
Q

How can data usage be assessed?

A

Review the available tools and resources your business uses and ensuring the data use is optimized.

7
Q

What are two key impacts of maintaining clean and accurate data in Salesforce?

A

It builds the trust of your sales teams and helps work toward data protection and privacy compliance

8
Q

What is one of the most important aspects of using Salesforce?

A

Maintaining clean and accurate data

9
Q

Describe how data standards can be enforced with regards to naming.

A

By setting naming conventions for records

10
Q

Describe how data standards can be enforced with regards to

A

Set naming conventions for records. Always include suffixes (Inc., Corp.)? Abbreviations?

11
Q

Describe how data standards can be enforced with regards to formatting

A

Figure out how dates and money are represented.

12
Q

Describe how data standards can be enforced with regards to workflow

A

Determine processes for record creation, reviewing, updating, and archiving. Determine all the stages a record goes through during its life cycle.

13
Q

Describe how data standards can be enforced with regards to quality

A

Set appropriate standards for data quality, including the ability to measure or score records. Put a value on age, completeness, usage, accuracy, consistency, and duplicates, along with any other quality or value metrics specific to your business.

14
Q

Describe how data standards can be enforced with regards to roles/ownership

A

Determine who owns records, who’s accountable for changes to data, and who’s notified when there are changes to data.

15
Q

Describe how data standards can be enforced with regards to security/permissions

A

Determine the appropriate levels of privacy for data. Make sure to comply with regulatory, legal, and contractual obligations.

16
Q

Describe how data standards can be enforced with regards to monitoring

A

Outline a process for ensuring quality control of data. Determine the frequency, scope, owners, and checks, including ways for updating data, preventing duplicates, merging records, adding records, and archiving records. Determine metrics that can be easily monitored in a dashboard.

17
Q

How do required fields support data management plans in Salesforce?

A

Required fields ensure that data that supports business objectives has been populated

18
Q

How do validation rules support data management plans in Salesforce?

A

Validation rules can help enforce formatting of specific formats and to ensure data has been populated.

19
Q

How do workflow rules support data management plans in Salesforce?

A

Workflows can be used to automate internal processes and remove the burden from a user

20
Q

How do page layouts support data management plans in Salesforce?

A

By quickly highlighting/surfacing specific information relevant to a specific user type/role without overwhelming them with info they don’t need.

21
Q

How do dashboards support data management plans in Salesforce?

A

By quickly highlighting issues with data within the org

22
Q

How do data enrichment tools support data management plans in Salesforce?

A

By regularly matching salesforce data against a trusted source to ensure its validity

23
Q

How does duplication management support data management plans in Salesforce?

A

By ensuring there is a single record to represent specific types of key/important data in salesforce

24
Q

How can a custom field types support data management plans in Salesforce?

A

by implementing specific data types and enforcing specific formats for custom field types

25
Q

How do state and country lists contribute to data quality?

A

By providing a standardized list of values that can be selected.

26
Q

What are the considerations of data quality?

A
Age
Completeness
Accuracy
Consistency
Duplication
Usage
27
Q

What is data governance?

A

The management of availability, usability, Integrity and security. Usually includes a committee or council who defines procedures and plans the execution of those procedures.

28
Q

What is data stewardship?

A

the management of an organization’s data assets, to give users high-quality data (ex: BI/Reporting dept)

29
Q

What is data architecture?

A

Management of a data policies, models, rules/standards that govern data within an organization