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Data Rehab Series:Automating Taxonomy

#DataRehab

Join the conversation!

Data Rehab Series:Automating Taxonomy

#DataRehab

welcomeJoin the conversation!

Objectives

●Explain the value of proper taxonomy

●Cover taxonomy best practices

●Explore ways to set up your Salesforce environment in

alignment with these practices

●Review real-world scenarios

#DataRehab

Michael FarringtonChief Product Officer, RingLead

Founder, Qandor

#DataRehab

About

RingLead creates easy-to-use yet powerful applications that will make your customer and

prospect database much, much better.

Duplicate Removal & Prevention

Normalization

Data Enrichment

Unique Web-to-Lead

Unique Upload

Diver

Data Shield

Profiler

Company Search

Contact Capture

Unique Entry

Data Cleanse

Complete Data Quality SuiteWe offer a full suite of data quality applications.

#DataRehab

Jason PaquetteSales Operations Manager

Simply Measured

#DataRehab

Simply Measured is a fast-growing team of data geeks

dedicated to making the world of analytics and

reporting a better, more beautiful place.

About

#DataRehab

What is Taxonomy?

Standardized terminology for

classification & segmentation that is

data & rules driven.

#DataRehab

Status Level Geo Type

TargetProspectCustomer

ConsumerSMB

Enterprise

AmericasAPACEMEA

CustomerPartnerVendor

Automate Customer “Status”

●Define your “Status” values & rules

●What you need:

○ Roll-up Summary Fields from Opportunity to Account.

○ Workflow Rule Field Updates on your Status field.

#DataRehab

Status Business Rule System Rule

CustomerHas purchased our product or service

Has >0 Closed Won Opportunities on their Account

ProspectIs actively engaged in the sales process

Has 0 Closed Won Opp AND >0 Open Opps on their Account

Target Everyone Else Has 0 Won AND 0 Open Opps

New vs. Add-on Opportunity

●Cross-object formula in a Validation Rule: Use

information at the Account-level to enforce data points

on the Opportunity.

○ e.g. “New Business” vs. “Add-on Business” based on

Status or Roll-up Summary on the Account.

#DataRehab

Record Type Abuse

●Myth: Record Types are primarily for segmentation.

●Reasons to use Record Types:

○ One Profile needs to see multiple Page Layouts

#DataRehab

Customer Record Type

Sales Rep Simple Layout

System Administrator Complex Layout

Partner Record Type

Complex Layout

Complex Layout

○ Different situations call for different picklist values

Validate/Normalize Country Values

●Problem: “USA” vs. “US” vs. “U.S.A.” vs. “United States”

●Solution #1 (Simple/Free):

○ Create Custom Object to hold list of Countries

○ Use VLOOKUP Validation Rule to ensure the value in

Country fields match your standard list.

●Solution #2 (Advanced/Paid): Real-time normalization

○ AppExchange App “AddressTools”

●Extend it! Bucket Countries into Regions

○ e.g. Map “Netherlands” into “Benelux” in “EMEA”

○ Easier Report Filters for Geo-Segmentation!

#DataRehab

Consider your sources

● Integrations

○ What fields are available?

○ Taxonomy? Reliability? Consistency?

●Manual processes (data entry, list import, etc)

○ What’s the incentive?

○ What do they “know”?

#DataRehab

Normalize Title & Department

●Problem: Reliable target marketing based on role & level

in an organization

○ “HR VP” vs. “Vice President of Human Resources”

●Solution: Normalize the Contact’s Title to simplify

Marketing Segmentation:

○ Level: “VP Level” vs. “C-Level” vs. “Manager Level”

○ Department: “Human Resources” vs. “IT”

#DataRehab

Helpful Salesforce Standard Features

●Cross-object Formula Fields

●Record Types for fine-grain control of picklists

●Roll-up Summary Fields

●Dependant Picklists

●Workflow Field Updates

●Validation Rules

●Report Buckets

#DataRehab

Questions? Comments?

@michaelforce @PaquetteJason

#DataRehab

RingLead.com/LinkedIn

@RingLead

RingLead.com/YouTube

RingLead.com/Facebook

@SimplyMeasured

Facebook.com/SimplyMeasured

LinkedIn.com/company/SimplyMeasured

Next Week: The Hack Series Continues!

Wednesday, October 16th at 1 pm ET / 10 am PT

Salesforce Admin Hack Series: Case Object

#DataRehab

RingLead.com/register

Join us for the fourth installment of the Salesforce Admin Hack Series. Back for more Salesforce Hacks after the success of the SFDC Hack Series: Account Object, we’ll once again have the pleasure of hosting Triple-Cerified Admin, Appirio Cloud Consultant and Salesforce MVP Jarrod Kingston.

Referenced Apps

●Roll-up Helper○ https://appexchange.salesforce.com/listingDetail?

listingId=a0N30000009i3UpEAI ●AddressTools○ https://appexchange.salesforce.com/listingDetail?

listingId=a0N30000002zt9uEAA ●Data Shield○ Coming Soon

#DataRehab