Enclude Data Services – Basic Data Audit

When a data set grows over time, mistakes will occur, gaps will develop, consistency of formatting will be lost and requirements will change. This can have a major impact on the effectiveness of the data when you come to use it, whether for communications, reporting or segmentation of records.

  • Is the information stored in the right format?
  • Why are so many emails bouncing back?
  • Should a phone number be 0875550000 or +875550000
  • Why are certain fields empty in some records and not in others
  • Why did we start / stop collecting this data?
  • Why are we using this field? Do we still need this field?
  • Do we have an Eircode for this contact?

What is it?
Our experienced team will use a range of tools to review the contents of your Salesforce data fields looking for missing data, incorrect / non-standard formatting and duplicates. In addition, they’ll review the range and type of data you’re capturing and what fields are being used, not being used, which may be obsolete etc.

How much will it cost?
As a member of the Enclude CRM Membership Programme this service is available using your Support Hours. The length of time may vary depending on the volume of data you have and the complexity of your Salesforce org, but starts from 4 hours which includes the running of the Basic Data Audit, along with delivery of a status and recommendations report. We will also provide an estimate of effort to implement any changes and recommendations.

How to request a Basic Data Audit

  • Log into Member’s Corner
  • Raise a case requesting a Basic Data Audit
  • One of our team will be in touch to confirm the scope and timing of the audit

What happens next?
A report outlining findings, highlighting any data issues and recommending next steps that may be taken to improve / clean the data as well as any process improvement suggestions.

Please Note – The Basic Data Audit is just that, and doesn’t include the resolution of any issues, cleaning of data, merging of fields etc. If you’d like Enclude to support you in implementing any recommendations, or cleaning any data, this would likely need to be quoted for a separate piece of work. Please arrange a follow-up chat with our team to discuss this.

Enclude Data Services – System Health Check

System Health Check
When everything from service delivery to funding to strategy and staffing needs are defined by data, and everyone in the organisation has a role to play in storing it, using it and keeping it secure, it’s important to ensure your system is well maintained.

What is it?
A System Health Check helps you spot both actual and potential problems in your Salesforce system settings and standards. It is a process of evaluating the security, performance and scalability of your Salesforce org that reduces risk of data loss or breaches. It involves checking various aspects of your org such as security settings and policies, customisations and configurations.
Frequent running of a System Health Check allows you to ensure that your system and data are being managed in the best possible way.

How much will it cost?
As a member of the Enclude CRM Membership Programme this service is available using your Support Hours. The length of time may vary depending on the volume of data stored and the complexity of your Salesforce org, but starts from 2 hours which includes the running of the System Health Check along with delivery of a status and recommendations report.

How to request a System Health Check

  • Log into Member’s Corner
  • Raise a case requesting a System Health Check
  • One of our team will be in touch to confirm timings

What happens then
Enclude will run this System Health Check for you, and then provide you with a report flagging up any actual or potential issues with the health of your Salesforce security settings, along with recommendations for how these can be addressed. Recommendations are clear, actionable and prioritised.

Please Note – The System Health Check is just that, and doesn’t include the resolution of any issues. If you’d like Enclude to support you in resolving any issues flagged, or implementing any recommendations, please arrange a follow-up chat with our team to discuss whether this can also be done using Support Hours, or would need to be quoted for as a separate piece of work.