December 10, 2024
FAQ: Cloudingo Data Quality Dashboard
Q1: What is the Data Quality Dashboard?
The Data Quality Dashboard is a powerful tool designed to provide insights into your Salesforce and Marketo data health and how Cloudingo can help. It helps you identify and address data quality issues, such as updating inactive picklist values, inactive record owners, and missing required fields. Easily take actionable steps to improve your data’s hygiene and track your progress over time. The dashboard also provides high-level insights into your data activity and a quality score.
By improving your data quality, you can enhance the accuracy of your reports, streamline automation processes, and make more informed business decisions.
Q2: How is the Data Quality Score calculated?
The Data Quality Score is a proprietary and comprehensive metric that evaluates your data's completeness, consistency, and similarity to other records. It's calculated in the background on a variety of factors, including the presence of inactive record owners, missing required fields, and data inconsistencies. Weekly historical scores are available to track progress.
Q3: What are “Top Issues/Actions,” and how do they help improve data quality?
The “Top Issues/Actions” section highlights the most critical and actionable data quality problems within your organization. It provides clear guidance on resolving these issues such as updating inactive picklist values, reassigning records to active owners, and completing missing required fields. By addressing these issues, you can prevent automation errors and failed merging while improving reporting, forecasting, and raising efficiencies.
Q4: How does the dashboard handle inactive picklist values?
Inactive picklist values that remain in records can cause a variety of issues, not the least of which is merge/convert automation failures. The dashboard detects inactive picklist values (for example: outdated opportunity stages), shows which records are affected and which object has the most records, and allows users to map and update values to active ones, either in real-time
or saved for future updates. Historically Cloudingo has displayed merges/converts that fail because of inactive pick list values in the Activity Stream. But now Cloudingo gives you a fast and easy way to resolve these problems and stay ahead of them.
Q5: Can the dashboard help with inactive record owners?
Yes, the dashboard identifies records with inactive owners, breaks down ownership by record count, and allows users to immediately assign these records to active owners or a default active owner. Solving the problem of Salesforce blocking merges into a primary record with an inactive owner.
Cloudingo also has an owner mapping feature. By mapping inactive users to active ones, when actions need to be taken on records with inactive user, Cloudingo can update ownership as part of the merge/convert/update.
Q6: What is the “Required Field Usage” feature?
The “Required Field Usage” feature helps you identify records that are missing values for required fields. By addressing these gaps, you can improve data completeness and ensure the accuracy of your reports. For example, if 80% of contact records have missing required fields, the dashboard will highlight this gap, enabling admins to take action to backfill data and improve record completeness.
Q7: What is the “New/Modified Records” trend analysis?
The “New/Modified Records” trend analysis provides insights into data activity over time. By monitoring these trends, you can assess data freshness and detect potential data quality issues.
Q8: What is the Admin-User Ratio report?
The Admin-User Ratio report helps you assess the balance between administrators and users in your organization. A well-balanced ratio can positively impact data quality by ensuring adequate oversight and support. A low admin-user ratio might indicate challenges in managing data hygiene across the organization.
Q9: How can I get started with the Data Quality Dashboard?
Get started on our help website here.
