Identify assets for cleanup in Salesforce

Identify assets for cleanup in Salesforce with Secoda. Learn more about how you can automate workflows to turn hours into seconds. Do more with less and scale without the chaos.

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Overview

Integration with Salesforce allows for effective data cleanup, which plays a crucial role in maintaining accurate, reliable, and consistent datasets. By tagging data that has not been accessed within a specific timeframe as "for review," organizations can identify data that may need attention. This approach ensures that analyses and decisions made using the data are well-informed and valid, ultimately boosting the overall quality of the data.

How it works

Integration with Salesforce allows for automating workflows through triggers and actions. Triggers activate the workflow based on predefined schedules, enabling structured and timely actions. Actions encompass various operations like filtering and metadata updates, which can be stacked to create customized workflows. Secoda integration enables bulk updates to Salesforce metadata. With this integration, data from Salesforce that hasn't been accessed for a specific period can be tagged as "for review," facilitating cleanup activities.

About Secoda

Integrating Salesforce with Secoda offers data teams a scalable solution for enhancing their data cleanup practices. By utilizing Secoda as a centralized platform, it becomes effortless to prioritize assets and efficiently manage data catalog, lineage, documentation, and monitoring. This integration empowers companies to streamline their data management processes effectively.

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