Automations

Identify orphaned data in Salesforce

⚡️ Automation

Identify orphaned data 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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Automations

Identify orphaned data in Salesforce

⚡️ Automation

Identify orphaned data 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 is essential for efficient data management. One important aspect of this integration involves identifying data that lacks an assigned team or user, commonly known as orphaned data. This data is flagged for review to ensure its accuracy and integrity. By identifying and addressing orphaned data, organizations can prevent data integrity issues, optimize storage utilization, improve system performance, and enhance data analysis and reporting processes.

How it works

The integration with Salesforce allows for the automation of tasks through triggers and actions. Triggers can be scheduled to activate the workflow at specific intervals, such as hourly, daily, or a custom schedule. Actions encompass various operations like filtering and updating metadata, which can be stacked together to create customized workflows. With Secoda, it is possible to perform bulk updates to metadata in Salesforce. In the context of identifying data without an assigned team or user, this integration can tag such data for review, streamlining the process of data management.

About Secoda

When integrating Salesforce with Secoda, data teams are able to enhance and expand their data capabilities. Secoda acts as a centralized platform that consolidates various aspects of data management, including data catalog, lineage, documentation, and monitoring. By utilizing this integration, data teams can efficiently maintain trust scorecards and scale their data enablement practices. The seamless integration between Salesforce and Secoda simplifies the process and empowers data teams to effectively handle and utilize their company's data knowledge.

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