Aen007 Kenigsberg 091807

Applied Data Quality Ezra Kenigsberg Data Architect salesforce.com Admin III: Expanding into new areas

Safe Harbor Statement ,[object Object],[object Object],[object Object]

This session… Other sessions… ,[object Object],[object Object],[object Object],[object Object],[object Object]

Outside this session: Please use these resources ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Overview ,[object Object],[object Object],[object Object],[object Object]

De-duplicating ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],WHAT’S HOW do I my data? match? a dupe? WHAT’S HOW do I my data? match? a dupe? merge? merge?

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],De-duplicating 1: What’s a dupe? WHAT’S a dupe? A dupe’s definition determines the dataset!

De-duplicating 1: What’s a dupe? (cont’d) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],WHAT’S a dupe? Fortune 500 company 8,000+ Employees Operates in 30+ countries Case Study:

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],De-duplicating 1: What’s a dupe? (cont’d) Decreasing Ease-of- Maintenance WHAT’S a dupe?

[object Object],[object Object],[object Object],[object Object],[object Object],De-duplicating 1: What’s a dupe? (cont’d) WHAT’S a dupe?

And now. . . a tool ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],WHAT’S my data?

De-duplicating 2: What’s my data? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],WHAT’S my data?

Initial data set Look for a tough case, then sort and filter to get… WHAT’S my data?

(1) Sorted and (2) filtered on name … a set of records to work with WHAT’S my data?

De-duplicating 3: How do I match? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],HOW do I match?

Numbers/IDs … IDs/Numbers don’t help here HOW do I match?

De-duplicating 3: How do I match? (cont’d) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],HOW do I match?

Scrubbing phone numbers HOW do I match?

Scrubbing phone numbers (cont’d) Easier to line up matches HOW do I match?

Concatenating address parts … consistent addresses … consistent names Better when we have… HOW do I match?

De-duplicating 3: How do I match? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],HOW do I match?

De-duplicating 4: How do I merge? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],HOW do I merge?

Modifying names in Salesforce HOW do I merge?

Merging in the Salesforce UI HOW do I merge?

Merging in the Salesforce UI (cont’d) HOW do I merge?

De-duplicating Key lessons ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],a dupe? WHAT’S HOW do I my data? match? merge?

Managing data loads better ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Managing data loads better (cont’d) ,[object Object],[object Object],[object Object],[object Object],HOW do I generate? load? map? HOW do I generate? load? map?

And now. . . a tool ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],HOW do I map?

And now. . . a tool (cont’d) ,[object Object],[object Object],[object Object],[object Object],HOW do I map?

Managing data loads better 1: How do I map? ,[object Object],[object Object],[object Object],[object Object],[object Object],HOW do I map?

Grab the source field names 1 2 Transposed using Excel’s “ Edit | Paste Special | Transpose” command HOW do I map?

Grab the Force.com API field names 1 2 Transposed using Excel’s “ Edit | Paste Special | Transpose” command HOW do I map?

Build out mapping file An index column facilitates later sorting Not every column has to map Comment column is useful for concatenates, lookups HOW do I map?

Managing data loads better 2: How do I generate CSVs? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],HOW do I generate?

Importing into Access 1 2 HOW do I generate?

Access table design After import, change field types to Text HOW do I generate?

Concatenate strings to create query Concatenation formula produces clauses suitable for pasting in SQL SELECT query HOW do I generate?

Customize SQL where needed Customized, concatenated DESCRIPTION field (as specified in mapping document) Lookups to other tables would also require customization HOW do I generate?

Managing data loads better 3: How do I load? ,[object Object],[object Object],[object Object],[object Object],[object Object],HOW do I load?

Folder naming YYYY-MM-DD#NN forces folders to sort in chronological order HOW do I load?

Folder contents Save source file, success files, and error files all in same directory HOW do I load?

Folder contents (cont’d) 1 2 ,[object Object],[object Object],[object Object],HOW do I load?

Managing data loads 3: How do I load? ,[object Object],[object Object],[object Object],[object Object],[object Object],HOW do I load?

Perfect auto-match With a file created this way, Auto-Match gets every field mapped HOW do I load?

Managing data loads Key lessons ,[object Object],[object Object],[object Object],[object Object],[object Object],HOW do I generate? load? map?

Keeping data clean ,[object Object],[object Object],[object Object]

Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],We strive to improve, t hank you for filling out our survey. ,[object Object],[object Object]

Q&A ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Extras: Ezra’s Toughest Data Projects ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Extras: Manage your time! Make shortcuts! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],… after before…

Extras: Ezra’s favorite keystrokes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Extras: Other cool data tricks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Aen007 Kenigsberg 091807

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Aen007 Kenigsberg 091807