Salesforce Data Cleaning Requirements

• Detect and correct (or remove) inaccurate records before loading into Salesforce.  Identify incomplete, incorrect, inaccurate, or irrelevant parts of the data, and replace, modify, or delete the dirty data.

General Spreadsheet Format Notes:

• Column name should clearly indicate the corresponding field name in Salesforce where the information should be mapped.
• If data lives on different objects in Salesforce, each object data should exist on its own sheet.
• Each record for import needs to be listed in its own row.

Typographical Errors:

• Correct any typos and spelling errors.
• Fix capitalization issues, such as values in all caps.
• Dates must be in MM/DD/YYYY format.
• Phone number format is (XXX) XXX-XXXX for all US numbers.
• State values should be listed by two-digit code, not full text value.
• Check all data for accuracy.
  • Examples:
    • Does the value fit the field format?
    • Does the value make sense for the field?
    • Do all email values contain the @ sign?

Unique Identifiers:

• Contact records should have all applicable IDs populated: UICA Lookup ID, University ID, hawkID, employee ID.

Email and Phone:

• Email and phone may be stored in one field in the source of data. However, Salesforce offers multiple fields for email and phone.  While cleaning the data, column should exist or be created for the following:
  • Preferred email: University, Work, Alternate, Other Email (must be populated if more than one email field is populated; default to University if populated, then alternate)
  • University Email (only includes uiowa.edu email addresses)
  • Work Email (work email address, also include uiowa email address here for faculty/staff)
  • Alternate Email (personal email address such as gmail, yahoo, hotmail; also default field for all unknown email types) If alternate matches University Email value or Work Email value, do not include same email in Alternate field.
  • Other Email (secondary email)
  • Preferred phone: Preferred phone must be populated. If more than one phone field is populated, default Preferred Phone to Mobile.
    • Mobile
    • Other Phone
    • Home Phone
    • Work Phone

Company information:

• Ensure company name matching name of list from Salesforce.
• Use Xlookup function to populate company ID column - Salesforce admins can help you if you are not familiar with Xlookup function.