Case Study 2

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Salesforce Data Integrity Lead

As Salesforce adoption expanded across multiple teams, core data objects (Accounts, Contacts, Opportunities, and Leads) suffered from inconsistent definitions, duplicate records, incomplete fields, and unclear ownership. These issues undermined reporting accuracy, reduced user trust in dashboards, and increased manual cleanup efforts across Sales, Marketing, and Operations.

There was no formal governance model in place to define data ownership, quality standards, or remediation processes.

Establish a scalable Salesforce data integrity framework that:

• Defined clear data ownership and accountability
• Standardized data governance across core objects
• Reduced data quality issues through proactive controls
• Enabled efficient remediation workflows for ongoing maintenance

• Created a Salesforce Data Governance Model defining:
  
  • Data owners (business accountability)
  • Data stewards (operational oversight)
  • System administrators (technical enforcement)
• Established standardized definitions, required fields, validation rules, and lifecycle management policies for core objects.
• Documented governance standards and embedded them into onboarding and change-management processes.

• Assigned object-level and field-level ownership across Sales, Marketing, and RevOps.
• Implemented RACI matrices to clarify decision rights for data changes, exceptions, and escalations.
• Introduced recurring data quality reviews with executive visibility.

• Designed structured remediation workflows for:
  
  • Duplicate detection and resolution
  • Incomplete or invalid field correction
  • Stale or inactive records
• Leveraged Salesforce tools (validation rules, duplicate rules, reports, and flows) to:
  
  • Prevent bad data at entry
  • Route data issues to the correct owners
  • Track remediation SLAs and outcomes

• Built data quality dashboards measuring completeness, accuracy, and duplication rates.
• Established KPIs and thresholds to trigger remediation actions.
• Partnered with stakeholders to refine standards based on evolving business needs.

• Improved data accuracy and consistency across all core Salesforce objects
• Reduced duplicate and incomplete records, significantly lowering manual cleanup efforts
• Increased stakeholder confidence in Salesforce reporting and dashboards
• Clear accountability model that scaled with business growth and new Salesforce features

• Salesforce data governance & architecture
• Cross-functional stakeholder alignment
• Data quality automation & remediation design
• Change management and operational scalability