Project Recipe: Metrics - Initial Data Quality for Salesforce

The following is a guideline to follow when using the recipe "Metrics - Initial Data Quality for Salesforce". Please read these guidelines before cloning the recipe.

Overview

The Metrics Initial Data Quality recipe provides a comprehensive look at initial data metrics for Salesforce Account, Contact, and Lead objects.

After implementing and running the bots, Reports, and Apps will be available that will provide the customer with a comprehensive look at initial data metrics for the Account, Contact, and Lead Salesforce objects.

This recipe provides the following:

• Jobs that analyze the data for three Salesforce objects: Accounts, Contacts, and Leads.
• Bots to run the above jobs. Note that the bot will be created, but not automated.
• Analytics reports
• An App Factory Dashboard to view the analytics reports containing various Initial Data Quality metrics.

Preparation

1. Establish Data Sources: A Data Source must be created for the following Salesforce objects: Accounts, Contacts and Leads. If you already have these Data Sources, you do not need to create new ones. The Data Sources need to contain the following attributes:
   

   Account	Contact	Lead
   AnnualRevenue	Email Address	Email Address
   BillingCity	FirstName	FirstName
   BillingCountry	LastName	LastName
   BillingPostalCode	MailingCity	City
   BillingState	MailingCountry	Country
   Name	MailingPostalCode	PostalCode
   NumberOfEmployees	MailingStreet	Street
   Phone	MobilePhone	MobilePhone
   Website	Phone	Phone
   	Title	Title
   		Industry
   		Company
   		Website

2. A Data Source must be created to be used as a reference for Metrics analytics.
   Create a Reference Spreadsheet using Google sheets or a SV file as follows:
   1. Name Column A "Chart Value"
   2. Create 100 data rows with the value * in each cell
   3. Create an Openprise Data Source with this file and name the data source "Metrics - Chart Value".
   4. Import the Data Source

Clone

To clone the project recipe, navigate to Projects Recipes and select the project recipe to clone.

You will need to provide:

• Project name
• Prefix and/or suffix for all objects in the project
• Data Sources to be used in the project
• Data Targets to be used in the project

Examine the cloned project

• We recommend you look through all the newly created project elements to familiarize yourself with what has been created.
• Look for any job that is marked with errors. These errors must be manually corrected.

Run the bots

Run the following bots in the order listed:

1. Metrics 01.01 - Initial Data Quality - SF Initial Data Capture
2. Metrics 01.02 - Initial Data Quality - SF Completeness
3. Metrics 01.03 - Initial Data Quality - SF Deduplication
4. Metrics 01.04 - Initial Data Quality - SF Recency

Verify Analytics Data

Review the Analytics reports created to ensure data is populated.