Salesforce professionals, here’s a revelation: Is your CRM data truly accurate?
1. Streamlining Validation in Salesforce
– Incorporate tools like Loqate to verify addresses, emails, and phone numbers directly within Salesforce.
– Real-time validation helps in maintaining reliable contact information across various standard and custom objects.
2. Key Features of Loqate for Salesforce
– Allows for address verification and updates on any object, including custom mappings for multiple address fields.
– Offers email verification to ensure accurate delivery and identify disposable or fraudulent emails.
– Provides phone validation to confirm details like network operator and format.
3. Implementation and Use Cases
– Set up involves installing a managed package and configuring API keys, which can be quick unless exploring custom automations.
– Helps reduce failed deliveries and operational costs by ensuring accurate address data.
– Suitable for sales, marketing, and delivery processes by enhancing communication reliability.
4. Leveraging API for Automation
– Utilize Loqate’s APIs for bulk validation, ensuring records stay updated effortlessly.
– Automate processes to enhance data integrity on a larger scale with minimal manual intervention.
For Salesforce architects, this means fewer data discrepancies and more efficient operations. Consider integrating Loqate for a streamlined data validation process that keeps your CRM robust.
You can read it here: https://sfdc.blog/mnQpz
Source from salesforceben(dot)com