NEWS FROM OUR PARTNER THE EXCHANGE FORMASSEMBLY SPRING 2022 Remove irrelevant data 1. Irrelevant data not only skews results but creates more work for your team by forcing them to sift through unneeded information. First, consider your goals when collecting certain types of data from customers. Then remove data that is not necessary for meeting these goals. This will help improve efficiency and minimize distractions when you go to analyze your data. Remove duplicate data 2. Duplicate data occurs because of poor data entry processes, data merge from multiple sources, or general human error, which hinders accurate analysis and requires extra storage. To clean duplicate or incomplete data, first, compare and match data, then remove duplicates to create a single consolidated record. Address missing data 3. Missing data, while unavoidable, is the result of a person intentionally or unintentionally leaving a field blank while filling out a form. To handle this omitted data, one option is to remove empty fields completely. Another option is to manually input data into the field with a probable value. If missing data occurs in a pattern, flag the field and assess if it is necessary. Correct structural errors 4. Structural errors can include typos, misspellings, improper capitalization, or the same attributes with different names. To avoid these errors and resulting inconsistent data, assess current data collection processes to eliminate duplicate data and fix mislabeled categories. The best way to prevent errors is by standardizing data types. Standardize data types 5. Standardizing data types is one of the best ways to ensure clean, consistent data during the collection process. When standardizing, be sure all values have a uniform format (such as upper or lower case), and that units of measure, dates and times, locations, and calculations are consistent. Clean data from web forms to Salesforce For any modern, data-driven organization, clean data is crucial for operational efficiency, FormAssembly’s data collection platform and seamless Salesforce Connector with Dynamic strategic decision-making, and long-term business growth. This season provides a perfect Picklists lets users create or update any Salesforce object with a web form to minimize duplicates, opportunity to “spring clean” dirty data and ensure the information collected into your inaccuracies, and unnecessary fields when collecting data. Salesforce org is correct, high quality, and usable. To unlock the potential of the data your organization collects, complete these five data-cleansing techniques. Learn more about FormAssembly on AppExchange. 7