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Clean Data Is Now Essential
Prepare your Salesforce for AI. Discover strategies for clean data and AI readiness. Learn actionable tactics to address data cleanliness and engage stakeholders for successful AI integration.
Important: This session is first come, first seated. You do not have a reserved seat.

, Consultant, Walden Edge

Role: Administrator
Product: Agentforce 360 Platform
Topic: Data
Session Level: Intermediate
Session Type: Breakout
  • Tuesday, Sep 173:00 PM - 3:45 PM PDT
    (10:00 PM - 10:45 PM GMT)
    Moscone West, L3, Room 3014
Session Summary by Einstein: The Salesforce conference session emphasized the paramount importance of clean data in the era of AI, highlighting the need for organizations to have a well-defined CRM data strategy to leverage AI effectively and personalize customer experiences. The speaker detailed the various types of bad data, such as duplicates, inaccuracies, and stale data, which could hinder AI's potential and lead to unreliable outputs. Strategies and tactics within the Salesforce platform were shared to ensure data quality, including process mapping, stakeholder engagement, and utilizing Salesforce tools like reports, dashboards, and automation to maintain and manage data efficiently. The session underscored the critical role of data readiness as a foundation for innovation and adaptability in changing market conditions.
Key Takeaways by Einstein:

• Clean and structured data is essential for AI efficiency, and poor data management can result in unreliable AI outputs that could harm an organization.

• Engaging key stakeholders and mapping out processes are vital steps towards developing a robust data strategy and establishing clear data governance within an organization.

• Salesforce offers a variety of tools and features, such as path, dynamic forms, and flow automation, to facilitate ease of data entry and to ensure data remains accurate and up-to-date.

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Merlinda Lu

Salesforce Developer, IBM