![]() It's called duplicate check for Salesforce and record validation for Salesforce. We create two applications for Salesforce. I'm the CEO and founder of Plotty, a company based in the Netherlands. I'm going to start with Stan M now from a company called Plotty. ![]() Maybe just tell us a little about yourself. And when you introduce yourself, if you have a hair curling, interesting, worst story to tell, that's welcome if you don't, that's fine too. (01:56) So, let's begin with introductions. ![]() So what does it mean to be a good data integrity steward in that environment? And by that, I mean, basically places people are using Salesforce as a single source of truth. Then we'll go to backup and recovery and Salesforce in the enterprise. I'm sure it will be much less interesting than anything Jeremy was going to say. (01:26) For Data enrichment - unfortunately, the person who was the expert on that, Jeremy Boudinet, was unable to make it at the last minute today, so maybe I'll say something on data enrichment. We're going to do some introductions, and then we're going to deal with some data integrity content topics - best practices for data gathering, data cleanup, deduplication, and more. So today I'm going to start with this agenda. And essentially what we're trying to do is have discussions and other virtual events in this time where there are a lot of locked-down people, where we can talk about all kinds of different Salesforce topics. We are Integrate.io we're a company that makes ETL tools, and one of our targets is Salesforce. This is building off the X-Force data summit, which was a virtual conference that we held. (00:41) I want to welcome everybody to the first X-Force data Summit webinar. ![]() Want to learn more? Take a deep dive into the issues with the full transcript! The recap concludes with examples of a good-quality workflow and ways to work with zero-budget customers. The panel also answers some questions from attendees, covering important data issues from the perspective of both the producer and the consumer and addressing the problems of data validation in form tools and realistic timelines for archiving critical data. Matthew speaks on backup strategies, underscoring the importance of an effective redundancy plan for an organization's critical data. Then, Stan covers what listeners need to know about data duplication within their systems and Salesforce databases, and presents some ways to avoid the duplications that can plague data collection. Beginning with introductions and some all-too-relatable "horror stories" about data integration gone wrong on different platforms, the experts dive deep into the hot-button issues of the Salesforce and data world.Īndrea helps to cover some of the best practices for data gathering, specifically when it comes to using forms within Salesforce. Hosted by Integrate.io's Leonard Linde, this talk features Stan Ebenau (Plotty), Matt Kennedy (OneBackup), and Andrea Hall (Form Assembly) touching on a wide range of Salesforce data integrity topics. In this engaging, all-encompassing discussion, Integrate.io brings together experts from the data and Salesforce world to tackle some of the hot-button issues surrounding data integrity within Salesforce. Solution: Go to Setup,, Fields and Relationships, Select the PL Field and view the inactive values.Do you work with Salesforce on a regular basis? Then this comprehensive webinar recap is perfect for you.Please clean the data and update the value to a current active value. This will prevent you from successfully restoring and seeding data. Reason 2: The source org data set contains a, no longer active picklist value.If the object does not have a record type enabled then the pick-list value for the object In the destination environment should be enabled.Solution: If the object(s) have multiple record types enabled in the source environment, then the value for the record type in the destination environment must be also be enabled.This can be a common error as environments evolve over time and may change the possible pick-list values that are available to be selected upon record creation. ![]() Reason 1: Destination org does not have the value enabled that is selected in the source environment.INVALID_OR_NULL_FOR_ RESTRICTED_PICKLIST:Status: bad value for restricted picklist field ![]()
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