Hur mäter man registerkvalitet i Sales Force. På svenska :)

Denna sida publicerades 2010-02-10 av Mattias Nordin.
Uppdaterad 2010-02-12.

Last indexed by Google 5/18/2023 11:10:
Sökfras: Sales Force registerkvalitet.

Hur mäter man kontaktkvaliteten på sin Sales Force databas?

Har man en databas med tusentals kontakter innehållande telefonnummer, email och addressinformation som ska användas i marknadsföringssyfte så vill man att informationen ska vara så korrekt som möjligt för att vara användbar. Problemet som uppstår är att efter ett par år så slutar telefonnummer att fungera och tidigare anställda på ett account finns inte längre kvar på samma position.

Exempel på en formel som räknar ut datakvalitet i %

Jag delar upp kvalitetskriteriet i tre delar.

Field Score:

Resultat / Vikt * 100 = Field score %

Credibility:

Credibility (trovärdighet) = % av trovärdigheten på datan. Gammal data är inte lika trovärdig som ny eller verifierad data.

Quality:

Quality (kvalitet) = Field score % * Credibility %.

Steg för steg guide

Skapa nya fält på kontaktobjektet i Production kopian av Sales Force:

Field label Data type

Credibility Percent(3,0)

Field Score Percent(3,0)

Field Score Action Text(255)

Last verified daydiff Formula (number)

Quality Percent (3,0)

Gör en Sandboxkopia av produktionsmiljön:
```
Setup -> Administation setup, Sandbox
```

Logga in i din sandbox.

Skapa en ny APEX trigger.
```
a) Setup -> App setup, Customize -> Contacts -> Triggers.
```
```
b) Tryck "New"-knappen.
```
```
c) Klipp och klistra in koden nedan
```
trigger trgMnTestContactDataQuality on Contact(before update, before insert){ // SET VARIABLES Private double intCountTrueScore; Private double intCountFieldWeight; Private double intFieldWeight; Private double intCredibilityPercent; // LOOP THROUGH ALL OBJECTS. NOTE THIS IS A MUST OR THE DATA LOADER WILL NOT FIRE THIS TRIGGER. for (Contact dataObj : Trigger.new) { intCountTrueScore = 0; intCountFieldWeight = 0; intFieldWeight = 0; intCredibilityPercent = 0; // ********************** // CALCULATE FIELD SCORE // ********************** // TEST FIELD IS VERIFIED intFieldWeight = 1; if(dataObj.Is_Verified__c == true){ intCountTrueScore= intCountTrueScore+intFieldWeight; } else { dataObj.Field_score_action__c = 'Verify the contact info and press is verified'; } intCountFieldWeight = intCountFieldWeight + intFieldWeight; // TEST FIELD TITLE intFieldWeight = 1; if(dataObj.Title != null){ intCountTrueScore = intCountTrueScore + intFieldWeight; } else { dataObj.Field_score_action__c = 'Title is missing'; } intCountFieldWeight = intCountFieldWeight + intFieldWeight; // TEST FIELD FIRST NAME IS LONGER THEN 1 CHARACTER intFieldWeight = 2; if(dataObj.FirstName != null && dataObj.FirstName.length() > 1){ intCountTrueScore = intCountTrueScore + intFieldWeight; } else { dataObj.Field_score_action__c = 'Fist name is missing'; } intCountFieldWeight = intCountFieldWeight + intFieldWeight; // TEST FIELD LAST NAME intFieldWeight = 2; if(dataObj.LastName != null && dataObj.LastName.length() > 1){ intCountTrueScore = intCountTrueScore +intFieldWeight; } else { dataObj.Field_score_action__c = 'Last name is missing or to short'; } intCountFieldWeight = intCountFieldWeight + intFieldWeight; // TEST FIELD PREFERED LANGUAGE intFieldWeight = 1; if(dataObj.Preferred_Language__c != null){ intCountTrueScore = intCountTrueScore + intFieldWeight; } else { dataObj.Field_score_action__c = 'Prefered language is missing'; } intCountFieldWeight = intCountFieldWeight + intFieldWeight; // TEST FIELD MAILING ZIP intFieldWeight = 1; if(dataObj.MailingPostalCode != null){ intCountTrueScore = intCountTrueScore + intFieldWeight; } else { dataObj.Field_score_action__c = 'Mailing zip code is missing'; } intCountFieldWeight = intCountFieldWeight + intFieldWeight; // TEST FIELD MAILING CITY intFieldWeight = 1; if(dataObj.MailingCity != null){ intCountTrueScore = intCountTrueScore + intFieldWeight; } else { dataObj.Field_score_action__c = 'Mailing city is missing'; } intCountFieldWeight = intCountFieldWeight + intFieldWeight; // TEST FIELD MAILING STREET intFieldWeight = 1; if(dataObj.MailingStreet != null){ intCountTrueScore = intCountTrueScore + intFieldWeight; } else { dataObj.Field_score_action__c = 'Mailing street is missing'; } intCountFieldWeight = intCountFieldWeight + intFieldWeight; // TEST FIELD COUNTRY ENG intFieldWeight = 3; if(dataObj.Country_eng__c != null){ intCountTrueScore = intCountTrueScore + intFieldWeight; } else { dataObj.Field_score_action__c = 'Country (eng) is missing on the account'; } intCountFieldWeight = intCountFieldWeight + intFieldWeight; // TEST FIELD APPLICATION intFieldWeight = 3; if(dataObj.Application__c == 'Unknown / Assign later'){ dataObj.Field_score_action__c = 'Please define the correct application'; } else if(dataObj.Application__c != null){ intCountTrueScore = intCountTrueScore +intFieldWeight; } intCountFieldWeight = intCountFieldWeight + intFieldWeight; // TEST FIELD PHONE COUNTRY CODE intFieldWeight = 2; if(dataObj.Phone != null && dataObj.Phone.indexOf('+') > -1){ intCountTrueScore = intCountTrueScore +intFieldWeight; } else { dataObj.Field_score_action__c = 'Missing phone country code +46'; } intCountFieldWeight = intCountFieldWeight + intFieldWeight; // TEST FIELD PHONE LENGTH intFieldWeight = 2; if(dataObj.Phone != null && dataObj.Phone.length() > 5){ intCountTrueScore = intCountTrueScore +intFieldWeight; } else { dataObj.Field_score_action__c = 'Phone number is missing or to short'; } intCountFieldWeight = intCountFieldWeight + intFieldWeight; // TEST FIELD EMAIL intFieldWeight = 2; if(dataObj.Email != null){ intCountTrueScore = intCountTrueScore + intFieldWeight; } else { dataObj.Field_score_action__c = 'Email is missing'; } intCountFieldWeight = intCountFieldWeight + intFieldWeight; // ********************* // CALCULATE CREDABILITY // ********************* // REDUCE SCORE IF IS VERIFIED DATE IS OLDER THEN A YEAR // 900 days old = 1% // 800 days old = 5% // 700 days old = 25% // 600 days old = 50% // 500 days old = 80% // 400 days old = 95% // 300 days old = 100% // 200 days old = 100% // 100 days old = 100% // 000 days old = 100% if(dataObj.Last_verified_daydiff__c > 900){ intCredibilityPercent = 1; } else if(dataObj.Last_verified_daydiff__c > 800){ intCredibilityPercent = 5; } else if(dataObj.Last_verified_daydiff__c > 700){ intCredibilityPercent = 25; } else if(dataObj.Last_verified_daydiff__c > 600){ intCredibilityPercent = 50; } else if(dataObj.Last_verified_daydiff__c > 500){ intCredibilityPercent = 65; } else if(dataObj.Last_verified_daydiff__c > 400){ intCredibilityPercent = 80; } else if(dataObj.Last_verified_daydiff__c > 300){ intCredibilityPercent = 95; } else if(dataObj.Last_verified_daydiff__c > 200){ intCredibilityPercent = 100; } else if(dataObj.Last_verified_daydiff__c > 100){ intCredibilityPercent = 100; } else { intCredibilityPercent = 100; } // ****** // OUTPUT // ****** // FIELD SCORE... intCountTrueScore = (intCountTrueScore / intCountFieldWeight * 100); dataObj.Field_score__c = intCountTrueScore; // CREDIBILITY SCORE... dataObj.Credibility__c = intCredibilityPercent; // QUALITY... dataObj.Quality__c = (intCountTrueScore * intCredibilityPercent / 100); // DEBUG... // dataObj.Field_score_action__c = ' dataObj.FirstName.length = ' +dataObj.FirstName.length(); } }

Flytta (deploy) APEX triggern till production.

a) Setup -> App setup, Deploy -> Outbound change sets.

b) Tryck "New"-knappen.

c) Ange ett namn och klicka på "Save"-knappen.

d) Klicka på "Add"-knappen och välj APEX trigger.

e) Välj trgMnTestContactDataQuality och tryck "Add to change set".

f) Klicka på Upload.

g) Logga in i din produktionsmiljö.

h) Setup -> App setup, Deploy -> INBOUND change sets.

i) Open the change set and press "Deploy".