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Knowledge Base

Resources & Documentation

Learn about data quality, explore best practices, and discover how to improve your Salesforce data.

All Articles

Getting Started

Introduction to Data Quality

Get started with data quality fundamentals and learn how DQS helps you measure and improve your Salesforce data.

Getting Started

Why Data Quality Matters

Understand the business impact of poor data quality and why organizations are investing in data quality now.

Getting Started

Quick Start Guide

Get from zero to your first data quality insights in 10 minutes. Step-by-step guide to getting started.

Data Quality

What is Data Quality?

Learn what data quality means, how to measure it, and why it determines the success of your reporting, automation, and AI initiatives.

Data Quality

The Five Dimensions of Data Quality

Learn the five dimensions DQS measures: Completeness, Validity, Uniqueness, Timeliness, and Consistency.

Data Quality

Completeness

All 10 completeness metrics DQS measures, the diagnostic funnel for finding missing data, and how to configure completeness analysis.

Data Quality

Validity

All 6 validity metrics DQS measures, the diagnostic flow for finding format errors and noise, and how to configure pattern-based validation.

Data Quality

Uniqueness

All 6 uniqueness metrics DQS measures, the diagnostic flow for finding duplicates and repetitive content, and how to configure uniqueness analysis.

Data Quality

Timeliness

All 6 timeliness metrics DQS measures, the diagnostic flow for finding stale and anomalous dates, and how to configure freshness analysis.

Data Quality

Consistency

All 6 consistency metrics DQS measures, the diagnostic flow for finding value fragmentation, and how to configure conformance analysis.

AI Readiness

PII Detection

The 8 PII detection patterns DQS uses, three presets for common scanning scenarios, and how to configure pattern-based detection.

AI Readiness

Agentforce Data Quality: Preparing Salesforce Data for AI

Improve Agentforce data quality and data readiness. A practical guide to preparing your Salesforce data for AI agents with DQS — completeness, consistency, and PII detection.

AI Readiness

Agentforce Data Readiness Checklist

A practical Agentforce data readiness checklist. Assess whether your Salesforce data is ready for AI agents across completeness, consistency, PII, and more.

AI Readiness

Why Agentforce Agents Give Wrong Answers: Data Quality Root Causes

Why Agentforce gives wrong answers: 6 data quality root causes behind inaccurate responses and hallucinations, the DQS metric that diagnoses each, and the fix.

AI Readiness

Agentforce and PII: Protecting Sensitive Data Before AI Deployment

Agentforce reads PII hidden in Salesforce text fields. Learn how to find and remediate sensitive data before deployment to reduce compliance risk.

AI Readiness

Salesforce Data Cleanup for Agentforce: Object-by-Object Guide

A field-level Salesforce data cleanup playbook for Agentforce. Which objects and fields to clean first for service and sales agents, mapped to DQS.

AI Readiness

Agentforce Data Quality: Frequently Asked Questions

Answers to common Agentforce data quality questions: does Agentforce need clean data, what data it reads, readiness thresholds, PII risk, and how to prepare.

Best Practices

Building a Data Governance Framework

Establish governance roles, policies, and standards to manage data quality across your organization.

Best Practices

Measuring Data Quality

Define KPIs, build scorecards, and benchmark your data quality to drive continuous improvement.

Best Practices

Building a Data Quality Culture

Drive adoption and sustainability through change management, training, and organizational alignment.

Best Practices

10 Common Data Quality Pitfalls

Avoid the mistakes that derail data quality initiatives and learn recovery strategies.

Using DQS

DQS Overview

Learn what Data Quality Sense is, how it works, and why Salesforce-native architecture matters for your data.

Using DQS

Definition Builder Guide

Step-by-step guide to creating DQS Definitions using the 5-step wizard. Configure objects, fields, thresholds, and dimension weights.

Using DQS

Running Scans

Learn how to execute DQS scans, monitor progress, handle large datasets, and schedule recurring scans.

Using DQS

Understanding Results

Learn to interpret DQS scan results, read dimension scores, drill down to affected records, and export data for cleanup.

Salesforce

Data Quality in Salesforce

What data quality means inside Salesforce, why CRM data degrades, the six dimensions that matter, and how to measure and improve it natively.

Use Cases

Completeness: Configuration Scenarios

Three practical walkthroughs showing how to configure DQS completeness analysis for different business needs.

Salesforce

How to Measure Data Quality in Salesforce

How a Data Quality Score (data reliability score) works in Salesforce: weighted dimensions, field-level breakdowns, and tracking quality over time.

Use Cases

Consistency: Configuration Scenarios

Three practical walkthroughs showing how to configure DQS consistency analysis for different business needs.

Salesforce

How to Improve Data Quality in Salesforce

A practical, repeatable workflow to improve and maintain data quality in Salesforce: detect, prioritize, fix, prevent, and monitor.

Use Cases

Validity: Configuration Scenarios

Three practical walkthroughs showing how to configure DQS validity analysis for different business needs.

Use Cases

Timeliness: Configuration Scenarios

Three practical walkthroughs showing how to configure DQS timeliness analysis for different business needs.

Salesforce

Salesforce Data Quality Dashboard: Metrics That Matter

What a Salesforce data quality dashboard should track: the Data Quality Score, dimension breakdowns, field health, trends, and PII exposure.

Use Cases

Uniqueness: Configuration Scenarios

Three practical walkthroughs showing how to configure DQS uniqueness analysis for different business needs.

Use Cases

PII Detection: Configuration Scenarios

Three practical walkthroughs showing how to configure DQS PII detection for different scanning needs.

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