Enhanced data integrity and standard validation with automated apex triggers

Challenges

- Manual process for identifying the incorrect data in web-to-case form.
- Inefficient process of manually allocating resources to validate data.
- Difficulty in removing unnecessary data from the response in the form.

Solutions

- Developed custom apex classes and triggers that identified incorrect data.
- Automated task assignment of validating data to resources.
- Implemented validation rules for name and phone number data standards.

Results

- Streamlined data validation process.
- Implementation of name and phone number validation rules.
- Reduced operational costs due to automated validation process.

Our client is a non-profit organization in Australia that protects precious marine wildlife and conserves healthy water bodies across and around Australia.

The client was looking for a technology partner to implement data standard validations within their Salesforce environment. Additionally, they sought automated processes for task creation and assignment to users for identifying incorrect data.

We successfully integrated data standard validations into Salesforce, enhancing the data quality. This involved implementing apex classes and triggers, establishing automated processes for task generation and assignment, and implementing validation rules for mobile and name data standards.

Key Industry

- Non-Profit

Key Pains

- Lack of data standard validation rules on the web-to-case form.

Product Mix

- Sales Cloud

The Challenges

Manual identification of incorrect data in the web-to-case form prolonged response times and increased the risk of overlooking errors, impacting the efficiency and accuracy of case resolution.

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Manually allocating resources to validate data led to inefficiencies and potential resource misallocation, slowing down operations and increasing the likelihood of errors in data validation.

Struggled to remove unnecessary data from form responses prolonged data processing times and increased the risk of cluttered datasets, hindering analysis and decision-making processes.

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The Solutions

  1. Developed custom apex classes and triggers to enforce data standard validations upon record creation and updates.
  2. Implemented custom validation rules for mobile numbers and names based on their respective data standards and established automated processes to create and assign tasks where data validation failed.
  3. Utilized validation rules to validate the names against the predefined format where each word begins with a capital letter and no capital letters are present within the words.

The Results

  1. Efficiency improvement: The automated data validating process reduced manual intervention time significantly.
  2. Enhanced data quality: Implementation of validation rules for name and phone number data standards ensured that only accurate and standardized data entered the system.
  3. Reduced operational costs: Task automation and improvement in data quality decreased the overall operational costs.

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