Learn how a data architect can help Northern Trail Outfitters (NTO) solve issues related to new fields and lack of governance in their Salesforce Sales Cloud and Service Cloud implementation. Discover the best governance measure to ensure data integrity and user understanding.
Table of Contents
Question
Northern Trail Outfitters (NTO) uses Sales Cloud and Service Cloud to manage their sales and support processes. Some of NTOs teams are complaining they see new fields on their page and are unsure of which values need be input. NTO is concerned about lack of governance in making changes to Salesforce.
Which governance measure should a data architect recommend to solve this issue?
A. Create reports to identify which fields users are leaving blank, and use external data sources to augment the missing data.
B. Add description fields to explain why the field is used, and mark the fields as Required.
C. Create and manage a data dictionary, and use a governance process for changes made to common objects.
D. Create validation rules with error messages to explain why the field is used.
Answer
C. Create and manage a data dictionary, and use a governance process for changes made to common objects.
Explanation
Creating and maintaining a comprehensive data dictionary is a crucial governance measure to address NTO’s concerns. The data dictionary should include detailed information about each field, such as its purpose, data type, possible values, and dependencies. This documentation helps users understand the significance of each field and how to input the correct values.
Implementing a formal governance process for changes made to common objects is equally important. This process should involve stakeholders from relevant departments, including sales, support, and IT. Any proposed changes to fields or objects should be thoroughly reviewed, discussed, and approved before implementation. This ensures that modifications are justified, well-planned, and communicated effectively to all affected teams.
By combining a well-maintained data dictionary with a structured governance process, NTO can improve data quality, consistency, and user adoption. Users will have a clear understanding of each field’s purpose and requirements, reducing confusion and incomplete data. The governance process will prevent unauthorized or unnecessary changes, maintaining the integrity of the Salesforce system.
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