Data Integrity Issues Related to Third-Party Applications
Collectively identify problems stemming from and develop solutions for data integrity issues related to third-party applications
- Goal 1: Create documentation (including videos) for users, admins and orgs on how to solve data integrity issues
- Goal 2: Identify problems and develop actionable solutions
- Goal 3: Make documention/videos accessible to Salesforce ecosystem
Nonprofit and education organizations
After problems are identified, pick one where you can offer expertise or extensive personal experience, and form a group of 3-4 others who feel the same. In your working group, identify one person who will be the "Synthesizer / Scribe" who will from the very beginning of the work be responsible for writing a well-formatted narrative or clean outline of the content you'd like to publish/share by the end of the sprint.
Please replace with the tasks you team was able to accomplish during the Sprint event.
| Full Name | Team Role | Github Username | Working Group? |
|---|---|---|---|
| Don Miller | Group Leader | https://github.com/Donmill7 | Problem Solving/Documentation |
| Parvathy Achuthan Thampi | Contributor | Na | Problem Solving/Documentation |
| Kathy Waterworth | Contributor | Kathy-Waterworth | Problem Solving/Documentation |
We recommend creating a Wiki page for past Sprint Event volunteers (per Sprint), and that Sprints goals, accomplishments, etc. Here's a good example: https://github.com/SFDO-Community-Sprints/DataGenerationToolkit. If you prefer to add this information to the readme file, here's a good example of formatting you can use: https://github.com/SFDO-Community-Sprints/Admin-Skills-and-Nonprofit-Salesforce-Teams
| Full Name | Team Role | Github Username | Working Group? |
|---|---|---|---|
| Kerry Townsend | Contributor | KerryTownsend | Duplicate Rules and 3rd party |
| Lauren Weller | Contributor | lsweller29 | Duplicate Rules and 3rd party |
| Mustafa Sahin | Contributor | mustafa-sahin | Duplicate Rules and 3rd party |
| Chris Rolfe | Contributor | cjrolfe | Duplicate Rules and 3rd party |
| Mahmood Ashraf | Contributor | mahmood772 | Duplicate Rules and 3rd party |
| Sara Avci | Contributor | saraavci | Duplicate Rules and 3rd party |
| CJ Wilkerson | Contributor | CJWilkerson | Duplicate Rules and 3rd party |
| Ines Garcia | Contributor | GarciaInes | Duplicate Rules and 3rd party |
After some initial conversation we started to discuss over the Duplicate Management pickles with multiple entries of integration we started documenting some of the issues found.
The team had a range of experience including non profit end users who are working through data integrity problems that they have inherited and consultants who advise non profits on how to design integrations to ensure data integrity. We reviewed the materials created in the last sprint and did not identify any obvious areas of contibution to those so focused on creating a document that provides guidance to admins on how to approach integration design to avoid data integrity problems and how to work through data integration that arise through integration.
Find the updated Wiki here and continue in future sprints to extend and organise all entries in a easy to consume structure
| Full Name | Team Role | Github Username | Working Group? |
|---|---|---|---|
| Don Miller | Group Leader | https://github.com/Donmill7 | Data Integrity Integrations |
| Maida Rider | Contributor | https://github.com/RiderM780 | Data Integrity Integrations: Duplicates |
| Micah Adler | Contributor | https://github.com/micah-adler | Data Integrity Integrations: Duplicates |
| Pranav Nagrecha | Contributor | https://github.com/PranavNagrecha | Data Integrity Integrations: Duplicates |
| Adam Lincoln | Contributor | https://github.com/adamlincoln | Data Integrity Integrations: Duplicates |
| Bryn Scott | Contributor | https://github.com/Rad-B | Data Integrity Integrations: Addresses |
| Theresa Gossett | Contributor | tgossett | Data Integrity Integrations: Addresses |
| Radhika Kosaraju | Contributor | https://github.com/radhik012358 | Data Integrity Integrations: Addresses |
| Umayal Ramasubramanian | Contributor | umayal1983 | Data Integrity Integrations: Addresses |
After some initial conversation and brainstorming, the group decided to choose two topics and split into one subgroup for each topic.
The Duplicates subgroup started a catalog of matching and duplicate rules for common use cases.
Duplicate solutions - completed but lacking links in Github: Videos, including one on flows
The Addresses subgroup started documenting methods for ensuring address standardization and completeness, including a comparison of NPSP-compatible tools (https://github.com/SFDO-Community-Sprints/Data-Integrity-Integrations/wiki/Documentation:-Data-Integrity-Issues-related-to-Address-data).
- Documentation can be found in the repository links under accomplishments and in the wiki site https://github.com/SFDO-Community-Sprints/Data-Integrity-Integrations/wiki
- Power of Us HUB group "Sprint Project: Data Integrity Issues": https://powerofus.force.com/s/group/0F97y00000009hdCAA/sprint-data-issues-with-integatrations
Next steps for future sprnts:
- Identify additional data integrity issues related to integrations and third-party apps
- Data Integrity issues related to duplicates: Add the "what" and the "why" and make the documentation more useable so integrations can be managed better
- Data Integrity issues releated to addresses: Complete documention by expanding and refining it, continue testing tools and solutions such as Google MAPS, and review all NPSP integration options
- Improve the documentation - e.g., make more complete verbiage, add screenshot and videos.
- Brainstorm on how to distribute to the Salesforce ecosystem.
- Find the updated Wiki here and continue in future sprints to extend and organise all entries in a easy to consume structure