Skip to main content

Salesforce: Leadspace Data Governance Reporting

  • Updated

Overview

One of the benefits of implementing Leadspace with the Leadspace for Salesforce managed package is the ability to create customized, ongoing reporting which offer consistent insight into your Data Health allowing you to govern your database, data, and enrichments effectively and with ease—saving you valuable time to focus on your Sales and Marketing motions.

Gartner defines Data Governance as “the specification of decision rights and an accountability framework to ensure the appropriate behavior in the valuation, creation, consumption, and control of data and analytics.”

Effective data governance ensures that data is consistent and trustworthy, doesn't get misused, and enables the generation of positive business outcomes by helping organizations optimize operations and drive business decision-making.

To inform your data governance strategy, leverage the following Data Governance dashboards and Reports which offer purview into ongoing enrichment metrics. Let’s dive in.

The Dashboard

Leadspace recommends this dashboard (created from the associated reports) be constructed in your SFDC Sandbox and Production environments to provide data to your Data Admin teams regarding the following:

  • Provide context as to the volume of records within your SFDC sandbox and production  environments
  • Provide metrics to admin teams in relation to how many records (Account/Contact) Leadspace is able to enrich
  • Provide metrics with regard to Leadspace’s confidence score at the Account and Contact level
  • Understand how many records are scheduled to be enriched
  • Illustrate if there are any issues/trends (positive or negative) that should be addressed

mceclip1.pngBuilding the Reports

Now that you’ve received an overview of the Governance dashboards along with the key benefits, let’s walk through setting up the dashboard.

Enrichment- Successful Activities Report & Partial/Failed Activities Report

Create the Successful Activities Report & Partial/Failed Activities Report

  1. From the Reports tab, click New Report.
  2. Find the Other report type, search for Sync Activities, and click Create
  3. Go to Customize Section > Outline
    1. Format: Summary
  4. Select the following Group Rows:
    1. Related Objects
    2. Sync Type
    3. Sync Definition Name
  5. Show: All related fields
  6. Add the following Columns for your Report
    1. Status
    2. Start Date
    3. Completion Date
    4. # Number of Records
    5. Sync Definition
  7. Define your Filters which should match the following:
    1. Show Me: All Sync Activities
    2. Completed Date: All Time
    3. Sync Type: Contains Event, Periodic, Run
    4. Status: Equals Success for Successful Activities
      1. For Failures report and chart, change Status to contains Partial Success, Failure
  8. Add a Chart
    1. You can also add a chart to see the distribution of these accounts, leads and contacts

mceclip3.png

Enrichment- Scheduled Activities Report

Getting Started

  1. From the Reports tab, click New Report.
  2. Find the Other report type, search for Sync Activities, and click Create
  3. Go to Customize Section > Outline
    1. Format: Summary
  4. Select the following Group Rows:
    1. Related Objects
    2. Sync Type
  5. Show: All related fields
  6. Add the following Columns for your Report
    1. Status
    2. Start Date
    3. Completion Date
    4. # Number of Records
    5. Sync Definition
  7. Define your Filters which should match the following:
    1. Show Me: All Sync Activities
    2. Completed Date: All Time
  8. Sync Type: Contains Event, Periodic, Run
    1. Status: Equals Scheduled
    2. Add a Chart
  9. You can also add a chart to see the distribution of these accounts, leads and contacts

Enrichment Results - Accounts Enrichment Report

  1. Getting Started with Accounts
  2. From the Reports tab, click New Report.
  3. Find the Accounts & Contacts report type, select Accounts,and click Create
  4. Go to Customize Section > Outline
    1. Format: Summary
  5. Select the following Group Rows:
    1. LS Enrichment Status
  6. Show: All Accounts
  7. Define your Filters which should match the following:
      1. Show Me: All accounts
      2. Created Date: All Time
  8. Add a Chart
    1. You can also add a chart to see the distribution of these accounts, leads, and contacts

Enrichment Results - Contacts Enrichment Report

  1. From the Reports tab, click New Report.
  2. Find the Accounts & Contacts report type, select Accounts & Contacts,and click Create
  3. Go to Customize Section > Outline
    1. Format: Summary
  4. Select the following Group Rows:
    1. LS Enrichment Status
  5. Show: All Accounts & Contacts
  6. Define your Filters which should match the following:
    1. Show Me: All accounts
    2. Created Date: All Time
      1. LS Enrichment Status: contains Person & Company Enriched, Person Enriched
  7. Add a Chart
    1. You can also add a chart to see the distribution of these accounts and contacts

mceclip2.png

Enrichment Confidence Scores - Accounts

Getting Started with Accounts

  1. From the Reports tab, click New Report.
  2. Find the Accounts report type, select Accounts,and click Create
  3. Go to Customize Section > Outline
    1. Format: Summary
  4. Select the following Group Rows:
    1. LS Company Confidence Score
  5. Show: All Accounts
  6. Define your Filters which should match the following:
    1. Show Me: All accounts
    2. Created Date: All Time
  7. Add a Chart
    1. You can also add a chart to see the distribution of these accounts

Getting Started with Accounts & Contacts

  1. From the Reports tab, click New Report.
  2. Find the Accounts & Contacts report type, select Accounts & Contacts and click Create
  3. Go to Customize Section > Outline
    1. Format: Summary
  4. Select the following Group Rows:
    1. LS Company Confidence Score
  5. Show: All Accounts
  6. Define your Filters which should match the following:
    1. Show Me: All accounts
    2. Created Date: All Time
  7. Add a Chart
    1. You can also add a chart to see the distribution of these contacts

Build the Dashboard

  1. From the Dashboards tab, click New Dashboard.
  2. Name the Dashboard, ex. Data Governance Dashboard, click Save
  3. From the Dashboards screen, select + Component
  4. Select Reports > Recent
  5. Choose one of the Data Governance Reports you just built, click Select
  6. From the Add Component screen, define your Report Details
    1. Display As: Select your Chart Type. Leadspace recommends a Donut chart of a Bar Graph
    2. Y-Axis: Generally this will be your Grouped Rows
    3. X-Axis: Generally this will be Record Count
    4. Other details: Configure the additional details per your expected outcome
  7. Once you've configured your component, select Add
  8. Repeat the same process for the additional reports you built in this article, click Save

Related articles