This document describes data QC checks and procedures that are required to maintain the integrity of the information.
These checks should be run monthly! A Repeating TaskRay is setup in Salesforce with a checklist,
Objects to check in this order
- Accounts and Membership Status
- Contacts and their relationship to accounts, email and phone #
- CFA Directors
- Unconnected contacts in Salesforce which do not have associated netforum profiles
The overall QC process for each table follows the following format. This format is important so that not only are errors fixed, but they are also identified.
1. Download the data from Netforum
2. Upload the data to "Shadow" fields in Salesforce
3. Run checks to identify errors
4. Run a routine to fix the errors