We dig the community we work with: smart folks committed to the social good who are seeking innovative ways to bring about positive change as effectively and efficiently as possible. Of course, we know that all the smarts and ingenuity don't get you too far without the funky dollar bill.

Data cleanliness and data integrity.  Ah, such fun things to work on, right?  Kind of like spring cleaning, but for some reason all the more frustratingly painful.  Since spring is coming early here in North America, we thought it could be useful to share some new insights we've had on this topic of data cleanliness, especially for inbound data to Salesforce.

A few of us penguins worked through this last night and today as we're gearing up for a new release of our Soapbox Engage products, and I thought I'd share some of the highlights of a good brainstorming session that could be useful for others thinking about matching rules.

Our discussions generally broke down into three main areas:

1) Matching scenarios to keep in mind

2) Matching rules

3) Data updating rules

Let's dive in to our best practices...