Salesforce Guide
Salesforce Data Collection Best Practices
Best practices for secure, validated Salesforce data collection at scale.
Data collection is only useful when it is accurate, secure, and easy to act on. These practices keep Salesforce data clean.
Data quality foundations
- Validate fields before Salesforce ingest
- Use required fields sparingly to reduce drop-off
- Keep mapping consistent across teams
Governance and security
- Define data retention requirements
- Restrict access by role and region
- Log submissions for audit trails
Native vs. external collection
Native Salesforce forms
- Best for internal teams
- Limited external access controls
BreezyBit collection
- External-ready and secure
- Advanced validation and routing
Bottom line
Bottom line: prioritize validation, governance, and automation to keep Salesforce data usable.
FAQ
How do we reduce bad data? Use validation, conditional logic, and clear field labels.
What about compliance reviews? Document data flow and access controls early.
Can BreezyBit support multiple teams? Yes. Use templates and permissions for each team.
Next steps
Explore the product: BreezyBit Form & Survey Builder.