Equipment CRM - Data Quality Enforcement

Introduction

Data Quality Enforcement is a new feature for Equipment CRM (SalesLink) and Equipment CRM Mobile (SalesLink Flex) that helps dealerships improve the quality and consistency of company and contact data at the point of entry.

By applying stricter validation rules when users add or edit records, this feature helps reduce incomplete or incorrectly-formatted data and supports cleaner reporting and follow-up activity. This feature is of special interest to Caterpillar dealers, as it supports them meeting their Caterpillar Digital Excellence Program (Dealer Trifecta) requirements.

What is Data Quality Enforcement?

When enabled, Data Quality Enforcement adds validation rules to company and contact records when users modify them in Equipment CRM. If any field fails validation, the record cannot be saved until the issue is corrected.

Data Quality Enforcement applies to records of the following types:

Company/customer records
Prospect records
Contact/influencer records

Data validation will be performed both when creating new records and editing existing records. See Appendix A for a comprehensive list of affected fields and the rules used to perform validation on them.

Data validation is only performed on data entered directly in Equipment CRM. It is NOT performed on data imported into Equipment CRM from your organization’s ERP (e.g. DBS) or via the Bulk Import Prospects tool.

If an imported record contains invalid data, users will be required to correct that data before saving changes to the record in Equipment CRM.

In Equipment CRM

Adding and Editing

In Equipment CRM, Data Quality Enforcement applies anywhere users can add or edit company or contact information. This includes company/customer and prospect records, as well as contact/influencer records. It also applies to temporary customer entry and other views where these records can be modified.

In the above example, the user has entered an invalid Email address and Phone number when editing a customer record. The invalid records are indicated by a red triangle symbol . Hover your mouse over this symbol to see more information on why a value was rejected; for example, the Phone number field requires a value between 7 and 16 digits long.

The Customer Information Screen

Invalid data will also be flagged on the Customer Information screen. Hover your mouse over any red triangles you see to learn more about why a given record was flagged.

In Equipment CRM Mobile

Data Quality Enforcement also applies in Equipment CRM Mobile. Data validation will be performed in real time as the user modifies company or contact information, and invalid records will be flagged with red text indicating why the value is invalid:

Configuration

Data Quality Enforcement can be enabled and disabled via the Enforce strict data quality rules in company and contact (influencer) records (ckSLCommon.CustomerProspect.DataQuality.Enforce) configuration key in CloudLink Console. This key has two possible values:

(1) Do Not Enforce: Data quality is not enforced.
(2) Enforce: Data quality is enforced in Equipment CRM and Equipment CRM Mobile.

The default value of this configuration key is Do Not Enforce. If you want to enforce data quality in your system, you will need to opt in by enabling this key.

For more information on modifying configuration keys in CloudLink Console, see “Manage Configuration Keys”.

Compatibility with Existing Configuration Keys

A number of configuration keys for enforcing data requirements already exist in CloudLink Console. For example, the Customer Address1 field mandatory (ckSLCommon.CustomerProspect.Mandatory.Address1) key makes the “Address Line 1” field mandatory when editing a customer’s billing address.

Data Quality Enforcement is fully compatible with all existing data enforcement configuration keys. If multiple such keys are enabled, the strictest possible data requirements will be enforced. In other words, data entered in Equipment CRM must fulfill the requirements of all enabled configuration keys.

To ensure your system behaves as expected, Texada recommends reviewing your current configurations before enabling Data Quality Enforcement.

To modify the mandatory status of the E-Mail field under “Add Extra Details” on the Add New Customer screen, please contact Texada support with reference number CLA-42341.

Appendix A: Data Enforcement Rules

This appendix lists the fields affected by Data Quality Enforcement, and the requirements they must meet in order to be valid. These rules are informed by Caterpillar’s Digital Excellence Program (Dealer Trifecta) and cannot be modified.

Company Name

Mandatory (cannot be null or blank)

Cannot contain more than 2 spaces in a row

Cannot start with /, *, or $

Company Phone, Office Phone, Mobile Phone, and Fax

Cannot start with /, *, or $

Must be numeric, though these characters are allowed: #, x, ext, ., -, (, ), +

Cannot be fewer than 7 digits

Cannot be more than 16 digits

Cannot consist of repeating digits only (for example, 333-3333)

Cannot start with an alphabetic character

Company Email

Mandatory (cannot be null or blank)
Must contain exactly one “@” symbol separating the username and domain
Username (before the “@”) must be at least one character long and can include letters, numbers, and the following symbols: ., _, %, +, -
Domain (after the “@”) must be at least one character long and can include letters, numbers, and the following symbols: ., -
Domain cannot be the same as the current user’s
Must contain at least one period “.” after the domain name
The domain extension (after the final period “.”) must contain only letters and be at least 2 characters long
Cannot contain any extra characters before the start or after the end of the email address

Company Address Lines 1, 2, and 3

At least one of the three address lines must be populated
Address lines cannot start with /, *, or $

Company City, State, Country

Mandatory (cannot be null or blank)
Cannot start with /, *, or $
Cannot start with a non-alphabetic character

Company Postal Code

Mandatory (cannot be null or blank)
Cannot start with /, *, or $

Contact Name

Mandatory (cannot be null or blank)
Cannot start with /, *, or $
Must be greater than 3 characters and include at least one space for first and last name
Cannot be all numeric
Cannot be all special characters
Cannot be a mixture of only numeric and special characters

Contact Business Phone, Mobile Phone, and Phone

Mandatory (cannot be null or blank)
Cannot start with /, *, or $
Must be numeric, though these characters are allowed: #, x, ext, ., -, (, ), +
Cannot be fewer than 7 digits
Cannot be more than 16 digits
Cannot consist of repeating digits only
Cannot start with an alphabetic character

Contact Email

Mandatory (cannot be null or blank)
Must contain exactly one “@” symbol separating the username and domain
Username (before the “@”) must be at least one character long and can include letters, numbers, and the following symbols: ., _, %, +, -
Domain (after the “@”) must be at least one character long and can include letters, numbers, and the following symbols: ., -
Domain cannot be the same as the current user’s
Must contain at least one period “.” after the domain name
The domain extension (after the final period “.”) must contain only letters and be at least 2 characters long
Cannot contain any extra characters before the start or after the end of the email address

Contact Title

Mandatory (cannot be null or blank)
Cannot start with /, *, or $
For English titles, must not be fewer than 3 characters
Cannot be all numeric
Cannot be all special characters
Cannot be a mixture of only numeric and special characters