CloudLink Ideas Portal

To enhance the reliability and accuracy of the data within SalesLink, we are planning a new Data Quality Enforcement feature. When enabled, this feature will validate all fields on a customer or contact record for completeness and proper formatting every time an edit is saved. This includes checks on mandatory fields, character limits, and invalid characters for Company, Contact, and Address information. Records that do not meet these new, stricter data standards will be clearly flagged in both list views and individual record views, providing immediate visibility into data that requires attention. Please note that this feature is currently in the planning phase, and the final implementation is subject to change.

The primary change to your workflow will occur when saving edits to a record. If any field on the record fails to meet the new data quality criteria, SalesLink will prevent the record from being saved, and your changes will not be discarded. Instead, the user interface will display clear messages indicating which specific fields are non-compliant. For example, rules will enforce that a Company Name is not blank, and that Addresses have required fields like City and ZIP Code completed. For Contacts, a name, title, valid email address, and a mobile phone number will be mandatory. These on-the-spot correction prompts will ensure all data in the CRM adheres to the required standards for completeness and formatting.