Every once in a while, your client will mention there’s a bug. Perhaps a field isn’t being populated correctly.
In these cases, follow these steps:
- Confirm the desired functionality
- Assess the current situation
- Reproduce the issue (not always necessary)
- Confirm it’s an actual issue
- If a change is needed, design a solution
- Implement the solution
- Test
Regarding data issues, the step 6 actually has two parts
- Fix the functionality that caused the issue
- Apply a data fix to historical records
It’s important to complete these two steps in that order. If you apply the data fix first, it’s possible that additional issues will be generated until you apply the functional fix.
The takeaway
When it comes to data issues, fix the issue first, then apply a data fix.
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Salesforce