As a Restaurantology admin, aligning our verified market intelligence with your Salesforce data isn’t just a one-time implementation task. It’s an ongoing process. Each month, Restaurantology detects new multi-unit Concepts and Companies. These unmatched records are added to your Salesforce instance and require regular review to maintain CRM hygiene and support your revenue team’s workflows.

Ongoing data maintenance

Restaurantology provides multiple tools to help with monthly reviews:

• Recent Entries: View newly detected, unmatched records in the Restaurantology App. This view updates with each new indexing scan (cache).
• Data Matching Helper: Perform real-time matching of new Logs to existing Salesforce Accounts.
• Scan and Match Data: Use advanced filters and bulk tools to assess and resolve unmatched records at scale.

[!Note]
Recent Entries requires a fresh cache. Running a new scan ensures the most up-to-date records are available for mapping or Account creation.

Commitment to regular review cadence

To maintain clean, actionable CRM data:

• Set a schedule: Choose a review cadence based on your team size and volume of new records. Monthly is ideal, but quarterly may be sufficient for lower-volume orgs.
• Match when possible: Use the Data Matching Helper or Scan and Match Data to align new RestaurantologyLogs with existing Accounts.
• Create new Accounts when needed: If no match exists, create new Accounts using Restaurantology insights. Ensure proper field population so records are reportable and assignable.

Final thoughts

Ongoing data hygiene is critical to getting the most out of Restaurantology. By consistently reviewing new records, resolving matches, and creating net-new Accounts, you ensure that your CRM remains clean, complete, and deeply informed by market intelligence.

Empower your revenue team with the confidence that the data in Salesforce reflects today’s multi-unit landscape, not last quarter’s snapshot.