> ## Documentation Index
> Fetch the complete documentation index at: https://docs.minoa.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Data Management

> Enterprise-grade tools for managing and maintaining your data in Minoa.

As your team scales and your usage grows, keeping your data organized and synchronized becomes critical to getting the most value from Minoa. Data Management provides a set of power user tools designed to help administrators maintain data quality, sync with external systems, and ensure your analytics stay accurate.

<Info>
  Data Management is an **enterprise feature** available to customers on demand. [Reach out to our
  team](mailto:support@minoa.io) to enable these tools for your organization.
</Info>

***

## Available Tools

### 🔗 Link Business Cases to Salesforce

Keep your analytics and reporting in sync by connecting manually created business cases to their corresponding Salesforce opportunities.

**Why this matters:**\
When sales teams create business cases directly in Minoa (outside of the automatic Salesforce sync), those cases aren't automatically linked to their Salesforce opportunity records. This creates gaps in your reporting and makes it harder to track deal progress, forecast accurately, or analyze which business cases correlate with closed-won deals.

The Link Business Cases to Salesforce tool solves this by letting you connect these manually created cases to their Salesforce opportunities **in batch**, ensuring your data flows seamlessly between systems.

#### How it works

1. Navigate to **Settings** → **Data Management**
2. Click **Link Business Cases to Salesforce**
3. Review the list of unlinked business cases
4. Match each case to its corresponding Salesforce opportunity
5. Click **Save Links** to apply changes in batch

<Check>Once linked, business cases will automatically sync with their Salesforce opportunities going forward.</Check>

#### What gets synced

After linking, Minoa will:

* Associate the business case with the Salesforce opportunity ID
* Include the case in opportunity-level analytics and reports
* Update metadata to reflect the connection
* Enable bi-directional insights between Minoa and Salesforce

<Tip>
  This is especially useful after migrating existing business cases or when multiple team members create cases for the
  same opportunity.
</Tip>

***

## Best Practices

* **Audit before linking:** Review your unlinked business cases regularly to catch any that need to be connected
* **Batch operations:** Use these tools during off-hours or maintenance windows when possible to avoid conflicts
* **Verify connections:** After linking, spot-check a few cases in Salesforce to confirm the sync is working correctly