Blog
Data quality 101 for Salesforce and Marketo users.
How to Audit Your Salesforce Data Before Annual Planning
To prepare Salesforce for annual planning, capture a data quality baseline, audit the fields your plans depend on, review org configuration and this year’s changes, map each initiative to the data it assumes, and turn the gaps into a short prep list to finish before Q1. In Cloudingo, this uses the Data Quality Dashboard, Field Analysis, and the Intelligence Dashboard.
The Salesforce VLOOKUP tool: Match Any CSV to Your Records with Find Data
If you work in Salesforce, you've probably been handed a spreadsheet and asked a simple question: "Do we already have these people in Salesforce?" Or "Can you provide me with the email addresses for this list of contacts?"
How to Merge Duplicate Records in Salesforce (and Undo a Bad Merge)
Clicking merge in Salesforce takes seconds. Knowing which record should survive, which field values to keep, and what happens to the related opportunities, tasks, and notes takes a lot more thought. Get it wrong, and you can lose data, break reports, and route a customer to the wrong rep.
How to Stop Duplicate Data Building Up in Salesforce
Manual deduplication is taking up more Salesforce Admin time than any other data task. With duplicates continuing to enter through integrations, form fills, and disconnected systems, cleaning them up manually can quickly become a never-ending task.
Why Salesforce Data Cleanup Projects Always Become Prevention Projects
Nobody sets out to buy a data quality platform. They buy a merge tool because two Salesforce orgs just collided in a merger. They buy an import tool because a migration cutover is three weeks out. They buy something, anything, because a specific, dated problem forced the decision.
Claudeforce and Salesforce Data Quality for AI Agents: The Real Risks
On August 26, Salesforce and Anthropic announced Claudeforce. Now in September, Claude can reason over live Salesforce data and, in some cases, act on it directly — run meeting prep, review pipeline, update records, all without a rep ever opening Salesforce.
Salesforce Data Quality Has Two Major Problems: Identity and Reachability
Ask a Salesforce admin what "bad data" means, and you'll usually get the same answer: duplicates. Two contact records for the same person. Three accounts for the same company. It's the problem everyone names first because it's the one you can see, right there in a list view, staring back at you.
