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,... Read more.
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... Read more.
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,... Read more.
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... Read more.
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... Read more.
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... Read more.
How to Choose Salesforce Deduplication Tools in 2026
If you have an established Salesforce org, you already have duplicate records. That's not a criticism—it's just how CRM data works at mid-market scale. The real... Read more.
What Agentforce Actually Requires From Your Salesforce Data
Salesforce data quality used to be an admin chore — something you got to when reports looked off or a merger dumped 40,000 duplicate leads into your org.... Read more.
What Salesforce Teams Really Think About AI in Data Management
Teams are testing AI agents, automation features, and new ways to reduce manual work. It is natural that data management is part of that conversation. If AI can... Read more.
Can You Trust AI With Your Salesforce Data?
AI is rapidly becoming a priority for Salesforce leaders – but most conversations start with features, not fundamentals. Before organizations can scale AI, they’re... Read more.
