Salesforce data cleanup checklist
Salesforce data cleanup checklist
A practical checklist for teams that want cleaner Salesforce data before campaigns, reports, handoffs, or leadership reviews.
Where to start
Start with what slows people down.
The best cleanup plan is simple, repeatable, and tied to the work your team needs to do next.
Missing details
Email, phone, address, owner, status, or key dates.
Listed twice
People, households, or organizations entered more than once.
Out of date
Records with no recent activity or details nobody has reviewed.
Step 1: Find the gaps
Pick the details that matter for your next campaign or report.
Step 2: Group the issues
Sort into missing details, duplicates, inconsistent values, and out-of-date records.
Step 3: Fix and record
Approve fixes in batches and keep a record of what changed.
Turn the checklist into a habit.
Ask Hank each month and fix what he finds in a few minutes.
Frequently asked questions
How often should we clean Salesforce data?
Before big campaigns, reports, and handoffs, and a quick check every month.
What should we clean first?
Whatever blocks outreach, reporting, or follow-up.
Can Hank help?
Yes. Ask Hank to find each kind of issue, then approve the fixes he suggests.
Turn cleanup from a project into a habit.
Give your team a simpler way to use the Salesforce you already have.