Salesforce data cleanup
Clean up Salesforce data without a big project
Ask Hank to find what's messy. He suggests the fixes, you approve them, and every change is recorded.
How it works
Find it. Review it. Approve it.
Cleanup goes faster when someone does the digging for you and nothing changes until you've had a look.
Find what's messy
The same person entered twice, missing email addresses, names in ALL CAPS, states spelled different ways.
See the fix first
Each suggested change shows what it is now and what it will be.
Approve it
Nothing is saved until you say yes, and every approved change is recorded.
Before outreach
Fill in missing contact details so appeals and emails reach people.
Before reporting
Fix inconsistent values so the numbers leadership sees add up.
Duplicates, merged
Admins review likely duplicates side by side and merge them on the spot.
Found 3 company names in the wrong case.
Hank shows each one as it is now and as it will be, then waits for your approval.
Frequently asked questions
Will Hank change data on his own?
No. Hank suggests changes and nothing is saved until a person approves them.
Which plans include fixes?
Starter and up. On Essentials, Hank finds and explains issues so your team can fix them.
Can we see what changed?
Yes. Every approved change is recorded, with the value before and after and who approved it.
Can Hank find duplicates?
Yes. He catches the same person entered twice even with nicknames, misspellings, or addresses typed different ways.
Make clean data part of the everyday.
Give your team a simpler way to use the Salesforce you already have.