7 Hacks to Maintain Salesforce Data Hygiene With an Autopilot AI

Messy Salesforce data slows teams down and undermines trust. This guide shares 7 practical hacks to automate data hygiene: from blocking duplicates and enforcing validation rules to using AI tools for smart deduplication, formatting, and enrichment. With scheduled cleanups and dashboards for ongoing monitoring, you can keep your CRM clean with minimal manual effort.

Have you ever opened Account records only to find three almost identical copies, each containing a different email? Or find out that phone numbers are outdated, or Leads appear twice?

As a result, sales reps waste time, marketers target the wrong people, and reports cannot be trusted.

Insight:

According to the Salesforce 2024 State of Sales Report, only 35% of sales professionals completely trust the accuracy of their organization’s data.

Salesforce data is often described as the lifeblood of an organization, but like any vital resource, it needs to be ...