Salesforce Data Guides

Cleanup, enrichment, and standardization for your Salesforce org. These guides cover the most common data quality problems we see, from duplicate contacts to field standardization to pre-migration cleanup.

Data Cleaning

Salesforce data flow showing Verum cleaning and enriching records in place — How Verum fits alongside Salesforce: export, enrich, return with the same record IDs.

How to Clean Salesforce Data: The Complete Guide Duplicates, bad emails, stale contacts, inconsistent formatting. Step-by-step cleanup process. Salesforce Data Quality Audit: A Step-by-Step Checklist SOQL queries, field-level checklist, scoring framework, and action plan template for a full data quality audit.

Deduplication

How to Find and Merge Duplicate Contacts Find duplicates with native tools or third-party apps, merge without losing data, and prevent recurrence. Salesforce Duplicate Management: Rules, Matching & Merge Guide Set up matching rules, configure duplicate rules, merge strategies for Leads, Contacts, and Accounts at scale.

Enrichment

How to Enrich Salesforce Data Fill missing fields with firmographic, contact, and technographic data from external sources.

Standardization

Company Name Normalization in Salesforce Standardize company names to fix deduplication, reporting, and ABM targeting. Job Title Standardization in Salesforce Map VP, Director, Chief to seniority levels. Formula fields, Flow rules, and Apex examples. Account Hierarchy: Setup, Parent-Child & Normalization Parent-child relationships, Ultimate Parent field, D-U-N-S numbers, and reporting on hierarchies.

Validation

How to Validate Email Addresses in Salesforce Find and fix bad emails before they damage your sender reputation and waste outreach.

Migration

Switching CRMs? Clean Your Data First How to prepare your data for a CRM migration without bringing your mess with you. How to Clean Data Before a Salesforce Migration Pre-migration cleanup checklist. Duplicates, field mapping, sandbox testing, and post-migration verification.

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