Improve Your Organization's Salesforce Data — Quickly and Easily
Get beyond Salesforce® default limitations for data quality management with the specialized tools in this 100%-native app. Enjoy enhanced data validation rules, better duplicate resolution processes, and efficient data storage management.
Admins are given more control, and users are empowered to create and maintain better records. No third-party software or platform needed. This app extends your current Salesforce functionality.
- Prevent Bad Data Creation, Find and Clean Up Existing Data — Ensure Salesforce users across your organization are entering or updating complete, correct, and non-duplicative data each time. Reduce or eliminate the time and effort of having to fix and cleanse your data later. Also, find and correct problems in your existing data, while eliminating unneeded data and limiting storage costs.
- Better Data Quality, Better Decision-Making for All — Whether you are creating business strategy at the executive level, managing internal operations and data, or working with external customers or stakeholders, your success depends on having high-quality information.
- Streamline and Lessen Unnecessary Admin Workload — With better data and more empowered users, Admins spend less time resolving challenges and fixing data, and instead can focus on more innovative and strategic business activities (which also may enhance an Admin’s personal reputation and career prospects).
- Maximize Your Salesforce Investment — Optimizing the platform’s capabilities gives your organization a competitive advantage.
Customizable Data Validation Rules
- Display Reminders and Warnings for Users - Triggered when an Admin’s defined set of criteria is met while a user creates/updates or views a record. Rules run before or after save.
- Text of Messages Is Fully Customizable - Merge fields may be used. Admins can customize the message, font, format, color, and background.
- Select What Happens After Warning Is Displayed - When defining a validation rule, Admins can allow users to continue with the save or prevent the save until the issue is resolved. Not as restrictive as Salesforce’s default hard validation rules.
Flexible Data Duplication Rules and Data Merging
- More Control Over Dedupe and Merge Process - Exceeds Salesforce’s rigid default functionality. Establish an ideal version of your data records across your organization and prevent fractured data.
- Customizable Dupe Detection - For any object, Admins set the rules and sensitivity matching desired for displaying dupe notifications to users.
- More User-Friendly Options for Data Merging - Users pick and choose individual fields from discovered dupe records to merge into a new single correct record.
Secure Data Cleanup Rules for Data Storage and Deletion
- Keep the Org Free of Unwanted Data - Automatically or manually mass delete records on ANY object. Streamline data for users. Safely free up costly data storage.
- Manage Data Storage - Receive alerts when nearing a predefined storage threshold. Preview records before deletion. Easily restore deleted records.
- Have Storage Usage Analytics at Your Fingertips - View real-time data storage size and measure storage costs savings after deletion. Identify storage usage trends and view top consumers monthly.
Dynamic Form Creation
- Customize which fields or sections should be displayed - Define criteria that a record should meet in order for field(s) to display to users.
