Identify, fix and prevent poor data quality — including duplicates; missing, inaccurate or wrongly formatted fields; and storage management. Keep your org accurate, efficient and compliant without external tools.
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.
Upgrade to Data Quality Helper Premium Edition for unlimited enhanced data validation rules, unlimited duplicate resolution rules, unlimited data deletion of records, and priority support, plus all of the features in the Free Edition.
Key Features
Duplicate prevention and detection
Record merge and cleanup tools
Field soft or hard validation monitoring
Storage optimization reports
100% native and secure in Salesforce
How It Works
24/7 Scan for data issues, per Admin-selected parameters
Review real-time recommendations
Fix or merge directly in Salesforce
Schedule recurring cleanup rules
Monitor progress on data quality efforts
Interested in Data Quality Helper?
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.
Common Use Cases
Function
Use Case
Sales Teams
Prevent duplicate leads and contacts
Marketing Teams
Keep campaign lists accurate
IT Admins
Automate cleanup jobs
Business Administration
Maintain regulatory compliance and accurate field formats
Development Services — Trusted, certified Salesforce consultants and developers for custom solutions
Data Quality Helper and all Passage apps keep up to date with Salesforce, diligently testing with the latest versions before releasing Data Quality Helper updates, ensuring app stability and security. Read about Passage Technology app security.
