salesforce-data-cleanup

What problem does it solve?

Salesforce data quality issues including duplicate accounts and contacts, orphan records, junk leads, malformed fields, account-contact mismatches, and invalid opportunity stage values quietly distort sales reporting and waste RevOps time on manual, error-prone fixes.

Core Features & Use Cases

• Automated Data Quality Scanning: Pulls Salesforce data via Bulk API to classify issues into buckets like duplicates, orphans, junk leads, format violations, and stage violations, with confidence ratings for each finding.
• Safe Dry-Run Fix Proposals: Generates per-issue CSVs of proposed changes (merges, updates, soft deletes) with ranked survivor selections for merges, requiring explicit human approval before any write operations are executed.
• Auditable Apply Workflow: Posts approved fixes via Bulk API with full audit logging to a custom Salesforce object, includes a revert function to roll back changes, and enforces guardrails like mandatory read-only first runs and sandbox rehearsal for account merges. Use case: A RevOps team can scan their Salesforce org for duplicate accounts, review the proposed merge survivors and rationales in a CSV, approve the changes, and share a Slack-ready change brief with the sales team before reps log in.

Quick Start

Use the salesforce-data-cleanup skill to scan your Salesforce org for duplicate accounts and generate a dry-run CSV of proposed merges for your team to review.