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Revolutionize Your Salesforce CRM Data Quality with CleanData

ActivePrime takes your Salesforce CRM data to the next level with powerful AI technology. Our platform expertly cleans and maintains your data, ensuring it is always accurate and reliable. Boost your business performance with ActivePrime and unlock the true potential of clean, high-quality data.

Duplicate Data
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Duplicate Data

ActivePrime's CleanData Duplicate Data feature ensures the integrity and accuracy of your CRM data by eliminating duplicate records, leading to streamlined operations and enhanced customer relationships.

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Easily identify duplicates within your Salesforce CRM data

Create custom business rules to identify duplicates with zero coding required.
 

  • Dedupe any object in Salesforce, Standard or Custom

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  • Use Smart Fuzzy Match to identify different variations of duplicates, such as First Alarm vs. 1st Alarm vs. One Alarm

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  • Achieve granularity with three matching styles: Smart Fuzzy Match, Starts With, and Exact Match, along with options to configure and adjust fuzzy matching thresholds for each field

Save time and resources by enabling Auto-Merge and Auto-Update
  • Auto-Merge duplicate records based on High Confidence duplicate criteria, streamlining your data cleanup process and ensure your data remains accurate and up-to-date effortlessly.


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  • Powered by AI-Driven Machine Learning, CleanData learns from changes within your environment and uses this insight to Auto-Update your records, removing the need for manual intervention.

Automatic Detection and Resolution:
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Reveal hard-to-find duplicates with Cross-Object Matching

Identify and resolve duplicates across any two objects (standard or custom) in your Salesforce CRM, ensuring consistency, and accuracy, and enhancing your overall data quality.

Customizable Data Cleansing for Unique Needs

Create custom rules tailored to your unique dataset to control how records are managed.
 

  • Implement rules on specific data subsets using Segmentation

 

  • Set the Primary record to dictate which record will be the “survivor”

 

  • Roll up missing field values from duplicate records to the Primary record, ensuring the most comprehensive record is achieved

Automatic Detection and Resolution:
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Export Identified Duplicates and Merges for Comprehensive Review
  • Filter and export identified duplicate sets to alert record owners for additional review

 

  • Export the consolidated list of merged duplicates to update and clean various data sources integrated with Salesforce that lack bi-directional sync, effectively maintaining the integrity of the master data

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Control what users see and do
  • Identify and resolve duplicates or other data issues at the Record Level

 

  • Assign specific roles to users or groups, granting them the ability to Merge, Assign, or simply View data quality issues

 

  • Leverage Slack integration to notify administrative channels of data quality issues directly within Salesforce

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Search Before Create

ActivePrime's CleanData Search Before Create feature proactively prevents the creation of duplicate records in your Salesforce CRM environment.
 

  • Duplicate Prevention: By searching for existing records before creating new ones, CleanData helps to prevent duplicate entries, ensuring that your Salesforce CRM remains accurate and clutter-free.

 

  • Time and Resource Savings: Preventing duplicates at the point of entry reduces the time and resources required for data cleaning and management, allowing your team to focus on more strategic tasks.

 

  • Enhanced Data Quality: Maintaining a single, accurate version of each record enhances the overall quality and reliability of your Salesforce CRM data, leading to more effective customer interactions and business decisions.

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Audit Log

ActivePrime's CleanData Audit Log provides comprehensive visibility and accountability for all changes made to your Salesforce CRM data.

Transparent Data Management: The Audit Log tracks and stores all modifications and actions performed on CleanData, offering complete transparency into who altered information and when.

Enhanced Compliance: By maintaining a record of data changes, CleanData Audit Log helps organizations adhere to regulatory requirements and internal policies, supporting compliance efforts effectively.

Indefinite Data Retention: The Audit Log holds data indefinitely, ensuring that historical records of data changes are preserved for audit, analysis, and compliance purposes without time limitations.

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Smart Undo & Undo Fix

ActivePrime's CleanData Smart Undo and Undo Fix features empowers users to revert merges or any data fixes.
 

  • Effortless Data Reversal: With just a click of a button, users can undo merges or any data fixes, providing a straightforward method to correct errors or revert unintended changes swiftly.

 

  • Recoverability: CleanData utilizes Salesforce's recycle bin, recovering all data related to the merge or data fix. If the recycle bin is emptied, CleanData will recover all data within the fields provided.

 

  • Flexible Data Recovery: The ability to reparent data to the best possible matches when recovering ensures that restored records align closely with their original context, minimizing disruptions and maintaining data consistency.

Incorrect Data

ActivePrime's CleanData Incorrect Data feature utilizes advanced address validation to ensure the accuracy and reliability of address information.
 

  • Multi-Source Validation: CleanData uses two different reliable sources for address validation, ensuring comprehensive and accurate address information for your Salesforce CRM data.

 

  • Improved Data Accuracy: By validating and correcting incorrect addresses, CleanData enhances the overall quality and reliability of your customer data, reducing errors and improving communication effectiveness.

 

  • Undo Fix Feature: Easily undo any Incorrect Data changes if a mistake is made, providing flexibility and control over your data management.

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Misplaced Data

ActivePrime's CleanData Misplaced Data feature efficiently identifies and corrects valuable data that has been placed in the wrong Salesforce CRM fields.

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  • Accurate Data Organization: CleanData automatically identifies and rectifies misplaced data, ensuring that all information resides in its appropriate fields, which enhances data accuracy and usability.

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  • Time Savings Through Automation: By automating the correction of misplaced data, CleanData eliminates the need for manual changes, saving significant time and reducing the burden on your team.

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  • Undo Fix Capability: Quickly reverse any corrections made, allowing for flexible and controlled data management.

Formatting Issues

ActivePrime's CleanData Formatting Issues feature identifies and corrects inconsistencies in data formatting.
 

  • Accurate Detection: CleanData effectively identifies formatting issues within your CRM, such as inconsistent date formats, phone numbers, and address formats, ensuring that all data is uniform and standardized.

 

  • Automated Corrections: The feature automates the correction process, standardizing values across the CRM system without manual intervention, saving time and reducing the risk of human error.

 

  • Undo Fix Capability: Quickly reverse any formatting corrections if a mistake is made, ensuring flexibility and control over your data corrections.

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Junk Data

ActivePrime's CleanData Junk Data feature empowers you to identify and manage junk data within your Salesforce CRM.
 

  • Effective Junk Data Identification: CleanData accurately identifies junk data, ensuring that irrelevant information is recognized and addressed promptly.

 

  • Flexible Data Management: Once identified, you have the flexibility to either delete the junk data or replace it with a predefined standard value. The standard value can be used for reporting and filtering, enhancing your data analysis capabilities.

 

  • Undo Fix Option: Swiftly revert any data fixes if an error occurs, providing you with the flexibility to manage your data adjustments.

Damaged Data

ActivePrime's CleanData Damaged Data feature detects and flags corrupted or compromised data within your Salesforce CRM.
 

  • Accurate Identification: CleanData efficiently identifies damaged data, which can come in through imports or integrations, ensuring that corrupted or compromised information is detected promptly and flagged for further review.

 

  • Proactive Data Management: By flagging damaged data, CleanData allows for timely intervention and correction, preventing the spread of compromised information and maintaining overall data quality.

 

  • Undo Fix: Easily undo any data updates in case of mistakes, allowing you to maintain full control over your data.

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Missing Data

ActivePrime's CleanData Missing Data feature detects and addresses gaps in your Salesforce CRM data.
 

  • Effective Detection: CleanData accurately identifies missing data, such as incomplete fields on a record, ensuring that missing information is recognized and addressed promptly.

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  • Automated Data Population: The feature can automatically populate missing address information, leveraging reliable data sources to fill in the gaps and enhance the completeness of your records.

 

  • Undo Fix Feature: Quickly reverse any automatic or manual data population if a mistake is made, giving you the flexibility to maintain control over your data corrections.

Search Before Create
Junk Data
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Smart and undofix
Missing data
MIsplaced data
Formating Issues
Incorrect Data
Damaged Data
Audit Log
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