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CleanData: A Data Quality Tool That Will Revolutionize Your Salesforce CRM
ActivePrime takes your Salesforce CRM data to the next level with powerful AI technology. Our data quality tool 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.
Unleash the Power of Innovation: Where Every Feature Elevates Your Experience!
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Duplicate Data
ActivePrime's CleanData data quality tool eliminates duplicate records so you can streamline operations and enhance customer relationships.
Easily identify duplicates within your Salesforce CRM data
CleanData allows you to easily create custom business rules to detect duplicates without coding.
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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
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Auto-Merge duplicate records based on High Confidence duplicate criteria, simplifying your data cleanup process and ensuring your data stays accurate and up-to-date easily.
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Powered by AI-driven machine learning, the CleanData data quality tool removes the need for manual intervention by learning from changes within your environment and Auto-Updates your records.
Automatic Detection and Resolution:
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 in your CleanData data quality tool to control how records are managed.
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Implement rules on specific data subsets using Segmentation
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Set the Primary record to dictate which record will be the “survivor”
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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
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Filter and export identified duplicate sets to alert record owners for additional review
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Export the consolidated list of merged duplicates to update and clean data sources integrated with Salesforce that don’t have bi-directional sync, effectively preserving the integrity of the master data
Control what users see and do
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Identify and resolve duplicates or other data issues at the Record Level
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Assign specific roles to users or groups, granting them the ability to Merge, Assign, or simply View data quality issues
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Leverage Slack integration to notify administrative channels of data quality issues directly within Salesforce
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Search Before Create
ACleanData’s Search Before Create data quality feature proactively prevents the creation of duplicate records in your Salesforce CRM.
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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.
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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.
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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.
Audit Log
ActivePrime's CleanData Audit Log provides comprehensive visibility and accountability for all changes made to your Salesforce CRM data.
Transparent Data Management: Track and store all modifications and actions by whom and when.
Enhanced Compliance: Support compliance efforts effectively by adhering to regulatory requirements and internal policies.
Indefinite Data Retention: The Audit Log ensures historical records of data changes are preserved for audit, analysis, and compliance purposes without time limitations.
Smart Undo & Undo Fix
Empower users to revert merges or any data fixes with Smart Undo and Undo Fix features in CleanData data quality tool.
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Effortless Data Reversal: Undo merges or any data fixes to correct errors or unintended changes with a click of a button.
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Recoverability: CleanData uses Salesforce's recycle bin to recover all data related to the merge or data fix. CleanData will recover all data within the fields provided if the recycle bin is emptied.
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Flexible Data Recovery: Reparent data to the best possible matches when recovering, ensuring restored records align closely with their original context, minimizing disruptions, and maintaining data consistency.
Incorrect Data
ActivePrime's CleanData Incorrect Data feature uses advanced address validation to ensure accuracy and reliability.
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Multi-Source Validation: CleanData uses two reliable sources for address validation, ensuring comprehensive and accurate information.
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Improved Data Accuracy: CleanData enhances your customer data's overall quality and reliability by validating and correcting incorrect addresses,
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Undo Fix Feature: Easily undo any Incorrect Data changes, providing flexibility and control over your data management.
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.
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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.
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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.
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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.
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Effective Junk Data Identification: CleanData accurately identifies junk data, ensuring that irrelevant information is recognized and addressed promptly.
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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.
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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.
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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.
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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.
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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.
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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.
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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.