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CleanData Lite: Data Quality Management Tool For Your Salesforce CRM

Struggling with data quality issues hindering your AI capabilities in your Salesforce CRM? CleanData Lite is a data quality management tool to address these challenges, helping you unlock the full potential of your data.

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Unleash Innovation: Every Feature in Our Data Quality Management Tool Elevates Your Experience!

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Duplicate Data
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Duplicate Data

ActivePrime's CleanData Lite data quality management tool 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 within our CleanData Lite data quality management tool to identify duplicates with zero coding required.

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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
  • 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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Audit Log

The Audit Log ActivePrime's CleanData Lite data quality management tool 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.

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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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.

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Discover How CleanData Transforms the Management of Salesforce Data Quality Issues at Scale

AI powers ActivePrime’s CleanData to resolve data issues and maintain high-quality data to fuel AI models like AgentForce, Einstein, and autonomous agents. Discover how CleanData seamlessly integrates with Salesforce, eliminates deployment complexity and allows your organization to start seeing measurable benefits in weeks rather than the months or years often associated with traditional data quality management tools. 

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Download Now
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Active Prime | AI-Enabled Data Quality is a leading provider of innovative AI-enabled data solutions. Our cutting-edge data management and cleansing tools empower companies to unlock the full potential of their Salesforce data, enabling accurate information, seamless operations, and informed decision-making. With a customer-centric approach, ActivePrime is a trusted data partner for the world’s largest companies.

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