AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Data Quality Helper - Automated data governance & AI-ready CRM data cleanup

Customizable Rules for Data Validation, Duplicate Resolution & Data Storage

Overview

Do you have problems with incomplete, invalid or duplicate data? Or storage and deletion? Could it be damaging business and use of Salesforce, Agentforce and AI? Institute proactive prevention to warn users and help easily improve existing and new data.

1 of 15

See How Data Quality Helper - Automated data governance & AI-ready CRM data cleanup Works

  • Enhanced Validation Rules - Catch bad or incomplete data before it enters your org - Customized rules and warnings, before/after save, prevent/allow save - Admins control what 'clean' means for all fields and objects, users fix data problems

  • Data Duplication Rules - Stop duplicate records before they pile up — flag and merge them for any object, so data stays clean without manual audits - Customize similarity matching criteria for duplicates - Users get more control to merge and fix records

  • Show Data Quality Issues How You Want - See problems the moment they happen on any standard or custom objects - Display customizable warnings when viewing, editing, or creating records - View issues on the home page for either all or only owned records

  • Data Cleanup Rules - Avoid costly storage overage fees and stay compliant with GDPR or right to be forgotten - Keep your org free of unwanted data & safely save space - Receive alerts when nearing a predefined storage threshold

  • Manage Data Storage - Free up costly storage without risk—preview, archive or restore deleted records - Mass-delete on any object automatically or on demand - Archive old records & chatter posts, export for off-site backup - Easily restore deleted records

  • Have Storage Usage Analytics at Your Fingertips - See storage problems coming before they cost you - Identify storage usage trends and growth - View top storage consumers monthly

  • Better Data Governance & Better Business Results - Make the most of your data for CRM, strategy & AI - Improve data hygiene, data lifecycle, data storage - Admin-guided data quality tools operate 24/7 - User-empowering tools help clean data & fix records

  • Optimized Data Inputs = Optimized Agentforce & AI Outputs - Avoid AI disappointment and bad investments - Maximize Agentforce effectiveness with improved data - Get better internal adoption and results - Elevate customer experiences and satisfaction

Data Quality Helper can make an immediate impact on improving data governance in Salesforce or Agentforce environments. Simply put, Data Quality Helper will elevate Salesforce data for Sales Cloud or any Cloud. It offers enhanced data validation; find, connect, link, fix and bulk merge duplicate records; and storage and archiving cleanup rules provide a higher level of customization, flexibility and usability than default Salesforce data quality tools. - Admins have full control to design rules to meet an organization's needs. - Users are notified with Admin-customized warnings and empowered with easy-to-use tools to fix records on the spot. - Lightning web component lists, auto-generated in real time, provide a view that connects and links every record that may need quality improvement, allowing for quick action. - Notifications on storage space limits, safe automatic or manual mass deletion—either scheduled or ad hoc, and archival options to preview before or restore after you bulk delete old records. Centralize a uniform data creation and updating process, providing the tools for users to make needed changes and elevate data quality, while managing data storage and deletion.

Categories

Business Needs
Admin & Developer Tools
Data Management
Data Cleansing
Industries
Horizontal Product
Financial Services
High Tech
Personas
Administrator
Architect
Consultant
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

More from Passage Technology

  • Milestones PM+: The Original Free Project Management App
    by Passage Technology
    Stop wasting time in spreadsheets & disconnected tools — Bring customer data & project work together directly inside Salesforce. Portfolios/Programs; Reusable Templates; Resource Management; Risks/Issues; Time Tracking, Task Timer; To-do list; Red Flags.
    Project ManagementProcess Management

  • Milestones PM+ Agentforce Project Extension
    by Passage Technology
    No Ratings
    Use with the free project management app, Milestones PM+, to get answers on different features, ask questions about different release versions, and more.
    Project ManagementProcess Management

  • Lookup Helper Free Edition - Bucket and group your data easily using any field
    by Passage Technology
    Gain better visibility and insights into your Salesforce data by automatically segmenting records. For standard and custom objects, group your data by sales reps or users, geographic territories, industry, or any other data or time dimension.
    AnalyticsAdmin & Developer Tools

  • Storage Helper - A data archival tool now part of the Data Quality Helper app
    by Passage Technology
    Governance for Salesforce data quality control — now with smarter mass record deletion, real-time validation rules, and duplicate record management. Take a proactive prevention approach for the hygiene of new and existing data in Sales Cloud or any Cloud.
    Admin & Developer ToolsData Management

  • Prioritization Helper - Score records in any Object. 14-Day Free Trial
    by Passage Technology
    With Prioritization Helper, teams can easily score records so that they can be on the same page about their work’s order of importance, and they can make critical business decisions while removing bias.
    Sales IntelligenceProject Management

  • Passage Technology – Salesforce Integration, Customization, & Implementation
    by Passage Technology
    An original partner since 2008 with six published AppExchange apps including Rollup Helper and Milestones PM+, Passage Technology knows the ins and outs of Salesforce. Any cloud, any industry, any org: Succeed on Salesforce with the Passage Approach.

  • Rollup Helper - A Declarative Roll-up Platform for Salesforce®
    by Passage Technology
    Rollup Helper overcomes roll-up limitations, so you can turn Salesforce data into actionable info: Configure count, average, percent, lookup, text, formula, sum, max, min, hierarchy & multi-currency rollups. Rollup data on records, list views, or reports!
    AnalyticsAdmin & Developer Tools