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Data Quality Helper - Automated data governance & AI-ready CRM data cleanup
Customizable Rules for Data Validation, Duplicate Resolution & Data Storage
Freemium
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- Horizontal ProductFinancial ServicesHigh Tech
- Business Need
- Admin & Developer ToolsData ManagementData Cleansing
- Requires
- Sales Cloud
- Compatible With
- Financial Services CloudHealth CloudGovernment Cloud
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.
Highlights
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
Passage Technology's Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
Passage Technology
Lake Forest, Illinois, United States
Since 2008, Passage Technology has been the trusted provider of easy-to-use native Salesforce apps and high-quality development services, empowering over 27,000 customers with administration and project management tools, as well as custom business solutions. Admins can take more off their plate with our apps Rollup Helper, Lookup Helper, and Data Quality Helper. Improve project management and other business processes with Milestones PM+, Prioritization Helper, and Work Trail. Passage Technology is a registered Salesforce Consulting Partner, an original AppExchange Partner, and an Inc. 5000 company headquartered in Lake Forest, Illinois.
Pricing Details
Freemium
You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.
Two free validation rules, one free duplicate rule, and 20,000 deleted records per month are included in the free version. To get additional settings or to delete more records, the premium version is required.
Premium
$1,200 USD/company/year