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Data Quality Helper - Elevated data governance & cleanup, easy & more accessible
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 - Admins customize each rule’s criteria and warning message - Admins set warning conditions: before or after save, prevent or allow save - Users resolve the notification and data problem, per Admin-prescribed guidelines
Data Duplication Rules - Admins create duplicate detection rules and user warnings for any standard or custom object - Customize similarity matching criteria for a duplicate record to be flagged - Users get more control with merge process to fix records
Show Data Quality Issues How You Want - Display completely customizable warning messages when viewing, editing, or creating records - Display data quality issues for either all or only owned records on the home page
Data Cleanup Rules - Keep your org free of unwanted data, and comply with GDPR or right to be forgotten - Safely save space & free up costly data storage - Receive alerts when nearing a predefined storage threshold
Manage Data Storage - Archive old records or chatter history, export for off-site backup - Automatically or manually mass delete records on ANY object - Preview records before deletion - Easily restore deleted records
Have Storage Usage Analytics at Your Fingertips - Identify storage usage trends - View top storage consumers monthly
Better Data Governance & Better Business Results - Improve data hygiene, data lifecycle, data storage - Admin-guided data quality tools operate 24/7 - User-empowering tools help clean data & fix records - Make the most of your data for CRM, strategy & AI
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
Provider Details
Passage Technology
Lake Forest, Illinois, United States
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2008
Phone
+1 (224)-655-6779Since 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