5 Data Problems Every Admin Faces and How to Fix Them Fast
Watch step-by-step video tips for your biggest Salesforce data headaches.
Every Salesforce admin knows the grind of cleaning up messy data, reassigning records, and keeping everything running smoothly, all while juggling dozens of other tasks. But it doesn't have to be that way. Watch these step-by-step videos to learn how to:
Free up storage fast by automatically clearing outdated records.
Re-assign records evenly to Sales team after someone leaves the company.
Mass update Salesforce records without exporting to Excel.
Fix common email typos with quick Find & Replace.
Let AI auto-route Cases to the right queue.
1. Free up storage fast by automatically clearing outdated records
Outdated completed Tasks can quietly eat up precious Salesforce storage, which is both limited and costly to expand. In this video, we’ll set up a scheduled job in Manipulate that automatically clears any Task older than a year with a “Completed” status. No manual effort needed. The result: you free up storage space fast, avoid unnecessary storage costs, and keep your org running lean
2: Re-assign records evenly to Sales team after someone leaves the company
When a team member leaves, their accounts, leads, and opportunities shouldn’t sit idle. In this video, we’ll evenly reassign John’s records to the Sales team directly in Salesforce, in bulk, with Manipulate. No exporting, no Excel, just a few clicks.
3: Mass update Salesforce records without exporting to Excel
Keeping Lead ratings accurate shouldn’t mean constant manual updates or messy Excel exports. In this video, we’ll set up a daily scheduled job in Manipulate that automatically refreshes the “Rating” field on every Lead based on recent activity, ensuring your sales team always works with up-to-date, prioritized records.
4: Fix common email typos with quick Find & Replace
In Salesforce, invalid email addresses block communications, lower campaign performance, and clutter your database. A Find & Replace tool lets you scan for obvious misspellings like “gmial.com,” “yaho.com,” or “outlok.com” and instantly correct them across thousands of records. Instead of manual edits or risky exports, you can standardize email domains in seconds, ensuring your messages reach the right inboxes and your data stays accurate.
5: Let AI auto-route Cases to the right queue
In Salesforce, getting Cases to the right queue quickly is key to fast resolution, yet manual routing slows everything down. The most accurate routing happens when AI interprets the full context of a Case’s text, not just matching a few keywords, to understand its intent and urgency. This means a detailed “billing issue” description can go straight to finance, while a “can’t log in” request is instantly sent to support, all without human intervention. The result: smarter assignments, faster responses, and happier customers.
