Practical writing for admins and consultants: deduplication, validation, routing, and the failure modes that only show up at scale.
AI features on Salesforce usually fail for a reason that has nothing to do with the model: messy metadata and unreliable data, and recommendations nobody can trust.
Deduplication rules give predictable merges but can't judge context. AI Merge Recommendations suggest which field to keep; a person still approves every merge.
A practical do's and don'ts guide for first-time Dreamforce attendees: set priorities, handle logistics, work sessions well, and network without the awkward pitch.
A practical guide for Salesforce admins: why unreliable data costs deals and trust, the habits that keep records clean, and how to get a team to actually use what you build.
Duplicate contacts and incomplete addresses turn into hours of manual cleanup for Salesforce admins. Here's why the cycle repeats, and how deduplication and verification close it together.
Plauti's summer release updates UI labels across every app to use one consistent naming system. Here's what changed, why, and why no action is needed from your team.
A practical framework for CIOs, CTOs, and Salesforce admins deciding whether to build a custom data management tool or buy an established platform, covering cost, speed, security, and scale.
Data quality initiatives stall without leadership support. Here's how to build the business case, using a data leadership framework from MIT Sloan Management Review.
DataGroomr and Plauti both offer Salesforce address validation. This piece compares live validation, geocoding, and seat pricing, so ops and logistics teams can pick the right fit.
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