Writing and customer stories on Salesforce and Dynamics 365 data quality — deduplication, validation, routing, and what breaks when data drifts.
Five ways to route Salesforce leads by territory while keeping round robin fair, from a native MOD formula to a routing configuration that tracks rotation state on its own.
A Lead can pass Dynamics 365's duplicate check even when a matching Contact already exists, because rules run per entity. How to build cross-entity rules, and where detection stops.
Plauti has taken on funding from EOS Partners, a European private equity firm. Leadership, contracts, and roadmap stay the same; EOS adds capital for faster product investment.
Robin Hood Foundation identified 2,600 duplicate contact pairs, merged 1,427 in two weeks, and now stops duplicates at the point of entry inside Salesforce Flow.
A slow reply costs deals your team already won. See what speed to lead actually measures, why most Salesforce teams miss the first-minutes window, and how routing and clean data close the gap.
Wedgewood Weddings cut duplicate-lead merges from five minutes to 20 seconds and raised contact center capacity 25%, using Salesforce-native tools to get its data ready for AI.
Salesforce's built-in duplicate rules work for one team on modest volume. This guide compares Plauti, DataGroomr, Cloudingo and No Duplicates for enterprise scale, governance and compliance in 2026.
A step-by-step guide to validating Salesforce email data: what native validation rules and reports catch, where they fall short, and how to add real-time and bulk checks for existing records.
A side-by-side comparison of ZoomInfo Operations and Plauti for Salesforce deduplication, covering governance, scale, pricing, and which fits your team.
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