Writing and customer stories on Salesforce and Dynamics 365 data quality — deduplication, validation, routing, and what breaks when data drifts.
A four-step plan for cleaning Salesforce data before year-end: merge duplicates, verify contacts, tighten routing, and govern bulk changes so January starts clean.
Roche Diagnostics replaced one-by-one manual record merges with rule-based automation, letting global CRM teams run large-scale merges while keeping full control over which data wins.
Native Salesforce assignment rules struggle with round robin, availability, and overflow as teams grow. See how automated routing fixes fairness, availability, and skills-based assignment.
Unverified emails and phone numbers from agent chat cause bounces, compliance exposure, and lost revenue. Real-time verification stops it at the point of capture.
A practical walkthrough for Salesforce admins: build picklists, validation rules, and flows to standardize messy fields, then see where native tools stop scaling and what closes the gap.
A step-by-step walkthrough for finding, merging, and preventing duplicate Leads, Contacts, and Accounts in Salesforce, then scaling past native limits with Plauti.
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.
With a product tour you can walk through the product yourself without installing anything, or book a demo for a guided look.