Salesforce
CRM cleanup
Run your Salesforce leads, contacts, and accounts through one cleanup pass: dedupe, enrich, verify, re-score. Pull records straight from a report, list view, or SOQL query, and only changed fields go back through two-way sync.
About
How does Salesforce data cleanup work?
Connect Salesforce and point Bitscale at a report, list view, or SOQL query. Those records run through five steps, and nothing is written back unless the field was empty or the new value is verified.
Here's what changes in your CRM:
- Duplicate accounts and contacts become one. Records for the same company or person merge into one, with activity history and related records kept.
- Blank fields get filled, with a source. Emails, mobiles, titles, industry, and headcount come from 100+ providers in one waterfall, and each value shows where it came from.
- Leavers get flagged, owners get re-routed. Job changes are caught the day they happen, the replacement is added as a new contact, and round robin assigns it to the right owner.
- Every record gets re-scored. Clean records are scored against your ICP, so territories and routing run on data you trust.
Salesforce Records
Pull leads, contacts, or accounts from a report, list view, or SOQL query
Duplicate Merge
Match records for the same person or domain and keep one golden record
Waterfall Fill
Fill missing emails, mobiles, titles, and firmographics from 100+ sources
Decay Check
Flag job changes, bouncing emails, and dead domains as they happen
Score, Route & Write Back
Re-score against your ICP, assign owners, and push only changed fields to Salesforce
Clean Salesforce
- • Merge accounts
- • Fill blanks
- • Re-route owners
Who is this workflow for?
RevOps teams and Salesforce admins whose CRM feeds forecasting, territories, and routing. When accounts are missing industry or headcount, every report built on them is off, and cleanup ends up as a spreadsheet project nobody wants.
Here's how it helps:
- Forecasts, territories, and routing all depend on Salesforce data.
- The same company shows up as two or three accounts with slightly different names.
- Contacts who left months ago are still owned by a rep and still in sequences.
- You already pay for a data vendor and still see blank titles and phones.
Steps
Clean Salesforce
data
Merge duplicate accounts that differ only by name or domain format
Run this cleanup →Backfill blank titles, phones, and firmographics on accounts and contacts
Run this cleanup →Catch job changes and route the new contact to the right owner
Run this cleanup →