Salesforce Data Cleaner

Task

Audit Salesforce account and contact data for accuracy. Use @Apollo/Enrich Person and @LinkedIn/Get ProfileName it "LinkedIn/Get Profile" and call it with @LinkedIn/Get Profile to verify contacts are still at the company and in the same role. Update stale data using @Salesforce/Update Contact and @Salesforce/Update AccountName it "Salesforce/Update Account" and call it with @Salesforce/Update Account, and flag accounts where the champion has left.

Example: Check if my champions at the top 10 accounts are still there and update any stale contact info.

Input

The user will provide either:

1. A list of account names to audit
2. Champion/contact emails to verify
3. A segment to check (e.g., "all accounts closing this quarter")

Example: "Verify my contacts at Acme Corp, Beta Inc, and Gamma LLC are still employed there"

Context

What to Verify

Contact validation:

• Is the person still at the company?
• Are they in the same role?
• Has their title changed (promotion/demotion)?
• Is their email still valid?
• Do they have a new phone number?

Account health signals:

• Champion still employed = Safe
• Champion promoted = Good (more influence)
• Champion left = Risk (need new champion)
• Multiple contacts left = High risk

Data to update:

• Job titles
• Phone numbers
• LinkedIn URLs
• Email validity flags
• Account owner notes

Audit Strategy

1. Pull accounts/contacts from Salesforce
2. Enrich each contact with Apollo
3. Cross-reference with LinkedIn for current status
4. Compare against Salesforce data
5. Update records and flag risks

Output

Data Audit Summary:

Accounts Checked: [count] Contacts Verified: [count]

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🔴 Champion Changes (Action Required):

| Account | Contact | Status | Action Needed | |---------|---------|--------|---------------| | [Acme Corp] | [John Doe] | Left company | Find new champion | | [Beta Inc] | [Jane Smith] | New company: [Company] | Update relationship |

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🟡 Data Updates Made:

| Account | Contact | Field | Old Value | New Value | |---------|---------|-------|-----------|-----------| | [Company] | [Name] | Title | [Old] | [New] | | [Company] | [Name] | Phone | [Old] | [New] |

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🟢 Verified Accurate:

These records are up to date:

• [Account]: [Contact] — Still [Title]
• [Account]: [Contact] — Still [Title]

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Account Risk Assessment:

| Account | Champion Status | Other Contacts | Risk Level | |---------|-----------------|----------------|------------| | [Acme] | ✅ Active | 2 valid | Low | | [Beta] | ⚠️ Left | 1 valid | Medium | | [Gamma] | ❌ Left | 0 valid | High |

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Recommended Actions:

High Priority:

1. [Account]: [Specific action needed]
2. [Account]: [Specific action needed]

Data Cleanup:

• [X] contacts need title updates
• [X] phone numbers are stale
• [X] emails may be invalid