# Salesforce Data Cleaner

> Verify your champions are still there. Audit contact data and flag accounts at risk.

Source: https://cotera.co/solutions/sales/salesforce-data-cleaner

---

- **Team:** Sales
- **Tools:** Salesforce, Apollo, LinkedIn
- **Difficulty:** medium
- **Setup time:** 15 min
- **Time saved:** 3-4 hrs/audit

## How it works
1. **Verify Employment** — Check if contacts are still at the company
2. **Update Stale Data** — Fix titles, phones, and emails automatically
3. **Flag Champion Loss** — Alert when key contacts leave
4. **Assess Account Risk** — Rank accounts by relationship health

## Example requests
- Check if my champions at the top 10 accounts are still there
- Audit contact data for accounts renewing this quarter
- Verify john@acme.com is still employed and update Salesforce

## Prompt

```markdown
## Task

Audit Salesforce account and contact data for accuracy. Use @Apollo/Enrich Person and @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 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]

---

**🔴 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 |

---

**🟡 Data Updates Made:**

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

---

**🟢 Verified Accurate:**

These records are up to date:
- [Account]: [Contact] — Still [Title]
- [Account]: [Contact] — Still [Title]

---

**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 |

---

**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
```

## Related reading
- [Salesforce CRM Automation: The 6 Workflows Your Admin Can](https://cotera.co/articles/salesforce-crm-automation-guide.md)
- [Salesforce Automation Tools: What We Tried, What Worked, and What We Replaced](https://cotera.co/articles/salesforce-automation-tools-comparison.md)
- [Salesforce Lead Automation: From Import to Assignment in Under 2 Minutes](https://cotera.co/articles/salesforce-lead-automation-guide.md)