The "what if I break it" fear
Bulk operations on production data. Merging records that might not be duplicates. Deleting something that turns out to be important. The stakes feel too high to start.
Production
One wrong click, real impact
Use Case | Data Cleaning
Find the mess. Fix it.
Clientell AI is a Salesforce data cleaning tool. Describe the mess in plain English. It scans your org for duplicates, formatting errors and missing fields, shows what it found, and fixes the ones you approve.
No Agentforce neededReview the issues it findsAsks before changing production
Clientell AI
Find all Contacts with invalid email addresses and update them to remove spaces and fix common typos.
SOC 2 Type II
256-bit Encryption
Trusted by teams at
See Clientell AI in action.
What takes hours manually takes minutes with Clientell AI.
Advises
Using ChatGPT
YOU
Find all Contacts with invalid email addresses and update them to remove spaces and fix common typos.
AI
Yep, super common. Find bad emails with SOQL, then fix with a Record-Triggered Flow (Before Save) or one-time Data Loader re-import. Here's the SOQL and the Flow approach:
Only gives instructions; doesn't actually do the cleanup.
SELECT Id, Name, Email FROM Contact WHERE Email != null AND ( Email LIKE '% %' OR Email NOT LIKE '%@%' OR Email LIKE '%gmial.%' OR Email LIKE '%gamil.%' OR Email LIKE '%hotnail.%' OR Email LIKE '%yaho.%' ) ...
Run SOQL in Dev Console to get a review list
Create Record-Triggered Flow (Before Save) + Formula resource CleanEmail with SUBSTITUTE/TRIM
Set Contact.Email = {!CleanEmail} in the flow
One-time cleanup: export contacts, re-import via Data Loader so the flow fixes them
TIMELINE:Query, export, fix, re-import by hand
Executes
Using Clientell AI
YOU
Find all Contacts with invalid email addresses and update them to remove spaces and fix common typos.
AI
Got it. I'll find invalid emails and fix them in your org.
Finding invalid emails...
TIMELINE:Found and fixed inside your org
The reality
Data cleaning is terrifying
You know the data is messy. You also know that fixing it could make things worse. So it sits there, getting messier.
The scale paralysis
You find a few duplicates by hand and know there are many more. The thought of cleaning them one by one is exhausting. So you clean 50 and stop.
50cleaned/5,000left
1% progress, overwhelming
The "I'll do it later" loop
Data cleaning is important but never urgent. There's always a ticket, a project, a fire to fight. The backlog grows. The problem compounds.
BacklogGrowing
Data clean... later
The trust erosion
Sales reports with duplicate contacts. Campaigns sent to stale emails. Dashboards showing wrong numbers. Your team stops trusting the data. Decisions get made on gut feeling instead.
Team Trust Level
85%Ongoing issues:
Duplicate contacts
Bad forecasts
🧠 Data-driven decisions
How we're different
See it first. Approve what changes.
Clientell AI finds the problems and proposes fixes. Clientell AI asks before it changes anything in production. Every action is logged.
See before you touch
Scan your org. See exactly what's wrong (duplicates, gaps, formatting issues) before deciding what to fix. No blind bulk operations.
Scanning...
Issue TypeFound
Duplicates0
Bad format0
Missing data0
Asks first
Clientell AI asks before it changes anything in production.
Merge proposalReview #247
Master
john@acme.com
Duplicate
j.smith@acme
A record of every change
Every operation is logged. Salesforce's recycle bin and field history give you a way back if you need it.
Operation logLive
2 mins agoMerged
Account_00123 + Account_00456
How it works
Three steps. Scan. Review. Fix.
Clientell AI scans your org, shows you the issues, and fixes the ones you approve.
01
Contact Object Scan: 23,847 records
1,247 issues found
Scan your org
Describe Clientell AI what to clean; duplicates, missing fields, bad formatting, stale records. It scans your actual metadata and surfaces the issues it finds.
02
Scan results ready for review
Approve
Skip
Review what's wrong
See every issue Clientell AI found. Review merges side-by-side with match confidence scores. Approve, skip, or adjust.
03
Merge approved
Fix the issues
Approve one by one or in batch. Clientell AI executes the cleanup directly in your org; merges, updates, standardizes. Every action is logged.
What it finds
The mess you know is there
Clientell AI scans your objects and surfaces every data quality issue, categorized, prioritized, and ready to fix.
NameEmail
Sarah Chensarah.chen@acme.com
Sarah Chenschen@acme.com
Mike Torresmike@acme.com
Duplicate Records
Same person or company, multiple records. Fuzzy match finds them even when fields don't match exactly.
- Same email, different names
- Name + company match, typos
UserDateEmail
Alfonso C.12/05/23
Martin B.12/06/23
Davis K.12/07/23
Missing & Incomplete Data
Blank required fields breaking reports and automations.
- No email or phone
- Missing close date, industry
JOHN SMITH
Jane Doe
(415) 555-0123
415-555-0123
CA · California · Calif.
Formatting Inconsistencies
Mixed casing, phone formats, state abbreviations: reporting chaos.
- ALLCAPS vs Title Case
- CA / California / Calif.
Last activity: Mar 2023
Last activity: Jan 2022
Last activity: Aug 2021
Stale & Orphaned Records
No activity in 18+ months, closed-lost accounts, test data in prod.
- Inactive contacts
- Orphaned or no parent
ClientellAI's Salesforce agents amazed us by continuously learning from each interaction. The system gets noticeably smarter weekly, automatically refining our workflows with incredible precision. Data cleaning and flow management now happen flawlessly without human intervention, it's revolutionary.
Hari Valiyath
CBO, Pixis.ai
14-day
free trial, no card
Asks first
before changing production
Logged
every action has a record
Key metrics
Clean with confidence
Trial, price and safety facts for data cleaning.
14-day
Free trial, no card
$249/mo
Clientell MCP, 1 org and 10 people
Asks first
Before changing production
Logged
Every action has a record
Questions we hear
Salesforce data cleaning questions
Plain answers on how Clientell AI cleans data and stays safe.
Connect your Salesforce org to Clientell AI and describe the problem in plain English; "find duplicate contacts," "standardize phone number formats on all leads." The AI agent scans your org, shows you what it found, and applies fixes directly inside your Salesforce. No Data Loader or spreadsheets needed.
Clientell AI uses fuzzy matching to catch duplicates even when names differ slightly; "Acme Corp" vs "Acme Corporation," "Jon Smith" vs "John Smith." You say "find duplicate accounts" and the agent surfaces matches across your org. You review the proposed merges. The work happens in one conversation.
Yes. Clientell AI asks before it changes anything in production. The agent handles detection and preparation. Every action is logged, and Salesforce's recycle bin and field history act as safety nets.
ChatGPT can write you a SOQL query or explain how to use Data Loader. Then you still have to copy the query, run it, export to a spreadsheet, review, re-import, and fix whatever broke. That manual loop is most of the work. Clientell AI does the whole thing inside your Salesforce org. Describe the problem and review the results. No export, no import, no copy-paste.
Not with Clientell AI. Instead of writing SELECT Id, Name FROM Contact WHERE Phone = null, you say "show me contacts with missing phone numbers." The agent handles the technical query and execution. It works with both standard objects and your custom objects and fields. If you can describe the problem, you can fix it.
Data Loader is free but manual, you write queries, export CSVs, manipulate data in spreadsheets, then re-import and hope nothing breaks. It works for small one-off tasks. Clientell AI does the same work conversationally and directly inside your org, no exports, no spreadsheets, no re-imports. For ongoing data quality at scale, especially across thousands of records, the AI approach saves manual effort.
Large jobs, like deduplicating contacts or standardizing address formats across all accounts, are done in one conversation with Clientell AI instead of exports and re-imports. You review the results before anything changes in production.
Yes. Clientell AI is SOC 2 Type II, ISO 27001 and HIPAA compliant. Clientell AI asks before it changes anything in production. Every action is logged with a full audit trail of what was changed and when.
Clean your Salesforce data with Clientell AI
No credit card. No setup. No Data Loader.
SOC 2 Type II
HIPAA, ISO 27001
Sandbox supported
Use cases
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