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Your CRM data is 23.9% complete.

Field-by-field completeness on every object. A-F grades. Duplicate detection. Find every empty critical field, every duplicate pair, every required-field gap in 10 minutes. Free, read-only, with sandbox-tested validation rule prescriptions.

Last updated
Written by
Reviewed by Saahil Dhaka
Clientell · Fields & Data Quality
app.clientell.ai/audit/fields
F

Acme Corp · Data Quality Overview

5 critical objects · 23.9% avg completeness · 2,663 duplicates

At risk
F
Account
D
Lead
C
Opp
B
Contact
B
Case
Top Critical Gaps116 of 136 Account fields empty
1Lead.Rating empty on 55% of records · routing breaksCritical
2Account.Industry blank on 31% · territory rules failCritical
31,827 duplicate Contact pairs detectedCritical

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Data Quality Data · 202604 / 04 findings

What CRM data quality typically looks like

Four findings drawn from 1,000+ data quality audits on production Salesforce orgs.

FINDING 01Critical
23.9%

Industry-average field completeness

Across 1,000+ orgs we scan. Below the 70% threshold most reports and agents need to function. The single biggest predictor of report accuracy and agent reliability.

FINDING 02Critical
31%

Account.Industry blank rate

Three in ten Accounts have no Industry value. Territory rules and routing flows depending on this field fail silently.

FINDING 03Critical
55%

Lead.Rating empty rate

More than half of Leads have no Rating. Lead routing agents either hallucinate the value or refuse to act.

FINDING 04Critical
1,800+ pairs

Duplicate Contact density

Median count of duplicate Contact pairs in a 4-year-old mid-market org. Each one is a routing risk plus a deliverability risk.

Field Completeness Heatmap52.5% avg

Field-by-field completeness on every object. A through F.

Click an object to inspect its completeness heatmap and the top field-level gaps. Sample data from a typical mid-market org with 23.9% average completeness.

Clientell · Fields & Data Quality
Field completeness heatmap
Account · 136 fields · 116 empty
4,204 records312 dupes
75%+50–74%25–49%0–24%Empty
Top field-level gaps
Industry
69%
AnnualRevenue
23%
NumberOfEmployees
18%
Custom_Tier__c
7%
Fix pathValidation rule on top 4 gaps + sandbox dedupe pass1-click fix
Live · re-scan on demand

Validation rules + dedupe pass proposed per object. Sandbox-tested.

Get my audit
Industry-avg completeness23.9%
Healthy threshold> 70%
Critical objects scanned5
Fix pathValidation rule + dedupe
n = 1,000+ scans
Coverage Areas06 / 06 areas

What a Salesforce data quality audit actually covers

Six dimensions. Every gap traces back to its impact on reports, automation, or agent behavior.

01

A-F grades per object

Every standard and custom object scored against Salesforce data quality benchmarks. Account, Lead, Opportunity, Contact, Case, plus your custom objects. Each graded A through F based on average field completeness, duplicate density, and required-field gaps.

02

Field-level completeness heatmap

8 by 10 visual map of every field on every object with color-coded population rates. Spot the cluster of empty fields in seconds. Drill into any cell for the field name, completeness percentage, and proposed fix.

03

Duplicate density detection

Identifies duplicate Accounts and Contacts using fuzzy matching across email, phone, name, and address. Median mid-market org has 312 duplicate Accounts and 1,827 duplicate Contacts. Each pair flagged with merge recommendation.

04

Required-field gap audit

Fields marked required at the UI layer but not enforced via Validation Rule (bypassable via API). Fields that should be required but are not. The gap between intended and actual data discipline.

05

Critical-field empty rate

Specific fields agents and reports depend on: Lead.Rating (typical 45% populated), Account.Industry (typical 31%), Opportunity.NextStep, Account.AnnualRevenue. Each flagged with the downstream report or agent that breaks when empty.

06

Validation rule + dedupe fix plan

For each high-impact gap, the proposed Validation Rule with formula. For each duplicate pair, the merge recommendation with winning record selection. Sandbox-tested before you apply.

Field completeness thresholds

Salesforce field completeness thresholds and what they mean operationally.
CompletenessGradeOperational impactAction
85-100%AReports accurate. Agents reliable. Automation deterministic.Maintain via validation rules.
70-84%BReports usable. Some agent edge cases. Automation mostly reliable.Tighten validation. Backfill gaps quarterly.
50-69%CReports show gaps. Agents start hallucinating. Routing fails on edge cases.Backfill within 30 days. Add validation rules.
25-49%DReports unreliable. Agents fail frequently. Automation produces wrong outcomes.Stop building new automation. Cleanup priority 1.
Below 25%FField is functionally dead. Any system depending on it has been broken.Either populate via enrichment or remove the field from dependencies.
Warning Signs05 / 05

Bad data is expensive.

If any of these sound familiar, the data is the cause.

01

Your forecast report does not match the executive dashboard

Same data source, different aggregations. The cause is almost always empty fields skewing the rollups. Our audit shows you exactly which fields are causing the divergence.

02

Marketing keeps asking you to clean up lead data

Lead.Rating empty on 55% of records, Industry blank on 38%, Custom_Score__c populated on 22%. Marketing routes on this data. Sales scores on this data. Both are flying blind.

03

Your team has been buying enrichment from Clearbit / ZoomInfo for years

Third-party enrichment fills the gaps your team should have validated at the point of capture. The audit shows you exactly which Validation Rules would stop the gaps from forming in the first place.

04

Reports include records the executive insists do not exist

Duplicates. Same customer, different Account record, different Opportunity history. The audit surfaces every pair.

05

Agentforce hallucinated a field value during testing

Empty fields cause agents to invent the missing value. Our audit shows you which fields are below the 70% completeness threshold that triggers agent hallucination.

Deliverables05 / 05

What ships with the audit

Five deliverables. Designed for RevOps action and executive review.

01

A-F grade report per object

Every standard and custom object graded. Aggregate score, completeness percentage, top gaps, duplicate count. Exportable PDF for executive review.

02

Field-completeness heatmap (PDF + XLSX)

Every field on every object with population rate. Filterable by below-threshold (< 70%). Sortable by gap impact.

03

Duplicate pair list with merge recommendations

Every duplicate Account and Contact pair. Recommended winning record with rationale (most complete, most recent activity, highest revenue tie). XLSX format for review.

04

Validation rule prescription

For each high-impact gap, the proposed Validation Rule formula with helpful error message. Cut + paste into Setup, or apply via Clientell sandbox dry-run.

05

Field utilization report

Every custom field with usage stats (reports referencing it, layouts containing it, fill rate). Dead fields flagged for safe removal.

FAQ10 / 10

You have
questions,
we have
answers.

Everything RevOps and data teams ask before a quality audit.

01

What is a Salesforce data quality audit?

A Salesforce data quality audit measures the completeness, accuracy, and uniqueness of data in your Salesforce org. It identifies empty fields that should be populated, duplicate records, fields marked required but not enforced, and the downstream reports or processes that break when data is missing. Clientell's audit grades every object A through F and runs in 10 minutes via read-only OAuth.

02

What is a healthy field completeness percentage?

Above 70% is the threshold most reports and agents need to function reliably. Above 85% is healthy. Below 50% means the field is functionally absent from operational use. The industry-average completeness across the 1,000+ orgs we scan is 23.9%.

03

How many duplicate records is too many?

Above 2% duplicate rate on a critical object (Account, Lead, Contact) is too many. Above 5% indicates a structural data-entry problem. Median 4-year-old mid-market org has approximately 3.5% duplicate Accounts and 4.8% duplicate Contacts, both above the healthy threshold.

04

How does the audit detect duplicates?

Fuzzy matching across email (normalized), phone (digits only), name (Levenshtein distance), and address (USPS-normalized). For each candidate pair, the audit applies confidence scoring and surfaces the pair with a recommended merge action. The matching is conservative: we surface possible duplicates for human review, not auto-merge.

05

Why does empty Lead.Rating matter?

Lead routing flows depend on Rating to assign leads to the right team. Lead scoring models depend on Rating as a feature. Agentforce lead-qualification agents depend on Rating to decide which leads to engage. When Rating is blank on 55% of records (the median), all three systems silently degrade. We see this as the single most common 'why are our agents acting weird' root cause.

06

Does the audit work for custom fields?

Yes. Every custom field on every object is included in the audit, scored on completeness, and rated for utilization (is it on a page layout, referenced in a report, used in a Validation Rule, or queried by Apex). Dead custom fields (zero usage) are flagged for safe removal.

07

How is this different from data quality tools like Cloudingo or DemandTools?

Cloudingo and DemandTools are excellent dedupe-and-cleanup tools that you run after the data problem exists. Our audit identifies the structural problem (missing Validation Rules, page layout requirements that bypass API, low-utility custom fields) so you can prevent the data problem from recurring after cleanup. Pair the two: run our audit to map the problem, use Cloudingo or DemandTools to execute the cleanup at scale, then apply the Validation Rules to prevent recurrence.

08

Can the audit detect bad data, not just missing data?

Yes, partially. The audit detects: format violations (email without @ sign, phone without digits), out-of-range values (Account.NumberOfEmployees set to 0 or negative), stale data (LastActivityDate older than threshold), and value drift (custom picklist values like 'Closed Won' vs 'ClosedWon'). It does not validate semantic accuracy ('did this prospect actually become a customer?'), which requires domain knowledge no tool has.

09

Does empty data really cause AI agents to hallucinate?

Yes. Agentforce agents and other AI assistants are trained to produce an answer. When the field they need is empty, they often invent a plausible value rather than ask. This is the most common cause of agent reliability issues we see. Below 70% completeness on agent-touched fields triggers the hallucination pattern consistently.

10

What is the relationship between this audit and the Agentforce Readiness Audit?

Data Quality is one of the four dimensions in the Agentforce Readiness Audit (weighted 30%, the largest). The Data Quality Audit drills into the dimension specifically with per-object grades and field-level heatmaps. The Agentforce Readiness Audit packages Data Quality together with Process Clarity, Permission Hygiene, and Automation Overlap into one weighted score. Use both: Readiness for the launch decision, Data Quality for the cleanup execution.

Customer Reviews

What teams found with the Data Quality Audit

Per-object completeness heatmap was the slide that finally got executive budget for the data initiative. Seeing 23% completeness in red across the deck made the case better than any consultant ever did.
RP
Rachel Park
VP RevOps, Public SaaS
We have used three data quality tools over the past five years. This is the first one that explained WHY a field was incomplete, not just THAT it was incomplete.
TA
Tomás Alvarez
Salesforce Architect, Consumer Goods
References

References & Authority Sources

Every claim on this page is anchored to a primary source. The references below cite official standards bodies, Salesforce documentation, and peer-reviewed industry research.

  1. [1]
    Trailhead — Data Quality ModuleSalesforce

    Supports: Data quality fundamentals and metrics

  2. [2]
    Duplicate Management — Salesforce HelpSalesforce

    Supports: Native duplicate rule configuration

  3. [3]
    GDPR Article 5(1)(d) — Accuracy PrincipleEuropean Union

    Supports: Legal data accuracy requirement

  4. [4]
    ISO/IEC 25012 — Data Quality ModelInternational Organization for Standardization

    Supports: Industry data quality dimensions

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