Household Cleanup and Data Hygiene

What changes

How it works

1. Pick a batch

   Staff submit a simple form choosing a company and a range of last names.

2. See how many households it affects

   The system counts the matching households, so your team knows the size of the job before anything changes.

3. Approve it

   Nothing changes until someone clicks to approve the batch.

4. Households are processed one at a time

   Each household is queued and checked against your firm's required-field rules.

5. Every step is logged

Automations in this system

1. 1

   Batch size preview

   Runs: when staff submit the batch formAsk about pricing

   Counts how many households match so your team knows the size of the job before anything changes, and logs the check.

2. 2

   Approved batch runner

   Runs: when someone clicks to approve a batchAsk about pricing

   Pulls the matching households, attaches that company's required-field rules, and queues each household for processing one at a time. Nothing changes until the batch is approved.

3. 3

   Phone and mobile standardization

   Runs: whenever another automation needs itAsk about pricing

   Turns phone and mobile numbers in any format into one clean standard and safely blanks out invalid entries.

4. 4

   Document folder linking

   Runs: on demandAsk about pricing

   Finds each household's document folder in your firm's file storage and saves its exact location to the client's CRM record, so staff can jump straight to the documents.

Built with

• Salesforce
• Zapier (forms, tables and storage)
• Egnyte

Every automation is built on whichever platform your firm's compliance has approved. Every solution goes through your firm's compliance review before it goes live. SDT prepares what the reviewer needs.