Completeness checks and data validation in one pass.
The Master Household Cleanup performs both completeness checks and data validation. It can identify:
Missing required information
Household and contact records where required Salesforce fields are blank or incomplete.
Email validation
Reviews email addresses to identify missing or potentially invalid email information.
Phone validation and cleanup
Reviews phone and mobile numbers for proper formatting and identifies records requiring correction.
Address validation
Validates mailing addresses and identifies incomplete, improperly formatted or potentially incorrect address information.
SSN and Tax ID review
Identifies records where required SSN or Tax ID information is missing.
Client information
Reviews important client data such as birthdate, client type, client status and client since information when required.
Household relationships
Reviews Primary Contact and other household relationship information that should be populated.
Ownership and servicing information
Checks Account Owner, Relationship Manager and other servicing fields.
Office specific requirements
Each Carson location can define which Salesforce fields and data standards should be included in its review.
Where appropriate, the automation validates the information rather than simply checking whether a field contains a value. This helps identify records where data is present in Salesforce but may be incomplete, improperly formatted or invalid.
A clear, actionable report of the households that need attention.
Once the automated review is complete, your team receives a clear, actionable report showing which households require attention and exactly what needs to be reviewed or corrected. Instead of manually auditing hundreds of Salesforce records, your team can concentrate its time on the exceptions identified by the system.
Access, approval and configuration are handled through Carson.
Carson data access
SDT will coordinate with Carson CEO Support to obtain the appropriate authorized access to your location’s Salesforce data. Your office will not need to export or send client data directly to SDT.
Agreement and approval
We will coordinate with the appropriate Carson Legal and Compliance team to have the required consulting agreement prepared and approved before work begins.
Office configuration
We will configure the Master Household Cleanup for your location, including the Salesforce fields and data standards your office wants reviewed and validated.
Initial cleanup and validation
Once access and approvals are in place, SDT will run the automated process across your household population and provide your team with the results.
Submitting this form does not provide SDT with access to your data or automatically begin billable work. It provides the information necessary to begin the Carson approval, access and onboarding process.
SDT is an independent technology and automation consultant currently working with multiple Carson Wealth locations on Salesforce data quality, automation, process improvement and operational efficiency.
Tell us about your office.
Complete the form below and SDT will begin coordinating access and approvals with Carson on your behalf.