Salesforce Data Cleanup for Financial Advisory Firms

Salesforce household data cleanup is an automated review of every household and contact record in Salesforce against the data standards your firm requires. The Master Household Cleanup, built by Solution Driven Technology, performs completeness checks and data validation in one pass. It checks for missing required information, email, phone and address validity, client details such as birthdate and client status, household relationships, ownership and servicing fields, and any office specific requirements.

A completeness check only confirms that a field contains a value. Validation looks at the value itself. Where appropriate, the Master Household Cleanup validates the information rather than simply checking whether a field is filled, so it identifies records where data is present in Salesforce but incomplete, improperly formatted or invalid. A phone number in the wrong format or an incomplete mailing address is caught even though the field is not blank.

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. It lists only the exceptions, so nobody opens a clean record. Your staff work from the report and make the corrections in Salesforce, concentrating their time on the records the system identified instead of checking every household by hand.

Each office defines which Salesforce fields and data standards its review covers. SDT configures the Master Household Cleanup for your location with those fields and standards, alongside the firm’s own requirements that apply to every household. At Carson Wealth, each location sets its own office specific requirements, and SDT runs the configured review for multiple locations of that firm. After one office ran it, advisors at other offices of the same firm asked for it.

SDT works inside your Salesforce org through authorized access arranged with your firm, so your office does not export or send client data to SDT. A consulting agreement is prepared and approved before work begins, and every solution goes through your firm’s compliance review before it goes live. SDT then configures the Master Household Cleanup for your office and runs the initial cleanup and validation across your Salesforce households. For Carson Wealth offices, SDT coordinates with Carson CEO Support for Salesforce access and with the Carson Legal and Compliance team for the consulting agreement.

• Salesforce access. SDT obtains authorized access to your firm’s Salesforce data through the people your firm designates. Your office does not need to export or send client data directly to SDT.
• Agreement and approval. The required consulting agreement is prepared and approved with your firm’s legal and compliance team before work begins.
• Salesforce configuration. SDT configures the Master Household Cleanup for your office, including the Salesforce fields and data standards you want reviewed and validated.
• Initial cleanup and validation. Once access and approvals are in place, SDT runs the automated review across every household in your Salesforce org and provides your team with the results.

Book a call. SDT is an independent technology and automation consultant, and the Master Household Cleanup is one example of the data cleansing and validation it does for advisory firms in Salesforce. Most engagements begin with the CRM and operations audit, which reviews your CRM data quality, including blank required fields, household and contact relationships, and invalid or incomplete emails, phones and addresses, and ends in a written findings report and a prioritized list of fixes.