Cleanse data with validation rules

Cleanse data with validation rules in Salesforce — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
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The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

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Our contact emails, phone formatting, and required country fields need fixing across 12,900…
Our contact emails, phone formatting, and required country fields need fixing across 12,900 records. Enforce validation: email must match a standard email regex and phone must be E.164 format for mobile and phone fields. Country must be one of the ISO list and Billing Country required on account if Billing Street exists. Run a validation pass that tags records failing rules and create a report with sample records for each rule violated. Do not block records from saving yet; deliver the list by Thursday noon so reps can update high-value accounts first.

Improve — make it easier to accept

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I want the validation rules to be usable by reps and not cause constant save failures. Surface…
I want the validation rules to be usable by reps and not cause constant save failures. Surface which rules will block saves and which should be warnings. Put a short help text next to each rule explaining why it matters and an example of correct formatting. Flag the top 200 accounts by revenue that would fail the rules and suggest automated fixes for common issues like missing +1 country codes or misplaced extension formats.

Decide — diagnose the stuck moment

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I enabled E.164 phone validation on contacts and several reps report they can no longer save new…

I turned on a strict phone validation and salespeople started complaining about blocked saves.

I enabled E.164 phone validation on contacts and several reps report they can no longer save new leads from trade shows because phones are formatted differently. I don't know how many critical saves are being blocked or whether to loosen the rule. Recommend the likely impact of the strict rule, the minimal relaxation that preserves data quality, and a short message I can send reps explaining the change and next steps.

Become — change the pattern

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Every few months we create stricter validation rules, reps revolt, we relax them, and data quality…

We repeatedly patch validation rules after reps raise urgent tickets.

Every few months we create stricter validation rules, reps revolt, we relax them, and data quality never improves. Where am I failing in rolling out validations with users, and what one habit change plus one rule design would let data quality improve without disrupting front-line selling?

Next to this one

Other CRM work people do in Salesforce.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.