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Heavy Impact, Greater Value

Improved Decision-Making

Enhanced Data Credibility

Increased Operational Efficiency

Regulatory Compliance

Seamless System Integration

Reduced Costs

Data Management & Integrity

At AlphaTrail Solutions, we treat data as a strategic asset. Our Data Management & Integrity service ensures your Salesforce environment remains clean, consistent, and reliable - empowering better decisions and smarter operations.

We develop tailored strategies to maintain data quality and governance, helping you reduce risk, boost efficiency, and turn your data into a driver of growth.

  • Conduct a comprehensive audit to identify duplicate, incomplete or inaccurate records

  • Evaluate existing data governance policies and validation rules

  • Provide a tailored data management roadmap to improve quality and consistency

Data Quality & Assessment & Strategy

1

  • Implement automated deduplication processes to merge redundant records

  • Standardize fields, formats, and naming conventions for clean and structured data

  • Remove outdated or irrelevant data to enhance system performance

Data Cleanup, Deduplication & Standardization

2

  • Set up validation rules, required fields, and automated alerts to prevent bad data entry

  • Leverage Salesforce Flows and APEX Triggers to enforce data accuracy in real time

  • Establish automated field updates and integrity checks to maintain consistency

Automated Data Validation & Integrity Controls

3

  • Review and optimize user permissions, role hierarchies, and sharing settings

  • Implement field-level security and encryption to protect sensitive information

  • Ensure compliance with GDPR, CCPA, HIPAA, and industry-specific regulations

Data Security, Compliance & Access Control

4

  • Clean and prepare data for migrations, mergers, or Salesforce re-implementations

  • Ensure smooth data transfers between Salesforce and third-party systems

  • Maintain data mapping integrity when integrating Salesforce with ERP, marketing, or finance tools

Data Migration & Integration Support

5

  • Implement scheduled data hygiene processes to maintain quality over time

  • Set up automated reports and dashboards to monitor data health

  • Provide regular audits and governance support to prevent future data issues

Ongoing Data Monitoring & Maintenance

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