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I will do salesforce data cleanup, dedupe and import for migrations
Salesforce CRM Setup, Automation and Data Management Expert
Hi, I'm Danny Chaney, a Salesforce CRM specialist helping small businesses build smarter, more efficient sales operations. I specialize in Salesforce setup, CRM customization, Flow automation, approva...
About this Gig
Need Salesforce data cleanup before a migration or audit? I clean, dedupe and import your Salesforce records so your data is consistent and ready to use.
I work with your Salesforce records and CSV files. You tell me what needs fixing, and I handle the cleanup.
What you get:
- Duplicate Leads, Contacts and Accounts found, then merged or flagged
- Names, phones, emails and addresses standardized
- Blank, invalid and inconsistent fields reviewed and fixed
- Clean data imported into Salesforce
- A simple change log of what was updated
How it works:
- Message me your project details
- Share a data export or sample
- I clean and dedupe, and we confirm the plan
- I import the data and deliver the change log
Not included: custom development, Salesforce admin setup, and data I am not given access to.
Message me before ordering so we can confirm your project details.
Software:
Salesforce
FAQ
What Salesforce objects can you clean?
Common ones like Leads, Contacts, Accounts and Opportunities. Each package lists how many objects are covered. Message me if you have custom objects.
What do you need from me to start?
A CSV export of the records, or access you are comfortable sharing through Fiverr’s order messages. Tell me which fields matter most.
How are duplicates handled?
I agree on matching rules with you first (for example, same email or same company name). Then I merge or flag the duplicates, depending on what you prefer.
Will you change my data without asking?
No. I confirm the plan with you before importing, and I give you a change log of what was updated.
What is not included?
Custom development, Salesforce admin setup, workflow building, and ongoing data maintenance. Record limits apply per package.
