Event Details
October 14th - 16th,
2025
Moscone Center,
San Francisco
Your CRM is only as powerful as the data it holds. If your Salesforce instance is cluttered with duplicates, outdated contacts, inconsistent formatting, or incomplete records, it can damage your team’s productivity,and your customers’ experience.
At Bkonect, we specialize in Salesforce Data Management Services that ensure your CRM is always clean, compliant, and ready to support smarter decisions.
Poor data quality leads to:
Whether you're scaling operations or preparing for Salesforce custom development, AI integration, or system migration, a strong data foundation is critical.
That’s where Bkonect’s Salesforce data experts come in.
We offer full-lifecycle Salesforce data services tailored to your organization’s needs, including:
We remove outdated, incomplete, or duplicate records using intelligent merge logic and Salesforce-native tools.
Ensure consistent formatting for key fields like phone numbers, email addresses, and lead sources, with automated validations that catch errors at the source.
Merge & De-duplicate Strategies
We design custom merge rules to handle complex record relationships (contacts, accounts, opportunities) safely and efficiently.
Set standards for who can enter, edit, or delete data in your CRM. We implement Salesforce least privilege principles, role-based permissions, and naming conventions that support long-term integrity.
We conduct data health checks and prepare your Salesforce environment to meet GDPR, CCPA, and other data privacy regulations.
Protect your data with scheduled backups and recovery plans in case of human error, integration failure, or system outage.
We follow Salesforce security best practices to protect sensitive data, including MFA enforcement, field-level security, and encrypted backups. Our team ensures that every data cleanup or migration project is secure, reliable, and aligned with your business needs.
And if you’re integrating with other platforms like NetSuite, HubSpot, Shopify, or using tools like Tableau CRM, clean Salesforce data becomes even more valuable.
With Bkonect’s Data Management services, your business will experience:
No more guessing. No more manual cleanup. Just trusted data you can act on.
Don’t let bad data slow down your business. Bkonect helps you build a clean, secure, and scalable Salesforce data strategy that fuels every part of your operation, from analytics and automation to sales and service.
Contact us today for a free Salesforce data health assessment.
