Salesforce Org Health Sprint
Know what is broken in your Salesforce org and what to fix first.
You get
- Org Health Report
- Risk Scorecard
- Top 10 Issues List
- 30/60/90-day Remediation Plan
- DataMantle Fit Recommendation
We build high performance Salesforce systems that scale with your business.
Identify, control, and eliminate bad data before it breaks your pipeline, reporting, and operations.
What We Actually Do
Three ways to make Salesforce cleaner, safer, and easier to trust.
Pick the offering that fits your challenge, or combine them when your Salesforce problems overlap.
Consulting
Salesforce Consulting
- Org assessments
- Architecture modernization
- Automation remediation
- Implementation support
- Integration strategy
Best for: teams that need expert help fixing the system itself.
Platform
DataMantle Platform
- Data Health Monitoring
- Duplicate Detection
- Import Readiness
- Automation Monitoring
- Integration Visibility
- Governance Controls
Best for: teams that need ongoing visibility and control.
Sprints
Productized Sprints
- Salesforce Org Health Sprint
- Data Quality & Duplicate Cleanup Sprint
- Import Readiness / Spreadsheet Intake Sprint
- Automation Failure & Flow Cleanup Sprint
- Reporting Trust & Pipeline Hygiene Sprint
Best for: teams that need a focused diagnosis and action plan.
Who We Serve
Built for teams that rely on Salesforce to operate.
We work with organizations where Salesforce is mission-critical. If your CRM is the backbone of your operation, DataMantle helps make it cleaner, clearer, and easier to govern.
We Serve
- Financial services
- Insurance
- High-growth mid-market
- Operations-heavy businesses
- Enterprise Salesforce teams
Ideal If You Need
- Data reliability
- Compliance clarity
- Operational visibility
- Scale without chaos
- Technical governance
Simple fit: if Salesforce drives reporting, revenue, service, compliance, or operations, the data inside it needs to be trustworthy.
DataMantle Platform
Visibility, control, and automation across your Salesforce data lifecycle.
Start by seeing what is broken, then control what enters Salesforce, then automate cleaner operations over time.
1
Know what's broken
Visibility
Find Salesforce data issues before they affect operations.
Continuous monitoring helps teams identify duplicates, missing fields, inconsistencies, and data quality risks early.
- Data Health Monitoring
- Smart Health Score
- Custom Rules Engine
- Duplicate Detection
- Impact-Based Findings
- Scan History & Trends
2
Fix it safely
Control
Review and approve data before it enters Salesforce.
Pre-import screening, guided review, smart matching, and safe merge operations help teams prevent new data problems.
- Pre-Import Data Screening
- Data Normalization Engine
- Guided Review Console
- Smart Matching
- Safe Auto-Merge
- Bulk Import Orchestration
3
Run clean automatically
Orchestration
Move from cleanup projects to continuous data quality operations.
Automated monitoring and remediation help enforce data quality across Salesforce, integrations, and external systems.
- Automated Data Remediation
- Cross-System Data Monitoring
- Automation Failure Detection
- Integration Health Dashboard
- Continuous Quality Enforcement
- System-Wide Risk Intelligence
DataMantle gives teams a path from visibility, to control, to automated Salesforce data quality operations.
Tier 1
Data Health: know what is broken.
DataMantle gives admins visibility into Salesforce data problems before they affect reporting, pipeline, and operations.
Data Health MonitoringScan for missing fields, stale records, and inconsistencies so issues do not slip through unnoticed.
Smart Health ScoreQuantify overall data quality and highlight where the biggest risks live.
Custom Health RulesDefine what bad data means for your business using configurable checks.
Impact-Based FindingsScore issues by severity and business impact so teams know what to fix first.
Best for teams that need visibility into what is wrong before cleanup begins.
Tier 2
Data Control: fix it safely.
DataMantle helps teams review, normalize, and control incoming data before it creates new Salesforce problems.
Pre-Import ScreeningAnalyze CSV files before import to detect duplicates, formatting issues, and conflicts.
Guided Review ConsoleReview, approve, or reject records before they are inserted into Salesforce.
Smart MatchingMatch incoming records to existing ones using configurable logic to prevent duplication.
Decision TrackingLog every imported, skipped, or merged record for auditability and accountability.
Best for teams that need safer imports, cleaner records, and more control over what enters Salesforce.
Tier 3
Data Orchestration: run clean automatically.
DataMantle extends from visibility and control into automated monitoring, remediation, and cross-system data quality enforcement.
Automated RemediationResolve common data issues based on rules without requiring manual review every time.
Cross-System MonitoringTrack consistency across Salesforce, integrations, APIs, and external platforms.
Automation Failure DetectionMonitor flows, Apex jobs, and integrations so teams know when something breaks.
Continuous EnforcementRun scheduled and real-time checks to prevent bad data from re-entering the system.
Best for teams ready to move from cleanup projects to continuous data quality operations.
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Productized Sprints
Focused Salesforce cleanup packages built for fast diagnosis and action.
Each sprint gives teams a clear report, prioritized backlog, and next-step plan for improving Salesforce health.
Org HealthData QualityImport ReadinessAutomation CleanupReporting Trust
Productized Sprints
Focused Salesforce cleanup packages built for fast diagnosis and action.
Each sprint gives teams a clear report, prioritized backlog, and next-step plan for improving Salesforce health.
Popular2 weeks
Data Quality & Duplicate Cleanup Sprint
Clean up the records your sales and service teams depend on.
You get
- Duplicate Risk Report
- Data Quality Scorecard
- Cleanup Backlog
- Recommended Matching Rules
- Prevention Plan
- Optional Sample Cleanup
Starting at$8,000
Book SprintWorkflow2 weeks
Import Readiness / Spreadsheet Intake Sprint
Stop bad spreadsheet imports before they damage Salesforce.
You get
- Clean Import Template
- Header Mapping Guide
- Import Risk Report
- Duplicate Prevention Checklist
- Sample Test Import
- Import Governance Playbook
Starting at$7,500
Book SprintAutomation2 weeks
Automation Failure & Flow Cleanup Sprint
Find the automations slowing down or breaking your Salesforce org.
You get
- Automation Inventory
- Failure Risk Report
- Flow Cleanup Backlog
- Fault Path Recommendations
- Priority Remediation Plan
- Monitoring Recommendation
Starting at$8,000
Book SprintIntegration2 weeks
Integration Risk & External System Sprint
Find where Salesforce is silently breaking between systems.
You get
- Integration Inventory
- External System Risk Map
- API / Sync Issue Report
- Integration Ownership Matrix
- Monitoring Recommendations
- DataMantle Tier 3 Fit Assessment
Starting at$10,000
Book SprintExecutive2 weeks
Reporting Trust & Pipeline Hygiene Sprint
Make leadership confident in Salesforce reports again.
You get
- Reporting Trust Report
- Pipeline Hygiene Score
- Dashboard Fixes
- Data Quality Dependencies
- Executive Reporting Recommendations
- DataMantle Visibility Recommendation
Starting at$4,000 - $7,500
Book SprintSprint FAQs
Questions before your sprint starts.
Quick answers about combining sprints, kickoff, access, timelines, and what your team receives after the work is complete.
Can I combine sprints?
Absolutely. Many teams start with Org Health + Data Quality, or Org Health + Import Readiness. We offer bundled pricing for combinations. Contact us to discuss your specific needs.
Who should attend the kickoff?
We recommend your Salesforce Admin, a member of your ops or RevOps team, and ideally a stakeholder from finance, sales ops, or service ops. The kickoff is 2 hours.
What happens after the sprint ends?
You get all deliverables in writing, a 30/60/90-day roadmap, and a recommendation for ongoing governance or DataMantle implementation if it is a fit.
How much Salesforce access will you need?
We need System Admin access during the sprint to audit configuration, run reports, and review data. We use secure, read-only methods where possible and respect your data governance policies.
Can we get started in two weeks?
Most sprints can start within 2-4 weeks. We will work with your availability for the kickoff meeting and access setup.
Ready to Start?
Ready to get clarity on your Salesforce org?
Pick a sprint that matches your biggest challenge. We will help you turn messy Salesforce issues into a clear next-step plan.
About DataMantle
We help Salesforce teams turn messy CRM data into clear cleanup work.
DataMantle is built for admins, RevOps teams, CRM managers, and data governance teams who need to find data problems faster, understand what matters most, and keep Salesforce easier to trust.
Salesforce AdminsRevOps TeamsCRM ManagersData Governance
Built for Salesforce-dependent teams.
DataMantle helps teams move from scattered CRM problems to organized, reviewable cleanup work.
Built ForAdmins & RevOps
Teams responsible for keeping Salesforce useful, accurate, and trusted.
Focus AreaCRM Data Health
Missing, stale, incomplete, duplicate, or risky Salesforce records.
Business NeedCleaner Reporting
More confidence in the dashboards, records, and decisions teams rely on.
ApproachRules & Findings
Clear checks that turn data problems into specific cleanup actions.
Core GoalMake Salesforce easier to audit, clean, and trust.
Why DataMantle Exists
Business systems should create clarity, not chaos.
DataMantle was created for teams that depend on Salesforce but need cleaner data, stronger governance, and systems they can actually trust.
I've seen what happens when systems are neglected, both in life and in technology.
After years working inside Salesforce environments, I saw the same patterns repeatedly: duplicate records, fragile automations, poor integrations, unreliable reporting, and technical debt that slows growth.
DataMantle was created to solve those problems at the root.
Core belief: Salesforce should help teams move faster with confidence.
Why Companies Choose DataMantle
Built for Salesforce-dependent teams that need clarity and control.
We're not a generic consulting firm. DataMantle is designed for the way Salesforce organizations actually operate.
SF
Salesforce-native
Built specifically for Salesforce architecture, governance, automation, and enterprise operations.
P+C
Product + Consulting
We solve immediate problems and build reusable products that help prevent the same issues from coming back.
ENT
Enterprise-minded
Built for organizations that need reliability, auditability, operational control, and stronger governance.
AI
AI-forward
We use modern AI workflows to accelerate delivery while keeping human oversight and control in place.
Our Philosophy
Salesforce should be an operational advantage.
Not a collection of fragile automations, inconsistent data, and expensive workarounds.
We believe serious organizations deserve systems that are observable, governable, and built to scale. That's what we build for.
Clarity over chaos
Teams should be able to understand what is happening in Salesforce without digging through disconnected records, reports, and workarounds.
Systems that scale
Good architecture should make growth easier, not create more cleanup work every time the business changes.
Ready to Talk?
Let's fix what's slowing your Salesforce org down.
Whether you need a quick health check, ongoing platform monitoring, or full modernization, DataMantle has a path that fits.
DataMantle Health
Find, prioritize, and clean bad Salesforce data.
DataMantle Health helps Salesforce admins define data quality rules, run scans, and turn risky records into clear findings teams can review and fix.
Manage Rules->Run Scan->Scan Runs->Findings->Cleanup Work
Custom Rules
Create rules that match how your Salesforce org actually works.
Admins can start from Manage Rules, open the custom rule modal, and define exactly what DataMantle Health should flag during scans.
Manage Rules
Active rules control the next scan
Refresh
Initialize Rules
Run Scan
Create Custom Rule
Active Rules1
Inactive Rules40
Open Findings16
Last EvaluatedNever
Search rule name or ID
Object: All
Severity: All
Status: All
| Rule ID | Rule Name | Object | Category | Severity | Status | Active | Findings |
|---|---|---|---|---|---|---|---|
| DM_ACC_NO_ANNUAL_REVENUE | Account Missing Annual Revenue | Account | Completeness | Low | Active | Yes | 0 |
| DM_CASE_NO_ACCOUNT | Case Missing Account | Case | Completeness | Medium | Inactive | No | 0 |
| DM_OPP_PAST_CLOSE | Opportunity Past Close Date | Opportunity | Freshness | High | Active | Yes | 4 |
The custom rule modal captures the rule logic, severity, message, suggested action, and whether the rule should become active after saving.
Create Custom Rule
Search objects by label or API
Start typing an object label or API name.
Select an Option
Select an Option
Medium
Draft
Activate after save
Cancel
Validate
Save
1
Open Manage Rules
Admins start from the rules page where active and inactive checks are managed.
2
Create custom rule
The modal lets admins define the object, field, condition, and comparison value.
3
Add review details
Severity, impact score, message, and suggested action explain why the issue matters.
4
Validate and save
The rule can stay as a draft or become active for the next scan.
Custom rules help admins turn their own Salesforce standards into scan-ready checks.
Step 2: Health Dashboard
Run scans, review results, and open the findings that need attention.
The dashboard uses the active rules from Manage Rules, creates Scan Runs, and turns matching records into findings admins can review.
DataMantle Admin Dashboard
Latest scan: Completed
Run scan
Refresh
New Scan Run
Open Scan Runs
Open Findings
Success: active rules were scanned and new findings were created.
Active Rules1
Scan Runs10
Open Findings14
Health Score30
Scan Runs
Past Scans
| Scan Run | Status | Started | Finished | Findings |
|---|---|---|---|---|
| Manual Scan 2026-06-23 | Completed | Jun 23, 2026 | Jun 23, 2026 | 12 |
| Manual Scan 2026-06-22 | Completed | Jun 22, 2026 | Jun 22, 2026 | 7 |
| Manual Scan 2026-06-19 | Completed | Jun 19, 2026 | Jun 19, 2026 | 4 |
Recent findings
Recent Findings
| Record | Severity | Status | Object | Scan Run |
|---|---|---|---|---|
| Account Missing Billing State | Low | Open | Account | Manual Scan |
| Account Missing Phone | Low | Open | Account | Manual Scan |
| Account Missing Industry | Medium | Open | Account | Manual Scan |
Finding summary
DM Health Finding
StatusOpen
SeverityLow
ObjectAccount
Rule CodeDM_ACC_NO_ANNUAL_REVENUE
Source RecordOpen Salesforce Record
Scan RunManual Scan 2026-06-23
MessageAccount TEST has no Annual Revenue recorded.
Suggested ActionEnter the estimated or known annual revenue for this account.
This step answers: what happened when the active rules scanned Salesforce?
Step 3: Workflow Summary
From rules to cleanup, this is how DataMantle Health works.
Admins choose what to check, run a scan, then review the findings that explain which Salesforce records need attention.
1
Choose rules
Built-in and custom rules tell DataMantle what bad Salesforce data looks like.
Rule Control Center
Manage Rules
Refresh
Initialize Rules
Run Scan
Create Custom Rule
Active Rules1
Inactive Rules40
Filter by object, category, severity, status, template rules, or custom clones
Account Missing Annual RevenueDM_ACC_NO_ANNUAL_REVENUE
Active
Case Missing AccountDM_CASE_NO_ACCOUNT
Template
Opportunity Past Close DateDM_OPP_PAST_CLOSE
High
2
Run scan
The dashboard checks Salesforce records against the active rules and saves each scan run.
Health Dashboard
Scan Runs
Success: active rules were scanned and findings were created.
Scan Runs10
Open Findings14
Health Score30
StatusDone
1
Start from active rulesOnly activated rules are used for the scan.
2
Create a Scan RunDataMantle stores when the scan happened and how many findings it produced.
3
Measure data healthThe dashboard shows scores, counts, and recent scan history.
3
Review and fix
Findings show what is wrong, how important it is, and what the admin should do next.
Finding Summary
Open Finding
DM Health Finding
StatusOpen
SeverityLow
ObjectAccount
Rule CodeDM_ACC_NO_ANNUAL_REVENUE
Source RecordOpen the Salesforce account that needs attention.
MessageAccount TEST has no Annual Revenue recorded.
Suggested ActionEnter the estimated or known annual revenue for this account.
RulesDefine what should be checked.
->
Scan RunsRecord each scan and its results.
->
FindingsShow what to review and fix.
Simple summary: rules decide what to check, Scan Runs prove what happened, and Findings tell admins what to fix.
Book a Demo
Ready to see what DataMantle can do for your Salesforce org?
Tell us what you are trying to clean up, fix, or understand. We will answer your questions and walk you through the best next step.
1
Share the challengeTell us where Salesforce feels messy, risky, or hard to trust.
2
Get a focused walkthroughWe will show how DataMantle helps identify, prioritize, and clean up data issues.
3
Leave with a next stepWe will help you decide whether a sprint, demo, or deeper conversation makes sense.
Book a demo
Send a few details and we will follow up with next steps.
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