Preparing AI-Ready Data in Salesforce
Salesforce AI works from whatever is in your org. Give it a lead with a bounced email, a phone number typed three different ways and half an address, and it will still produce a fluent, confident answer. The answer is only as good as the record. Data8 checks, corrects and standardises your contact, bank and company data inside Salesforce, so the AI your team uses starts from details that hold up.
Where weak data shows up in Salesforce AI
Einstein, Agentforce and your own flows and reports all read the same fields your reps, marketers and service teams fill in. These are the problems we see most often.
Reps chase leads they can never reach
Dead emails and unreachable numbers make AI-ranked lead lists look stronger than they are, and waste the first calls of the week.
Campaigns go to the wrong inbox
Personalised sends built on mistyped addresses bounce, which costs deliverability for every message that follows.
Service teams see half a customer
Missing postcodes and partial addresses leave AI summaries with gaps the agent has to fill in by hand.
Reports disagree with each other
When one town, country or phone format is written five ways, segments split and dashboards stop adding up.
Common challenges Salesforce CRM users face - and the fix
| What you are seeing | What Data8 does | Where it runs in Salesforce |
|---|---|---|
| No clear picture of how bad the data is | Free data quality audit | Sample review before any clean-up starts |
| Bounced emails and dead phone numbers | Email and phone validation | Real-time on forms and flows, or batch jobs on existing records |
| Calls to numbers on the Do Not Call registers | TPS and CTPS screening | At entry or in batch |
| Partial, mistyped or non-standard addresses | PredictiveAddress and address validation | Autocomplete on record pages and forms |
| Failed payments from wrong bank details | Bank validation | Sort code and account number checks at entry |
| Company records you cannot trust | Business Insights | UK company search by name or number |
| Same value written many ways | Standardisation rules | Applied to chosen fields on save or in batch |
| A large legacy file nobody has touched | Batch data cleansing | Batch Cleanse API, file exchange or push-pull |
Frequently Asked Questions
Do I need a developer to set this up?
No. Setup is point-and-click and works with both standard and custom fields. It supports Salesforce Classic and Lightning, using drag-and-drop components, form overrides or scheduled batch jobs.
Can it clean the records we already have?
Yes. Email and phone validation can run in batch, either ad hoc or on a schedule, so large volumes are processed without anyone checking records one at a time.
Where do the results go?
Into the fields you choose. That means you can report on validation outcomes, build dashboards and trigger automations from them. Email validation can also store a deliverability class and reason.
Which checks are available?
Address, email, phone, bank account, TPS and CTPS screening, name validation and UK company insights. You switch on the ones that match the problems in your org.
How does this fit into a wider AI-readiness plan?
Validation and standardisation cover the contact-data part. For the full picture, including how to judge whether data is ready for a particular AI use case, read our AI-ready data guide.
We also run Microsoft Dynamics. Is there a version for that?
Yes. See AI-ready data in Dynamics 365.