Salesforce Data Quality & Migration Readiness Assessment
Assess Salesforce data quality and migration readiness in minutes
What You Can Do
Analyze your Salesforce org's data health, identify quality issues, and prepare for seamless migrations. You get a comprehensive audit report with risk scores, data anomalies, and prioritized remediation steps that help you tackle problems before they impact migrations or operations.
Features
automatic health metrics across all standard and custom objects with risk rankings
identify and flag duplicate records that could cause migration failures or data conflicts
detect field incompatibilities, missing data, and structural issues that block migrations
find required fields with missing values that violate org standards
identify records without valid parent references in lookup and master-detail relationships
check custom field consistency, formats, and compliance with data governance rules
validate all lookup and master-detail relationships for broken references
identify potentially sensitive data and PII that requires special handling during migration
Example Output
Sample Data Quality Audit Report
Overall Org Health Score: 72/100 ⚠️ Medium Risk
Critical Issues (High Risk)
- ❌ Accounts: 2,341 duplicate records (same Account Name, Industry, Annual Revenue) — recommend merge before migration
- ❌ Contacts: 1,203 records missing Email (required field) — 23% of total Contact base
- ❌ Opportunities: 442 orphaned records (Opportunity linked to deleted Account) — cannot migrate as-is
Data Quality by Object
- Accounts: Completeness 89%, Duplicates 4.2%, Relationships ✓ Clean
- Contacts: Completeness 76%, Duplicates 0.3%, Relationships ⚠️ 89 orphaned
- Opportunities: Completeness 95%, Duplicates 0%, Relationships ❌ 442 orphaned
Recommended Remediation Steps (Priority Order)
- Delete/merge 2,341 duplicate Accounts (est. 8 hours)
- Populate Email field for 1,203 Contacts (est. 12 hours)
- Reassign or delete 442 orphaned Opportunities (est. 4 hours)
- Run data validation rules after remediation
What's Included
- SKILL.md: Complete assessment workflows with decision trees and validation checklists
- Data Quality Assessment Template: Custom questionnaire for org analysis
- Risk Scoring Matrix: Methodology for calculating health scores and prioritizing issues
- Remediation Playbook: Step-by-step instructions for fixing common data quality issues
- Migration Readiness Checklist: Pre-migration validation and compliance verification
- Report Generator: Template for creating executive summary reports with charts and recommendations
Who It's For
- Salesforce Administrators planning org migrations or cleanups
- Data Migration Specialists assessing migration readiness and risks
- Salesforce Technical Leads evaluating data governance compliance
- Enterprise Solution Architects performing pre-implementation audits
- IT Operations Managers responsible for data quality and integrity
Best For
- Pre-migration audits before moving to new Salesforce org or cloud instance
- Data quality improvement initiatives and org health assessments
- Identifying and remediating duplicate records and orphaned data
- Migration planning with risk quantification and remediation sequencing
- Compliance and data governance assessments for regulated industries
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