AI TOOL PROFILE
ActivePrime: Salesforce CRM Data Quality Software
- Data and Analytics
- Data Quality
- Small businesses
- Mid-market companies
- Enterprise companies
- Salesforce CRM administrators
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website for CleanData Lite and CleanData Enterprise plans.
At a glance
- Best for
- Small businesses, Mid-market companies, Enterprise companies, Salesforce CRM administrators
- Key use cases
- Preventing CRM Duplicate Entry, Standardizing Data Formats, Filling Data Gaps, Preparing Data for AI Models
- Integrations
- Salesforce
- Official website
- Visit activeprime official website
How AI is used
ActivePrime is an AI-enabled data quality platform designed for Salesforce CRM. It helps identify and resolve common data issues such as duplicates, formatting errors, and missing information to support AI models like Einstein or Agentforce.
The tool serves buyers ranging from small businesses to large enterprises. It provides different service tiers, including a Lite version and an Enterprise package, which vary based on the types of data defects they address.
Key capabilities include a feature to search for existing records before creating new ones to help prevent duplicates, and an undo feature to revert changes. These tools are designed to help users manage data cleansing without writing custom code.
Buyers should confirm which specific data issues they need to resolve, as certain features such as junk data and damaged data detection are associated with the Enterprise package rather than the Lite version.
Key Features
Search Before Create
A feature designed to help prevent the creation of duplicate records in Salesforce CRM by searching for existing records first.
Auto-Merge and Auto-Update
Uses machine learning to identify duplicate records and update them automatically based on high-confidence criteria.
Cross-Object Matching
Supports the detection and resolution of duplicate records across any two standard or custom objects in Salesforce.
Smart Undo and Undo Fix
Allows users to revert merges or data fixes using the Salesforce recycle bin to recover information.
Audit Log
Tracks and stores modifications made to CRM data, including which user made the change and when.
Data Quality Assessment
A tool that identifies the percentage of data defects, such as formatting issues and missing data, via a report.
Use Cases
Preventing CRM Duplicate Entry
Using Search Before Create to help ensure new entries do not create redundant records in the system.
Standardizing Data Formats
Identifying and correcting inconsistent date, phone number, and address formats across the CRM.
Filling Data Gaps
Detecting missing fields and populating missing address information from reliable data sources.
Preparing Data for AI Models
Cleaning and maintaining data to support the use of autonomous agents and AI tools within Salesforce.
Integrations
- Salesforce
FAQ
What is the difference between CleanData Lite and CleanData Enterprise?
- CleanData Lite supports duplicate data, formatting issues, and missing data. The Enterprise package also supports incorrect, misplaced, junk, and damaged data.
Can ActivePrime prevent duplicates from being created?
- Yes, the Search Before Create feature is designed to search for existing records before a new one is created to help prevent duplicates.
What happens if a data merge is done incorrectly?
- ActivePrime includes a Smart Undo and Undo Fix feature that can revert merges and data fixes using the Salesforce recycle bin.
Source category: Data & Analytics
Source subcategory: Data Quality
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