Salesforce DataSure AI Agent

Tasks

• Retrieve Salesforce Leads data using API task
• Validate data and generate Data Quality and Duplicate Score using AI skill.
• Review validated data with Human before uploading it to Salesforce
• Update Salesforce data using API task
• Generate Data Quality and Duplicate Insight charts using QuickChart.io integration

Problem Statement:
1. Sales productivity suffers due to invalid and unreachable Leads
2. Incomplete CRM data leads to lost opportunities and slower deal cycles
3. Duplicate Leads create confusion, inefficiency, and poor customer experience
4. Leadership lacks clear visibility into Salesforce data quality

What changes for business team if this problem is solved?
1. Duplicates are identified before outreach
2. Sales works only on clean, reachable Leads
3. CRM data becomes measurable and trusted
4. Leadership gains visibility into data quality

Business Impact:
1. Higher Lead-to-conversion rates
2. Reduced CRM data debt
3. Improved sales productivity
4. Stronger data governance

Solution this AI Agent Offers:
1. Fetch Leads from Salesforce (API)
Retrieve Lead records using Salesforce REST API
Secure authentication and access control

2. AI Validation Engine
Email Domain Validation
Check domain existence

Phone vs Country Validation
Validate phone number against country code

Duplicate Leads Check
Identify potential duplicate records

Data Normalization / Standardization
Normalize casing and formats
Example: amit → Amit

3. Scoring Leads
Data Quality Score (0–100)
Duplicate Score (0–100)
Validation Remarks
Validation Timestamp

4. User Review & Approval
Review AI-validated data
Approve or Reject proposed updates

5. Update Salesforce
Write back:
Data Quality Score
Duplicate Score
Validation Remarks
Update Last Validated On field in Salesforce

6. Generate Charts
Data Quality Trends
Duplicate Insights

Input: Leads data on Salesforce with 4 additional columns. i.e.Data_Quality_Score__c(Number), Duplicate_Score__c (Number), Validation_Remark__c (Text(100)),Last_Validated_On__c (Date)
Expected Output:
1. Updated above 4 columns in Salesforce.
2. Generated Data Quality Score and Duplicate Score charts.