Salesforce DataSure AI Agent

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.