Case study 03 · Sample copy
CRM hygiene bot for a messy Salesforce instance
Finds duplicates and stale owners every night and fixes what it safely can, flagging the rest for review.
- Status
- In flight
- Built for
- RevOps team
- Year
- 2026
- Tools
- Salesforce
- n8n
- Postgres
Recording soon
The problem
Years of imports had left thousands of duplicate accounts and records owned by people who had left. Reports couldn’t be trusted.
What I’m building
A nightly job that matches likely duplicates, merges the obvious ones, reassigns orphaned records, and sends a short review list for anything ambiguous.
Status
In progress. A walkthrough video is coming once the first full run is complete.