How to cleanse Salesforce data using Excel

Why Salesforce data cleansing matters

Salesforce is one of the world's most powerful CRM platforms that supports complex, dynamic business operations. However, as data volumes grow and evolve, it's natural for records to become outdated, duplicated, or inconsistent - making regular data cleansing essential for accuracy and efficiency, and better decision-making.

While Salesforce provides built-in tools for data management, many users still prefer working in Excel for bulk updates and analysis. The challenge? Exporting, modifying, and re-importing data manually increases the risk of errors and consumes valuable time.

What if you could manage and cleanse Salesforce data in Excel - without ever leaving your spreadsheet?

That’s exactly what Valorx Fusion enables. Fusion is a Salesforce Excel connector that lets you work on live Salesforce data directly in Excel. No exports. No risky re-imports. Just clean, up-to-date data - fast.

Watch this interactive demo on how Fusion seamlessly performs edits, applies Excel formulas, and instantly syncs updates to Salesforce - all within a familiar and powerful interface, also eliminating tedious import/export cycles and ensuring data integrity in real-time.

Steps to cleanse Salesforce data using Excel

1. Identify and export data that needs to be cleansed

Start by determining which records need cleansing. Common issues include:

• Duplicate accounts or contacts
• Incomplete fields
• Incorrect formatting (e.g., inconsistent phone numbers or email addresses)
• stale data (inactive records, outdated opportunities)

In Salesforce, use reports and filters to extract problematic data.

2. Use Excel to standardize data

Excel provides powerful tools to cleanse data efficiently:

• Remove duplicates: use the "remove duplicates" function to eliminate redundant entries.
• find and replace: correct formatting inconsistencies.
• data validation: enforce consistency in fields like state names, phone numbers, and email formats.
• conditional formatting: highlight anomalies for quick identification.

3. Make bulk edits seamlessly with Valorx Fusion

Instead of the traditional export-edit-import cycle, Fusion allows you to:

• Connect Excel directly to Salesforce and work on live data.
• Perform bulk edits using Excel’s familiar interface, without import/export hassles.
• Leverage Excel functions like VLOOKUP, pivot tables, and formulas to analyze and transform data effortlessly.
• Ensure real-time data updates to Salesforce with a single sync, reducing errors and version control issues.

4. Validate and re-import the cleansed data

Before updating records in Salesforce, validate your changes by:

• Spot-checking key records.
• Running Salesforce’s import preview to catch errors.
• Using Fusion’s live sync feature to ensure immediate updates.

5. Automate future cleansing

Maintain ongoing data hygiene by:

• Setting validation rules in Salesforce to enforce data consistency.
• Using Fusion to automate bulk updates as needed.
• Scheduling regular data audits.

The Valorx Fusion advantage

Fusion eliminates the frustration of manual Salesforce data cleansing. By enabling live data access in Excel, teams can:

✅ Work faster and more efficiently

✅ Maintain data integrity without risky imports/exports

✅ Increase Salesforce adoption by providing a familiar Excel interface

Watch how effortlessly Fusion integrates Salesforce with Excel.

With Fusion, you can cleanse, update, and maintain Salesforce data seamlessly - without ever leaving Excel.

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