Keep Texas Beautiful: data errors down 95% across 100,000+ records.
Validation rules and cleanup. For a non-profit, a bad record is a donor relationship, not cosmetics.
What was there
A Texas non-profit with more than 100,000 records in Salesforce and data errors that affected donor relationships and reporting. For a non-profit, a bad record is reputation and money, not cosmetics.
What we did
Data cleanup with a record count agreed first, de-duplication with written survivorship rules, and validation rules so the data stays clean after us.
What came out
Data errors reduced by 95% across the base. Reports the team could trust again.
What we say out loud
This is a data case, not a transformation story, and we present it as one: it proves the Data Migration & Cleanup package, nothing more.
What the client needed from a partner.
A non-profit budget and more than 100,000 records nobody trusted. The condition was a record count agreed before the work, and a before-and-after number the team could check themselves.
What happened next
Validation and duplicate rules keep the data clean after us. The programme coordinator left a verified review on Clutch in January 2025.
Who did the work.
Named in the proposal, the same people from kickoff to release.
Roles on the project
- Salesforce administrator
- Salesforce developer
- QA engineer
Stack
Nonprofit Success Pack objects, validation rules, duplicate rules, data loader.
They are very organized and responsive.
Other clients, other numbers.
Plus $53,000 a year of manual work removed. Payback in 2.7 months.
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Read the caseMake your Salesforce earn.
Thirty minutes, one hypothesis about your business, no pitch. We reply within one business day.
One reply from a person, within one business day.