Tag
#Data Quality
HubSpot Data Quality Command Center: The Rollout That Sticks
DQCC shows what is broken but not what to fix first. The prioritization and ownership model that turns it from a dashboard into discipline.
HubSpot Import Mapping and Dedup: Pre-Flight Discipline
A 50k row CSV import is a small bomb. Here is the mapping, dedup, and dry-run discipline that defuses it before HubSpot accepts a single record.
HubSpot Marketing Contacts Cleanup Without Tanking Pipeline
Marketing contacts billing punishes hoarders. Here is the surgical purge that drops cost without breaking attribution, nurtures, or sales handoff.
CMDB Circular Relationships: Detecting and Breaking the Loops
Circular CI relationships poison dependency views and impact analysis. A graph-traversal pattern in GlideRecord to find them, plus the cleanup discipline.
Choice List Maintenance That Survives a Decade
Choice lists accumulate dead values, duplicates, and case mismatches until reporting breaks. The maintenance discipline that prevents the cleanup nightmare.
Data Quality in HubSpot: A Maintenance Guide
Duplicate management, property standardization, dead contact cleanup, and automation that keeps the CRM clean.
Duplicate Management Setup: Rules That Actually Catch Duplicates
Configuring Duplicate Rules and Matching Rules in Salesforce — tuning, fuzzy matching, and handling the inevitable false positives.
Validation Rules Worth Writing (And Ones That Aren't)
The validation rules that catch real bugs, the ones that just annoy users, and the patterns that make rules maintainable.