Free Salesforce template · Excel · Google Sheets · Valorx Wave
Salesforce Data Quality & Dedupe Checklist
Find the records dragging down your Salesforce org — duplicates, missing owners, incomplete fields, and stale data — in one audit, with a cleanup checklist that counts itself. For admins who want a clean org without guessing where to start.
Excel + Google Sheets format · free download
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Best for
Built for admins who want a clean org
Use this template when you know the data is messy but not where to start. It audits records, scores each one, and gives you a checklist that tracks itself.
- Org cleanup — find the records with real problems instead of eyeballing list views.
- Dedupe projects — flag duplicates and work them down with a running count.
- Data health audits — score records for missing owners, incomplete fields, and staleness.
- Pre-migration checks — clean the data before a bulk update or an org migration.
What’s inside
Audit the records, then track the fix
The audit tab scores every record's issue and risk; the checklist tab counts the issues automatically so you can track cleanup to done.
- Record audit fields (owner, key field, completeness, duplicate)
- Days stale and issue, auto-calculated
- Risk level, auto-calculated from owner, duplicate, completeness, staleness
- Suggested action per record
- Self-counting cleanup checklist that pulls from the audit
Field mapping
Intro: The template uses common Salesforce fields plus planning fields many teams keep as custom fields or review notes.
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