Janis and Philipp return for another solo deep dive—this time unpacking one of the most downloaded resources they've released so far: the Salesforce Data Hygiene Cheat Sheet. Based on 100+ conversations with RevOps leaders and a viral LinkedIn post that sparked a flood of feedback, this episode breaks down the real-world challenges of maintaining clean CRM data—and what to do about it.
We cover:
The 8 most common Salesforce data hygiene challenges
Why bad data is worse than no data at all
How to approach activity capture (and why Einstein Activity Capture isn’t it)
Tools and workflows to clean, enrich, and maintain your CRM
How AI summaries and automated field updates can drive data accuracy
Validation rules, stage criteria, and building hygiene dashboards
Quick wins that create trust in your CRM without overwhelming reps
Salesforce Data Hygiene Cheat Sheet : https://www.getweflow.com/content/salesforce-data-hygiene-cheat-sheet
Free RevOps resources: https://www.getweflow.com/revops
Janis on LinkedIn: https://www.linkedin.com/in/janiszech
Phillip on LinkedIn: https://www.linkedin.com/in/philippstelzer
Chapters:
(00:00:00) Introduction
(00:03:26) The Big Challenges in Salesforce Data Hygiene
(00:10:22) Quick Win #1: Advanced Activity Capture
(00:15:05) Quick Win #2: Conversation Intelligence + AI Summaries
(00:21:16) Quick Win #3: Field Updates from AI Prompts
(00:23:57) Quick Win #4: Stage Criteria and Validation Rules
(00:28:15) Quick Win #5: Monthly Data Review & Cleanup
(00:29:25) Quick Win #6: Hygiene Dashboards and Transparency
(00:30:52) Book Rec & Final Thoughts
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