AssessSalesforce Data Risk Assessment
Find the evidence before committing money to the wrong cleanup work.
Clear risk picture · Prioritized findings · Action planSalesforce Data Health + Modernization
Know what’s broken in Salesforce. Fix what matters. Keep it clean.
DataMantle helps Salesforce teams find hidden data and system risk, prioritize the problems that matter, and prevent the same issues from coming back.
DATAMANTLE X-RAY
Scan complete
Health score
82/100
↑ 6 points after remediationOpen findings24
High impact7
Duplicate clusters3
Accounts
91
Contacts
78
Opportunities
74
Data Quality
Duplicate Risk
Automation Health
AI Readiness
Meet DataMantle X-Ray
Turn Salesforce risk into focused cleanup work.
Salesforce problems rarely announce themselves before they damage reporting, automation, or operations. X-Ray gives admins one place to scan, score, prioritize, and investigate data-health risk.
01Manage Rules
Define what healthy data looks like.
02Run Scan
Evaluate records against active rules.
03Score
Measure health and business impact.
04Findings
Open prioritized cleanup work.
Org Health DashboardLatest scan · Today
Records scanned48,210
Active rules18
Health score82
FindingImpactRecords
Missing industry classificationHigh1,284
Potential duplicate accountsHigh386
Stale open opportunitiesMedium117
How DataMantle Helps
From Salesforce risk to Salesforce control.
A focused progression from evidence, to remediation, to an operating model that keeps the same problems from returning.
RemediateSalesforce Remediation & Modernization
Turn identified risk into controlled, tested, production-ready improvements.
Governed cleanup · Safer automation · Stronger architectureOperateX-Ray + Managed Salesforce Health
Continuously monitor risk, maintain governance, and prevent recurring cleanup projects.
Rules · Monitoring · Repeatable governanceBusiness Outcomes
What changes after DataMantle?
01
Trust your Salesforce data
Know where problems are and which ones matter.
02
Stop cleanup from becoming a recurring project
Turn standards into rules, monitoring, and repeatable governance.
03
Prepare Salesforce for automation and AI
Clean data and dependable processes become the foundation for everything built next.
Start With Evidence
Let’s find out where the Salesforce risk is.
DataMantle helps determine where the problems are before your organization spends money fixing the wrong things.
About DataMantle
We help Salesforce teams turn messy CRM data into clear cleanup work.
DataMantle is built for admins, RevOps teams, CRM managers, and data governance teams who need to find data problems faster, understand what matters most, and keep Salesforce easier to trust.
Salesforce Admins RevOps Teams CRM Managers Data Governance
Built for Salesforce-dependent teams.
DataMantle helps teams move from scattered CRM problems to organized, reviewable cleanup work.
Built For Admins & RevOps
Teams responsible for keeping Salesforce useful, accurate, and trusted.
Focus Area CRM Data Health
Missing, stale, incomplete, duplicate, or risky Salesforce records.
Business Need Cleaner Reporting
More confidence in the dashboards, records, and decisions teams rely on.
Approach Rules & Findings
Clear checks that turn data problems into specific cleanup actions.
Core Goal Make Salesforce easier to audit, clean, and trust.
Why DataMantle Exists
Business systems should create clarity, not chaos.
DataMantle was created for teams that depend on Salesforce but need cleaner data, stronger governance, and systems they can actually trust.
I've seen what happens when systems are neglected, both in life and in technology.
After years working inside Salesforce environments, I saw the same patterns repeatedly: duplicate records, fragile automations, poor integrations, unreliable reporting, and technical debt that slows growth.
DataMantle was created to solve those problems at the root.
Core belief: Salesforce should help teams move faster with confidence.
Why Companies Choose DataMantle
Built for Salesforce-dependent teams that need clarity and control.
We're not a generic consulting firm. DataMantle is designed for the way Salesforce organizations actually operate.
SF
Salesforce-native
Built specifically for Salesforce architecture, governance, automation, and enterprise operations.
P+C
Product + Consulting
We solve immediate problems and build reusable products that help prevent the same issues from coming back.
ENT
Enterprise-minded
Built for organizations that need reliability, auditability, operational control, and stronger governance.
AI
AI-forward
We use modern AI workflows to accelerate delivery while keeping human oversight and control in place.
Our Philosophy
Salesforce should be an operational advantage.
Not a collection of fragile automations, inconsistent data, and expensive workarounds.
We believe serious organizations deserve systems that are observable, governable, and built to scale. That's what we build for.
Clarity over chaos
Teams should be able to understand what is happening in Salesforce without digging through disconnected records, reports, and workarounds.
Systems that scale
Good architecture should make growth easier, not create more cleanup work every time the business changes.
Ready to Talk?
Let's fix what's slowing your Salesforce org down.
Whether you need a quick health check, ongoing platform monitoring, or full modernization, DataMantle has a path that fits.
Productized Sprints
Focused Salesforce cleanup packages built for fast diagnosis and action.
Each sprint gives teams a clear report, prioritized backlog, and next-step plan for improving Salesforce health.
Org HealthData QualityImport ReadinessAutomation CleanupReporting Trust
Strategic Salesforce Engagements
Salesforce risk, remediation, and AI readiness, from diagnosis to long-term health.
DataMantle helps Salesforce-dependent organizations identify hidden risk, remediate the problems that matter, prepare their data and workflows for AI, and maintain a healthier platform over time.
01
Assess
02
Remediate
03
Prepare for AI
04
Operate
01 · Assess10 business days
Salesforce Data Risk Assessment
Know where Salesforce risk actually lives before spending money fixing the wrong problems.
What you receive
- Data quality score
- Duplicate exposure analysis
- Missing critical-field analysis
- Automation and integration risk
- Technical-debt findings
- AI / Agentforce readiness assessment
- Executive risk report
- Prioritized 90-day remediation roadmap
Paid diagnostic engagement. This is not a free sales consultation. The assessment produces independent findings and a prioritized remediation roadmap.
Best starting point Establish the evidence before committing to remediation.
Start With an Assessment 02 · Remediate4–8 weeks
Salesforce Remediation & Modernization
Turn identified Salesforce risk into controlled, tested, production-ready improvements.
What we implement
- Data cleanup and normalization
- Duplicate resolution
- Validation and automation improvements
- Integration failure remediation
- Security and permissions cleanup
- Reporting reliability improvements
- Testing and deployment
- Governance documentation
Implementation engagement Scope is built around the risks and business impact identified.
Discuss Remediation 03 · Prepare for AICustom scope
Agentforce & AI Readiness Program
Prepare Salesforce data, workflows, knowledge, and controls for dependable AI adoption.
What we prepare
- Agentforce use-case readiness
- Salesforce data preparation
- Lead and case routing
- Knowledge preparation
- Data classification
- AI workflow governance
- Human approval controls
- Audit and oversight controls
AI foundation Prepare the data and governance AI systems depend on.
Explore AI Readiness 04 · OperateOngoing
Managed Salesforce Health
Continuously monitor Salesforce health, prioritize emerging risk, and remediate issues before they become operational failures.
What we manage
- Scheduled health scans
- Finding triage and prioritization
- Controlled remediation hours
- Data-health monitoring
- Release monitoring
- Health and trend reporting
- Quarterly executive review
- DataMantle software access
Managed service Continuous visibility, governance, and controlled improvement.
Discuss Managed Health Start with the problem. Build the right path forward.
Organizations can begin with a focused risk assessment or engage DataMantle around a defined remediation, AI-readiness, or ongoing Salesforce health initiative.
Sprint FAQs
Questions before your sprint starts.
Quick answers about combining sprints, kickoff, access, timelines, and what your team receives after the work is complete.
Can I combine sprints?
Absolutely. Many teams start with Org Health + Data Quality, or Org Health + Import Readiness. We offer bundled pricing for combinations. Contact us to discuss your specific needs.
Who should attend the kickoff?
We recommend your Salesforce Admin, a member of your ops or RevOps team, and ideally a stakeholder from finance, sales ops, or service ops. The kickoff is 2 hours.
What happens after the sprint ends?
You get all deliverables in writing, a 30/60/90-day roadmap, and a recommendation for ongoing governance or DataMantle implementation if it is a fit.
How much Salesforce access will you need?
We need System Admin access during the sprint to audit configuration, run reports, and review data. We use secure, read-only methods where possible and respect your data governance policies.
Can we get started in two weeks?
Most sprints can start within 2-4 weeks. We will work with your availability for the kickoff meeting and access setup.
Ready to Start?
Ready to get clarity on your Salesforce org?
Pick a sprint that matches your biggest challenge. We will help you turn messy Salesforce issues into a clear next-step plan.
DataMantle Health
Find, prioritize, and clean bad Salesforce data.
DataMantle Health helps Salesforce admins define data quality rules, run scans, and turn risky records into clear findings teams can review and fix.
Manage Rules->Run Scan->Scan Runs->Findings->Cleanup Work
Custom Rules
Create rules that match how your Salesforce org actually works.
Admins can start from Manage Rules, open the custom rule modal, and define exactly what DataMantle Health should flag during scans.
Manage Rules
Active rules control the next scan
Refresh
Initialize Rules
Run Scan
Create Custom Rule
Active Rules1
Inactive Rules40
Open Findings16
Last EvaluatedNever
Search rule name or ID
Object: All
Severity: All
Status: All
| Rule ID | Rule Name | Object | Category | Severity | Status | Active | Findings |
|---|---|---|---|---|---|---|---|
| DM_ACC_NO_ANNUAL_REVENUE | Account Missing Annual Revenue | Account | Completeness | Low | Active | Yes | 0 |
| DM_CASE_NO_ACCOUNT | Case Missing Account | Case | Completeness | Medium | Inactive | No | 0 |
| DM_OPP_PAST_CLOSE | Opportunity Past Close Date | Opportunity | Freshness | High | Active | Yes | 4 |
The custom rule modal captures the rule logic, severity, message, suggested action, and whether the rule should become active after saving.
Create Custom Rule
Search objects by label or API
Start typing an object label or API name.
Select an Option
Select an Option
Medium
Draft
Activate after save
Cancel
Validate
Save
1
Open Manage Rules
Admins start from the rules page where active and inactive checks are managed.
2
Create custom rule
The modal lets admins define the object, field, condition, and comparison value.
3
Add review details
Severity, impact score, message, and suggested action explain why the issue matters.
4
Validate and save
The rule can stay as a draft or become active for the next scan.
Custom rules help admins turn their own Salesforce standards into scan-ready checks.
Step 2: Health Dashboard
Run scans, review results, and open the findings that need attention.
The dashboard uses the active rules from Manage Rules, creates Scan Runs, and turns matching records into findings admins can review.
DataMantle Admin Dashboard
Latest scan: Completed
Run scan
Refresh
New Scan Run
Open Scan Runs
Open Findings
Success: active rules were scanned and new findings were created.
Active Rules1
Scan Runs10
Open Findings14
Health Score30
Scan Runs
Past Scans
| Scan Run | Status | Started | Finished | Findings |
|---|---|---|---|---|
| Manual Scan 2026-06-23 | Completed | Jun 23, 2026 | Jun 23, 2026 | 12 |
| Manual Scan 2026-06-22 | Completed | Jun 22, 2026 | Jun 22, 2026 | 7 |
| Manual Scan 2026-06-19 | Completed | Jun 19, 2026 | Jun 19, 2026 | 4 |
Recent findings
Recent Findings
| Record | Severity | Status | Object | Scan Run |
|---|---|---|---|---|
| Account Missing Billing State | Low | Open | Account | Manual Scan |
| Account Missing Phone | Low | Open | Account | Manual Scan |
| Account Missing Industry | Medium | Open | Account | Manual Scan |
Finding summary
DM Health Finding
StatusOpen
SeverityLow
ObjectAccount
Rule CodeDM_ACC_NO_ANNUAL_REVENUE
Source RecordOpen Salesforce Record
Scan RunManual Scan 2026-06-23
MessageAccount TEST has no Annual Revenue recorded.
Suggested ActionEnter the estimated or known annual revenue for this account.
This step answers: what happened when the active rules scanned Salesforce?
Step 3: Workflow Summary
From rules to cleanup, this is how DataMantle Health works.
Admins choose what to check, run a scan, then review the findings that explain which Salesforce records need attention.
1
Choose rules
Built-in and custom rules tell DataMantle what bad Salesforce data looks like.
Rule Control Center
Manage Rules
Refresh
Initialize Rules
Run Scan
Create Custom Rule
Active Rules1
Inactive Rules40
Filter by object, category, severity, status, template rules, or custom clones
Account Missing Annual RevenueDM_ACC_NO_ANNUAL_REVENUE
Active
Case Missing AccountDM_CASE_NO_ACCOUNT
Template
Opportunity Past Close DateDM_OPP_PAST_CLOSE
High
2
Run scan
The dashboard checks Salesforce records against the active rules and saves each scan run.
Health Dashboard
Scan Runs
Success: active rules were scanned and findings were created.
Scan Runs10
Open Findings14
Health Score30
StatusDone
1
Start from active rulesOnly activated rules are used for the scan.
2
Create a Scan RunDataMantle stores when the scan happened and how many findings it produced.
3
Measure data healthThe dashboard shows scores, counts, and recent scan history.
3
Review and fix
Findings show what is wrong, how important it is, and what the admin should do next.
Finding Summary
Open Finding
DM Health Finding
StatusOpen
SeverityLow
ObjectAccount
Rule CodeDM_ACC_NO_ANNUAL_REVENUE
Source RecordOpen the Salesforce account that needs attention.
MessageAccount TEST has no Annual Revenue recorded.
Suggested ActionEnter the estimated or known annual revenue for this account.
RulesDefine what should be checked.
->
Scan RunsRecord each scan and its results.
->
FindingsShow what to review and fix.
Simple summary: rules decide what to check, Scan Runs prove what happened, and Findings tell admins what to fix.
Book a Demo
Ready to see what DataMantle can do for your Salesforce org?
Tell us what you are trying to clean up, fix, or understand. We will answer your questions and walk you through the best next step.
1
Share the challengeTell us where Salesforce feels messy, risky, or hard to trust.
2
Get a focused walkthroughWe will show how DataMantle helps identify, prioritize, and clean up data issues.
3
Leave with a next stepWe will help you decide whether a sprint, demo, or deeper conversation makes sense.
Book a demo
Send a few details and we will follow up with next steps.
First test submission will ask [email protected] to confirm FormSubmit. After confirmation, future form submissions will be emailed there.
X-Ray Documentation
X-Ray Customer Resources
Everything you need to get started, administer DataMantle X-Ray, and understand which product tier is right for your Salesforce org.
Get Started
X-Ray Quick Start Guide
Go from installation to your first actionable X-Ray scan with a focused, step-by-step introduction.
- Install and grant access
- Initialize your rule library
- Run your first X-Ray scan
- Understand scores and findings
Administration
X-Ray Administrator Guide
A deeper operational guide for Salesforce admins and data stewards managing X-Ray.
- Rule governance and custom rules
- Scanning and Auto-scan operations
- Findings and duplicate workflows
- AI readiness and troubleshooting
Compare Plans
X-Ray Free vs. Pro
Compare X-Ray editions and understand when expanded governance and automation make sense for your org.
- Free and Pro capabilities
- Scan coverage comparison
- Automation and rule management
- When upgrading makes sense
Building a healthier Salesforce org starts with visibility.
DataMantle X-Ray helps teams find data-health problems, understand their impact, and prepare Salesforce data for automation and AI.
AI & Salesforce Solutions
See What Your Data Is Hiding.
Find Salesforce risk. Understand what matters. Act with confidence.
Jonah WootenFounder & CTO · DataMantle
Jonah understands Salesforce systems from the inside and built DataMantle to reduce the recurring cycle of discovering, diagnosing, and cleaning bad data.
The DataMantle Method
From hidden risk to prioritized action.
Identify
Find bad or risky Salesforce data.
Score
Rank findings by severity and business impact.
Prioritize
Turn findings into focused cleanup work.
DataMantle X-Ray
A clearer operating model for Salesforce data health.
Manage rules, run a scan, understand the score, and open the findings that deserve attention first.
Manage Rules DEFINE
Run Scan CHECK
Health Score MEASURE
Findings ACT
X-RAY HEALTH SCAN COMPLETE
82Health Score
High-impact findings 7
Duplicate clusters 3
Active rules 18
Illustrative Scenario
The $1.2M Pipeline That Isn’t Real
CRM Report · Pipeline
$1.2M
↓
Duplicate, stale, and conflicting opportunities
↓
Realistic Pipeline
$730K
Forecasting decisions were being made on bad data—affecting reporting, revenue decisions, operations, and AI readiness.
Illustrative example · Not a customer claimWays to Work Together
Assess. Remediate. Operate.
Data Risk Assessment
Find the evidence and prioritize the risk.
Remediation & Modernization
Turn findings into tested improvements.
X-Ray + Managed Health
Monitor risk and prevent recurring cleanup.
Salesforce focused
Product + consulting
Data-health specialization
AI-ready foundation
Continue the conversation.
Explore X-Ray, book time, send an email, or save Jonah’s contact details.
DataMantle · Salesforce Data Health + Modernization