AgentForce Data Validation

Automated Phone Number Cleanup in Salesforce

Messy data doesn’t just clutter your CRM—it slows everything down.
In this short demo, see how AgentForce Data Validation automates phone number cleanup in Salesforce, detecting and correcting poorly formatted contact records without any manual work. The process is entirely hands-free, ensuring every record follows the same standardized format with zero scripts or agent effort.

Ideal for teams importing large datasets or migrating contact lists, this feature keeps Salesforce data clean, compliant, and consistent across systems. By pairing AgentForce Data Validation with Einstein Service Agent, updates are automatically logged and tracked for complete visibility.

With automated phone number cleanup in Salesforce, your team can maintain accurate, reliable data while reducing time spent on manual entry—helping agents focus on what matters most: your customers.

Take a Deeper Dive

Download the AgentForce Data Validation Agent on Salesforce AppExchange

Try the AgentForce Data Validation Agent to automate phone number cleanup directly in Salesforce.

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Transcript:

Hi, this is our record validation agent demo.
First, we’re going to look at our sample contact sheet and download it.

After downloading, we’ll head to the setup tab and open the Data Import Wizard to upload the contact sheet. Scroll down and launch the wizard under Accounts and Contacts, choose Add New Records, and make sure to enable the Trigger Workflow Rules and Processes for new and updated records.

Next, upload the CSV file and map it to Contacts. You can see the phone numbers here are not in the correct format—some are missing the plus sign or have inconsistent symbols. Once we start the import, the Einstein Service Agent automatically reviews and reformats the phone numbers.

After the process completes, we return to the contact page. The phone numbers are now properly formatted, with area codes corrected and a plus sign added where needed. Each update is logged and attributed to the Einstein Service Agent.

This validation agent works across all types of phone number formatting and can be configured for broader cleanup use cases within your CRM environment.