Give Claude or Codex your Salesforce accounts, contacts, and relationships. Sanka detects duplicates, missing fields, and stage mismatches, applies your merge and normalization rules, and writes clean records back to Salesforce — with an audit trail.
Scan Salesforce accounts, contacts, and relationships — surface duplicate records, missing domains, wrong stages, and broken links in one queue.
Apply normalization, merge, and reassignment rules in the workflow — no more exporting Salesforce reports to a spreadsheet and re-importing each quarter.
Every merge, normalization, and reassignment writes back to Salesforce, logged with reason and reviewer so sales, finance, and RevOps stay aligned.
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Duplicate detection | Salesforce duplicate rules catch only exact matches and never flag broken account–contact relationships. | Claude or Codex flags duplicates, missing fields, and mismatches across the whole CRM in one scored queue. |
| Merge and normalize | Manual merges in Salesforce are slow, lose history, and apply no consistent rule across the team. | Sanka merges and normalizes by rule — one record or in bulk — and keeps a snapshot of each original. |
| Source of truth | When Salesforce and the back office disagree on a field, no one knows which value should win. | Define a source-of-truth policy per field; conflicts that don't fit a rule go to the review queue. |
| Audit | Spreadsheet cleanups and bulk updates leave no clear record of who changed what, or why. | Every change writes back to Salesforce with reason, reviewer, and timestamp. |
Salesforce duplicate rules catch only exact matches and never flag broken account–contact relationships.
Claude or Codex flags duplicates, missing fields, and mismatches across the whole CRM in one scored queue.
Manual merges in Salesforce are slow, lose history, and apply no consistent rule across the team.
Sanka merges and normalizes by rule — one record or in bulk — and keeps a snapshot of each original.
When Salesforce and the back office disagree on a field, no one knows which value should win.
Define a source-of-truth policy per field; conflicts that don't fit a rule go to the review queue.
Spreadsheet cleanups and bulk updates leave no clear record of who changed what, or why.
Every change writes back to Salesforce with reason, reviewer, and timestamp.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
At first, we managed everything in Excel. Human error was a constant problem, and our inventory value did not match at fiscal close.
By implementing Sanka, we expect to connect reel racks with shop-floor inventory data so we can calculate requirements based on accurate stock.
Summary
Clean Salesforce with Claude or Codex, keep the audit trail connected, and extend the same governed data layer to routing, Agentforce, and migration.
Set up in under one minute. No credit card required.
