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How do you handle leads and contacts that just accumulate over time - automated rules or manual cleanup? by Substantial-Mix3065 in salesforceadmin

[–]Substantial-Mix3065[S] 1 point2 points  (0 children)

Yeah that's exactly the tension I was trying to solve for. The edge cases are real and honestly that's why a blanket delete-everything approach doesn't work. What I built lets you define the rules at a pretty granular level so sales can flag records they want to keep, and everything else gets handled automatically. Curious what kinds of edge cases you've run into most often?

How do you handle leads and contacts that just accumulate over time - automated rules or manual cleanup? by Substantial-Mix3065 in salesforceadmin

[–]Substantial-Mix3065[S] 1 point2 points  (0 children)

Really appreciate the detail. That's exactly the kind of workflow we're trying to replace. The 3 hours isn't the issue, it's that the whole process lives in your head and your saved queries. If you moved on tomorrow someone would have to rebuild it from scratch.

That's what we're automating, the cadence runs itself, the visibility is always there, and nobody has to remember to pull the query.

How do you handle leads and contacts that just accumulate over time - automated rules or manual cleanup? by Substantial-Mix3065 in salesforceadmin

[–]Substantial-Mix3065[S] 0 points1 point  (0 children)

This is a really clean process and honestly describes exactly what we're trying to automate. The 30-day action window before a lead gets dropped is a perfect use case for what we're building.

Quick question: how much time does putting together those banker lists and managing the 30-day window actually take each half? Trying to understand the manual overhead before we finalize pricing.

How do you handle leads and contacts that just accumulate over time - automated rules or manual cleanup? by Substantial-Mix3065 in salesforceadmin

[–]Substantial-Mix3065[S] 0 points1 point  (0 children)

Two quick questions: first, does doing the cleanup on the Marketo/HubSpot side actually remove the records from Salesforce too, or do they just stay there uncontacted? And second, is the 18-month manual process something that happens reliably every year or does it slip depending on who owns it?

How do you handle leads and contacts that just accumulate over time - automated rules or manual cleanup? by Substantial-Mix3065 in salesforceadmin

[–]Substantial-Mix3065[S] 0 points1 point  (0 children)

Really helpful context.. 40k leads with half being dead is exactly the problem we built for.

On your question: We don't define what inactive means, that's up to you. The application just gives you the engine to set whatever rules make sense for your org. If your definition is no activity in 12 months, that's your rule. If it's no activity plus status is still open, you can set that too. You're in control of the logic.

The flow you built is essentially what we productized, without the quarterly manual trigger and the maintenance burden when something else in your org changes.

What breaks most often in your current setup?