The 2026 Salesforce Cleanup Benchmark

Seven questions. About 5 minutes. Your responses help shape our upcoming benchmark report on Salesforce cleanup practices, and unlock the full 20-rule playbook on submit. All responses are anonymized in any published report.

What's your role?

Revenue Operations

Marketing Operations

GTM Systems / Systems Architect

Consultant or Salesforce partner

Roughly how many records (leads, contacts, accounts combined) are in your primary Salesforce org?

Under 100K

How are you handling stale record cleanup today? (Select all that apply.)

Manual SOQL queries or list views

Salesforce native validation and duplicate rules

A custom-built internal solution

Nothing — we just let records accumulate

In the last 12 months, how often has stale or dirty data caused a visible problem for your team? (Things like bad sends, wrong reports, AI acting on bad records, etc.)

Never

A few times a quarter

It's a constant background issue

Are you piloting or planning to deploy AI agents (Agentforce, Einstein, custom agents) on top of Salesforce in the next 12 months?

Yes, already in production

Yes, currently piloting

Planning to in the next 6 months

Planning to in the next 12 months

What's stopped you from automating cleanup so far? (Select all that apply.)

Fear of accidentally deleting important records

Compliance or legal concerns

Hard to justify ROI to leadership

Not a top priority right now

We tried in the past and it didn't work well

We've built our own and it works

Want the benchmark report when it's published? We'll send the full 20-rule playbook immediately after you submit, regardless. If you'd also like the benchmark report and future Hygiene Labs guides, drop your details below. Otherwise, leave blank and submit.