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Casestudy

Agentforce Proactively Resolves Data Issues and Ensures Compliance

Tech Hiring Company Chicago - Peterson Technology Partners
Tech Hiring Company Chicago - Peterson Technology Partners

The problem

One of the largest US school bus transportation providers struggled with mounting Salesforce data problems. Used for driver onboarding, district contracts, vehicle maintenance scheduling, compliance tracking, and customer communications, the organization struggled with duplicate accounts, mountains of inactive users, orphaned workflows, and ineffective automation. These data issues led to slower system performance, security exposure, wasted work hours, and compliance risks across their highly distributed operation, spanning hundreds of school districts. 

Actions taken

PTP deployed a Salesforce Agentforce-powered hygiene solution that continuously monitors, flags, and resolves data and metadata issues.  

The solution included: 

  • An autonomous Agentforce hygiene agent continuously scanning for data quality issues, redundant metadata, and compliance gaps 
  • Intelligent deduplication engine working across district accounts, driver profiles, and route records 
  • Automated inactive user lifecycle management 
  • Metadata governance agent monitoring for unused custom fields, flows, triggers, and permission sets 
  • Compliance field enforcement with automated data enrichment that escalates safety-critical fields 
  • Real-time hygiene scorecards delivered via Salesforce dashboards and weekly digest emails 

Result

Organization performance was improved measurably, from load times to automation execution errors to deduplicaion to compliance completeness.  

Outcomes included: 

  • 94% compliance field completeness achieved (from 61%) 
  • 40% drop in duplicate records within 60 days 
  • 35% drop in inactive users 
  • 30% admin productivity increase with agents taking on cleanup 
  • 28% decrease in automation errors 
  • Over 220 fields, 85 inactive flows, and 40 legacy process builder rules eliminated 
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IT Staffing Firm - PTP

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