Olivia Grant

Duplicate records in the brain

Ticketclosed

Tallowfield Health Partners: documents logo Tallowfield Health Partners: documents · Duplicate records in the brain

Brandon Russell reported duplicate customer records. BB-Demo investigated and found root cause was duplicate records in Salesforce, not the platform.

Priority urgent

What happened

What this says

Current to 11 Oct 26

Brandon Russell reported duplicate customer records. BB-Demo investigated and found root cause was duplicate records in Salesforce, not the platform.

Problem: Customer saw duplicate entries breaking queries with a board meeting deadline creating high time pressure.

Handling: BB-Demo asked for examples, investigated and found duplicates in customer's Salesforce with different IDs. Advised merge in Salesforce. First response 24 minutes.

Watch: Risk if customer doesn't understand root cause is in their system; follow up after they merge.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

Details

Updated 9 Oct 26
Priorityurgent
Statusclosed
Categorydata_quality
Channelemail
First response (min)24
Helpdeskmade from

Trail

  1. Brandon Russell
    public_reply · Brandon Russell 25 Aug 2026 09:17
    Is this a data quality issue on our end or something with the brain's indexing?
  2. Brandon Russell
    created · Brandon Russell 25 Aug 2026 10:55
    We're seeing duplicate entries for some customers. One record is split into two. This breaks our queries and we need it fixed before tomorrow's board meeting.
  3. Olivia Grant
    public_reply · Olivia Grant 25 Aug 2026 11:19
    Hi Brandon, can you share a specific example of a duplicated record? That'll help me trace where it happened. Thanks, Olivia
  4. Olivia Grant
    internal_note · Olivia Grant 25 Aug 2026 14:08
    Brandon sent a customer ID. Record exists twice in their Salesforce with different IDs. Root cause is there, not the brain. Advise him to merge in Salesforce first.
  5. Olivia Grant
    status_change · Olivia Grant 25 Aug 2026 16:37
  6. status_change · 29 Aug 2026 23:59
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News items84

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