Duplicate records in CRM data

Ticketclosed

Kilcolgan Payments · Duplicate records in CRM data

Eoin reported duplicate client records after Salesforce migration. Kate diagnosed sync issue from migration and asked for manual refresh; closed 2026-04-19.

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made from

What happened

What this says

Current to 14 Oct 26

Eoin reported duplicate client records after Salesforce migration. Kate diagnosed sync issue from migration and asked for manual refresh; closed 2026-04-19.

Problem: Duplicate records with the same ID and company name appeared in the brain after Salesforce data migration, confusing the team.

Handling: Kate identified root cause in the recent Salesforce data migration and asked Eoin to run a manual refresh to test resolution.

Watch: Data quality issues from customer-side system migrations create support costs.

AI · claude-haiku-4-5-20251001 · 14 Oct 2026

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categorydata_quality

Channelemail

First response (min)61

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Trail

internal_note · Kate Ormerod 14 Apr 2026 12:44
Checked recent Salesforce sync - customer did a data migration last week. Likely caused the duplication. Need to investigate full scope before advising on dedup approach.
created · Eoin Hegarty 14 Apr 2026 16:07
We're seeing duplicate client records in the brain - same ID, same company name, but loaded twice. Our team is confused about which one to use. Is this a sync issue?
public_reply · Kate Ormerod 14 Apr 2026 17:08
Hi Eoin, thanks for flagging this. I've picked this up - just so I've got this right, these are exact duplicates with the same ID showing up twice in one query result? Can you try running a manual refresh and tell me what you see?
status_change · Kate Ormerod 15 Apr 2026 16:57
status_change · 19 Apr 2026 23:59

Helpdeskmade from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	225
People at customers	862
BB-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

Help