Bethan Lister

014-0013

Ticketclosed

Marlstone Legal: documents logo Marlstone Legal: documents · 014-0013

Elliot Kirkby reported duplicate partner records with different names in Salesforce and call recordings. Bethan Lister explained duplicates originate in source systems. Elliot confirmed the customer cleaned Salesforce and expected refresh to resolve it.

Priority normal

What happened

What this says

Current to 11 Oct 26

Elliot Kirkby reported duplicate partner records with different names in Salesforce and call recordings. Bethan Lister explained duplicates originate in source systems. Elliot confirmed the customer cleaned Salesforce and expected refresh to resolve it.

Problem: A key partner appeared twice with variant names across Salesforce and call data, making reports inconsistent.

Handling: Support identified the source was duplicated data in the customer's upstream systems (before the brain). Customer took action to clean Salesforce, expecting the next refresh cycle to resolve it.

Watch: Data quality depends on source system housekeeping. Monitor whether the refresh cleared the duplicates.

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

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categorydata_quality
Channelemail
First response (min)150
CSAT2
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Trail

Ticket text has not been written yet; the trail is from the helpdesk.

  1. Elliot Kirkby
    created · Elliot Kirkby 25 Mar 2026 17:09
  2. Bethan Lister
    public_reply · Bethan Lister 25 Mar 2026 19:39
  3. Elliot Kirkby
    public_reply · Elliot Kirkby 26 Mar 2026 10:57
  4. Bethan Lister
    status_change · Bethan Lister 10 Apr 2026 11:10
  5. status_change · 14 Apr 2026 23:59
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