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Olivia Grant

Duplicate records in the brain

Ticketclosed

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

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

Priority urgent

What happened

What this says

As at Fri 9 Oct 2026

Brandon Russell reported duplicate customer records. BG-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: BG-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 · as at Fri 9 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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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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DataRecords
Organisations225
People at customers862
BG-Demo staff records (in post and leavers)58
Calls1,995
Email threads3,013
Support tickets1,159
Documents1,218
Deals315
Invoices285
Events49
News items119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI 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.

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