Fix & Load AI Archives

Data I Am — Product Roadmap

Since launching Data I Am, we’ve focused on doing one thing really well: loading data into Salesforce with confidence. We’ve helped users move faster and trust their data more — with zero code.

What’s Available Today

Data I Am already offers a robust set of features that empower users to fix and load data with ease:

Insert, update, upsert, and delete records in Salesforce (Sales Cloud, Service Cloud, and all Salesforce platform clouds)
Extract data using our visual SOQL query builder
Fix invalid data with just a few clicks — including picklist mismatches and formatting errors
Update records even when Record IDs are missing

What’s on the Roadmap

We’re excited to share what’s on our roadmap. We’re building the most effortless, yet powerful data loader for Salesforce. The roadmap reflects the voice-of-the-customer and our own innovation ideas. Items are not listed in order of priority.

Conversational UI: Just chat with your data loader e.g., “Load this file over the weekend”
Self-Healing Mappings: Automatically fix outdated or broken field mappings
Usage Metrics: Track numbers of product usage e.g., records fixed, loaded, and enriched
Formula Fields: Create values for fields based on formulas
Smart Lookups (smarter alternative to the dreaded VLOOKUPS):
- Simulate JOIN operation between rows in source file and records in Salesforce with support for AND and OR logic
- Choose between exact, partial, fuzzy, or value-equivalent match types
Data Enrichment: Enrich with data from D&B, Reuters, LinkedIn, and other third-party sources
Data Verification: Verify street addresses, business names, web-domains, etc
Toggle Validation Rules: Turn validation rules off during loads — and back on automatically
Rollbacks: Undo a bad job
Personally Identifiable Information (PII) Redaction: Automatically mask sensitive info e.g., Email addresses
Data Migrations: Move data between Salesforce orgs intelligently
File Formats: Microsoft Excel and Google Sheets
Data Sources: Google Drive, Microsoft OneDrive, AWS S3, SFTP, Snowflake, Databricks, etc
API: Access product via API — plug Data I Am into your workflows
Salesforce AppExchange: Deploy Data I Am natively as a Salesforce Managed Package
Grow Salesforce Ecosystem: Integration with Slack, Agentforce, Commerce Cloud, Industry Clouds (Health Cloud, Financial Services Cloud, etc), Data Cloud, Tableau, and Marketing Cloud
Grow Beyond Salesforce: HubSpot, ServiceNow, NetSuite, Workday, Adobe Marketing Cloud, and many more enterprise SaaS apps
Accessibility: Improve accessibility with WCAG 2.0 compliance
HIPAA, SOC 2 and FedRAMP compliance
Idea Exchange: Suggest new features, upvote existing ideas, and see what’s planned

Final Thoughts

Our goal is simple: take the pain out of fixing and loading data.

Everything on this roadmap is inspired by conversations with users like you. Whether you’re loading millions of records or fixing a single broken CSV, we want to help you move faster, with less friction, and more confidence.

Have an idea or a feature you’d like us to prioritize? We’d love to hear from you — email us at TryNewThings@dataiam.com.

⚠️Safe Harbor

This blog post outlines our current product vision and roadmap. It is intended for informational purposes only and should not be relied upon when making purchasing decisions. The development, release, and timing of any features remain at our sole discretion and are subject to change.

About the Author

Zeb Mahmood has spent his career unlocking business value by moving, fixing, and loading data—first as an engineer, then as a product leader, and now as a cofounder.

With 2 decades in product management, 9 years at Salesforce, and hands-on experience in early-stage startups, he’s learned a simple truth: data is the lifeblood of every business. But when it’s messy or trapped in spreadsheets, it can’t drive impact.

That’s why Zeb cofounded Data I Am — a Fix & Load AI built for Salesforce Admins and data handlers who just want their data to work. No frustration. No failed imports. Just clean, reliable data that loads seamlessly into Salesforce and delivers results.

Zeb believes great products don’t win on tech alone — they win through empathy. Empathy for users, buyers, partners, and the people building the product every day.

Zeb Mahmood CoFounder & CEO Data I Am, Inc.

May 29, 2025

Enterprise UX That Just Clicks

This story is about designing UX for an enterprise app that feels effortless and delightful. It’s the story of Data I Am — an AI-powered data loader for Salesforce.

Why a Salesforce-Specific Data Loader?

In “Story of a Salesforce-specific Data Loader”, I explained why the world needed one. TL;DR: generic ETL tools handle complex integrations, but that flexibility comes at a cost — bloated menus with options, endless functions, and dials, 90% of which aren’t needed when all you want is to load a messy spreadsheet into Salesforce.

Target User Persona

Meet Alex Smith — the Salesforce Admin. He wants to load messy spreadsheets quickly and confidently into Salesforce.

MuleSoft, a popular ETL tool, for example, even hosts workshops just to teach users how to use it. Alex doesn’t have time to learn to drive an 18-wheeler just to run an errand. He just needs simple, reliable spreadsheet-to-Salesforce loading.

The Experience Starts With the Website

Great user experience begins at first touch. Our website is self-explanatory, with demo video, animated GIFs to highlight key capabilities, and frictionless self-service signup. All the info needed to get started is right there — no “Call for Pricing” buttons, no barriers.

Deciding How Users Interact

Once we knew we had to build a Salesforce-specifc data loader, we had the why, next, we had to solve the how. We followed an iterative, Design Thinking approach, collaborating internally and with design partners.

Initially, we considered a conversational UI:

Prompt: “Fix and load my data”

Fun in theory. But in practice? Meh. Typing a prompt and checking if AI did what you wanted takes time. We scrapped it. Instead, the heavy lifting happens in the background, and users see clean, AI-tested suggestions.

Our guiding question: how do you design powerful enterprise software that users can just click through — no typing required?

Just Clicks

The vision was clear: Data I Am couldn’t look like a conventional ETL tool. No formulas. No scripts. No 50-step data pipelines. Just effortless data loading.

Every cell in a spreadsheet is analyzed, bad data is flagged and fixed, fields are mapped to Salesforce, missing Record IDs are filled, the preview is displayed, and the job is scheduled — all with just a click.

Keeping the User Informed

The experience doesn’t stop when the data job runs. After a job completes, in-app notifications and emails inform users how it went, highlight any issues, and suggest quick corrective actions. Coming soon: a monitor showing the value Data I Am delivers — records uploaded, missing IDs retrieved, invalid values corrected — all at a glance.

User Reactions

I was talking to a Salesforce Admin — no slides, no pitch — I just opened our website. A few minutes in, I said:

“Let me show you how to sign up…”

The Admin replied:

“Actually, I’m already in. The signup was easy…”

By the time we finished talking, he was exploring the tool. That’s click-first UX in action.

Making a simple UX for enterprise app is hard — but gratifying when you see delight on customers’ faces.

Key Elements of Data I Am UX

Familiarity — built on Salesforce Lightning Design System (SLDS) for instant recognition because our target user is a Salesforce Admin.
Usability — spreadsheet-like interface for intuitive interaction.
No guesswork — WYSIWYG preview for every data fix. No surprises.
End-to-end delight — experience starts with the website, continues during the data fixing and loading, and post-job notifications keep users informed.

Experience for Yourself

The best proof of good UX? Experiencing it yourself. Upload a messy spreadsheet, watch Data I Am flag and fix bad data, preview the fixed data, and run your job effortlessly.

See how we’ve designed both app and website to delight Salesforce Admins. Click-first UX, intelligent AI fixes, and frictionless self-service mean anyone can get started in minutes.

Experience it now: https://dataiam.com

About the Author

Mueed Ur Rehman is the Lead Product Designer for Data I Am. With a BS in Computer Science and over 5 years of experience in UX/UI design, he brings a passion for crafting intuitive, user-centric digital experiences. Mueed specializes in user research, wireframing, prototyping, and visual design, and thrives in collaborative, cross-functional teams. He is a proud employee ofArbisoft — a global software engineering firm and trusted partner to Data I Am.

Mueed Ur Rehman Sr. Product Designer Arbisoft

May 5, 2025

Why a Salesforce-specific data loader?

In our last post, we explained why ETL and iPaaS aren’t substitutes for Salesforce-specific data loaders. They’re designed for “any-to-any” integration—and require enterprise engineers to build and maintain them.

Today, let’s talk about the opposite kind of product—one built just for Salesforce. Designed so well, it feels effortless.

Data I Am: Master of one

When we set out to build Data I Am, we made a conscious decision:

One source — spreadsheet/CSV
One destination — Salesforce
One target user — the Salesforce Admin

That’s it.

We didn’t want to solve every data problem. We wanted to solve one problem phenomenally well—making life better for the people who keep Salesforce running. Salesforce Admins are technical, often certified, and deeply familiar with their org. But asking them to build complex ETL pipelines just to load a CSV? That’s not a great use of their time. They’re already juggling: System maintenance, user management, dashboards and reports, and automations and workflows.

Spreadsheets are messy. We embrace that.

Real-world spreadsheets rarely come clean. They usually look like this:

Columns in random order with missing or unclear headers
Mixed values like “$100K” and “USD 200M” for numeric (currency) fields
Invalid picklist values
Empty required fields
Missing Record IDs (for update jobs)

Instead of forcing admins to clean the data beforehand—or learn dozens of transformation rules—Data I Am uses AI to do the fixing. Automagically. 🪄

But this isn’t generic AI. It’s tuned for Salesforce.

Here’s what Data I Am does:

Understands the data in each column—even without headers
Maps each column to the correct Salesforce field
Reads your Salesforce org’s metadata (picklist options, data types, required fields)
Suggests fixes like:
- Stripping currency symbols and normalizing numbers
- Converting invalid picklist values
- Fetching missing Record IDs
Shows a real-time preview of the fixed data

You stay in control—choose data fixes to apply. We believe users still want human oversight (for now)

Focus wins

Data I Am doesn’t try to do everything. It’s a tool purpose-built for Salesforce Admins—it fixes your spreadsheet so it’s ready not just for any Salesforce instance, but specifically for your Salesforce org.

Our users—Salesforce Admins, RevOps leads, and Marketing Ops teams—tell us it’s a game changer.

Because when the data is right:

Reports are accurate
Workflows behave
Users trust the system

Until next time: If you’ve ever cursed at a CSV file, come see what we’ve built.
👉 dataiam.com

Zeb Mahmood Co-founder CEO Data I Am, Inc.

April 18, 2025

ETL ≠ Data Loader

Let’s say you’re at a company that uses Salesforce, and someone asks:

“Wait, don’t we already have ETL (or iPaaS)? Why do we need another tool to load data into Salesforce?”

A totally fair question. There are powerful ETL and iPaaS platforms that have been solving complex data problems for years. But here’s the thing: they were built for something else.

ETL/iPaaS: Jack of all trades

These platforms are designed to move data between just about anything—databases, cloud services, APIs, files—no matter the format or protocol. They come packed with hundreds of connectors and transformation rules.

They’re the Swiss Army knives of enterprise integration. Perfect when you’re syncing Workday to Salesforce every week, with a consistent file format and a locked-in mapping. But what if your day looks more like this?

“Hey, can you load this lead list from this morning’s webinar?”
“Can you update 20K cases in Service Cloud with this spreadsheet I triaged? Oh, and I forgot to include Record IDs—you can VLOOKUP them in.”

That’s the kind of chaos Marketing Ops managers and Salesforce Admins deal with every day. And that’s exactly where a different kind of tool shines.

Data I Am: Master of one

Data I Am is an AI-powered data loader, purpose-built for Salesforce. Where ETL tools are built for repeatable, engineered pipelines, Data I Am is built for one-off, messy jobs that need to be done right now.

It’s designed to:

Require zero code, zero prompt engineering
Fix messy spreadsheets and make them Salesforce-ready

It’s like taking an 18-wheeler truck (ETL/iPaaS) into downtown—powerful, but unwieldy—versus hopping into an autonomous Waymo SUV (Data I Am) that gets you there effortlessly.

TL;DR:

ETL/iPaaS = Jack of all trades
Data I Am = Master of one: Fixing and loading Salesforce data

In our next post, we’ll show how Data I Am tackles these challenges—with a little help from AI.

Zeb Mahmood Co-founder CEO Data I Am, Inc.

April 18, 2025

Using War Jargon at Work?

Ever been in a war room trying to come up with a killer go-to-market strategy? Maybe your manager asked for a battle plan while you were still nursing your battle scars from the last product launch. Corporate-speak can get… intense. We’ve all heard (or said) things like:

“Let’s nuke the competition!”
“We need some serious ammo for this pitch”
“She’s a straight shooter”
“We’re in the trenches together”

Sometimes it’s tossed around jokingly; other times, it’s just… reflex. It’s part of that unspoken dialect of business meetings, strategy sessions, and LinkedIn posts. But if you step back for a moment, it’s worth asking: Why does the language of work so often sound like the language of war?

For Some, War Is Real

For most of us, thankfully not. But for some—our colleagues, customers, and fellow humans —war isn’t a metaphor. It’s real. And ongoing. They’ve lived it, lost loved ones to it, or carry memories and scars that don’t fade when the quarterly numbers come in.

So when we casually toss around phrases like “war chest”, “purple heart”, or “blitz”, it can hit harder than we intend. Not because we mean harm—but because we forget that language, like anything else, matters.

Imagine sitting in a QBR meeting while quietly coping with the trauma of real war. Hearing your teammates describe Q2 sales as a “turf battle” might not land the way they think it does.

We’re Trying to Unlearn

I’ll be honest—I’ve definitely used this language myself after 2 decades in the corporate world. But over the past several years, I’ve made a conscious effort to unlearn it. Because words matter.

At the startup I co-founded, Data I Am, we try to keep our language intentional, positive, and—most importantly—human. We don’t believe another vendor has to “lose” for us to “win the battle”. We can all succeed by focusing on what matters: helping customers succeed.

Suggestions, If We May

Here are some alternatives to lighten things up without losing your point:

War-ish Jargon	Non-War Alternative	Fun / Playful Alternative
War Room	Project Room	Catalyst Room
Hit the Ground Running	Jumpstart	Launch Mode, Turbo Boost
Battle Plan	Action Plan	Game Plan
In the Trenches	Hands-On	Rolling Up Our Sleeves
Nuke the Competition	Outperform	BBC: Be Better than the Competition
Ammo for the Pitch	Talking Points	Mic Drop Material
Guerrilla Marketing	Scrappy Marketing	LoCoHi Marketing: Low-Cost, High-Impact

Still cool. Just a bit more… compassionate.

Let’s Make Work Feel More Human

Small changes in language can create space for more inclusivity, empathy, and respect. Especially in global, remote-first work cultures—where we don’t always know what our teammates have lived through—it pays to be thoughtful.

Let’s make our workspaces more inclusive, intentional, and respectful of all the life experiences people carry with them.

Zeb Mahmood Co-founder CEO Data I Am, Inc.

April 18, 2025

Every Salesforce Admin Needs a Sidekick

In our last post, we met Alex Smith—the all-star Salesforce Admin who keeps the engine running while juggling a dozen fires. But even pros like Alex hit a wall when that spreadsheet shows up. You know the one: A last-minute request. You open the file… and instantly wish you hadn’t. No headers. Addresses crammed in a single column. Missing Record IDs. Invalid picklist values. Yikes!

But Alex doesn’t panic anymore—because Alex has Data I Am: the AI-powered sidekick built specifically for Salesforce Admins.

While most data loaders just push data into Salesforce, Data I Am fixes it first—making sure the data is clean, compliant, and Salesforce-ready before it ever touches Alex’s Salesforce org.

It’s really AI… but Alex calls it magic.

How Alex Gets It Done (Without Losing Their Mind)

business-values — Alex Smith: Salesforce Admin by day, superhero always — with their sidekick.

Data I Am scans every cell in the spreadsheet and starts guiding Alex through cleanup—suggesting fixes, flagging issues, and transforming chaos into clean, structured, load-ready data.

Let’s walk through some of the most common nightmares—and how Alex zaps them with AI:

Problem 1: No Column Headers

Alex’s challenge: Is this “First Name”? “Full Name”? “Company”? Who knows.
The fix: Data I Am analyzes each column’s values and suggests the right header instantly.

Problem 2: Single Address Column

Alex’s challenge: Everything—street, city, state, zip—crammed into one column.
The fix: Data I Am intelligently splits and maps it to Salesforce’s compound address fields.

Problem 3: Missing Record IDs

Alex’s challenge: It’s an update job, but the spreadsheet has no Record IDs.
The fix: Data I Am matches the records using name, email, or phone—and fetches the Record IDs for Alex. The days of VLOOKUPs are over!

Problem 4: Picklist Chaos & Inconsistent Formats

Alex’s challenges:

Invalid picklist values
Random phone number formats
Shorthand currency values like “$100K”

The fix: Data I Am jumps in to:

Convert invalid picklist values to valid ones
Standardize phone numbers
Translate shorthand currency into real numbers ($100K → 100000.00)

Problem 5: API Limit Anxiety

Alex’s challenge: Hitting ‘Run’ could blow past the API quota for the day.
The fix: Data I Am checks the current API usage and suggests whether to run now or wait—so Alex doesn’t use up all the quota and lock out the business users.

💬 What Real Users Say

“I used to spend hours cleaning up spreadsheets before every data load. With Data I Am, it’s done in minutes. It’s like having an extra set of hands fixing everything before I even hit ‘Upload’.”

— A Salesforce Admin

With Data I Am, Alex isn’t just surviving data chaos—they’re owning it.

Want to stop battling messy spreadsheets and start working smarter like Alex? Try Data I Am today!

Zeb Mahmood Co-founder CEO Data I Am, Inc.

April 16, 2025

Target User Persona: Salesforce Admin

To truly solve real business problems, we had to understand the struggles of the unsung heroes keeping Salesforce running—Salesforce Admins. Enter Alex Smith, our everyday hero. Alex is more than just a Certified Salesforce Administrator. A multitasking master, a data-wrangler, and often an unofficial therapist for coworkers facing Salesforce issues—simply, a superhero! Collaborating with Sales Ops Managers, Operations Analysts, and Chief Revenue Officers, Alex ensures Salesforce delivers business value.

The Many Hats of Alex

Alex’s role isn’t just about resetting passwords—it’s about being the go-to for almost anything Salesforce. Here’s a glimpse of what Alex juggles daily:

User Management: Setting up, deactivating, and managing user permissions.
Customization: Building custom fields, objects, flows, and even AI agents in Salesforce.
Reporting and Dashboards: Crafting insightful reports to guide decision-making.
Data Loading & Data Export: Inserting, updating, deleting, and extracting data from Salesforce. ETL tools or iPaaS platforms aren’t the right fit for these quick, messy, ad-hoc data tasks!

Yes, a massive part of Alex’s day is spent battling messy spreadsheets and CSV files during data loading.

Data Loading: The Time Sucker!

Imagine this: Marketing just had a killer webinar, and now they need those new leads loaded—yesterday! The lead data rarely comes in a clean, Salesforce-ready format. What should be a “simple” task quickly becomes a data nightmare:

Bad file structure: Every CSV file is unique. This one arrives without headers and has crucial address information crammed into a single column.
Mixed formatting: Salesforce fields expect precise data types, but spreadsheets don’t care! Alex sees $10M, 1000, 1MM, and 60M thrown together for Annual Revenue—a field meant to hold numbers only.
Invalid picklist values: The Salesforce field “Lead Status” expects predefined options, but mismatched values like “Open” and “Interested” instead of “Prospect” need to be manually corrected.
Missing Record IDs: For leads to be updated, no Record IDs means complex VLOOKUPs are required, manually hunting for the right IDs to avoid creating duplicates

Some days, it feels like these spreadsheets are actively plotting against Alex!

Joke Break: What’s a Salesforce Admin’s favorite workout? “Data lifting! Heavy CSVs, light patience.”

Stay tuned for our next blog post, where we show how Data I Am turns Alex into an even bigger superhero—no more screaming at spreadsheets!

Zeb Mahmood Co-founder CEO Data I Am, Inc.

April 16, 2025

Tag: Fix & Load AI

What’s Available Today

What’s on the Roadmap

Final Thoughts

⚠️Safe Harbor

About the Author

Why a Salesforce-Specific Data Loader?

Target User Persona

The Experience Starts With the Website

Deciding How Users Interact

Just Clicks

Keeping the User Informed

User Reactions

Key Elements of Data I Am UX

Experience for Yourself

About the Author

Data I Am: Master of one

Spreadsheets are messy. We embrace that.

Focus wins

ETL/iPaaS: Jack of all trades

Data I Am: Master of one

TL;DR:

For Some, War Is Real

We’re Trying to Unlearn

Suggestions, If We May

Let’s Make Work Feel More Human

How Alex Gets It Done (Without Losing Their Mind)

Problem 1: No Column Headers

Problem 2: Single Address Column

Problem 3: Missing Record IDs

Problem 4: Picklist Chaos & Inconsistent Formats

Problem 5: API Limit Anxiety

💬 What Real Users Say

The Many Hats of Alex

Data Loading: The Time Sucker!