The analysis begins with a concrete business question around contact duplication in Salesforce. Petavue understands the goal of the analysis by identifying the goal of the prompt:

• Surface where Salesforce contact data creates risk in key accounts by showing how duplicate contacts fragment relationships, ownership, and account-level visibility.
• Reveal the underlying patterns that create duplicates by mapping how emails, accounts, and owners intersect and repeat across records.
• Safeguard reporting and decision-making accuracy by identifying where duplicated contacts are already distorting engagement, attribution, and conversion analysis.

Before execution, the user reviews the full analysis plan displayed to ensure it reflects how your Salesforce data actually works in practice.

This review focuses on:

• The duplicate matching criteria and any assumptions built into it
• Group-by logic across accounts, owners, or other dimensions
• Filters, inclusions, and exclusions that affect scope
• The structure of the final outputs that will be generated

If any part of the plan doesn’t align with the CRM setup or operational reality, the user can modify it directly and approve the analysis only once the logic matches your expectations.

After execution, the results are presented in a form that is ready for review and communication.

The outputs include:

• Structured tables and dimensional breakdowns that mirror the approved plan
• Duplicate counts by account, owner, and other defined dimensions
• Direct links from aggregates to the underlying contact records and matching criteria
• Charts and visualizations that make patterns easier to interpret and share

You can move from high-level summaries to record-level evidence, inspect how each number was produced, and use visual outputs to present findings with confidence.