Add preferences based on emails or notes

Enhance your Salesforce data quality by integrating preferences from emails and notes for better insights.

Overview

Data quality issues within Salesforce can significantly impact the accuracy and reliability of customer data, leading to ineffective decision-making and operational inefficiencies. Common challenges include duplicate records, incomplete information, and inconsistent data entry practices, all of which can skew analytics and reporting. Addressing these issues is crucial for organizations to maintain the integrity of their data and ensure that business strategies are based on accurate insights.


Impact

The data quality issue highlighted on this page has significant implications for decision-making processes within the organization. Poor data quality can lead to inaccurate insights, misinformed strategies, and ultimately, a decline in operational efficiency. Addressing these issues is essential to ensure that data-driven decisions are based on reliable information, fostering trust and accountability across departments.


Steps to resolution

Determine Approach 🎯

Identify where the contacts can be sourced from for accounts that don’t have any. In this example, we will be using the associated opportunity contact roles on opportunities but email domains and activities could also be used.

Navigate to an Example 🕴

Click on an account that has this issue. This will be where you prompt the adq assistant to help resolve the problem.

Prompt the Assistant 💬

Prompt the adq assistant on the problem (e.g., “the account has no related contacts) and the solution (e.g., pull contacts from the opportunity contact role of associated opportunities). Press analyze once the system has been prompted.

Validate Results ✅

Spot check some of the similar records and suggested changes in the editor to ensure that it is returning accurate fixes. If you find any discrepancies, adjust the prompt and try again.

Enjoy the Success 🎉

Sit back and watch as the changes get pushed into Salesforce! You did an awesome job! 🚀