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Enhance your Salesforce experience by ensuring optimal data quality for better decision-making and customer insights.

Overview

Data quality issues within Salesforce can significantly impact an organization's ability to leverage its customer relationship management (CRM) system effectively. Inconsistent data entry, duplicate records, and outdated information can lead to erroneous reporting and decision-making. Addressing these challenges is crucial for ensuring that the data used for analysis and strategy development is accurate and reliable, ultimately enhancing the overall performance of the business.


Impact

The data quality issue outlined on this page has significant implications for decision-making processes within the organization. Inaccurate or incomplete data can lead to misguided strategies, resource misallocation, and ultimately, a failure to meet organizational objectives. Ensuring data integrity is crucial not only for operational efficiency but also for maintaining stakeholder trust and achieving long-term success. Addressing these quality concerns will enable the organization to leverage data effectively and make informed decisions.


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! 🚀