Add relationships between accounts or contacts

Enhance your Salesforce data quality by effectively adding relationships between accounts and contacts.

Overview

Data quality issues within Salesforce can significantly impact the effectiveness of account and contact management. Inaccurate or incomplete data can lead to miscommunication, inefficient workflows, and ultimately hinder decision-making processes. Ensuring that relationships between accounts and contacts are properly established and maintained is crucial for leveraging the full potential of Salesforce. Organizations must prioritize data quality to enhance customer interactions and optimize their overall business operations.


Impact

The data quality issue highlighted on this page significantly affects the ability to accurately establish and manage relationships between accounts or contacts. Poor data quality can lead to miscommunication, lost opportunities, and ineffective strategies in customer engagement. Ensuring high-quality data is essential for maintaining meaningful connections and optimizing overall operational efficiency within the organization.


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! 🚀