Add the organization to leads based on email or account name

Enhance Salesforce data quality by efficiently adding organizations to leads using email or account names.

Overview

The data quality issue within Salesforce often stems from inconsistencies in how leads are entered and managed. This can include variations in email formats, discrepancies in account names, and the lack of standardized processes for data entry. Such issues not only hinder effective lead management but also impact overall sales performance and decision-making. Addressing these challenges is crucial for maintaining accurate and reliable data, which ultimately supports better organizational outcomes.


Impact

Data quality issues can significantly hinder the effectiveness of lead management processes. When organizations are added to leads based on inaccurate or incomplete email addresses or account names, it can result in miscommunication, lost opportunities, and wasted resources. Ensuring high-quality data is crucial for maintaining accurate records, improving customer outreach, and enhancing overall business performance.


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! 🚀