Associate field updates on cases based on other attributes

Enhancing Salesforce data quality through effective case attribute updates.

Overview

The data quality issue within Salesforce primarily revolves around inconsistencies in case updates that are based on various attributes. These discrepancies can lead to inaccurate reporting and hinder effective decision-making. Ensuring that data is accurately captured and maintained is crucial for optimizing case management and improving overall operational efficiency.


Impact

The data quality issue highlighted on this page significantly affects the accuracy of case updates by associates. Inconsistent and incomplete data can lead to misinformed decisions, ultimately impacting case outcomes and operational efficiency. Ensuring high data quality is essential for maintaining the integrity of case management processes and enhancing overall organizational 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! 🚀