Based on new segmentation details on some of the contacts are incorrect

Improve Salesforce data quality by correcting contact segmentation errors.

Overview

The recent analysis has revealed that some segmentation details regarding certain contacts within Salesforce are incorrect. This data quality issue may lead to misinformed decision-making and ineffective targeting in marketing efforts, highlighting the need for ongoing data validation and correction processes to ensure the accuracy and reliability of the information stored in the system.


Impact

The data quality issue arises from incorrect segmentation details regarding certain contacts, which can lead to misinformed decisions and ineffective targeting in marketing efforts. This discrepancy not only affects the accuracy of communication strategies but also undermines the overall effectiveness of customer engagement initiatives. Addressing these inaccuracies is crucial for maintaining the integrity of data-driven approaches and ensuring that resources are allocated efficiently.


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! 🚀