Campaign member status is not matching snowflake

Ensuring Accurate Campaign Member Status in Salesforce for Enhanced Data Quality

Overview

The data quality issue identified pertains to the inconsistency between campaign member statuses in Salesforce and the corresponding data in Snowflake. This misalignment can lead to inaccuracies in reporting and hinder effective decision-making, as stakeholders may rely on outdated or incorrect information when assessing campaign performance and member engagement.


Impact

The data quality issue regarding the campaign member status not matching with Snowflake can lead to significant discrepancies in reporting and analytics. This mismatch may result in incorrect insights about campaign performance, affecting decision-making processes. Moreover, it can hinder the ability to track member engagement accurately, ultimately impacting overall campaign effectiveness and resource allocation.


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! 🚀