Campaign with no people

Improve Salesforce Data Quality: Strategies for Effective Campaign Management

Overview

Data quality issues within Salesforce can significantly impact the effectiveness of marketing campaigns and overall business operations. Incomplete, outdated, or inaccurate data can lead to misinformed decisions, reduced customer engagement, and wasted resources. Organizations must prioritize data integrity by implementing regular audits, establishing clear data entry protocols, and utilizing tools to cleanse and enrich their datasets. Addressing these challenges is crucial for maximizing the value derived from customer relationship management (CRM) systems and ensuring successful campaign outcomes.


Impact

The data quality issue highlighted in this section has significant implications for the campaign's effectiveness. Poor data integrity can lead to misguided strategies, misallocation of resources, and ultimately, failure to reach the intended audience. Ensuring that data is accurate and reliable is crucial for making informed decisions and achieving successful outcomes in any campaign.


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! 🚀