Cases with specific ageing

Enhancing Salesforce Data Quality Through Effective Ageing Strategies

Overview

Data quality issues within Salesforce can significantly impact organizational efficiency and decision-making. Inconsistent data entries, duplicates, and incomplete records can lead to unreliable reporting and hinder effective customer relationship management. Organizations must implement robust data governance practices to ensure the accuracy and integrity of their Salesforce data, ultimately enabling better insights and outcomes.


Impact

The data quality issue discussed on this page has significant implications for the accuracy and reliability of research findings. Poor data quality can lead to incorrect conclusions, misinformed decision-making, and a lack of trust in research outputs. It is essential to address these issues to ensure that the data used in analyses is accurate, complete, and representative, thereby enhancing the overall integrity of the research process.


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! 🚀