Close out all opportunities at the end of the year based on aging

Maximize Salesforce data quality by effectively closing out year-end opportunities based on aging.

Overview

Data quality issues within Salesforce can significantly impact the accuracy of reporting and decision-making processes. Common challenges include incomplete or outdated records, duplicate entries, and inconsistent data formats. These issues can arise from user input errors, lack of standardized procedures, and insufficient data governance practices. Addressing these problems is essential for maintaining reliable data that supports effective business strategies and enhances overall operational efficiency.


Impact

The data quality issue outlined on this page significantly impacts the accuracy of opportunity assessments at year-end. Inaccurate or incomplete data can lead to misinformed decisions regarding which opportunities to close out, potentially resulting in lost revenue and skewed performance metrics. It is crucial to address these issues to ensure that all opportunities are evaluated correctly and that the organization can make strategic decisions based on reliable data.


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! 🚀