Closed Opportunity without a quote

Enhancing Salesforce Data Quality: Managing Closed Opportunities Without Quotes

Overview

Data quality issues within Salesforce can significantly impact the accuracy and reliability of business insights. Inconsistent, incomplete, or outdated information can lead to misguided decision-making and hinder operational efficiency. It is crucial for organizations to implement robust data governance practices and regularly audit their Salesforce data to ensure high-quality information that supports strategic objectives.


Impact

The data quality issue highlighted on this page has significant implications for decision-making processes and overall operational efficiency. Inaccurate or incomplete data can lead to misguided strategies, resource misallocation, and ultimately, lost opportunities. Ensuring high-quality data is essential for driving informed decisions, enhancing performance, and maintaining a competitive edge in the market.


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! 🚀