Contact and organization in different locations

Improve Salesforce Data Quality Through Effective Contact Management Strategies

Overview

Although remote work has increased the instances of contacts and organizations in different locations, having a decision maker away from all offices can be a flag of data quality issues.


Impact

For shipping and delivery, having a contact and organization in different locations could confuse operations.


Steps to resolution

Determine Approach 🎯

The biggest challenge with contacts and accounts in different states is understanding how to determine what is an error. Data is full of exceptions, like the person in Jersey City but Commutes to New York.

Navigate to an Example 🕴

Find an example of a record that has this issue. Prompting in this issue is

Prompt the Assistant 💬

Prompting is very important in this use case. If you do it wrong, you could change records that are correct (e.g., the NJ commuter example).

Find and include the rules to make contacts correct as a part of your prompting.

Validate Results ✅

Validation is key to make sure your prompt wasn’t too general. Check a few records and scroll through the full list of changes to ensure there are no issues.

Enjoy the Success 🎉

Another data success in 5 minutes. Who said data cleaning isn’t fun? For adq, fun is data on data on data on data.🚀