Contact and Organization mis-alignment

Improve Salesforce data quality by addressing contact and organization misalignment for better CRM performance.

Overview

The data quality issue within Salesforce has emerged as a significant concern for organizations relying on accurate and reliable information for decision-making. Inconsistent data entry, duplication of records, and lack of standardized processes contribute to the misalignment of contact information and organizational data. This not only hampers effective communication and collaboration but also affects reporting and analytics, ultimately impacting overall business performance. Addressing these challenges is crucial for ensuring data integrity and maximizing the value derived from Salesforce as a customer relationship management tool.


Impact

The data quality issue discussed on this page has significant implications for contact and organization alignment. Poor data quality can lead to miscommunication, inefficient workflows, and ultimately hinder decision-making processes. Ensuring accurate and consistent data is crucial for maintaining effective relationships and organizational coherence, as it directly influences the ability to track interactions and outcomes. Addressing these data quality concerns is essential for improving overall operational efficiency and fostering better collaboration across teams.


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! 🚀