Contacts/accounts without any activity

Enhance your Salesforce data quality by identifying and managing inactive contacts and accounts.

Overview

Data quality issues within Salesforce can significantly impact the effectiveness of customer relationship management and reporting. Inactive contacts and accounts often clutter the database, leading to inefficiencies and inaccuracies in data analysis. This lack of engagement not only hinders effective communication with customers but also complicates decision-making processes. Addressing these issues is essential for maintaining a clean and reliable dataset, which is crucial for driving business success and enhancing customer relationships.


Impact

The data quality issue regarding contacts and accounts without any activity highlights a significant concern for maintaining effective communication and engagement strategies. Such inactive records can lead to skewed analytics, misinformed decision-making, and wasted resources on outreach efforts. Addressing this issue is crucial for ensuring that the organization's data remains relevant and actionable, ultimately enhancing overall operational efficiency and effectiveness.


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! 🚀