Create tasks in bulk based on contact aging

Improve Salesforce data quality by efficiently managing tasks based on contact aging.

Overview

Data quality issues within Salesforce can significantly hinder an organization's ability to make informed decisions based on reliable information. Inaccurate, outdated, or incomplete data can lead to miscommunication, lost opportunities, and decreased operational efficiency. Addressing these issues is crucial for maintaining data integrity and ensuring that stakeholders can trust the insights derived from Salesforce. Organizations must implement robust data governance practices and regular audits to identify and rectify data quality problems effectively.


Impact

Data quality issues can significantly impact decision-making processes, leading to inaccurate analyses and misguided strategies. Poor data integrity can result in lost opportunities, increased costs, and diminished trust among stakeholders. It is essential to address these issues proactively to ensure reliable insights and maintain organizational efficiency.


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! 🚀