Create tasks to update records based on recent notes

Enhance your Salesforce data quality by efficiently updating records based on recent notes.

Overview

The data quality issue within Salesforce has become a significant concern for organizations relying on accurate and reliable information for decision-making. Inconsistent data entries, duplicates, and incomplete records can lead to misleading insights and hinder effective operational processes. Addressing these issues is crucial for maintaining the integrity of the data and ensuring that stakeholders can trust the information provided by the system. Continuous monitoring and implementing best practices for data management are essential steps towards improving data quality in Salesforce.


Impact

The data quality issue outlined on this page has significant implications for the accuracy and reliability of the records. Poor data quality can lead to incorrect analyses, misinformed decisions, and ultimately undermine the trust in the system. Addressing these issues is crucial for ensuring that the data used for reporting and decision-making is valid and actionable, thus preserving the integrity of the information and the effectiveness of operational processes.


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! 🚀