External IDs that aren’t in the right format

Ensure Your External IDs are in the Correct Format for Optimal Salesforce Data Quality

Overview

Data quality issues within Salesforce can significantly impact the effectiveness of business operations and decision-making processes. One common problem arises from external IDs that are not in the correct format, leading to inconsistencies and potential errors in data integration and reporting. Ensuring that all external IDs adhere to the specified formats is crucial for maintaining data integrity and facilitating seamless data management across various systems.


Impact

The issue of external IDs not being in the correct format can lead to significant data quality problems. When external identifiers are improperly formatted, it can result in difficulties in data integration, hinder accurate reporting, and create challenges in data retrieval processes. This can ultimately affect decision-making and operational efficiency within the organization, as stakeholders rely on accurate and well-structured data to inform their actions. Addressing this data quality issue is crucial for maintaining the integrity of the organization's data systems and ensuring reliable outcomes.


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! 🚀