Firms/accounts with the same name, but not in the same hierarchy

Improve Salesforce data quality by identifying firms and accounts with identical names but different hierarchies.

Overview

Data quality issues within Salesforce often arise when firms or accounts share the same name but exist in different hierarchies. This can lead to confusion and misattribution of data, making it challenging for users to accurately analyze and manage their accounts. Ensuring that each entity is distinctly categorized is essential for maintaining data integrity and facilitating effective decision-making processes.


Impact

The presence of firms or accounts sharing the same name but existing in different hierarchies can lead to significant data quality issues. This overlap may cause confusion during data retrieval, reporting, and analysis, ultimately hindering decision-making processes. It can result in misidentification of entities, duplication of efforts, and inaccurate assessments of performance or risk. Addressing this issue is crucial for maintaining the integrity of data and ensuring effective management of relationships and resources across the organization.


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! 🚀