Fix for Billling and Mailing address differences

Improve Salesforce data quality by resolving discrepancies between billing and mailing addresses.

Overview

The data quality issue within Salesforce revolves around inconsistencies in billing and mailing address information. These discrepancies can lead to significant operational challenges, such as delayed communications and errors in billing processes. Ensuring accurate and unified data across all records is crucial for maintaining effective customer relations and streamlining workflows.


Impact

The discrepancies between billing and mailing addresses can lead to significant data quality issues, affecting customer satisfaction and operational efficiency. Incorrect billing addresses may result in failed transactions, delayed payments, and increased customer service inquiries. Additionally, organizations may face challenges in communicating effectively with customers, as important information may be sent to the wrong address. Addressing this issue is crucial for maintaining accurate records and ensuring a smooth customer experience.


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! 🚀