Fix for invalid emails and remove

Improve Salesforce data quality by fixing invalid emails and removing duplicates for better CRM performance.

Overview

One significant data quality issue within Salesforce is the prevalence of invalid email addresses, which can hinder effective communication and outreach efforts. This problem often arises from user input errors, outdated information, or a lack of validation processes during data entry. Addressing this issue is crucial, as it not only impacts the accuracy of marketing and sales initiatives but also affects overall customer relationship management. Ensuring that email data is valid and up-to-date is essential for maintaining data integrity and maximizing the effectiveness of Salesforce as a tool for business engagement.


Impact

The data quality issue concerning invalid emails can significantly impact communication efficiency and user engagement. Invalid emails can lead to failed outreach efforts, resulting in missed opportunities for customer interaction and retention. Moreover, this issue can skew analytics, as it may create an inaccurate representation of the user base, leading to misguided business decisions. Addressing and resolving invalid emails is crucial for maintaining data integrity and ensuring effective communication strategies.


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! 🚀