Move all offices with the same name underneath an account in an account hierarchy

Improve Salesforce data quality by efficiently organizing offices under unified accounts in your account hierarchy.

Overview

In Salesforce, the data quality issue often arises when multiple offices share the same name, leading to confusion in account hierarchies. This overlap can cause challenges in accurately tracking and managing accounts, resulting in potential miscommunication and inefficiencies. Ensuring that each office is distinctly identified under its respective account is crucial for maintaining data integrity and facilitating effective decision-making within the organization.


Impact

The data quality issue regarding the organization of offices under the same account name can lead to significant confusion and inefficiencies. When multiple offices are incorrectly listed under a single account, it complicates data retrieval and reporting processes. This can result in miscommunication, delays in service delivery, and challenges in resource allocation. Addressing this issue is crucial for maintaining accurate records, improving operational efficiency, and ensuring that stakeholders have reliable access to necessary information.


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! 🚀