No contacts on account

Improve Salesforce Data Quality by Resolving No Contacts on Account Issues

Overview

This occurs when there are accounts or organizations without any contacts in your Salesforce environment. This may be due to a contact getting moved incorrectly or no contacts being entered on the account. Resolving this issue is core to updating data cleanliness.


Impact

This problem can impede effective communication and relationship management, as having associated contacts is crucial for leveraging opportunities and maintaining accurate records. Although technically an account may be a buyer, without a person behind the account, it is hard to make a sale!


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! 🚀