Opportunities don’t match between systems

Improve Salesforce Data Quality by Bridging Opportunity Gaps Across Systems

Overview

The data quality issue within Salesforce arises from the discrepancies in opportunities that do not align between various systems. This inconsistency can lead to inaccurate reporting, hinder decision-making processes, and ultimately affect organizational performance. Ensuring data integrity across platforms is crucial for maintaining a reliable and efficient workflow.


Impact

The discrepancy in opportunities between systems highlights a significant data quality issue that can lead to misinformed decision-making and hinder effective resource allocation. Inconsistent data can create confusion among stakeholders, reduce trust in the data-driven processes, and ultimately affect the overall performance of the organization. Addressing this issue is crucial for ensuring accurate reporting and maintaining alignment between systems.


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! 🚀