Opportunities without a touchpoint in a month

Improve Salesforce Data Quality by Identifying Opportunities Without Monthly Touchpoints

Overview

Data quality issues within Salesforce can significantly impact the effectiveness of business operations and decision-making processes. Inaccurate, incomplete, or outdated data can lead to poor customer insights, ineffective marketing strategies, and misaligned sales efforts. Organizations must prioritize the implementation of robust data governance practices, regular audits, and user training to maintain high data integrity within Salesforce, ensuring that the information used across various departments is reliable and actionable.


Impact

The data quality issue highlighted on this page has significant implications for decision-making processes and strategic planning. Poor data quality can lead to inaccurate insights, which may result in missed opportunities and ineffective resource allocation. It is crucial for organizations to address these data integrity concerns to ensure that all stakeholders have access to reliable information, ultimately enhancing operational efficiency and fostering informed decision-making.


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! 🚀