Opportunity without a contract

Explore how to leverage Salesforce data quality to seize opportunities without a contract.

Overview

Data quality issues within Salesforce can significantly impact the effectiveness of sales and marketing efforts. Inaccurate, incomplete, or outdated information can lead to misguided strategies, wasted resources, and lost opportunities. Ensuring high data quality is essential for organizations to maintain a reliable database that supports informed decision-making and fosters customer relationships. Addressing these challenges requires ongoing efforts in data cleansing, validation, and user training to promote best practices across the organization.


Impact

The data quality issue has significant implications for decision-making and operational efficiency. Inaccurate or incomplete data can lead to misguided strategies, resulting in wasted resources and missed opportunities. It is crucial to address these data quality concerns to ensure reliable outcomes and maintain stakeholder trust.


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! 🚀