Opportunity without any fulfillment

Explore how to seize opportunities in Salesforce data quality without falling into common pitfalls.

Overview

Data quality issues within Salesforce can significantly impact organizational efficiency and decision-making. These problems often arise from inconsistent data entry, lack of standardization, and inadequate validation processes, leading to inaccuracies and incomplete records. As a crucial component of customer relationship management, ensuring high-quality data is essential for effective sales strategies, reporting, and customer interactions. Organizations must prioritize data cleansing, regular audits, and user training to mitigate these issues and enhance the overall integrity of their Salesforce data.


Impact

The data quality issue presents significant challenges for the organization, as it leads to unreliable insights and hampers decision-making processes. Poor data quality can result in missed opportunities, inefficient resource allocation, and ultimately, a lack of fulfillment in achieving strategic objectives. Addressing these issues is crucial for enhancing operational effectiveness and ensuring the integrity of future initiatives.


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! 🚀