Ownership changes

Explore effective strategies for managing ownership changes to enhance Salesforce data quality and maintain accurate records.

Overview

The data quality issue within Salesforce primarily revolves around inaccuracies and inconsistencies in the information entered into the system. This can lead to significant challenges in decision-making, reporting, and overall business operations. Ensuring that data is accurate, complete, and up-to-date is crucial for leveraging Salesforce effectively, as poor data quality can undermine the platform's capabilities and hinder organizational success.


Impact

The data quality issue has significant implications for ownership changes, affecting decision-making processes and stakeholder trust. Inaccurate or incomplete data can lead to misguided strategies, misallocation of resources, and potential financial losses. It is crucial to address these quality concerns to ensure that ownership transitions are based on reliable information, fostering transparency and confidence among all parties involved.


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! 🚀