Reformat addresses to standards

Improve Salesforce data quality by mastering address formatting standards.

Overview

Data quality issues within Salesforce can significantly impact an organization’s ability to make informed decisions. Inaccurate, incomplete, or outdated data can lead to miscommunication, poor customer relationships, and ineffective marketing strategies. Ensuring that data is consistently formatted and adheres to established standards is crucial for maintaining the integrity of information within the system. Addressing these issues proactively can enhance reporting, streamline operations, and ultimately improve overall business performance.


Impact

The data quality issue related to address formatting has significant implications for various operations within the organization. Inaccurate or inconsistent address data can lead to delivery delays, increased costs, and poor customer satisfaction. Furthermore, it may hinder marketing efforts and data analysis, resulting in missed opportunities for engagement and growth. Addressing these issues is crucial for maintaining the integrity of data and ensuring seamless communication with clients and stakeholders.


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! 🚀