Reporting tables do not match the salesforce data

Ensuring Accurate Reporting: Resolving Discrepancies Between Reporting Tables and Salesforce Data

Overview

The data quality issue within Salesforce is evident in the discrepancies observed between the reporting tables and the actual data stored within the system. This misalignment can lead to inaccurate reporting and decision-making, ultimately affecting business operations. It is crucial for organizations to regularly audit and reconcile their Salesforce data to ensure that all reports reflect the true state of sales performance and data integrity.


Impact

The discrepancy between reporting tables and Salesforce data highlights a significant data quality issue that can lead to erroneous decision-making and misinformed strategies. Inaccurate data can affect sales forecasting, performance assessments, and overall business operations, resulting in potential financial losses and diminished trust in reporting systems. Addressing this issue is crucial for ensuring data integrity and improving the reliability of insights drawn from sales data.


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! 🚀