Territories aren’t correct

Improve Your Salesforce Data Quality by Addressing Incorrect Territories

Overview

Data quality issues within Salesforce can significantly impact the accuracy and reliability of the information stored within the platform. Common problems include duplicate records, incomplete data, and inconsistent formatting, which can lead to erroneous reporting and decision-making. Addressing these issues is essential for organizations to ensure that their Salesforce data serves as a trustworthy foundation for their operations and strategic initiatives.


Impact

The data quality issue regarding incorrect territories has significant implications for analysis and decision-making. Inaccurate territorial data can lead to misguided strategies, resource misallocation, and flawed insights, ultimately affecting the organization's ability to serve its markets effectively. It is crucial to address these discrepancies to ensure reliable data-driven decisions and maintain stakeholder confidence.


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! 🚀