The contact doesn’t make sense on this organization

Improve Salesforce Data Quality by Addressing Contact Issues in Your Organization

Overview

Sometimes a contact isn’t where it should be. This can be obvious when they are on opportunities at a competitor, email domain is wrong, or they’re located far away (for roles that can’t be remote).

Dig into this article to review how to identify and fix when contacts are in the wrong place.


Impact

The most significant impact here is tracking and compliance. How embarrassing would it be to send the wrong organization name on a contract, or how much of an issue would it be if you shared information with a firm’s competitor?

Resolving contact misalignment get’s around these issues and allows Sales & Marketing people to have confidence in their data.


Steps to resolution

Determine Approach 🎯

How can you tell that the contact is incorrect? This will give you a clue as to which approach you should take.

For example, is it because the office location and the state don’t match.

Navigate to an Example 🕴

Go to a record that has the issue that aligns with your chosen approach. For this example the office is in NYC, but the contact is in LA, and there is another office in LA.

Prompt the Assistant 💬

Prompt the adq assistant on the problem (e.g., “The mailing address on the contact is in a different state than the office”) and the solution (e.g., “Move the contact parent account to be the an office in the state that it’s in”).

Don’t forget to 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! 🚀