The contact record type or type doesn’t make sense in the context of it’s associated account type

Improve Salesforce data quality by aligning contact record types with their associated account types for better clarity and efficiency.

Overview

The contact record type within Salesforce may lead to confusion when it does not align with the associated account type. This misalignment can result in data quality issues, as it complicates the management and retrieval of accurate information. Ensuring that record types are coherent with their corresponding account types is crucial for maintaining data integrity and facilitating effective communication within the platform.


Impact

The data quality issue regarding the contact record type and its association with the corresponding account type can lead to significant confusion and inefficiencies within the organization. Misalignment between these record types may result in inaccurate reporting, hinder effective communication, and disrupt customer relationship management processes. Addressing this issue is essential to ensure data integrity and enhance operational effectiveness.


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! 🚀