Update new records like call lists when they are created

Ensure Salesforce data quality by updating call lists promptly as new records are created.

Overview

Data quality issues within Salesforce can significantly impact the effectiveness of call lists and overall customer relationship management. Inaccurate or incomplete records can lead to miscommunication, wasted resources, and missed opportunities. It is crucial to regularly update and maintain these records to ensure that all information is reliable and up-to-date, enabling teams to make informed decisions and optimize their outreach efforts.


Impact

The data quality issue related to the updating of new records, such as call lists, can lead to significant challenges in maintaining accurate and reliable information. Inaccurate or outdated records can result in miscommunication, inefficient workflows, and hindered decision-making processes. Addressing these data quality concerns is essential for improving operational efficiency and ensuring that stakeholders have access to the most current and relevant information.


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! 🚀