Update preferences based on opportunities

Enhancing Salesforce Data Quality: How to Update Preferences for Better Opportunities

Overview

The data quality issue within Salesforce is a critical concern that affects the accuracy and reliability of the information stored within the platform. In many organizations, inconsistent data entry practices, lack of standardization, and insufficient validation processes lead to duplicate records, incomplete information, and outdated entries. These problems not only hinder effective decision-making but also compromise the overall integrity of the customer relationship management (CRM) system. Addressing these issues is essential for enhancing operational efficiency and ensuring that users can trust the data they rely on for strategic initiatives.


Impact

The data quality issue outlined on this page has significant implications for decision-making processes and overall project outcomes. Poor data accuracy and consistency can lead to misguided strategies, inefficiencies, and a lack of trust in the data being utilized. Addressing these issues is crucial to ensuring reliable insights and fostering data-driven decision-making within the organization.


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! 🚀