Updating case type and subtype

Enhancing Salesforce Data Quality: A Guide to Updating Case Type and Subtype

Overview

The data quality issue within Salesforce is a significant concern that affects the accuracy and reliability of customer and operational data. Inconsistent data entry, duplicate records, and outdated information can lead to misinformed decision-making and hinder effective business operations. Organizations must prioritize data governance and implement robust data management practices to ensure the integrity of their Salesforce data, ultimately enhancing overall performance and customer satisfaction.


Impact

The data quality issue outlined on this page has significant implications for the accuracy and reliability of case management. Poor data quality can lead to misclassification of cases, which affects decision-making processes and resource allocation. Additionally, it may hinder the ability to track trends over time, resulting in inadequate responses to emerging issues. Addressing these data quality concerns is essential for maintaining the integrity of the case management system and ensuring effective outcomes.


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! 🚀