US currency amount and foreign currency don’t match

Explore how to resolve discrepancies between US currency amounts and foreign currency in Salesforce data to ensure accurate financial reporting.

Overview

The discrepancy between US currency amounts and foreign currency values in Salesforce indicates a significant data quality issue that can lead to financial reporting inaccuracies and misinformed business decisions. This mismatch not only affects the integrity of financial data but also complicates the analysis of international transactions, making it crucial for organizations to implement robust data validation processes to ensure consistency and accuracy across currency entries.


Impact

The discrepancy between US currency amounts and their corresponding foreign currency values highlights a significant data quality issue that can lead to financial miscalculations and misunderstandings in international transactions. Inaccurate data can result in erroneous reporting, affecting budgeting and forecasting efforts. This issue underscores the importance of maintaining high data integrity standards to ensure reliable financial decision-making and to enhance trust among stakeholders in global markets.


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! 🚀