--- title: "USE CASE: Ensuring Billing Info Is Included for Accounts in Salesforce | Data Quality Helper Use Case Library" description: Data Quality Helper allows enhanced validation rules to better manage the creation and updating of Account records, including billing information. image: https://lh4.googleusercontent.com/U8-zMVKe-MxC7Oa4hH5llJvRGKEt95naDnsb4Xevvx4X08i8leElnon8U5w2d6X8w-OHwCHE0EN3-sfAXB9K3goGACdFPO0aOJc2G4zmHUVoaGiopMraJePJTZgQGzHv3IxqvuAqIHNNWAMWNCfaSJ0 --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) # USE CASE: Ensuring Billing Info Is Included for Accounts in Salesforce [![Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Helper-Suite.png) ](https://www.passagetechnology.com/en/essential-guide-for-salesforce-admins-developers) ## **Problem: Customer Account records missing billing process information** Securing a new customer Account is a time for celebration, but also transition. The key contacts have made the decision to move forward and buy, but another business team is going to start playing a large role: finance. Up to this point, the contact information and processes for the accounts payable team has not been part of the Account detail page. During onboarding and delivering your product or service, it may be overlooked, but this information must be collected. ## **Solution: Automatically warn the Salesforce user of missing Customer Account billing information** Using the Free Edition of the [Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-overview) app, an Admin can easily create hard or soft validation rules to address various situations and inform users of the required or desired elements. Salesforce default functionality only allows hard validation rules—if records are not properly created/updated, the save/submit is prevented. With the added functionality of Data Quality Helper, Admins have more flexibility to design unique [validation rules](https://www.passagetechnology.com/data-quality-helper-flexible-validation-rules-boost-salesforce-data-quality) that better serve organization goals across a number of situations, beyond this missing billing information example. In addition, Admins can craft warning messages, customized by content and formatting. Finally, the app can provide a list view of all new and existing records with unresolved data validation issues—making future data cleanup easier. (Check out the [Data Quality Helper Admin Guide](https://www.passagetechnology.com/data-quality-helper-admin-guide) for step-by-step instructions on how to set up validation rules.) In this particular use case, the Admin has chosen to use a soft validation rule and customized warning empowering the Salesforce user to make a decision on how to proceed. ![Account record with missing billing details](https://lh4.googleusercontent.com/U8-zMVKe-MxC7Oa4hH5llJvRGKEt95naDnsb4Xevvx4X08i8leElnon8U5w2d6X8w-OHwCHE0EN3-sfAXB9K3goGACdFPO0aOJc2G4zmHUVoaGiopMraJePJTZgQGzHv3IxqvuAqIHNNWAMWNCfaSJ0) This warning says: “The billing address has not been populated on this Account. Please Note: Billing address is not required, but having this information does simplify things for our finance department.” Ideally, you want all the information you can get, but in some cases not having it may not be worth the cost of preventing the creation or update of a record altogether (like with Salesforce’s default hard validation). The choice whether to use this app’s soft or hard validation is an Admin and organizational decision. The good news is that, with Data Quality Helper, unresolved validation issues remain attached to the record. They aren’t one-time-only and just disappear. This way, it serves as a reminder to add the missing information later. *Besides enhanced data validation, this app also offers duplicate data detection and resolution as well as data archival and storage management that exceeds default Salesforce functionality. Plus, don’t forget to take advantage of the list view that shows all validation and duplication issues detected by the rules Admins created. Install the free version today! * [![Schedule Demo/Consult](https://no-cache.hubspot.com/cta/default/4130736/cf86c8e7-57d0-4596-af6c-780532d84bf9.png)](https://cta-redirect.hubspot.com/cta/redirect/4130736/cf86c8e7-57d0-4596-af6c-780532d84bf9) [![Install Free App Now](https://no-cache.hubspot.com/cta/default/4130736/75b1670b-97a2-4c85-9ab3-99e04453aaf3.png)](https://cta-redirect.hubspot.com/cta/redirect/4130736/75b1670b-97a2-4c85-9ab3-99e04453aaf3) Tags: [Account](https://www.passagetechnology.com/data-quality-helper-use-cases/topic/account), [Account Management](https://www.passagetechnology.com/data-quality-helper-use-cases/topic/account-management), [validation rules](https://www.passagetechnology.com/data-quality-helper-use-cases/topic/validation-rules), [Data Quality Helper](https://www.passagetechnology.com/data-quality-helper-use-cases/topic/data-quality-helper) | [** USE CASE: Finding and Fixing Duplicate Projects in Salesforce ](https://www.passagetechnology.com/data-quality-helper-use-cases/finding-and-fixing-duplicate-projects-in-salesforce) | [Data Quality Helper Use Case Library](https://www.passagetechnology.com/data-quality-helper-use-cases) | [ USE CASE: Finding and Fixing Duplicate Cases in Salesforce ** ](https://www.passagetechnology.com/data-quality-helper-use-cases/finding-and-fixing-duplicate-cases-in-salesforce) | | --- | --- | --- | [ USE CASE: Ensuring All Salesforce Phone Number Fields Are Consistent in Format ](https://www.passagetechnology.com/data-quality-helper-use-cases/use-case-ensuring-all-salesforce-phone-number-fields-are-consistent-in-format) [ USE CASE: Mass Delete Old, Unneeded Marketing Data (Clicks & Opens) ](https://www.passagetechnology.com/data-quality-helper-use-cases/mass-delete-old-unneeded-marketing-data) [ USE CASE: Manage Storage Better by Recycling Unneeded, Archived Calls ](https://www.passagetechnology.com/data-quality-helper-use-cases/manage-storage-better-by-recycling-unneeded-archived-calls) [ USE CASE: Streamline Storage of Automated Emails Used by Salesforce ](https://www.passagetechnology.com/data-quality-helper-use-cases/streamline-storage-of-automated-emails-used-by-salesforce) [ USE CASE: Keep It Clean—Mass Delete Old Synced Tasks in Salesforce Org ](https://www.passagetechnology.com/data-quality-helper-use-cases/keep-it-clean-mass-delete-old-synced-tasks-in-salesforce-org) [ USE CASE: Ensuring All Salesforce Phone Number Fields Are Consistent in Format ](https://www.passagetechnology.com/data-quality-helper-use-cases/use-case-ensuring-all-salesforce-phone-number-fields-are-consistent-in-format) [ USE CASE: Finding and Fixing Duplicate Cases in Salesforce ](https://www.passagetechnology.com/data-quality-helper-use-cases/finding-and-fixing-duplicate-cases-in-salesforce) [ USE CASE: Finding and Fixing Duplicate Opportunities in Salesforce ](https://www.passagetechnology.com/data-quality-helper-use-cases/finding-and-fixing-duplicate-opportunities-in-salesforce) [ USE CASE: Ensuring Reasons Lost Are on Closed Salesforce Opportunities ](https://www.passagetechnology.com/data-quality-helper-use-cases/ensuring-reasons-lost-are-included-on-closed-lost-opportunities-in-salesforce) [ USE CASE: Mass Delete Old Emails, Auto-Responses & Case Email Messages ](https://www.passagetechnology.com/data-quality-helper-use-cases/mass-delete-old-emails-auto-responses-case-email-messages) © 2026 Passage Technology LLC All Rights Reserved. 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