Data Quality Helper Use Case Library

USE CASE: Ensuring Reasons Lost Are on Closed Salesforce Opportunities

Opportunity set to Closed Lost with reasons

Problem: The reasons for losing a prospect aren’t listed on the Opportunity record

Losing an Opportunity can be an unpleasant experience. The instinct is to move on quickly and focus on other...

Account, Account Management, Sales Productivity, Opportunity, validation rules, Data Quality Helper

USE CASE: Finding and Fixing Duplicate Orders in Salesforce

Detecting duplicate Orders

Problem: Users need to identify duplicate Orders and reconcile the data

In our just-in-time economy, many business operations functions are lean and as-needed. Efficiency is the hallmark. Inventories...

Order, Data Quality Helper, duplicate records, merging data, managing order history

USE CASE: Ensuring Correct Salesforce “In Progress” Project Start Date

Project Start Date

Problem: When work starts on a project, the start date is the wrong date

Many projects require a good deal of planning—tasks and milestones, resources and personnel, and time and budget estimations....

Project Management, Time Tracking, Project, Dates, validation rules, Data Quality Helper

USE CASE: Finding and Fixing Duplicate Contracts in Salesforce

Detecting duplicate Contracts

Problem: Users need to identify duplicate Contracts and reconcile the data

Having duplicate records in Salesforce can cause many problems for a business. In most cases, these records are internally...

Contract, Data Quality Helper, duplicate records, merging data

USE CASE: Preventing Short or Vague Record Names in Salesforce

Entering name of new Account

Problem: Creation of record names doesn’t follow uniform rules and results in confusion

Using consistent naming conventions has many benefits for the users of Salesforce. It helps to provide...

Account, Account Management, Sales Productivity, validation rules, Data Quality Helper

USE CASE: Finding and Fixing Duplicate Activities in Salesforce

Detecting duplicate Activities

Problem: Users need to identify duplicate Activities and reconcile the data

Activities is an unusual “Object” in Salesforce. It serves as an umbrella Object that actually includes a number of...

Activity Monitoring, Data Quality Helper, duplicate records, merging data

USE CASE: Prevent Missing Comments When Salesforce Case Is Escalated

Internal Comments about escalated Case

Problem: An escalated case offers no information on the reasons for escalation

When a Salesforce case gets escalated, the sense of urgency surrounding it goes up as well. New resources join the...

Case, Case Comment, Case Management, validation rules, Data Quality Helper

USE CASE: Finding and Fixing Duplicate Campaigns in Salesforce

Detecting duplicate Campaigns

Problem: Users need to identify duplicate Campaigns and reconcile the data

Generally speaking, having duplicate records in Salesforce is never a good thing. For a number of reasons, users may...

Campaign, Data Quality Helper, duplicate records, merging data

Data Quality Helper Use Case Library

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