Data Quality Helper Use Case Library (2)

USE CASE: Finding and Fixing Duplicate Accounts in Salesforce

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

It is not unusual for multiple Accounts to be created for the same company. Sometimes Contacts submit forms and self-supply...

Account, Account Management, Data Quality Helper, duplicate records, project health, merging data

USE CASE: Ensuring Salesforce Field Values Follow Required Formatting

Account Number does not follow the correct format

Problem: Certain field values lack the correct format and need proper standardization

Certain text field values on a record must follow particular, pre-established patterns. There may be a specific...

validation rules, Data Quality Helper, regular expression, regex

USE CASE: Finding and Fixing Duplicate Contacts in Salesforce

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

There are so many reasons you may have duplicate Contact records in Salesforce. Certainly, user error could be a factor. The...

Contact, Contact Management, Data Quality Helper, duplicate records, merging data

USE CASE: Ensuring Salesforce Closed Won Opportunities List Products

Problem: Products or services purchased are missing when Opportunity is set to Closed Won

The buyer’s journey for Opportunities varies from company to company and product to product. But the goal is...

Account, Account Management, Opportunity Products, Opportunity, validation rules, Data Quality Helper

USE CASE: Finding and Fixing Duplicate Opportunities in Salesforce

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

Opportunities can be created by a number of different lead events. A Contact may engage in various activities that...

Opportunity, Data Quality Helper, duplicate records, merging data

USE CASE: Ensuring Contact Information Is Gathered in Salesforce

Problem: Contact or Account records are missing how-to-contact information

Records with incomplete data can damage prospect nurturing or customer relationship management. Missing data can take many...

Contact, Contact Management, validation rules, Data Quality Helper

USE CASE: Finding and Fixing Duplicate Cases in Salesforce

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

Cases are important drivers of activity and repositories of information and progress within a business. Cases are usually...

Case, Case Management, Data Quality Helper, duplicate records, merging data

USE CASE: Ensuring Billing Info Is Included for Accounts in Salesforce

Account record with missing billing details

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...

Account, Account Management, validation rules, Data Quality Helper

USE CASE: Finding and Fixing Duplicate Projects in Salesforce

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

Projects usually involve more than one person, so once in a while the same Project might have multiple records created for...

Project Management, Project, Data Quality Helper, duplicate records, project health, merging data

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

Data Quality Helper Use Case Library

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