Data Quality Helper Use Case Library

Filtered by opportunity

All Data Quality Helper Use Case Library

USE CASE: Ensuring Salesforce Closed Won Opportunities List Products

Opportunity information

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

Detecting duplicate Opportunities

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 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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