Data Quality Helper Use Case Library

USE CASE: Improving a Company’s Time-off Request Process in Salesforce

Problem: Unknowingly exceeding paid time-off limits

Depending on their service time or employment arrangements, many employees have limits on the time they are allowed to take off in a given period,...

Time Tracking, validation rules, time-off, Data Quality Helper

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: 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: 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: 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: 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: Ensuring Correct Salesforce “In Progress” 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: Preventing Short or Vague Record Names in Salesforce

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: Prevent Missing Comments When Salesforce Case Is Escalated

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