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- Always create indicators of contacts with low or bad data.
- Here's a Data Quality Score I set up earlier. This was based on a Blog Post from Salesforce, I think.
IF( LEN( Phone) = 0, 0,10) + IF( LEN( MobilePhone ) = 0, 0,10) + IF( LEN( Email) = 0, 0,20) + IF( LEN(MailingStreet) = 0, 0,20) + IF( LEN(Title) = 0, 0,20) + IF( ISPICKVAL(Salutation,""), 0,20)
- Here's a formula to add
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- it to your
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- indicators (see below)
- Decide if they the Contacts should be deleted if the Data Quality Score is too low.
Why does your Data Exist?
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- Set Up One Contact to Many Accounts
- Decide how you deal with Former staff - especially if they have left but are releated related to Open Opps or long running Contracts.
- Put an X in front of their Last Name
- Or put [LEFT] or similar indicator in front of their Last Name
- One person may have multiple Titles at the same company - eg Director, Partner.
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