Data Quality - Account

Customize how Delpha scores and enriches Salesforce Account data. Set automated rules, reassessment schedules, and quality thresholds. Maintain accurate and up-to-date Account records effortlessly.

Data Quality – Account Configuration in Delpha

The Data Quality – Account section lets you define how Delpha evaluates, scores, and improves your Salesforce Account records. It helps ensure data remains complete, consistent, and ready for decision-making.

Key Configuration Areas

• Account Assessment Criteria Field Use a Boolean field to filter which Accounts should be assessed. By default, Delpha uses the Account.D Do Not Assess field, but you can define your own formula-based field for dynamic control.

• Account Assessment Enable this to assess all existing and new Accounts once.

• Account Continuous Assessment Automatically reassess Accounts whenever a key field is updated.

• Account Reassessment Schedule recurring quality checks, even if no changes occur. Options include: Never, Once a Month, Once per Quarter, Twice a Year, Once a Year.

Field-Level Automation Settings

Fields monitored for quality scoring:

• Website

• Billing Address

• Shipping Address

• Phone

• LinkedIn

• Legal ID

For each field, you can:

• Enable or disable its inclusion in the quality score

• Set automatic recommendation rules (trigger + score threshold)

Example – Website

• Trigger: When value is Incomplete

Triggering conditions are:

• Never

• When value is Incomplete

• When value is Invalid

• When value is inconsistent

• Score Threshold: 100

Example – Billing Address

• Trigger: Disabled

• Score Threshold: (none set)

Ultimate Account Assessment

Evaluates and maintains relationships with ultimate accounts to clarify ownership hierarchies.

Account Global Scoring

Calculates a global quality score across all Accounts daily, giving you a snapshot of overall data health.

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Key Takeaways for Users:

• Use the Criteria Field to fine-tune which accounts should or should not be assessed.

• Use Account Assessment and Account Continuous Assessment to ensure all accounts are reviewed and updated whenever changes occur.

• Configure Account Reassessment to address potential data decay by selecting a reassessment schedule.

• Select the fields involved in Quality Score definition by toggling them on or off.

• Define the automation rules for automatic data quality remediation

• For hierarchical relationships, activate Ultimate Account Assessment when needed.

• Enable Global Scoring for a daily, holistic view of account quality.