Data Quality - Contact

Configure how Delpha assesses, cleans, and enriches Salesforce Contact data. Set automatic rules for fields update and track global quality scores to maintain clean, reliable contact records.

Data Quality – Contact Configuration in Delpha

The Data Quality – Contact section in Delpha allows you to configure how contact records are evaluated, cleaned, and scored to maintain high-quality, actionable data.

Key Setup Options

• Contact Assessment Criteria Field Filter which Contacts should be assessed using a Boolean field (default: Contact.D Do Not Assess). You can use a formula field for more dynamic control.

• Contact Assessment Enable this to assess all existing and newly created Contacts once.

• Contact Continuous Assessment Automatically reassess Contact records when key fields change.

• Contact Reassessment Schedule regular reviews even if the record hasn't changed. Options: Never, Once a Month, Once per Quarter, Twice a Year, Once a Year.

Name Field Normalization

Configure how Delpha standardizes and corrects first and last names:

• Apply Recommendation Automatically Set conditions (e.g., inconsistent value) and minimum score threshold for auto-correction.

• First/Last Name Rules Control letter case, allowed characters, spacing, and removal of unwanted text blocks.

Setting	Description
Letter case	Controls capitalization. typical: Capitalize All or ALL UPPERCASE
Characters	Specifies accepted alphabets.
Spacing	Handles white spaces.
Text Blocks	Handles titles or text in parentheses.

Field-Level Automation Settings

Monitored Contact fields:

• Name

• Email

• Phone

• Mobile Phone

• LinkedIn

• Mailing Address

For each field, you can:

• Include/exclude it from quality scoring

• Define when recommendations are applied

• Set a score threshold (default: none)

Examples:

Email

• Trigger: When value is Incomplete

Triggering conditions are:

• Never

• When value is Incomplete

• When value is Invalid

• When value is inconsistent

• Score Threshold: 100 → Only perfect recommendations are applied automatically

Phone

• Trigger: When value is Inconsistent

• Normalization enabled (no score threshold needed)

Contact Global Scoring

Automatically computes a daily quality score for all Contact records—giving you a clear view of your data health at a glance.

Key Takeaways for Users:

• Adjust the Criteria Field to include or exclude specific contacts from assessments based on your organizational needs.

• Enable Contact Assessment and Continuous Assessment to ensure all contacts are reviewed and updated whenever changes occur.

• Configure Contact Reassessment to prevent data decay by setting 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

• Use Global Scoring to monitor the overall quality of contacts daily.