# Data Quality - Account

## 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 monitored 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`.

{% hint style="warning" %}
These settings activate Data Quality automation that will consume tokens to ensure optimal data quality in your org.&#x20;

If you want to control the token consumption we recommend you&#x20;

* **to not activate:**&#x20;
  * **Account Continuous Assessment**: if you do a mass update impacting a monitored field, the records are supposed to be reassessed.&#x20;
  * **Account Reassessment**: if a record has not been assessed for more than x months, it will be automatically reassessed, according the setting.
* [To rely on Campaigns to control the scope and the frequency of Data Quality assessments. ](/delpha-for-salesforce/delpha-campaigns.md)
  {% endhint %}

### **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**

<figure><img src="/files/v6lDFIvew8Zg9fRZJIbn" alt=""><figcaption></figcaption></figure>

* Trigger: When value is **Incomplete**

{% hint style="info" %}
Triggering conditions are:&#x20;

* Never&#x20;

* When value is Incomplete

* When value is Invalid

* When value is inconsistent
  {% endhint %}

* Score Threshold: **100**

#### **Example – Billing Address**

<figure><img src="/files/VGMUZBWc7NoF4gv248Je" alt=""><figcaption></figcaption></figure>

* 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.

***

{% hint style="warning" %}

#### 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.&#x20;
* 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.
  {% endhint %}


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