# Data Quality - Contact

## 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 a monitored 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`.

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

If you want to control the token consumption we recommend you 

* **to not activate:** 
  * **Contact Continuous Assessment**: if you do a mass update impacting a monitored field, the records are supposed to be reassessed. 
  * **Contact 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 %}

### **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** | <p>Controls capitalization. <br><strong>typical</strong>: Capitalize All or ALL UPPERCASE</p> |
| **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**

<figure><img src="/files/igrc95ytwQtoGMcWmFYl" 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`\
  → Only perfect recommendations are applied automatically

**Phone**

<figure><img src="/files/67UeYMh20JS2HUHi0IMx" alt=""><figcaption></figcaption></figure>

* 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.

{% hint style="warning" %}
**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.&#x20;
* Define the automation rules for automatic data quality remediation
* Use **Global Scoring** to monitor the overall quality of contacts daily.
  {% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.delpha.io/delpha-for-salesforce/delpha-apps/delpha-setup/delpha-configuration/data-quality-contact.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.