# 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. ](https://help.delpha.io/delpha-for-salesforce/delpha-campaigns)
  {% 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="https://2667079222-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYmkiQxbgPV34P1O0Qsq9%2Fuploads%2FWEUGdbcCIt6BbyAYpckS%2FScreenshot%20from%202025-04-10%2017-17-21.png?alt=media&#x26;token=f2f21622-e6c5-46d8-bb1a-7247cf62c19b" 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="https://2667079222-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FYmkiQxbgPV34P1O0Qsq9%2Fuploads%2Fm5UYGyIglCHMVm0UtynK%2FScreenshot%20from%202025-04-10%2017-17-33.png?alt=media&#x26;token=26dec20f-004b-4ff5-a327-42a6cff099e5" 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 %}