> For the complete documentation index, see [llms.txt](https://help.delpha.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.delpha.io/delpha-for-salesforce/how-to-faq/delpha-data-quality/how-to-exclude-records-from-the-analysis.md).

# How to exclude records from the analysis

## Exclude Records from Data Quality Analysis

### Overview

In Delpha, [you can exclude specific **Account** or **Contact** records from the Data Quality assessment process using the **D Do Not Assess** checkbox field.](/delpha-for-salesforce/delpha-apps/delpha-setup/delpha-configuration/data-quality-account.md#key-configuration-areas)

### How It Works

Each targeted object (Account, Contact) includes a checkbox field provided by Delpha named **Do Not Assess**.

* ✅ When the field is set to `true`, the record is **excluded** from any data quality scoring or recommendation process.
* ❌ When the field is `false` or left blank, the record will be **processed normally** during assessments.

### Custom Exclusion Logic

For advanced scenarios, you can:

1. Open the **Delpha Setup** app in Salesforce.
2. Navigate to the [configuration section](/delpha-for-salesforce/delpha-apps/delpha-setup/delpha-configuration/data-quality-account.md) for the relevant object (Account or Contact).
3. Replace the default **D Do Not Assess** field with your own **custom formula field**.
4. Use that formula to dynamically control which records should be excluded.

This allows for **dynamic, rule-based exclusion**, such as:

* Only assess records created after a certain date.
* Exclude inactive contacts.
* Exclude accounts without a LinkedIn profile.


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