How to exclude records from the analysis

Learn how to exclude Account and Contact records from Delpha's data quality assessment in Salesforce by using or customizing the "D Do Not Assess" field.

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.

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 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.