How to fix my data quality

Learn the 3 essential steps to fix data quality in Salesforce using Delpha: assess records, review scores, and apply smart recommendations with automation.

How to Fix Data Quality Issues in Delpha

Overview

Fixing data quality in Delpha follows a simple 3-step process: assess, review, and apply recommendations. Whether you're working across your entire org or on a single record, Delpha provides tools to streamline and automate improvements.

Step 1: Run a Data Quality Assessment

Before making any fixes, you must assess the current data quality.

You can initiate the assessment in three ways:

• Full Org Assessment: Automatically assess all records that meet your criteria.

• Targeted Assessment via Delpha Campaign: Focus on a specific list of records.

• Manual Assessment: Open any Account or Contact record and click the Score Meter refresh button.

Data Quality Score

Step 2: Review the Results

Once the assessment is complete, review the results through:

• 👀 Data Quality Steward View: Filter, search, and view detailed quality scores and issues.
• 📈 Score Meter Component: Visually assess the score and quality breakdown for individual records.

Data Quality

Step 3: Apply Delpha Recommendations

You can apply recommended values in two ways:

• ✅ From the Steward View: Bulk apply or reject fixes for multiple records.
• 💬 From a Delpha Bot Conversation: The assistant guides you through personalized recommendations.

Data Quality Conversations

Auto-Apply Options: Some fields may auto-update if your settings allow it and the confidence score meets your defined threshold.