SFDC AccountID 1
SFDC Account Name 2
SFDC Website 3
SFDC Country 4
Company Remarks 5
Company Name
Website 6
Salutation
First Name
Middle & Last Name 7
Job Title 8
Salesforce Level
Salesforce Function
Email Address
Address 1
City
State/County
Post/Zip Code
Country
2 Digit ISO Country
Telephone Number
Direct Tel
Mobile Number
Other Phone
LinkedIn URL
Non LinkedIn URL
Contact Remarks
Contact Status
9
10
Email Shoot
Check For Duplication
Check For Jobtitle
Check if processed company is same as given company
Tag Email Status
Check if contact is still present
Jobtitle
Company Name
Give for Lusha Tagging
Work on Usable data only
SFDC AccountID
SFDC Account Name
SFDC Website
SFDC Country
Company Remarks
Company Name
Website
Salutation
First Name
Middle & Last Name
Job Title
Salesforce Level
Salesforce Function
Email Address
Address 1
City
State/County
Post/Zip Code
Country
2 Digit ISO Country
Telephone Number
Direct Tel
Mobile Number
Other Phone
LinkedIn URL
Non LinkedIn URL
Contact Remarks
Contact Status
Email Rework on Non-Usable Contact/ Check for mobile numbers
Company Rework
If valid as per our brief
If not there should be a comment
Open each link/If thirdparty link given, check if contact on linkedin
Check if ID matches with Given Company Name
Check if ID matches with Given Company ID
NA
NA
Need to add Name with Legal Entity If Pvt Ltd Given make Private Limited
Check if given email is of same company
Check if Mr/Ms for Male and Female names are tagged
Check for Junk
Check for Junk
Spell Check
Check if proper level tagged
Check if proper function tagged
Check if given email is of same person Check for junk
NA
Spell Check with QC File
Spell Check with QC File
NA
NA
NA
NA
Check if we get directnumber from web Very Important for PSU/Education Projects
Check if we get mobile from web Very Important for PSU/Education Projects
Remove "subdomain*" Check if given email is of same person and
Check for 0 contact companies
Given make Private Limited
rtant for PSU/Education Projects
rtant for PSU/Education Projects
ven email is of same person and is of linkedin
Status
Bad Data (Junk) 1
Unable to Validate 2
Duplicate 3
No Longer with Company 4
Contact Validated - Email Valid 5
Contact Validated - Email Valid with Mob
Contact Validated - Email Blank with Mob
Contact Validated - Email Blank without Mob 7
Out of Location 8
9
For Contact Validated
Email Shoot
Check For Duplication
Check if processed company is same as given company If not there should be a comment
Tag Email Status
Check if contact is still present Open each link/If thirdparty link given, check
Jobtitle
Company Name
Give for Lusha Tagging
Work on Contact Validated
SFDC AccountID Check if ID matches with Given Company Na
SFDC Account Name Check if ID matches with Given Company ID
SFDC Website NA
SFDC Country NA
Company Remarks
Company Name Need to addIf Pvt Ltd Given make Private Lim
Website Check if given email is of same company
Salutation Check if Mr/Ms for Male and Female names
First Name Check for Junk
Middle & Last Name Check for Junk
Job Title Spell Check
Salesforce Level Check if proper level tagged
Salesforce Function Check if proper function tagged
Email Address Check if gi Check for junk
Address 1 NA
City Spell Check with QC File
State/County Spell Check with QC File
Post/Zip Code NA
Country NA
2 Digit ISO Country NA
Telephone Number NA
Direct Tel Check if weVery Important for PSU/Educatio
Mobile Number Check if weVery Important for PSU/Educatio
Other Phone
LinkedIn URL Remove "s Check if given email is of same pe
Non LinkedIn URL
Contact Remarks
Contact Status
Email Rework on Non-Usable Contact/ Check for mobile numbers
For
Bad Data (Junk)
Unable to Validate
e should be a comment No Longer with Company
Out of Location
h link/If thirdparty link given, check if contact on linkedin
D matches with Given Company Name
D matches with Given Company ID
If Pvt Ltd Given make Private Limited
ven email is of same company
Mr/Ms for Male and Female names are tagged
roper level tagged
roper function tagged
Check for junk
k with QC File
k with QC File
Very Important for PSU/Education Projects
Very Important for PSU/Education Projects
Check if given email is of same person and is of linkedin
Check if contact really bad data
Check if you are able ti find contact
Check if contact No-longer/ Update Link
Check if contact out of location
QC Check List - Step wise
Read Client Brief Carefully
Duplicate Check
Internal Duplicate Check: Verify duplicates within the system using Name, Email, LinkedIn Link, and Mobile Number.
External Duplicate Check (Contact & Company): Identify duplicates externally using Name, Email, LinkedIn Link, and Mobile N
Exclsuion Files for SF : Brief Exclusion, Suppression & Delivery Merge
Shoot Email
Verify the email in the Email Validation file.
Email Shoot Tool : 1st - Bouncify, 2nd - Gmail, 3rd - Outlook
Job Title Check
Use F7 to check the spelling of the job title
Verify whether the job title is taken as per the provided brief.
Salesforce Level & Salesforce Function
Check the formatting for accuracy
Ensure that the level and function align with the job title
Email Address
Verify the column using the Email Contact Match file
Ensure that each valid entry contains only one email address.
SFDC AccountID, SFDC Account Name, SFDC Website, SFDC Country
If the company's ID, name, website, and country are provided by the client, match these details with the client data.
Company Remarks
Add a comment if the company was acquired, merged, became part of another company, or any other relevant reason.
Company Name
Format the company name according to SF requirements.
Verify that the researcher's processed company matches the client's company.
Company Sector & Company Employee Size
Ensure the data is properly formatted.
Fill in any blank details in the columns.
Website
Ensure the website is properly formatted.
Make sure the website field is not blank
Salutation
Check the formatting for accuracy
Update the blank fields
Ensure the salutation correctly matches the name.
First Name & Middle & Last Name
Ensure the First Name field contains only the person's first name.
Remove dots (.) from names
Keep names in Proper Case
Eliminate excessive spaces after the name
Find and update the full name for initials and blank fields
Address 1
Verify the formatting for accuracy
Try to Update Missing details
City, State/County & Country
Verify the column using City_States_India_Updated_09.06.2020
Ensure that the City and Country fields are not left blank
Telephone Number
Verify that the country code correctly corresponds to the specified country
Try to find out Missing Numbers
Mobile Number
Verify the formatting for accuracy
Find the number by searching the email on Google
Use SalesQL and Lusha tools to find the numbers
LinkedIn URL
Format the link as per SF requirements
Ensure that every valid contact has an executive LinkedIn link
Verify that the link belongs to the correct contact
Mobile Number.
nkedIn Link, and Mobile Number.
h the client data.
her relevant reason.
