Task 1 – Dashboard Analysis

Scenario:

Your team relies heavily on Salesforce data to prospect new companies and contacts. You want to keep the data healthy because your team members need to contact company representatives quickly and confidently. Take a moment to explore the dashboard and tell me what insights you notice.

1.1. How much % of your contact data needs enrichment.

1.2. Find how many contacts are missing:

• Phones
• Emails
• Job titles

Validation goals:

• Do users understand dashboard insights?
• Do they identify actionable items?
• Do they know what to enrich next?

Task 2 – Create Enrichment

Scenario:

Imagine you noticed many contacts are missing important information like [insert task details from [Task Matrix]. Your team members need this information to research prospects and contact them quickly.

2.1. Create enrichment that would improve this data straight away. Name it “Enrichment X”.

2.2. Create enrichment that would improve this data weekly. Task Matrix (dependency on the task details)

Validation goals:

• discoverability of "Create Enrichment"
• filter comprehension