Salesforce Data Quality Audit via SOQL

Overview

This flow runs a weekly automated audit of Salesforce data quality by executing SOQL queries to identify records with missing required fields. It compiles the results into an HTML scorecard and distributes it via email and a Teams channel post, giving IT admins and sales teams visibility into CRM hygiene issues.

Use Case

Data quality degrades over time as records are created without complete information. This flow automates the detection of common gaps — such as Contacts missing email addresses or Accounts missing industry classification — and delivers a recurring scorecard so teams can take corrective action before data issues compound.

Flow Architecture

Environment Variables

Connectors & Connections

Note — All connections are referenced as solution connection references; the flow is portable between environments as long as a connection is mapped at import time.

Customization Guide

Almost every realistic variant of this flow can be implemented by changing environment variable values. A few cases require small edits inside the flow definition — those are called out explicitly below.

Add more data quality checks

Add a new Initialize Variable action with your SOQL query (e.g., SELECT Id, Name FROM Opportunity WHERE StageName = null LIMIT 200), add a Salesforce ExecuteSOQLQuery action referencing the variable, add a Compose action to count the results, then update the Build Scorecard HTML Compose expression to include a new table row for your check.

Change the schedule

Edit the Weekly Recurrence trigger to adjust the frequency, day, or time the audit runs.

Change report recipients

Update the flowlibs_DataQualityRecipientEmail environment variable value in the solution settings to redirect the report without editing the flow.

Key Expressions

The flow is intentionally light on Power Fx / WDL gymnastics — the heaviest expressions are the branch-name concatenation and the approval outcome check. They are listed below in the order they appear in the flow.

length(outputs('Query_Contacts_Missing_Email')?['body/value'])

if(greater(outputs('Compose_Contact_Count'), 0), '⚠ Needs Attention', '✅ Clean')

add(outputs('Compose_Contact_Count'), outputs('Compose_Account_Count'))

utcNow('yyyy-MM-dd')