AI workflows for CRM administration.

Keeping the CRM set up and clean: fields, permissions, data quality and the processes that run in it.

Who does this work

  • Salesforce administrator
  • CRM administrator
  • CRM manager

2 workflow templates ready to adapt, and 4 workflows identified.

Updated

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Examples of the workflows identified
  1. Map a proposed CRM sharing change
  2. Reconcile CRM records against another system's export
  3. Check trial environments before they expireIllustrative
  4. Plan a test environment refreshIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Map a proposed CRM sharing changeLays current CRM sharing beside an approved proposed policy, by record type and role, so the system owner sees what access widens, narrows or stays and what is still unknown.Workflow templateReconcile CRM records against another system's exportCompares CRM records with an external system's export and lists missing links, possible duplicates and field-by-field differences, each with a proposed correction for the owner to approve.Workflow template
Check trial environments before they expireLists demo and trial environments nearing expiry with their owners, active work and what needs preserving, for the platform owner.Illustrative · not built yet
Plan a test environment refreshGives the administrator a refresh plan for a CRM test environment: which environment, which work to preserve and the checks to run after the copy.Illustrative · not built yet

Workflow templates

Household record differencesWhen the CRM and the custodian's account export disagree about a household, the operations owner gets one comparison: accounts with no household, possible duplicates and field-by-field differences, each with its source row and a proposed correction left as a question. No record is changed.Workflow templateRecord sharing access matrixWhen an approved access policy has to reach the CRM, the system owner lays the current sharing setup beside the proposed one, by record type and by role, internal and external. Every change is a question for its owner; inherited and platform-fixed settings are marked unknown.Workflow template

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Where to go next

All of business systems and integrationsEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of business systems and integrations