Create a Salesforce account engagement-to-pipeline brief with Claude

Write a one-page operating charter for account engagement, opportunity context, and next-best actions before exporting any data. State the exact decision this workflow supports: which account action marketing and sales should take next and which assumptions still require validation. Define the in-scope business units, pipelines, regions, date window, record types, and exclusions, then name one analysis owner, one Salesforce data owner, and one final approver. Record the review cadence as weekly or before account reviews and specify where evidence, approvals, and exceptions will be stored. Review the charter with the approver and do not proceed until the scope and decision rights are accepted.

Convert the operating policy into a rule register that can be checked against Salesforce records. Create one row per rule with rule_id, rule_name, business_reason, required_fields, calculation_or_test, pass_condition, exception_code, severity, owner, and policy_version. Start with these minimum checks: all events are ordered by date, engagement is tied to a known contact or clearly labeled anonymous, opportunity movement is not described as caused by marketing without evidence, stale contacts are identified, and the brief highlights missing data instead of filling gaps with assumptions. Give every rule an example that should pass and an example that should fail so reviewers interpret it consistently. Have the business owner approve the rule register and record any unresolved policy questions before data is scored.