Build a Salesforce closed-lost recovery agent with Claude

Write a one-page operating charter for closed-lost opportunity recovery and re-entry timing before exporting any data. State the exact decision this workflow supports: which lost opportunities merit reactivation, what trigger should reopen them, and which accounts should remain closed. 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 monthly or quarterly 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: the loss reason is specific enough to act on, the opportunity is not reopened solely because of high amount, the proposed trigger matches the recorded reason, contacts and owners are still valid, and do-not-contact, legal, and customer-status restrictions are respected. 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.