Audit Salesforce marketing influence and opportunity attribution with Claude

Write a one-page operating charter for marketing influence and opportunity attribution before exporting any data. State the exact decision this workflow supports: which opportunities qualify as marketing sourced, influenced, partner influenced, sales sourced, excluded, or unresolved. 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 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: each credited touch connects to a Lead or Contact, the Contact connects to the correct Account and Opportunity, touch timing falls within the approved influence window, the opportunity amount and stage reconcile to the finance-approved report, and excluded opportunity types are coded consistently. 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.