CRM
Weekly Account-Hierarchy Health Report
Scheduled report that measures how complete and correct your Salesforce account tree is, writes the metrics to Snowflake for trending.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionPull account/contact relationships from SalesforceSalesforce
- ActionPersist health snapshot to SnowflakeSnowflake
- LogicBranch on threshold breach
- OutputDeliver health summary with deltas to SlackSlack
What it does
This workflow audits the state of your account hierarchy each week: how many accounts are unparented, how many sit in a circular or broken tree, how many contacts are orphaned, and how the numbers are trending. It persists the snapshot to Snowflake so you can chart cleanliness over time and prove the stitcher is working.
When to use it
Use it when leadership or RevOps needs a recurring scorecard on CRM data quality, or to verify that your automated stitching and orphan sweeps are actually reducing the backlog week over week.
How it works
- 1A weekly schedule fires the run.
- 2Pull account and contact relationship data from Salesforce.
- 3Compute health metrics: unparented accounts, broken/circular trees, orphaned contacts, and percent linked.
- 4Write the weekly snapshot row to a Snowflake metrics table for trending.
- 5Branch: if any metric breaches its threshold, flag the report as needing attention.
- 6Deliver a formatted health summary with week-over-week deltas to Slack.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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