CRM
Weekly Lapsed-Account Cohort Scoring from Snowflake to Salesforce
Scores account lapse risk weekly using engagement and revenue history modeled in Snowflake.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionRun cohort lapse-risk scoring query in SnowflakeSnowflake
- LogicMap scores into decay flag tiers
- LogicDiff against current Salesforce field values
- OutputBulk-write score + decay flag back to Salesforce accountsSalesforce
What it does
Runs a warehouse-side cohort query that blends product usage, support, and revenue trend signals to produce a lapse-risk score per account, then writes that score plus a tiered decay flag (Healthy / Cooling / Lapsing / Dormant) back into Salesforce custom fields.
When to use it
Use this when your richest engagement signals live in the data warehouse, not the CRM, and you want reps to see a trustworthy risk tier directly on the account record instead of in a separate report.
How it works
- 1A weekly schedule triggers the run.
- 2Execute the cohort scoring query in Snowflake over usage, support, and revenue history to emit one scored row per account.
- 3Map continuous scores into decay flag tiers based on configurable cutoffs.
- 4Diff against the current Salesforce values so only changed accounts are updated.
- 5Bulk-update the score and decay flag fields on matching Salesforce accounts.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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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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