Before enabling Claude-enabled Salesforce workflows, confirm the operating conditions around the technology.
Business readiness
- Is there a named business owner?
- Is the first use case specific?
- Is the current process measurable?
- Is there a reason to act now?
Data readiness
- Are account, contact, opportunity and activity records reliable?
- Are important business rules documented?
- Are knowledge articles current?
- Can the required context be found in approved systems?
Permission readiness
- Which people may access the workflow?
- Which records and fields may be read?
- Which actions may be suggested or executed?
- Which actions require human approval?
Operational readiness
- Is there a fallback to a human?
- Are exceptions recorded?
- Can the team monitor usage and outcomes?
- Is there a process for changing or stopping the workflow?