CRM WORKFLOW AUTOMATION CHECKLIST

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--- WORKFLOW DEFINITION & PLANNING ---
[ ] Workflow Purpose Description
[ ] Workflow Type (Lead Routing, Task Assignment, Email Automation, Data Update, Other)
[ ] Estimated Completion Time (minutes)
[ ] Workflow Start Date (Planned)
[ ] Initial Business Requirements
[ ] Systems Involved (CRM, Marketing Automation, ERP, Salesforce, Other)

--- TRIGGER CONFIGURATION ---
[ ] Workflow Trigger Type (Record Creation, Record Update, Scheduled Time, Related Record Change)
[ ] Object/Entity (Account, Contact, Opportunity, Lead, Custom Object)
[ ] Run Every (Minutes)
[ ] Start Date (Scheduled)
[ ] Trigger Criteria (Advanced)
[ ] Related Object (Account, Contact, Opportunity)

--- ACTION CONFIGURATION ---
[ ] Select Action Type (Create Record, Update Record, Send Email, Assign Task, Create Approval Request)
[ ] Detailed Action Description
[ ] Record Type (if applicable) (Account, Contact, Opportunity, Lead)
[ ] Email Priority (1-9, 1=Lowest)
[ ] Select Relevant Email Fields to Populate (Subject, Body, To, CC, BCC)
[ ] Approval Request Comments (if applicable)

--- DATA MAPPING & TRANSFORMATION ---
[ ] Source System Field (Account Name, Contact Email, Opportunity Amount, Custom Field A)
[ ] Target CRM Field (Account Name, Contact Email, Opportunity Amount, Custom Field A)
[ ] Decimal Precision (if applicable)
[ ] Transformation Logic (e.g., formula, script)
[ ] Detailed Transformation Notes
[ ] Data Type Conversion Required? (Yes, No)
[ ] Date Format Conversion Required?

--- ERROR HANDLING & EXCEPTION MANAGEMENT ---
[ ] Describe potential error scenarios
[ ] Error notification method (Email, Slack, CRM Activity Log, None)
[ ] Maximum retry attempts
[ ] Date of last error handling review
[ ] Which users/roles receive error notifications? (Admin, Workflow Owner, Data Steward)

--- TESTING & VALIDATION ---
[ ] Number of Test Cases Executed
[ ] Number of Test Cases Passed
[ ] Number of Test Cases Failed
[ ] Description of Failed Test Cases
[ ] Test Environment (Sandbox, UAT, Production)
[ ] Date of Test Execution
[ ] Summary of Test Results & Observations

--- USER ACCEPTANCE TESTING (UAT) ---
[ ] Test Case Description
[ ] Expected Result
[ ] Actual Result Matches Expected? (Yes, No, N/A)
[ ] Comments/Observations
[ ] Workflow Functionality Verified? (Yes, No, N/A)
[ ] Date of Test
[ ] Tester Signature

--- DEPLOYMENT & GO-LIVE ---
[ ] Scheduled Go-Live Date
[ ] Scheduled Go-Live Time
[ ] Deployment Rollback Plan (Detailed)
[ ] Number of Users to be Granted Initial Access
[ ] Environments to be Deployed To (Select all that apply) (Development, Staging, Production)
[ ] Deployment Sign-Off (IT Manager)

--- MONITORING & OPTIMIZATION ---
[ ] Average Workflow Execution Time (seconds)
[ ] Workflow Error Rate (%)
[ ] Workflow Completion Rate (%)
[ ] Recent Workflow Performance Observations
[ ] Date of Last Performance Review
[ ] Current Optimization Priority (High, Medium, Low)

--- DOCUMENTATION & TRAINING ---
[ ] Workflow Description Document
[ ] Training Manual (PDF)
[ ] Training Topics Covered (Workflow Overview, Trigger Configuration, Action Configuration, Error Handling, Reporting)
[ ] Training Completion Deadline
[ ] Number of Users Trained
[ ] Training Feedback Summary

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