Case study·CRE advisory

Salesforce dry-run writeback

From inbox-to-Salesforce copy-paste — to a five-week controlled writeback with zero unapproved writes

74
Proposed updates stagedAcross the 5-week pilot window
“It respected the CRM instead of spraying data into it.”
Salesforce Administrator · CRE advisory firm
UK CRE advisory firm (technology + operations)·12 advisors across 3 desks, ~1,400 active Salesforce accounts·5-week pilot·United Kingdom
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01Pilot envelope
Pilot length5 weeks
First signal6 days
First ROI30 days
Team alongside5 seats · 2 colleagues

5-week controlled-write pilot; every payload staged for approval; duplicate checks and rollback notes built before the first live write.

02What it owns
Reports toOperations lead, dotted line to the Salesforce administrator on schema and field-level rules.
Owns
  • Payload drafting — turn advisor notes, files and inbox threads into structured Salesforce field updates
  • Duplicate detection — run fuzzy checks on name, domain and address before any payload reaches a reviewer
  • Approval queue — route every payload to a named approver with the field-level diff and a rollback note attached
  • Audit log — record every proposed write, decision, approver and outcome to the Unify audit trail
  • Rollback drafts — for any change above the agreed threshold, prepare the reverse payload before the first apply
Does not do
  • Direct writes — never pushes to Salesforce without a named approver on the payload
  • Bulk merges — flags suspected duplicates, never merges accounts unattended
  • Schema changes — proposes new fields and picklist values, never creates them
Done looks like

Every Salesforce update is drafted, duplicate-checked, approved and reversible. Nobody pastes from inboxes into the CRM, and data protection can reconstruct any change in minutes.

03The team
AI teammates2
MiraDrafts every Salesforce update from advisor notes, files and inbox threads; runs duplicate checks before the payload reaches a reviewer.
TheoHolds the approval queue: every payload, with field-level diff and rollback note attached, waits for a named reviewer before it touches Salesforce.
Human team5
  • Salesforce administratorOperations
  • Operations leadOperations
  • 3 AdvisorsAdvisory
  • 2 AnalystsAdvisory
  • Data protection ownerRisk & Compliance
04Connected stack
SalesforceSharePointExcelOutlookMicrosoft TeamsUnify audit log
05What it returned
74Proposed updates stagedAcross the 5-week pilot window
0Unapproved writes to SalesforceEvery payload required a named approver before commit
81%Duplicate task risk reductionFuzzy match on name, domain and address before payload submission
  • Day 0
    Co-ordinator sessionIn-scope objects, fields, approval rules and rollback thresholds agreed with the Salesforce admin and operations lead.
  • Day 6
    First drafted payloadMira presents the first dry-run payload — 12 account updates assembled from advisor notes and inbox threads — for review.
  • Day 12
    Read-only goes liveEvery proposed write lands in the approval queue; nothing is committed to Salesforce. Reviewers correct three field-level mappings.
  • Day 20
    Approval-gated writesFirst batch approved and applied with rollback notes attached; data protection signs off on the audit trail format.
  • Day 25
    Duplicate check tunedFuzzy match thresholds calibrated against historical merges; 47 suspected duplicates triaged into approve / hold / reject.
  • Day 30
    ROI reviewSponsor reviews 74 staged payloads, signs off three baseline metrics and approves expansion to deal-stage hygiene.
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Each design-partner pilot starts the same way: one workflow, the minimum useful context, and a first ROI signal measured in days.

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