Validation Workflows

Validation workflows are automated checks that run continuously against your pipeline data, identifying records that violate your data quality standards. They are the immune system of your pipeline — detecting and flagging problems before they infect your analytics. A validation workflow does not fix the problem. It surfaces it to the person who can fix it, with enough context to fix it quickly.

Common Validation Rules for Pipeline Hygiene

Rule                              Trigger                    Action
────────────────────────────────  ─────────────────────────  ──────────────────────
Close date in the past            Daily scan, open deals     Alert deal owner
No activity in 14+ days           Daily scan, active deals   Alert deal owner + mgr
Amount is $0 or blank             On stage change             Block stage advance
Stage moved backward              On stage change             Alert manager
Close date pushed 3+ times        On close date change       Flag for review
Deal > 2x avg cycle time          Weekly scan                Alert manager
Contact email bounced             On email bounce             Flag contact record
Duplicate company detected        On record creation         Surface match for review

The validation workflow is not about catching people making mistakes. It is about catching data problems regardless of their source. A close date slips into the past because a rep forgot to update it after a call. An amount is wrong because the buyer changed scope and the rep updated their notes but not the deal record. These are not performance issues — they are human nature. Automation catches them without blame.