contact-gaps

To find missing Salesforce contacts, cross-reference SF ContactRoles with Gmail recipients and Calendar attendees using LLM-based diffing. This identifies external participants not tracked in your CRM, surfacing gaps for accurate contact hygiene.

Yes, you can run a batch workflow to audit Salesforce contact gaps across multiple open opportunities. It scans all pipeline accounts, gathers transcript participants, and surfaces likely gaps using a lightweight pipeline without individual account lookups.

LLM-based diffing for CRM hygiene compares Salesforce ContactRoles against transcript participants, Gmail recipients, and Calendar attendees. The LLM identifies unmatched external contacts, generating a gap report requiring explicit approval before writing.

Yes, detecting Salesforce contact gaps requires Gmail, Calendar, and Salesforce data access. The workflow cross-references these sources to identify participants missing from SF ContactRoles, needing all three data streams for accurate diffing.

The best way to report Salesforce contact gaps is saving approved gap reports to Obsidian or a specified store. The workflow presents an approval gate for writes, ensuring only reviewed missing contacts are persisted to your records.

Limitations of LLM diffing for Salesforce contact audits include dependency on external data access for Gmail, Calendar, and transcripts. Gaps cannot be detected if participants lack these records, and all writes require manual approval gates.