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Surface low-engagement Salesforce contacts

by recued-core v1

Reactive alert. Listens to connection.api.salesforce.contact updated bus events; for each fired contact reads the cross-vendor `engagement_score_per_contact` enrichment (filled by the kernel housekeeping producer from D-129 P6 + D-130 P6 widening) and the Salesforce-flavored `lifecycle_stage_inferred_salesforce` topic (filled by the D-130 P6 kernel producer). Dispatches a notification when the contact is `customer`-stage AND engagement trajectory is `falling` AND last meaningful touch is older than a configurable threshold. The reconciler's poll cadence + CometD streaming drive the practical 'daily watcher' frequency. Salesforce parallel of `surface-low-engagement-contacts-hubspot`; both share `variant_group: surface-low-engagement-contacts`.

How it works 13 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Data fetch
contact ?
engagement_rows ?
lifecycle_rows ?
Process (10 steps)
trajectory default
Apply default
last_touch_at default
Apply default
lifecycle_stage default
Apply default
days_since_touch date_diff
Calculate days between last touch at and event payload at
is_customer compare
Check if lifecycle stage equals customer
is_falling compare
Check if trajectory equals falling
is_stale compare
Check if days since touch is greater than setting stale touch days
should_alert all
Check if all conditions are true
notify ?
skip: step.should_alert equal false
card to_summary
Format results as a summary card
Settings 3 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

channels setting = in_app
salesforce setting =
stale touch days setting = 30

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Where it runs

Device + server Runs on your device (browser) or your server.

Permissions it requires

Send notificationsRead your Salesforce connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

Data it touches

Warehousedata.connectiondata.enrichment

About

Tags

salesforcecontactalertreactive

Details

13 steps 3 configurable settings recipe_id: surface-low-engagement-contacts-salesforce