Security Notice

This document has been auto-published from the internal knowledge base. All passwords, API keys, tokens, and IP addresses have been redacted for security.

Salesforce Playbook — Domain Specialist

Connection Architecture

Salesforce → Power Automate (Azure API Hub connector) → n8n Salesforce Data Hub → Dashboards

• No direct Salesforce API — all data flows through Power Automate
• n8n Data Hub: aXxt5OPrwtVoGZsQ (ACTIVE), webhook POST /sf-data
• API Key: [API_KEY]

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Pipeline Stages (WSI Sales Process)

Prospect → Conversing with PIC → Opportunity → Active → Won
                                                    ↘ Freezer (dormant)

• Prospect: Initial contact, no engagement yet
• Conversing with PIC: Talking to Person in Charge, gathering intel
• Opportunity: Quoted, active negotiation
• Active: Shipping cargo, revenue generating
• Won: Closed deal, ongoing business
• Freezer: Went dormant, revisit later

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WSI Sales Team (9 users total)

Name	Role	Territory	Profile	Status
Janice Kim	#1 Sales	SoCal (largest book)	Sales 00eKd000001APnrIAG	Active
Thomas Kim	#2 Sales	LAX	Sales alt 00eVp000001sqDxIAI	Active
George Damwijk	Sales	Arizona	Sales 00eKd000001APnrIAG	Active
Jimmy Yim	Sales	SoCal	Sales 00eKd000001APnrIAG	Active
Michael Mendoza	Sales	AZ / National	Sales 00eKd000001APnrIAG	Active
Cristhian Trinidad	Sales	Mexico	Admin 00eKd000001X48MIAS	Active
Jeff Chang	Sales	—	Sales 00eKd000001APnrIAG	Inactive (since Jul 2025)
Manuel Chavez	Admin	—	Admin 00eKd000001X48MIAS	Active (system)
System/Integration	—	—	—	Active (system)

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Salesforce Objects (Documented)

Account

• ~100+ accounts, mostly US (CA/AZ), some MX
• Key custom field: CWCode__c = CargoWise Company Code (links SF Account ↔ CW OrgHeader.OH_Code)
• Custom fields: DataMyne trade intel (competitors, ports, HS codes, volumes)
• Service mode booleans: Ocean, Air, OTR
• Owner: Assigned to sales rep (User.Id)

Top Accounts by Volume

Account	TEU (Last Year)	Key Cargo	Sales Rep
Tireco	18,000	Tires	—
Koyorad	908	Auto radiators	—
Liberty Paper	825	Paper products	—
VM International	480	—	—
Twenty Four 7	430 (CY)	—	—

Opportunity

• Linked to Account
• Stages match pipeline above
• Amount = deal value
• CloseDate = expected close
• StageName = current pipeline stage
• Used for: total_pipeline, weighted_pipeline, win_rate_pct, avg_deal_size

Task

• Activities assigned to users
• Types: Email, Call, Follow-up
• Status: Open, Completed, Deferred
• ActivityDate: Due date
• Sample data: Mostly George Damwijk emails (Feb–Mar 2025), rate trends China→AZ ($5.8K→$4.6K)
• Key leads in tasks: Barron Lighting, UP Auto, Today's Patio, GT Industries

Event

• Calendar activities (meetings, calls)
• StartDateTime, EndDateTime
• Linked to Account/Contact

Contact

• People at accounts
• Linked to Account via AccountId

Lead

• Pre-account prospects
• LeadSource: Web, Referral, Trade Show, etc.
• Status: New, Working, Qualified, Converted

User

• SF system users (sales reps, admins)
• IsActive boolean
• ProfileId links to profile (Admin vs Sales)

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DataMyne Fields (Trade Intelligence)

Custom fields on Account for competitive intel:

• Competitors: Who else ships for this account
• Ports: Origin/destination ports used
• HS Codes: Product classification codes
• Volumes: Historical TEU/shipment counts
• Trade lanes: Origin country → destination pairs

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Salesforce Data Hub (n8n Workflow)

Actions

Action	Input	Output
push	Raw SF objects from Power Automate	Stores in staticData
get	Optional object type filter	Returns cached SF data
stats	—	Computed metrics (see below)

Stats Response Fields

{
  "total_pipeline": 0,
  "weighted_pipeline": 0,
  "win_rate_pct": 0,
  "avg_deal_size": 0,
  "open_leads": 0,
  "overdue_tasks": 0,
  "total_accounts": 0,
  "total_contacts": 0,
  "stage_breakdown": {},
  "lead_sources": {},
  "pipeline_by_owner": {}
}

Power Automate Push Schedule

• Recap JSON cada 20 minutos flow pushes email data every 20 min
• SF object sync: Opportunities, Accounts, Contacts, Leads, Tasks, Events, Users

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Sales MC Scoring Model

Weighted Scorecard (A+ to F)

• 7 real WSI salespeople scored monthly (6 active + Jeff Chang inactive)
• 12 months of historical data
• Grades: A+, A, B+, B, C+, C, D, F
• Current rankings (2026-02-23):
  1. Janice Kim — A+
  2. Thomas Kim
  3. George Damwijk
  4. Jimmy Yim
  5. Michael Mendoza
  6. Cristhian Trinidad
  7. Jeff Chang (inactive, active=0)

Import Intel (Sales MC)

10 records with real WSI accounts: Tireco, Koyorad, Liberty Paper, Barron Lighting, GT Industries, VM Int'l, UP Auto, Today's Patio, Twenty Four 7, Grupo Logistico

Sales MC API Endpoints

Endpoint	Purpose
/api/kpis	KPI summary
/api/scorecard	Full scorecard with grades
/api/salespeople/:id	Individual drill-down
/api/alerts	Active alerts
/api/sync/salesforce	Trigger SF data sync
/api/upload/import-intel	Upload import intel data
/api/entity-review	Entity review
POST /api/digest	Store AI-generated daily digest (key: digest_wsi_9f3a2b7c8e1d4056)
GET /api/digest/latest	Return most recent AI digest with parsed JSON + staleness flag

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Dashboard Integrations

Mission Control (Section 8 — Salesforce CRM)

• Generated by gen_salesforce() in generate.py
• KPIs: pipeline, weighted, deals, win rate, avg deal
• Stage breakdown bars, lead sources, activity chart
• Polls n8n sf-data webhook every 2 min

WSI MC

• Section references Salesforce data via n8n API

Sales MC (sales.handymanny.cloud)

• Full React app with Express backend
• SQLite database with seed data
• Re-seed: ssh ... "docker volume rm sales-mc_sales-data" then redeploy