CRM Workflow Automation Checklist
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Workflow Definition & Planning
Initial planning and design of the automated workflows.
Workflow Purpose Description
Workflow Type
Estimated Completion Time (minutes)
Workflow Start Date (Planned)
Initial Business Requirements
Systems Involved
Trigger Configuration
Setting up the conditions and events that initiate the workflows.
Workflow Trigger Type
Object/Entity
Run Every (Minutes)
Start Date (Scheduled)
Trigger Criteria (Advanced)
Related Object
Action Configuration
Defining the specific actions to be performed by the workflow.
Select Action Type
Detailed Action Description
Record Type (if applicable)
Email Priority (1-9, 1=Lowest)
Select Relevant Email Fields to Populate
Approval Request Comments (if applicable)
Data Mapping & Transformation
Ensuring data flows correctly between systems and fields.
Source System Field
Target CRM Field
Decimal Precision (if applicable)
Transformation Logic (e.g., formula, script)
Detailed Transformation Notes
Data Type Conversion Required?
Date Format Conversion Required?
Error Handling & Exception Management
Defining how errors will be handled and notifications will be sent.
Describe potential error scenarios
Error notification method
Maximum retry attempts
Date of last error handling review
Which users/roles receive error notifications?
Testing & Validation
Thorough testing of workflows in a test environment.
Number of Test Cases Executed
Number of Test Cases Passed
Number of Test Cases Failed
Description of Failed Test Cases
Test Environment
Date of Test Execution
Summary of Test Results & Observations
User Acceptance Testing (UAT)
Testing by end-users to ensure workflows meet business requirements.
Test Case Description
Expected Result
Actual Result Matches Expected?
Comments/Observations
Workflow Functionality Verified?
Date of Test
Tester Signature
Deployment & Go-Live
Deploying the workflows to the production environment.
Scheduled Go-Live Date
Scheduled Go-Live Time
Deployment Rollback Plan (Detailed)
Number of Users to be Granted Initial Access
Environments to be Deployed To (Select all that apply)
Deployment Sign-Off (IT Manager)
Monitoring & Optimization
Ongoing monitoring and optimization of workflow performance.
Average Workflow Execution Time (seconds)
Workflow Error Rate (%)
Workflow Completion Rate (%)
Recent Workflow Performance Observations
Date of Last Performance Review
Current Optimization Priority
Documentation & Training
Creating documentation and providing training for users.
Workflow Description Document
Training Manual (PDF)
Training Topics Covered
Training Completion Deadline
Number of Users Trained
Training Feedback Summary
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