Define the exchange
Record the source event, destination action, required fields and record identifiers. Explain which system is authoritative for each field. Document expected volumes and timing without assuming all systems update instantly.
Lead routing and exception handling
Inspect validation, duplicate checks, destinations and exception handling.
Plan failure handling
Decide how duplicates, retries, missing fields and rejected records should be handled. Give unresolved exceptions an owner and a visible queue. Ensure a retry cannot silently create a second customer-facing action.
Verify the contract
Test representative successful and failing cases with safe test records. Record permissions, secrets management and change ownership. Provide a runbook so future staff can distinguish a data issue from an integration defect.
Put the guidance to work
Capture your starting point, assign an owner to the next action, and decide what evidence will confirm that it worked.
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