Salesforce · Pipeline hygiene
Audit Salesforce opportunities for quiet pipeline risk
Oz identifies opportunity records with weak activity, contradictory dates, missing ownership, or vague next steps and returns a prioritized cleanup queue.
Built for: Sales operations and managers running pipeline inspection in Salesforce.
The workflow
From source context to a reviewable action.
- 01
Bring the relevant context
Start with a public input now. After signup, authorize the minimum source access needed for the connected version.
- 02
Oz separates fact from inference
The result organizes evidence, gaps, and suggested next steps instead of hiding uncertainty behind a generic summary.
- 03
You review the output
Save the result, connect the workflow, and keep customer-facing or system-changing actions behind approval.
Example output
What a useful first pass looks like
A manager receives a ranked list of opportunities where the forecast category, close date, and recent activity no longer tell a coherent story.
Limitations
What Oz will not pretend to know
- Custom objects and validation logic are only available when explicitly permitted.
- Review suggested changes before updating opportunity stages or forecast fields.
Run it now
See the output before you create an account.
The matching public tool is free, requires no login, and returns the result on-page.
Run a free hygiene check