Dify and Salesforce: Connecting AI Workflows to Your CRM

The to-do list from the article.

Identify the exact trigger — a new record, a status change, a scheduled batch — that should kick off the AI workflow.
List the specific Salesforce fields the workflow needs to read and the fields it will write back to.
Decide who reviews AI-generated output before it's acted on, especially for anything customer-facing like a draft email.
Confirm authentication — set up a Salesforce connected app with OAuth if you're calling the API directly.
Test on a sandbox or a small batch of records before turning it on for your full pipeline.
Set a data retention policy for anything Dify processes, since CRM data often includes personal customer information.
Document the workflow somewhere your team can find it, so it doesn't become a mystery when the person who built it moves on.

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