Data Sources Decision Table

Pipeline Management uses data sources to generate field update suggestions. The quality and relevance of suggestions directly depends on which data sources are enabled and have recent activity.

Data Source Matrix

Data Source	What It Provides	Required Setting	Automation Level
Notes (ContentNote)	Meeting notes, deal notes attached to opportunities	`EnhancedNotesSettings.enableEnhancedNotes`	✅ SOAP API
Enhanced Email	Email body text indexing for deeper analysis	`EmailAdministrationSettings.enableEnhancedEmailEnabled`	✅ SOAP API
Einstein Activity Capture (EAC)	Auto-captured emails + calendar events	Separate product provisioning	❌ UI setup required
Einstein Conversation Insights (ECI)	Voice/video call transcripts	Separate product provisioning	❌ UI setup required

Decision Flow

Does the org have Notes (ContentNote) with recent activity?
├── Yes → Enable Enhanced Notes ✅ (baseline data source)
└── No → Create sample notes on open opportunities for testing

Does the org use email-to-opportunity logging?
├── Yes → Enable Enhanced Email ✅ (enables email body indexing)
│         → Check if Einstein Activity Capture is provisioned
│           ├── Yes → Verify EAC is capturing emails (Setup → EAC Configuration)
│           └── No → Email logging via manual BCC or Salesforce Inbox
└── No → Skip email data source

Does the org use call recording/transcription?
├── Yes → Check if Einstein Conversation Insights is provisioned
│         ├── Yes → Verify transcripts exist: SELECT COUNT() FROM VoiceCall
│         └── No → Cannot enable without ECI license
└── No → Skip call transcript data source

Minimum Viable Data Sources

For Pipeline Management to produce useful suggestions, at minimum:

Notes — must be enabled (lowest barrier)
Recent opportunity activity — at least some open opportunities must have activity in the last 7 days

Without any data sources with recent content, the flow will run daily but produce no suggestions.

Verifying Data Source Activity

ORG="pipeline-mgmt-org"

echo "=== Notes (primary data source) ==="
sf data query -q "SELECT COUNT() FROM ContentNote WHERE CreatedDate = LAST_N_DAYS:30" --target-org $ORG 2>/dev/null

echo "=== Emails (if Enhanced Email enabled) ==="
sf data query -q "SELECT COUNT() FROM EmailMessage WHERE CreatedDate = LAST_N_DAYS:30 AND RelatedToId != null" --target-org $ORG 2>/dev/null

echo "=== Recent opportunity activity ==="
sf data query -q "SELECT COUNT() FROM Opportunity WHERE LastActivityDate = LAST_N_DAYS:7 AND IsClosed = false" --target-org $ORG 2>/dev/null

echo "=== Voice calls (if ECI enabled) ==="
sf data query -q "SELECT COUNT() FROM VoiceCall WHERE CreatedDate = LAST_N_DAYS:30" --target-org $ORG 2>/dev/null

Expected: Total > 0 for at least Notes and recent opportunity activity.

Enabling Data Sources via API

Notes (SOAP API)

# See references/soap-api-enablement.md Section 3
curl -s "${INSTANCE_URL}/services/Soap/m/62.0" \
  -H "Content-Type: text/xml; charset=UTF-8" \
  -H "SOAPAction: update" \
  -d "<?xml version='1.0' encoding='utf-8'?>
<soapenv:Envelope xmlns:soapenv='http://schemas.xmlsoap.org/soap/envelope/' xmlns:met='http://soap.sforce.com/2006/04/metadata'>
  <soapenv:Header><met:SessionHeader><met:sessionId>${ACCESS_TOKEN}</met:sessionId></met:SessionHeader></soapenv:Header>
  <soapenv:Body><met:updateMetadata>
    <met:metadata xsi:type='met:EnhancedNotesSettings' xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'>
      <met:fullName>EnhancedNotes</met:fullName>
      <met:enableEnhancedNotes>true</met:enableEnhancedNotes>
    </met:metadata>
  </met:updateMetadata></soapenv:Body>
</soapenv:Envelope>" | xmllint --format - 2>/dev/null | grep -E "(success|message)" | head -5

Enhanced Email (SOAP API)

# See references/soap-api-enablement.md Section 4
curl -s "${INSTANCE_URL}/services/Soap/m/62.0" \
  -H "Content-Type: text/xml; charset=UTF-8" \
  -H "SOAPAction: update" \
  -d "<?xml version='1.0' encoding='utf-8'?>
<soapenv:Envelope xmlns:soapenv='http://schemas.xmlsoap.org/soap/envelope/' xmlns:met='http://soap.sforce.com/2006/04/metadata'>
  <soapenv:Header><met:SessionHeader><met:sessionId>${ACCESS_TOKEN}</met:sessionId></met:SessionHeader></soapenv:Header>
  <soapenv:Body><met:updateMetadata>
    <met:metadata xsi:type='met:EmailAdministrationSettings' xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'>
      <met:fullName>EmailAdministration</met:fullName>
      <met:enableEnhancedEmailEnabled>true</met:enableEnhancedEmailEnabled>
    </met:metadata>
  </met:updateMetadata></soapenv:Body>
</soapenv:Envelope>" | xmllint --format - 2>/dev/null | grep -E "(success|message)" | head -5

Einstein Activity Capture (UI-Only)

EAC requires separate product provisioning and cannot be fully automated:

Setup → Einstein Activity Capture → Settings
Enable for target users or profiles
Configure sync settings (which emails/events to capture)
Wait 24-48 hours for initial sync

Einstein Conversation Insights (UI-Only)

ECI requires a separate license and provisioning:

Setup → Einstein Conversation Insights → Settings
Connect recording provider (Zoom, Teams, etc.)
Enable for target users
Wait for transcripts to populate

Data Source Impact on Suggestions

Data Source	Suggestion Quality Impact
Notes only	Basic — relies on manually written notes
Notes + Email	Better — captures communication context automatically
Notes + Email + EAC	Good — full email + calendar activity captured
Notes + Email + EAC + ECI	Best — includes call transcript insights

Recommendation: Enable Notes + Enhanced Email as the baseline (both automatable). Add EAC and ECI if the org has those licenses.

Troubleshooting

Issue	Cause	Fix
No suggestions generated despite active flow	No recent data in any source	Create notes on open opportunities, wait 24h
Suggestions low quality	Only notes enabled, notes are sparse	Enable Enhanced Email, add more detailed notes
"VoiceCall not supported" error	ECI not provisioned	Skip ECI-related queries if not licensed
Emails not appearing in suggestions	Enhanced Email not enabled	Enable via SOAP API (see above)
EAC enabled but no emails captured	Sync delay or configuration issue	Check EAC settings, wait 24-48h

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