Conduit

About the Data

Conduit is a read-only index and lens over Salesforce, Certinia, Monday.com, and Kipsi. All data in this proof of concept is mock/representative — not live production integration.

POC limitations

  • No real-time synchronization or production OAuth/SSO
  • Source-system authorization and field-level permissions are not reproduced
  • Write-back is not available except an isolated Monday interaction demo (feature-flagged)
  • Entity links use explicit IDs and approved mappings — never fuzzy name matching for relationships

Systems of record

Source of Truth

Sales Relationship
Pipeline
Delivery Execution
Project Financials
Time / Utilization
Client Engagement
PBC / Questionnaire

Fields supplied by each mock source

Salesforce
  • Accounts
  • Opportunities
  • Pipeline stage & value
  • Expected close dates
Certinia
  • PSA projects
  • Budget & actual cost
  • Utilization
  • Time entries (POC summary)
Monday.com
  • Delivery projects
  • Task buckets
  • Backlog effort (hours)
  • Project status
Kipsi
  • Engagements
  • PBC completion
  • Questionnaire status
  • Client requests

Freshness expectations (import/sync time)

Freshness is computed from Conduit import time, not source update time. Source effective timestamps are shown separately where available.

Salesforce: Current < 2h · Aging < 24h · Stale ≥ 24h (import time)

Certinia: Current < 4h · Aging < 48h · Stale ≥ 48h (import time)

Monday.com: Current < 1h · Aging < 12h · Stale ≥ 12h (import time)

Kipsi: Current < 6h · Aging < 72h · Stale ≥ 72h (import time)

Derived metric definitions

Open Pipeline

Sum of opportunity amounts where stage is not Closed Won or Closed Lost.

Formula: Σ amount for open stages (USD, Salesforce authoritative) · Unit: usd

Inputs: opportunity.stage, opportunity.amount

Weighted Pipeline (hours)

Probability-weighted delivery hours from Salesforce pipeline converted to hours — not dollar amounts.

Formula: Fixture-provided hours per team and horizon (Certinia/Salesforce blend in POC) · Unit: hours

Inputs: team.weightedPipelineByHorizon[horizon], horizon (30|60|90 days)

Projected Capacity Gap

Available team hours minus closed-won-not-started hours minus weighted pipeline hours.

Formula: availableHours − closedWonNotStartedHours − weightedPipelineHours · Unit: hours

Inputs: team.availableHours, team.closedWonNotStartedHours, team.weightedPipelineHours

Overall Client Status

Rule-based status from client record, Monday delivery status, and stale import flags — not an opaque score.

Formula: at-risk if client at-risk OR any delivery "At Risk" OR active client with stale imports · Unit: unknown

Inputs: client.status, deliveryProjects[].status, sourceRecords freshness

Task Bucket Urgency

Overdue, due within 7 days, on track, no date, or complete based on due date.

Formula: compare dueDate to referenceDate; due_soon if ≤ 7 calendar days · Unit: unknown

Inputs: taskBucket.dueDate, taskBucket.status, referenceDate

Known mapping limitations

  • Not all clients have canonical engagement fixtures yet — Globex demonstrates missing Monday links
  • Person identity uses explicit person-mappings.json; display-name matches produce suggestions only
  • Import batches are representative fixture metadata, not live ingestion logs
  • Conflicting values retain authoritative primary display with issues surfaced in Data Quality

Data ownership (placeholders)

Source data owners are not assigned in this POC. In production, each system row in the Systems directory would link to accountable stewards per category.