Every premium and members-only resource for $9.99/month, as a no-commitment subscription. See the plans

PalateKit

Sign in
Menu

Request a resource

Describe the resource you are missing in one sentence. We will email you when it is published.

0 / 280

A page, a video or an image online.

Unlock PalateKit

Unlock everything

Plan

Paying means accepting our terms of sale.

Secure payment by Stripe. Receipts and invoices sent by email.

Welcome back

Sign in to install, download or save this resource. A free account is enough for free resources.

CRM field governance: owners and rules v1.0.0

Use this resource to define and run field-level governance for a CRM

New

  • 478 downloads
  • 113 likes
  • 185 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install crm-field-governance

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent builds a dictionary of critical fields, names one owner per field, sets the precedence rule between systems, fixes freshness deadlines and ranks enforcement options. It also covers the field lifecycle and the meeting that keeps everything alive. You get an operational data rulebook.

Mostly picked by

Updated November 2, 2026

Card for the “CRM field governance: owners and rules” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

Similar resources

View all

What you get

  • SKILL.md: ground rules, interview, workflow and output format
  • references/: field dictionary and ownership, system-of-record rules, freshness SLAs and lifecycle

Good fit for

  • Two CRM fields contradict each other depending on the team
  • Your CRM is full of custom fields with no owner

Not for

    Tags

    • governance
    • CRM
    • fields
    • source of truth

    About

    You say

    “Define who owns each CRM field and which system is authoritative for opportunity amounts.”

    Card for the “CRM field governance: owners and rules” skill

    Skill published by mbfinotti under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to define and run field-level governance for a CRM
    3. Review and adjust the result

    Content preview

    Files

    • evals/evals.json34.8 KB
    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/enforcement-menu.md6.8 KB
    • references/field-lifecycle.md4.4 KB
    • references/field-ownership-and-dictionary.md4.9 KB
    • references/freshness-slas.md2.8 KB
    • references/system-of-record-rules.md9.8 KB
    • references/worked-examples.md5.4 KB
    • SKILL.md19.2 KB

    Origin and licence

    Listed unmodified

    Author
    mbfinotti
    Source
    github.com/mbfinotti/revops-skills/tree/12fd9f5537bbc6c23bff6222bc774685245a110b/skills/crm-data-governance
    Licence
    MIT

    Notice

    « crm-data-governance » (mbfinotti, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

    User reviews

    –

    No ratings yet

    Loading reviews…

    Delete your review?

    Your rating and comment will be removed from the page.