Keep CRM DOB fields normalized for IT operations
Keep CRM DOB fields normalized for IT operations
IT admins receive contact DOBs in mixed formats, causing segmentation errors and compliance risk. Split and normalize DOB into separate CRM fields so operations can run accurate segments and audits.
Overview
Inconsistent DOB formats create segmentation failures and compliance risk for IT and operations. This workflow standardizes, validates, and writes DOB into discrete CRM fields so audits are reliable and downstream processes run without manual fixes.
Notable Features
- Split DOB into discrete fields
- Format and validate date values
- Write standardized fields back to CRM