Active users
Kernel's customizable algorithm detects which accounts are owned by active sales reps.
Account ownership
The purpose of Kernel's AI Cleaning & Hierarchies module is to bring the CRM into a functional state without risking any existing business processes.
When making structural changes to a live CRM, one of the most important considerations is whether an account is actively owned and actively managed by a sales rep.
An account may be out of business or an exact duplicate of another account, but deleting or merging this account may still be disruptive to a sales rep who was actively managing this account.
Account ownership is an integral part of how Kernel thinks of Account risk
User definitions
Kernel categorizes all users as either Active, Inactive, or Integration
Active
Active human users, e.g., SDRs and Account Executives.
Inactive
Inactive human users, including users who have not been active , as well as RevOps and System Administrators.
Integration
Integration (robot) users, e.g., users called “Integration User” or users with a Profile permission set that gives API access only.
User fields
Kernel uses the following standard fields in Salesforce:
NameUsernameTitleProfileId(-->Profile.Name)LastLoginDateIsActiveUserType
Kernel's algorithm uses a combination of static rules, keyword matching, and AI analysis to determine which type of user it is.
Gary Smith
Account Executive
false
[6 months ago]
Ringlead Integration
null
true
[1 day ago]
Betty Smith
SDR
true
[3 days ago]
Zak Benney
RevOps
true
[1 day ago]
Chad Smith
Account Executive
true
[6 months ago]
Custom logic
Kernel's standard logic can be modified to your needs, and also augmented with custom logic, such as using custom fields on the User object in the logic. For example, these may be fields related to cost centers, segments, managers, or title variations.
If you don't use the native OwnerId field to track account ownership, e.g., using a custom field, Kernel can also accommodate this.
Last updated