Data rules for the session

Status: proposed. Stuart confirms these rules before the session.

The session uses real plans and real Salesforce data. These rules say what can go where.

In your own Claude

Your Claude runs in the company Claude organization. You can use your plan and your Salesforce exports there.

On the room board

The board and the personal pages are on https://cro-offsite.sc.rhapsody.health. A person needs the room code to see them. Only the people at the offsite have the room code.

You can post:

• account names and deal names
• amounts, stages and close dates
• totals, counts and run rate
• the rules, prompts and skills that you built

Do not post:

• the personal details of a customer contact, such as an email address or a phone number
• a contract, a price list or a customer document
• patient data of any type
• a password, a token or a key
• notes about the performance of a named employee

After the offsite

Tom takes the site down after the offsite. Tom exports the results first, so that the group keeps what it built. Tell Tom if you want a result removed before the export.

If you are not sure

Post the totals. Keep the detail in your own Claude.