The four heights
The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.
Execute — do the immediate task
+My regional account teams keep missing required fields when updating Opportunity pages. Edit the…
Execute — do the immediate task
+My regional account teams keep missing required fields when updating Opportunity pages. Edit the Opportunity page layout for East Coast AEs so Stage, Close Date, Primary Contact, and ACV sit above the fold and the Competitors and Next Steps fields are collapsed. Before saving, preview as an AE and a service rep to confirm visibility and required icons display correctly. Deadline: Friday EOD.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Improve — make it easier to accept
+Before I roll the layout change to all sellers, make the Opportunity page easier to scan for deal…
Improve — make it easier to accept
+Before I roll the layout change to all sellers, make the Opportunity page easier to scan for deal risk. Surface the highest-risk fields — Stage, Probability, Close Date, Primary Contact, and Delivery Risk — at the top. Hide rarely used admin fields in a collapsed section. Flag any fields that will become required so CSMs and finance know what will change. Produce a one-paragraph note I can paste to explain the change to AEs and CS.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Decide — diagnose the stuck moment
+I changed the Opportunity layout for East Coast AEs and an AE reports they no longer see Primary…
Decide — diagnose the stuck moment
+I just moved fields around and a rep says they can’t see Primary Contact.
I changed the Opportunity layout for East Coast AEs and an AE reports they no longer see Primary Contact. The AE is on the East Coast Sales profile, the admin says sharing and field-level security haven’t changed. I’m worried I broke field visibility for a subset of users and will lose trust. What likely caused this, which checks do I run first, and the exact next step to restore their view while I investigate?
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Become — change the pattern
+Every quarter we end up firefighting layout tweaks that annoy reps and waste two days per change. I…
Become — change the pattern
+We repeatedly get requests to tweak layouts after go-live.
Every quarter we end up firefighting layout tweaks that annoy reps and waste two days per change. I don’t have a reliable review or sign-off before edits. What habit should I adopt to cut rework, who needs to approve layout changes, and a simple checklist to follow that keeps layouts usable and reduces surprise breakages?
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Next to this one
Other CRM work people do in Salesforce.
Create custom report for accountsCreate new opportunity from contactCreate onboarding tasks for new repsCreate or update price book entriesCreate workflow rule or automationEmail contact from recordEnroll contact in nurture campaignEscalate case to support teamExport report data to CSVForecast monthly and quarterly pipeline
Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map
Same library, five ways in.