◆ Salesforce

Check if lookup field is not null

This is real work, not a feature someone invented — it comes from real job ads and real questions people asked. Below are four ready AI prompts: get it done, make it easy for the next person to say yes to, work out the right move when you are stuck, and stop it coming back.

4prompts
See the prompt↓All Salesforce tasks

The same task, four prompts

today's deadline · the next reviewer · the stuck moment · the pattern
AExecute — do the immediate taskWhen a new lead comes in, check if the 'Referral Source' field is filled out. If it is, assign…+
When a new lead comes in, check if the 'Referral Source' field is filled out. If it is, assign it to Sarah in inbound sales.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
BImprove — make it easier to acceptBefore a sales rep can close an opportunity, make sure the 'Contract Signed By' field is not…+
Before a sales rep can close an opportunity, make sure the 'Contract Signed By' field is not empty, so we always have a record of who authorized the deal.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
CDecide — diagnose the stuck momentA new order just came in for a major client, but it didn't get assigned to a sales rep. The…+
A new order just came in, but the system didn't assign a sales rep, and it's sitting unassigned.
A new order just came in for a major client, but it didn't get assigned to a sales rep. The 'Account Manager' field is empty, and I can't figure out why it's not linking. The client expects a call today. I'm worried this will delay processing. What's the most likely reason the lookup failed, and how do I get this assigned to David in sales immediately?
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
DBecome — change the patternI keep finding records where key relationships, like a contact to an account or an opportunity…+
I frequently find records where critical relationships are missing, causing downstream problems.
I keep finding records where key relationships, like a contact to an account or an opportunity to a primary sales rep, are unexpectedly empty. This causes delays and incorrect reporting. What habit should I change to prevent these critical lookup fields from being null and ensure data integrity?
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?

Questions people actually ask

honest answers, no sign-up

Every task here was seen in the real world. Someone doing the job named it, a real job ad asked for it, or a lot of people asked about it online.

If nothing real showed a task, it is not on the page. That is the whole rule.

They are the same job approached four ways, because what you need depends on where you are.

Get it done today. Make it easy for the next person to say yes to. Work out the right move when you are stuck. Learn the pattern so the job stops coming back.

For most of these jobs it can carry the heavy thinking - draft it, sort it, check it, rehearse it with you.

It cannot sit in your chair, take the blame when a number is wrong, or notice what nobody wrote down. Let it do the first 80%. Keep the last 20% that is truly yours.

No. Copy any prompt and paste it into the AI you already use. No account, no score, no wall in the way.

Any of them. The prompts describe the work rather than naming a product, so they are not tied to one assistant.

That is also why they keep working when you switch.

Change it freely. Every prompt is a starting line, not a rule.

Put in your real numbers, your real names and your real deadline. The more you make it yours, the better the answer comes back.

The tasks come from real job ads, published job data and the questions people ask in public forums.

The steps come from Salesforce's own documentation, with practitioner sources for the traps the manual does not mention.

Push once. Ask it to sharpen the weakest part and to say what it assumed.

Most wrong answers come from a missing detail rather than a bad prompt - tell it the thing it could not know.