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Cleanse Salesforce data

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 taskGo through all open opportunities where the 'Close Date' is more than 90 days in the past and…+
Go through all open opportunities where the 'Close Date' is more than 90 days in the past and mark them as 'Closed Lost'. Assign the reason as 'Stale Opportunity' and ensure the 'Next Step' field is cleared.
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 the Q4 planning starts, cleanse our contact database. Look for duplicate contact entries…+
Before the Q4 planning starts, cleanse our contact database. Look for duplicate contact entries that share the same email address and company, and merge them, prioritizing the record with the most recent activity. This will prevent our marketing team from sending repeat emails.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
CDecide — diagnose the stuck momentOur lead conversion rates are plummeting, but when I look at the raw lead data, many records…+
Our lead conversion rates are plummeting, but when I look at the raw lead data, many records are missing critical fields like 'Industry' and 'Lead Source'.
Our lead conversion rates are plummeting, but when I look at the raw lead data, many records are missing critical fields like 'Industry' and 'Lead Source'. I'm afraid our sales reps are skipping these fields to save time, which means we can't properly segment or follow up. What's the fastest way to identify the worst offenders and implement a temporary fix to ensure new leads have this information, without alienating the sales team?
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
DBecome — change the patternI'm constantly finding old, irrelevant data cluttering our records, making reports unreliable…+
I'm constantly finding old, irrelevant data cluttering our records, making reports unreliable and slowing down our reps.
I'm constantly finding old, irrelevant data cluttering our records, making reports unreliable and slowing down our reps. It feels like a never-ending battle. What habit should I change to proactively identify and address data decay, so our system stays clean and trustworthy without requiring constant manual intervention?
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.