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Create new opportunity from contact

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 taskCreate a new opportunity from contact Omar Diaz at BlueHarbor Trading. Expected close:…+
Create a new opportunity from contact Omar Diaz at BlueHarbor Trading. Expected close: September 30, stage Proposal, amount USD 85,000, product: Inventory Optimization Suite. Link opportunity to Omar’s contact and BlueHarbor Trading account, set primary campaign to Trade Show June, and assign me as opportunity owner.
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 I create this opportunity from Omar Diaz, make it easy for a manager to approve the…+
Before I create this opportunity from Omar Diaz, make it easy for a manager to approve the forecast: surface deal drivers up front, show any past wins or losses with BlueHarbor Trading, make pricing and subscription term findable, and flag anything that would make a reviewer hesitate to include it in the monthly forecast.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
CDecide — diagnose the stuck momentI just created an 85,000 USD opportunity for Omar Diaz, but the finance analyst flagged it as…+
I created an opportunity but finance says the amount looks inflated compared with past business.
I just created an 85,000 USD opportunity for Omar Diaz, but the finance analyst flagged it as unusually high for BlueHarbor Trading. I don’t know the basis for the figure — the rep provided a rough estimate. What’s the likely diagnosis and the safest next move to validate amount and protect forecast integrity?
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
DBecome — change the patternWe keep entering inflated opportunity values and leadership questions our pipeline. Where are…+
Our reps routinely enter optimistic opportunity amounts and the forecast becomes unreliable.
We keep entering inflated opportunity values and leadership questions our pipeline. Where are we losing time and trust with forecasting, and what habit should we change so opportunity amounts are realistic? Recommend one calibration step for reps and one quick approval gate that preserves speed but improves accuracy.
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.