◆ Salesforce

Find users with custom permission

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

The same task, four prompts

today's deadline · the next reviewer · the stuck moment · the pattern
AExecute — do the immediate taskFind all sales reps who have the 'Manage Discounts' custom permission and export their names…+
Find all sales reps who have the 'Manage Discounts' custom permission and export their names and email addresses by Friday morning.
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 give this list to the sales managers, filter it to show only active reps. Also, add a…+
Before I give this list to the sales managers, filter it to show only active reps. Also, add a column for their current quarter's quota attainment so we can see if there's a correlation with discount usage.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
CDecide — diagnose the stuck momentWe just rolled out the new discount policy, and sales leaders are complaining reps can't access…+
The new discount policy is causing confusion, and I'm getting pushback from sales leaders.
We just rolled out the new discount policy, and sales leaders are complaining reps can't access it. I'm afraid I missed a permission set, but I can't tell which one without causing a panic. What's the fastest way to diagnose who has what access and what's the best next step to fix it without disrupting everyone?
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
DBecome — change the patternEvery time we launch a new feature with custom permissions, I waste hours trying to figure out…+
I keep struggling to quickly identify which users have specific custom permissions when new features launch.
Every time we launch a new feature with custom permissions, I waste hours trying to figure out who has access and who doesn't. What habit can I change to ensure I can quickly audit custom permission assignments without manual checks?
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.