◆ Salesforce

Identify potential customers

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 taskAdd 'Acme Corp' as a new lead. Their industry is 'Manufacturing', company size '500-1000…+
Add 'Acme Corp' as a new lead. Their industry is 'Manufacturing', company size '500-1000 employees', and the contact is John Smith, john.smith@acmecorp.com. Assign it to Sarah Williams.
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 pass these new leads to the sales development team, filter them to prioritize…+
Before I pass these new leads to the sales development team, filter them to prioritize companies in the healthcare sector with over 1,000 employees and flag any that have interacted with our content in the last 30 days.
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 got a list of 50 contacts from the 'Tech Innovators Summit', but most entries only have…+
I just received a list of 50 potential customer contacts from a recent industry event, but they lack key demographic details.
I just got a list of 50 contacts from the 'Tech Innovators Summit', but most entries only have names and emails, missing industry and company size. Our sales team needs qualified leads by end of day, and I'm afraid of wasting their time with incomplete data. What's the most efficient way to enrich these contacts with the missing information to make them actionable leads?
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
DBecome — change the patternI often find that the potential customers I identify don't convert well because the initial…+
I frequently find that the leads I identify don't convert well because they lack critical qualifying information from the start.
I often find that the potential customers I identify don't convert well because the initial information I gather isn't robust enough to truly qualify them. This leads to wasted effort for the sales team. What habit should I change in my lead identification process to ensure I'm capturing more critical qualifying details upfront?
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.