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Import leads or contacts from CSV

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 taskI need these 1,742 leads from the CSV added to our account records and routed to the right…+
I need these 1,742 leads from the CSV added to our account records and routed to the right reps. Import the file, map the columns so Company goes to Account Name, JobTitle to Title, Email to Email, Phone to Mobile, Lead Source to Lead Source, and attach the original CSV to each import job. Assign owner based on Territory Code: EMEA to Sofia Marin, NA to Jordan Lee, APAC to Priya Kapoor. Run a de-dup check against existing contacts by email and flag conflicts for manual review. Deliver a summary of how many created, updated, and conflicted by Friday 5pm.
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 import these leads, make the file easy for our reps and ops to trust. Show the top…+
Before I import these leads, make the file easy for our reps and ops to trust. Show the top three metrics up front: count of rows, percent with emails, and percent with company name. Put pricing-related columns and custom fields in a separate sheet. Highlight rows with missing email or invalid phone format, surface duplicates by email, and flag any company names that match closed-lost accounts. Add a brief note explaining how I mapped each CSV column to our CRM fields and what rules will determine owner assignment.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
CDecide — diagnose the stuck momentThe CSV import just finished and 436 rows matched existing contacts by email — many are…+
The import ran but hundreds matched existing contacts I didn't expect.
The CSV import just finished and 436 rows matched existing contacts by email — many are variants like bob.smith@ and bsmith@ — I need to avoid creating duplicates and not overwrite account-level fields. Tell me the likely cause of these match patterns, which matching rule to tighten first, and the safest next step to complete the import without losing legitimate updates or creating duplicates. Also say what I should tell Sofia and Jordan about follow-up work.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
DBecome — change the patternThis keeps happening every quarter: we pull lists from trade shows, import them, then spend a…+
We keep re-importing the same stale leads and fixing duplicates afterward.
This keeps happening every quarter: we pull lists from trade shows, import them, then spend a week merging duplicates and fixing ownership. Where am I losing time and trust with reps? Recommend one change to the import checklist and one recurring habit for reps that would stop this cycle and save at least one day of ops time per quarter.
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.