◆ Salesforce

Log new lead with contact details

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 taskI have a new lead from an inbound web form: Maya Patel, Senior Buyer at Greenline Logistics,…+
I have a new lead from an inbound web form: Maya Patel, Senior Buyer at Greenline Logistics, email maya.patel@greenline.com, phone 415-555-0198, requested a demo for our logistics module. Log this lead so the team can act: capture company Greenline Logistics, set source to Website, add the demo note, assign to me, and flag follow-up within two business days.
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 log Maya Patel as a lead, make it easy for the next rep to decide whether to pursue:…+
Before I log Maya Patel as a lead, make it easy for the next rep to decide whether to pursue: surface company size and industry, pull any existing matching account or contact, show prior inbound activity, and flag anything risky like a competitor domain or a catch-all email.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
CDecide — diagnose the stuck momentA web-form submitted Maya Patel from Greenline Logistics. I searched and found no exact match…+
I just received contact info from a web form and I’m not sure if it’s already in the system.
A web-form submitted Maya Patel from Greenline Logistics. I searched and found no exact match but Greenline appears as a dormant account from 2019. I’m worried I’ll duplicate and confuse the account owner. Recommend whether to create a fresh lead or reactivate the old account, and the safest steps to prevent duplicate contact records.
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: web leads create duplicates and reps chase non-current contacts. Where…+
We keep creating duplicate leads from inbound forms and wasting follow-up time.
This keeps happening: web leads create duplicates and reps chase non-current contacts. Where are we losing time and credibility in the intake process, and what habit should we change so the first rep either reuses existing accounts reliably or marks a clear reason to create a new one? Suggest one checklist item and one short gating step to reduce duplicates.
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.