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Merge duplicate contacts or accounts

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 taskTwo account records for Acme Energy and four contact records for Jamie Rodriguez exist; the…+
Two account records for Acme Energy and four contact records for Jamie Rodriguez exist; the reps complain the history is split. Merge the two Acme accounts into the one with the most complete billing address and retain the parent account ID 0045-ACM. For contacts, merge the four Jamie Rodriguez contacts into the record with the most recent opportunity activity, preserve all email addresses and notes, and transfer open tasks and open opportunities to the consolidated contact. Keep the older but verified phone number. Notify account owner Maria Chen and include a changelog of fields overwritten.
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 merge these duplicates, make it obvious what a reviewer would lose or gain. Show…+
Before I merge these duplicates, make it obvious what a reviewer would lose or gain. Show side-by-side the two Acme accounts’ opportunity pipelines, open tasks, and active users; flag any conflicting billing or tax IDs. For the Jamie Rodriguez candidates, surface which contact has most recent activity, which has the verified phone and which holds longer historical notes. Highlight any linked contracts that would change owner after a merge and flag those for legal review.
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 attempted to merge two Acme accounts and now a major opportunity that was on Alice…+
I clicked merge and a key opportunity disappeared.
I just attempted to merge two Acme accounts and now a major opportunity that was on Alice Park's forecast is missing from the consolidated record. I don't know which pre-merge account held it or whether it's recoverable. Diagnose the likely place the opportunity went, the fastest safe recovery step, and how to prevent this from happening on future merges so we don't lose forecasted revenue.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
DBecome — change the patternAcross the quarter we keep merging duplicates but lose call logs, campaign responses, and parts…+
We repeatedly lose activity history when merging duplicates.
Across the quarter we keep merging duplicates but lose call logs, campaign responses, and parts of the opportunity history, which frustrates reps and skews reporting. Where are we making the same merge decisions that cost us history, and what single merge policy or tool change would preserve activity and stop the cleanup backlog?
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.