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Track competitor information on opportunity

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 taskOn opportunity 012544, add competitive intelligence: mark Contoso Ltd. as the primary…+
On opportunity 012544, add competitive intelligence: mark Contoso Ltd. as the primary competitor, set their strength to ‘price’ and weakness to ‘slow deployment’, record dual-source evidence (sales rep note from 2026-06-28 and leaked RFP comparison), and attach a short summary of how Contoso’s proposal differs. Notify the opportunity owner, Elena Morris, and add the competitor tag so it filters into our win/loss dashboard. Complete before the executive review on Thursday.
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 Contoso as the competitor on opportunity 012544, surface any existing competitor…+
Before I log Contoso as the competitor on opportunity 012544, surface any existing competitor records and prior win/loss notes that mention Contoso or similar offerings. Flag contradictions — for example if previous deals listed Contoso’s strength as support rather than price — and recommend the clearest evidence to include that will convince the deal team when preparing the rebuttal in next week’s 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 tracked Contoso as the primary competitor citing price, but the AM says the loss was…+
I logged the competitor as price-led but the deal team insists it was about features.
I just tracked Contoso as the primary competitor citing price, but the AM says the loss was actually due to missing features and wants the record changed. I don’t know whether to trust the rep’s note, the customer feedback, or a leaked RFP. What checks should I run to reconcile conflicting accounts, which source should take precedence for our competitive playbook, and how do I document uncertainty so the CRO trusts the entry?
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed. Helpful?
DBecome — change the patternOur competitive tracking is noisy: different reps label the same competitor with different…+
Competitive data in opportunities is inconsistent and unreliable.
Our competitive tracking is noisy: different reps label the same competitor with different strengths and our win/loss insights are useless. Looking across opportunities from the last two quarters, what single practice will improve data quality — for example a standard evidence field, mandatory win/loss interview, or a short taxonomy for competitor strengths — and how do I get the sales team to add that evidence without dropping activity metrics?
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.