Clientell AI
Neel Pattani
Tevia Arnold
Julian
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Multi-step

Write an Apex Class

Describe the logic — get a bulkified, governor-safe Apex class.

“Write an Apex class that takes a list of Account IDs and updates the 'Health_Score__c' field based on the number of open Opportunities, won deals in the last year, and open Cases.”

LeadRouter.cls
1
trigger LeadRouter
2
  on Lead (after insert) {
3
  if (Trigger.isAfter) {
4
    Handler.route(
5
      Trigger.new
6    );
7  }}
No errors
98%
Most popular
Multi-step

Build a Screen Flow

Create an interactive form or wizard for users — no code.

“Create a screen flow that collects a Case subject, description, and priority from the user, then creates a Case record and shows a confirmation screen.”

Screen Flow
4 elements
Start
+
Case Info
Screen
+
Create Case
Create Records
+
Confirmation
Screen
Multi-step

Build a LWC

Describe the UI you need and get a deployable LWC generated.

“Create a Lightning Web Component that shows a list of related Contacts on an Account record page, with columns for Name, Email, Phone, and a button to create a new Contact.”

Contacts(4)
+ New
NameEmailPhone
JD
Jane Doe
jane@acmecorp.com(415) 555-01
MS
Mark Smith
marks@acmecorp.com(415) 555-02
SL
Sara Lee
saral@acmecorp.com(415) 555-03
TK
Tom Kim
tomk@acmecorp.com(415) 555-04
Acme Corp · AccountView All →

Document Your Org

Get a full inventory of objects, fields, flows, and relationships.

“List all custom objects in my org with their field count, record count, and any automation (flows/triggers) attached to them.”

Account
Contact
Opportunity
52 Fields16 Fields→
Org Inventory34 objects · 180 fields · 5 flows
Multi-step

Create a Custom Object

Describe your business need — get the object, fields, and relationships built.

“Create a custom object called 'Project__c' with fields: Project_Name__c (text), Start_Date__c (date), End_Date__c (date), Status__c (picklist: Not Started, In Progress, Completed), and a lookup to Account.”

Project_cCustom
NameTypeReq
NameText(80)Req
Status_cPicklistReq
Budget_cCurrency
Account_cLookup→ Acct
5 fields + 2 relationships created
Multi-step

Build a Scheduled Flow

Automate a task that runs on a daily, weekly, or custom schedule.

“Create a scheduled flow that runs every Monday and flags all Opportunities with Close Date in the past and Stage not equal to 'Closed Won' or 'Closed Lost'.”

Schedule-Triggered Flow3 elements
Start
Frequency:Weekly
Runs:Every Monday
Object:Opportunity
Past Close Date?
Decision
Flag Stale Opps
Update Records
Active·Next: Mon 8:00 AM

Create a Report

Describe what you need — get a Salesforce report built instantly.

“Create a report showing all Accounts without any open Opportunities, including Account Name, Industry, and Last Activity Date.”

$4.2MPipeline
StageAmtCnt
Prospecting$1.4M42
Proposal$870K28
Negotiation$560K17
Total$4.2M147

Audit User Permissions

Who has access to what — profiles, perm sets, last login.

“List all active users with their Profile, assigned Permission Sets, and Last Login Date. Flag users who haven't logged in for 90+ days.”

Permission audit
ReadWriteDelAll
Admin✓✓✓✓
Sales rep✓✓✗✗
Marketing✓✗✗✗
Intern✓✗✗✗
⚠ 2 over-provisioned5 profiles · 2 perm sets scanned
~1 min

Export Data to CSV

Pull any records to CSV, Excel, or JSON — no Data Loader needed.

“Export all Opportunities closed this quarter with columns: Name, Amount, Stage, Close Date, Owner — as CSV.”

NameStageAmtClose
.CSV
Acme CorpClosed Won$45K
Globex IncProposal$120K
Initech LLCNegotiation$89K
…57 more
Ready to download
141 records · 2.4 MB · UTF-8
~1 min

Explain a Flow

Understand what an inherited flow does in plain English.

“Explain what the flow 'Auto_Update_Lead_Status' does — its trigger, logic, decisions, and actions.”

Auto_Update_Lead_Status
4 elements
Explained
1.Triggers when a Lead is created or updated
2.Checks if Email and Company are filled
3.Updates Status to “Working” if criteria met
Record-Triggered · Lead
~1 min

Find & Merge Duplicates

Spot duplicate Accounts or Contacts with merge suggestions.

“Find all duplicate Accounts by matching Name and BillingCity, and show merge candidates with record counts.”

Duplicates FoundAccount
Record A
Acme Corporation
San Francisco, CA
Record B
Acme Corp
San Francisco, CA
Merge
12 duplicatesName + City match

Debug a Salesforce Error

Paste an error. Get the root cause in seconds.

“Apex error ‘FIELD_CUSTOM_VALIDATION_EXCEPTION’ on saving Opportunity — identify which validation rule fired and why.”

FIELD_CUSTOM_VALIDATION_EXCEPTION
Object: Opportunity
Action: Save record
Root Cause
Rule: Require_Amount
Amount must be > 0 when Stage ≠ Prospecting
Set Amount > 0 or change Stage to Prospecting
1 validation rule identified
~1 min

Add a Custom Field

Describe the field you need — type, object, validation.

“Add a required date field 'Last_Contacted__c' on the Contact object with help text 'Date of last outreach'.”

New Custom FieldContact
Field Label
Last_Contacted__c
Data Type
Date
Required
|Date of last outreach
Help text configured
~1 min

Update a Picklist Instantly

Add or remove values without touching Setup.

“Add the value Pilot and deactivate Proof of Concept in the picklist Opportunity_Type__c.”

Opportunity_Type__cPicklist
New BusinessActive
ExpansionActive
+Pilot
New
Proof of ConceptDeactivated
RenewalActive
1 added · 1 deactivated
Multi-step

Generate an Apex Test Class

Auto-generate test coverage for any Apex class.

“Generate a test class for the AccountService Apex class with positive, negative, and bulk test methods targeting 85%+ coverage.”

AccountServiceTest.cls
1
@isTest
2
class AccountServiceTest {
3
  testPositive()
4
  testNegative()
5
  testBulk()
6}
3 methods · auto-generatedTarget: 85%+

Bulk Update Records

Mass update any field on thousands of records by criteria.

“Update the Status to 'Needs Review' for all Leads where Email is missing '@' or is blank.”

Bulk Update1,247 Leads
Field Update
Status“Needs Review”
Filter
Email missing @ or blank
Progress78%
973 updated · 274 remaining
~1 min

Spot Stale Deals

Find opps stuck in the same stage too long.

“Show all open Opportunities that haven't changed Stage in over 30 days, sorted by Amount descending.”

Stale Pipeline
No stage change
Acme Corp — Renewal$120K62d
Globex — Enterprise$89K45d
Initech — Expansion$67K38d
Wayne Ent — Pilot$55K31d
12 stale opps$1.8M at risk
~1 min

View Setup Changes

See who changed what in your org — recent config changes at a glance.

“Show me the last 20 setup changes in my org — who made them, what was changed, and when.”

Setup Audit TrailLast 20
SK
Changed field: Status__c
2m ago
JR
Created flow: Auto_Close
1h ago
MT
Updated profile: Sales Rep
3h ago
SK
Deleted rule: Old_Valid
5h ago
20 changes · 3 users

Audit Your Lead Conversions

See which reps convert best and where leads stall.

“Break down leads created in the past 1 year into Converted vs Unconverted and show conversion rate. Also give me a conversion rate by lead owner”

Lead ConversionPast 12 months
1,240 leads32%
397 converted843 unconverted
By Owner
Sarah K.
45%
James R.
31%
Mike T.
22%
1,240 leads analyzed
~1 min

Track Your Lead Pipeline

Instant table of recent leads by owner, status, and date.

“Create a tabular report listing Leads created in the past <N days> with columns Lead Owner, Status, Created Date, and Converted Date.”

Lead PipelineLast 30 days
OwnerStatusCreated
Sarah K.OpenMar 15
James R.WorkingMar 12
Mike T.ConvertedMar 08
Lisa M.OpenMar 05
147 leads · Last 30 days

Find Out Why Deals Are Lost

Group closed-lost opps by reason with revenue impact.

“Build a summary report of Opportunities with Stage = Closed–Lost in the last <N months>, grouped by Lost Reason, showing count and total Amount.”

Closed-Lost AnalysisLast 6 months
Price
$890K
Competitor
$540K
Timing
$420K
No Budget
$250K
$2.1M lost84 deals

Create a Formula Field

Describe the math in English. Skip the syntax.

“Create a formula field Margin_Percent__c on Opportunity: (Amount – Cost__c) / Amount.”

f
Formula Field
Percent
API Name
Margin_Percent__c
(Amount - Cost__c) / Amount
Syntax valid
Object: Opportunity
Multi-step

Auto-Create Renewal Opportunities

Generate next-year renewals on every Closed Won.

“Create a flow that generates a renewal opportunity in the same account whenever an opportunity moves to Closed Won, with close date set to 1 year from today and the same owner as the original opportunity.”

Record-Triggered FlowOpportunity
Stage = Closed Won
Trigger
+
Create Renewal Opp
Create Records
+
Close +1yr, Same Owner
Assignment
After Save · Same Account

Block Backward Stage Changes

Stop reps from moving opps backward — except admins.

“Create a validation rule on Opportunity to prevent Stage from moving backwards (e.g., from Proposal back to Qualification) except for System Administrators.”

Validation RuleOpportunity
Qual
Proposal
Nego
Closed
System Admins exempt
Prevents backward stage movement

Find Slow Queries Fast

Surface queries over 5s and their caller in one prompt.

“Identify queries in the last 24 h whose execution time > 5 s and list caller (flow, apex).”

Slow QueriesLast 24h
QueryTimeCaller
SELECT * FROM Lead...8.2sFlow
SELECT Account...6.5sApex
SELECT Opp WHERE...5.1sFlow
3 queries > 5sThreshold: 5s

Reassign Record Ownership

Bulk change owners on Leads, Accounts, or Opps by criteria.

“Reassign all Leads with Status = 'Open' in the 'Unassigned' queue to reps based on the State field.”

Reassign Ownership
Unassigned Queue
42 leads
SK
CA
14
JR
NY
18
MT
TX
10
By State · 42 leads reassigned

Set Up an Email Alert

Create an alert that fires on any Salesforce event.

“Create an email alert that notifies the Opportunity owner when a deal moves to 'Negotiation' stage.”

Email AlertOpportunity
When
Stage = Negotiation
Deal moved to Negotiation
To: Opportunity Owner
Subject: Your deal is in Negotiation
Fires on stage change

Summarize Rep Activity

Quick view of calls, emails, and tasks by rep.

“Show a summary of Activities (calls, emails, tasks) per Sales Rep in the last 30 days with totals.”

Rep ActivityLast 30 days
Rep📞✉️✓All
Sarah K.427831151
James R.355228115
Mike T.18341567
3 reps · 333 activities

Compare Forecast to Actual

Pipeline forecast vs closed revenue side by side.

“Compare forecasted pipeline vs actual Closed Won revenue for this quarter, grouped by Opportunity Owner.”

Forecast vs ActualQ2 2026
Forecast
Actual
Sarah K.+12%
James R.-8%
Mike T.+3%
Pipeline vs Closed Won
Multi-step

Build an Approval Process

Describe the approval flow in plain English.

“Create an approval process for Opportunities over $50,000 that requires the record owner's manager to approve before moving to Closed Won.”

Approval Process>$50K
Submit for Approval
Opp Owner
Manager Review
Step 1
Approved
Returned
Opportunity · Amount > $50,000

Clean Up Stale Records

Find old records that need archiving or review.

“Find all Leads with Status = 'Open' not modified in 6+ months, and all Contacts with no Activity in the last year.”

Stale Records234 found
Leads156
Status = Open
6mo+
Contacts78
No activity
1yr+
Review or archive recommended
~1 min

Check Data Quality

Scan for missing, invalid, or inconsistent values.

“Find all Contacts missing Email or Phone, Accounts with no BillingCity, and Opportunities with Amount = 0.”

Data Quality3 issues
Contacts missing Email247
Accounts no BillingCity89
Opps with Amount = 034
Overall Score
72%
370 records need attention

Build a Dashboard

Create a dashboard from existing reports with one prompt.

“Create a dashboard called 'Sales Overview' using my pipeline report, win rate report, and rep activity report.”

Sales Overview
Pipeline
Win Rate
64%
Closed Won$2.8M
Activities1,247
3 reports · Auto-refresh

Run Apex Tests

Execute tests and get failures with stack traces — no Dev Console.

“Run all Apex tests in my org and show me any failures with the class name, method, and error message.”

Test Results87%
✓AccountServiceTest.testCreate
✓AccountServiceTest.testBulk
✗AccountServiceTest.testNeg
Assert failed: expected null
✓AccountServiceTest.testUpdate
3 pass1 fail

Fix Field Access Issues

Find out why a user can't see a field or record.

“Why can't users with the 'Sales Rep' profile see the 'Margin_Percent__c' field on Opportunity? Check FLS and page layout.”

Field Access CheckSales Rep
Margin_Percent__c
Field-Level SecurityNot Visible
Page LayoutIncluded
Record TypeAssigned
Root cause: FLS not enabled

Create a Duplicate Rule

Set up matching rules to block or flag duplicates on entry.

“Create a duplicate rule on Contact that blocks creation when Email matches an existing Contact, and shows an alert.”

Duplicate RuleContact
Existing record
Email:jane@acme.com
New record
Email:jane@acme.com
Block
Match: Email · Exact
Alert + Block on create

Set Field-Level Security

Enable or restrict field visibility across profiles in one prompt.

“Make the 'Margin_Percent__c' field on Opportunity visible and editable for the 'Sales Manager' profile, and read-only for 'Sales Rep'.”

Field-Level SecurityMargin_Percent__c
ProfileVisibleRead-Only
Sales Manager
Sales Rep
Marketing
Opportunity · 3 profiles updated

Fetch Debug Logs

Pull the latest debug logs for any user without opening Dev Console.

“Set a trace flag for user john@company.com and fetch the latest debug log showing any errors or limit warnings.”

Debug Logjohn@co…
09:41:02SYSTEMStarting request
09:41:02SOQLSELECT Id FROM Lead
09:41:03DEBUGleads.size()=142
09:41:03DMLUPDATE 142 records
09:41:04LIMITDML: 142/150 (94%)
⚠ Near DML limit52 lines
Multi-step

Validate & Deploy Changes

Validate or deploy metadata between orgs with one prompt.

“Create a deployment bundle with the AccountService Apex class and its test class, validate it against production, and show any errors.”

DeploymentValidating
Source
Validate
Deploy
—
AccountService.cls
AccountServiceTest.cls
2 components · Sandbox → Prod

Document a Flow

Auto-generate formal documentation for any flow.

“Generate documentation for the 'Auto_Update_Lead_Status' flow — including trigger conditions, decision logic, actions, and a summary.”

Flow Documentation
Auto_Update_Lead_Status
Trigger
Record create/update on Lead
Logic
Decision: Email & Company filled?
Actions
Update Status → “Working”
Auto-generated3 sections