What do you want to do in Salesforce?
Browse common Salesforce tasks. Click any to get an instant, ready-to-use prompt.
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.”
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.”
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.”
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.”
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.”
| Name | Type | Req |
|---|---|---|
| Name | Text(80) | Req |
| Status_c | Picklist | Req |
| Budget_c | Currency | |
| Account_c | Lookup | → Acct |
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'.”
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.”
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.”
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.”
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.”
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.”
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.”
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'.”
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.”
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.”
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.”
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.”
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.”
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”
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.”
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.”
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.”
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.”
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.”
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).”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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'.”
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.”
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.”
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.”