Clientell AI

Bulk Update Records

Use Cases:

    Data ManagementConfiguration

    Prompt

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

    Related use cases

    ~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

    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

    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