Create a Custom Object

Use Cases:

Configuration

Prompt

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.

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.”

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.”

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.”