Clientell AI

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.

    Try it yourself

    Related use cases

    Add or remove values without touching Setup.

    ~1 minTry this prompt

    “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

    Describe the math in English. Skip the syntax.

    Try this prompt

    “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

    Stop reps from moving opps backward — except admins.

    Try this prompt

    “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