Document Your Org
Related use cases
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”
~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.”