Clientell AI

Document Your Org

Use Cases:

    Analyze DataConfigurationData Management

    Prompt

    List all custom objects in my org with their field count, record count, and any automation (flows/triggers) attached to them.

    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”

    Lead ConversionPast 12 months
    1,240 leads32%
    397 converted843 unconverted
    By Owner
    Sarah K.
    45%
    James R.
    31%
    Mike T.
    22%
    1,240 leads analyzed
    ~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