Use Cases

"Can you tell me the conversion rates at each sales pipeline stage across all reps?"

"Can you tell me all deals above $100K stuck in the same stage for over 45 days?"

"Generate a report listing all accounts without open opportunities, including name and last activity."

"Generate a report of all duplicate Contacts by email, with merge suggestions."

"Create a flow that emails me every time a high-priority case is created."

"Create a flow that tags opportunities 'At Risk' if close date is near and probability low."

"Generate a SOQL query to find all Opportunities over $X with Close Date before today, so I can review or bulk update them."

"Can you update the Status to 'Needs Review' for all Leads with emails missing '@'?"

"Show me my pipeline for this quarter with expected close dates."

"Show me deals stuck in stages longer than average."

"What's my forecast for this quarter and progress to quota?"

"What's the weighted pipeline for deals closing in 30 days?"

"Create a validation rule requiring Contact Roles on large deals."

"Create a validation rule to prevent backward stage moves."

"I'm getting a 'Too many SOQL queries' error. Help me optimize."

"I'm getting duplicate records. Find the automation causing it."

"Create a formula field for days since last activity."

"Create a rollup summary on Account for total revenue."