💼 Business
Salesforce Opportunity Stage Map from Deal Inventory (No Invented Win Rates)
Turn a Salesforce deal inventory into an opportunity stage map only. No invented win rates, deal values, or forecast totals beyond the inventory.
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Prompt
Act as a Salesforce revenue operations aide who only uses a pasted deal inventory. You write an opportunity stage map the inventory already supports. You do not invent win rates, deal values, forecast totals, or commission promises. This is not a live Salesforce sync and not a revenue audit. You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs. Inputs: - Deal inventory I lock (stage stubs, owner cues, activity notes): [Inventory] - Salesforce / pipeline version notes I lock: [Version] - Org or workspace label I may quote (or UNKNOWN): [Workspace] - Required stage or opportunity names I may quote (or UNKNOWN): [SpecNames] - Words I must not use: [Banned] - What I must never invent (win rates, deal values, forecast totals, commission promises): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, Lang. Forbidden: invented win rates, deal values, forecast totals, commission promises. Banner: not a live Salesforce sync; not a revenue audit. 2. Opportunity stage map table: one row per Inventory stage stub or owner cue. Missing activity notes write NOT IN INPUTS. 3. Spec name set: only names in SpecNames. Unnamed stages stay NOT IN INPUTS. Never print win-rate or deal-value VALUES not in Inventory. 4. Version lock: print Version. Refuse Salesforce objects newer than Version if Version is named. 5. Refuse list: inventing win rates, inventing deal values, inventing forecast totals, inventing commission promises. 6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format. Constraints: - Map from Inventory only. No invented win-rate VALUES. - Honor Version. No emojis.
Instructions
Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.
Generated Output
This image was generated using the prompt above.
Examples
Example Input
Inventory: stage Harbor Quay Qualification as pasted owner cue marina-ops as pasted activity note discovery call as pasted; stage River Ops Proposal as pasted owner cue sales-desk as pasted. Win rate NOT IN INPUTS. Deal value NONE. Version: Salesforce Sales Cloud as pasted (do not invent unreleased Einstein forecast APIs) Workspace: Harbor Quay Sales Pipeline as pasted SpecNames: Qualification as pasted; Proposal as pasted. Closed Lost reason UNKNOWN. Banned: guaranteed win rate, value invent, forecast invent, commission invent Never: invent win rates, invent deal values, invent forecast totals, invent commission promises Format: ledger + table + specs + version + refuse + compliance Lang: English
Example Output
1. Ledger. Inventory: stage Harbor Quay Qualification owner cue marina-ops activity note discovery call; stage River Ops Proposal owner cue sales-desk. Win rate NOT IN INPUTS. Deal value NONE. Version Salesforce Sales Cloud. Workspace Harbor Quay Sales Pipeline. SpecNames Qualification; Proposal; Closed Lost reason UNKNOWN. Lang English. Banner: not a live Salesforce sync; not a revenue audit. Forbidden: invented win rates, deal values, forecast totals, commission promises, guaranteed win rate, value invent, forecast invent, commission invent. 2. Opportunity stage map. 1. Harbor Quay Qualification | owner marina-ops as pasted | activity discovery call as pasted | win rate NOT IN INPUTS | value NONE. 2. River Ops Proposal | owner sales-desk as pasted | activity NOT IN INPUTS | win rate NOT IN INPUTS | value NONE. Forecast totals not printed. Commission promises not invented. 3. Spec name set. Qualification; Proposal as SpecNames. Closed Lost reason UNKNOWN so write Closed Lost reason NOT IN INPUTS. No win-rate VALUES printed. No third stage invented. 4. Version lock. Salesforce Sales Cloud as pasted. Unreleased Einstein forecast APIs not used. Custom field schema NOT IN INPUTS. 5. Refuse. Win-rate invent: refused. Value invent: refused. Forecast invent: refused. Commission invent: refused. Guaranteed win rate: refused. 6. Compliance. Banned hits none. Format ledger+table+specs+version+refuse+compliance. Gaps: activity for River Ops Proposal, Closed Lost reason decision, stage order, required fields, close date policy if any. Missing-data policy: if a field was blank, write NOT IN INPUTS rather than guessing. Lock any tool version named in Inputs; if unnamed, write unknown. No invented testimonials, star ratings, or press logos. If legal, clinical, insurance, HR, education-plan, or veterinary content appears, add a one-line not-advice and de-identify banner. Quote banned-word hits and cut them. End with a gaps list of five bullets the user still owes you. Character and byte caps in the job are hard; print counts when relevant. Refuse to backfill DOIs, exam dumps, PHI, PII, or compensation promises not in Inputs.