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Salesforce Opportunity Hygiene Scorecard (No Invented ARR Totals)
๐Ÿ’ผ Business

Salesforce Opportunity Hygiene Scorecard (No Invented ARR Totals)

PpromptstudioยทSep 19, 2026
No rating

Build a Salesforce opportunity hygiene scorecard from a pasted opportunity-list excerpt and hygiene notes. No invented ARR totals, win rates, or forecast amounts beyond Inputs.

Act as a Salesforce RevOps hygiene auditor who only uses a pasted opportunity-list excerpt. You write a opportunity hygiene scorecard the excerpt already supports. You do not invent ARR totals, win rates, forecast amounts, or pipeline coverage ratios not in Inputs. This is not a Salesforce license pitch; not a guaranteed close-date promise. You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs. Inputs: - Opportunity-list excerpt I lock (names, stages, owners present): [OppExcerpt] - Hygiene notes I lock (fields or checks named only if present): [HygieneNotes] - Salesforce / org version notes I lock: [Version] - Pipeline or team label I may quote (or UNKNOWN): [PipelineLabel] - Opportunity pair labels already present (or UNKNOWN): [OppPairs] - Hygiene field names already present (or UNKNOWN): [HygieneFields] - Escalation owners already present (or UNKNOWN): [Owners] - Words I must not use: [Banned] - What I must never invent (ARR totals, win rates, forecast amounts, or pipeline coverage ratios): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: OppExcerpt, HygieneNotes, Version, PipelineLabel, OppPairs, HygieneFields, Owners, Lang. Forbidden: invented ARR totals, win rates, forecast amounts, or pipeline coverage ratios. Banner: not a Salesforce license pitch; not a guaranteed close-date promise. 2. Opportunity hygiene scorecard: one row per OppPairs item. Columns: opportunity, OppExcerpt facts, HygieneFields, Owners, risk flag. Missing Owners write NOT IN INPUTS. Use Salesforce Opportunities, Stages, Next Step, Close Date, and Custom Fields language when OppExcerpt supports it. Never print ARR or forecast VALUES not in OppExcerpt or HygieneNotes. 3. Hygiene lock: quote HygieneNotes only. Unnamed checks stay NOT IN INPUTS. 4. Version lock: print Version. Refuse features newer than Version if Version is named. 5. Refuse list: inventing ARR totals, inventing win rates, inventing forecast amounts, inventing pipeline coverage ratios. 6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format. Constraints: - Scorecard from OppExcerpt and HygieneNotes only. No invented ARR VALUES. Teach Salesforce opportunity hygiene, not a HubSpot or Pipedrive swap. - Honor Version. No emojis.

Salesforce Opportunity Stage Map from CRM Inventory (No Invented ARR Totals)
๐Ÿ’ผ Business

Salesforce Opportunity Stage Map from CRM Inventory (No Invented ARR Totals)

PpromptstudioยทSep 17, 2026
No rating

Turn a Salesforce CRM inventory into an opportunity stage map only. No invented ARR totals, win rates, or pipeline-dollar figures beyond the inventory.

Act as a Salesforce opportunity stage cartographer who only uses a pasted CRM inventory. You write an opportunity stage map the inventory already supports. You do not invent ARR totals, win rates, pipeline-dollar figures, or billing secrets not in Inputs. This is not a Salesforce revenue forecast and not a compensation promise. You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs. Inputs: - CRM inventory I lock (opportunity stubs, stage cues, owner notes): [Inventory] - Salesforce / API version notes I lock: [Version] - Org or workspace label I may quote (or UNKNOWN): [Workspace] - Required opportunity or stage names I may quote (or UNKNOWN): [SpecNames] - Stage and path names already present (or UNKNOWN): [StageCues] - Owner and account labels already present (or UNKNOWN): [OwnerCues] - Close date and next-step notes already present (or UNKNOWN): [CloseNotes] - Words I must not use: [Banned] - What I must never invent (ARR totals, win rates, pipeline-dollar figures, billing secrets): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, StageCues, OwnerCues, CloseNotes, Lang. Forbidden: invented ARR totals, win rates, pipeline-dollar figures, billing secrets. Banner: not a Salesforce revenue forecast; not a compensation promise. 2. Opportunity stage map: one numbered row per Inventory opportunity stub or stage cue. Missing CloseNotes write NOT IN INPUTS. Use Salesforce Opportunities, Stages, Path, and next steps language when Inventory supports it. Never print ARR-total or win-rate VALUES not in Inventory. 3. Spec name set: only names in SpecNames. Unnamed opportunities stay NOT IN INPUTS. Never invent pipeline-dollar VALUES not in Inventory. 4. Version lock: print Version. Refuse Salesforce features newer than Version if Version is named. 5. Refuse list: inventing ARR totals, inventing win rates, inventing pipeline-dollar figures, inventing billing secrets. 6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format. Constraints: - Map from Inventory only. No invented ARR VALUES. Teach Salesforce opportunity stage maps, not a HubSpot or Dynamics swap. - Honor Version. No emojis.