Salesforce Opportunity Stage Map from Deal Inventory (No Invented Win Rates)
PpromptstudioยทSep 8, 2026
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Turn a Salesforce deal inventory into an opportunity stage map only. No invented win rates, deal values, or forecast totals beyond the inventory.
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.