Example prompts for processes
Let's look at some example prompts you can use to create a process in CLAIRE Copilot.
The following example prompts show the types of use cases that CLAIRE Copilot can configure in a process:
- •Get Salesforce accounts whose name contains United.
- •List Salesforce Opportunities filtered by the lead generation source, sorted by the probability of successful closure and last modified date.
- •Get the top 10 Salesforce Opportunities by the expected close date filtered by a particular opportunity type.
- •Create a process that syncs new or updated accounts from Salesforce to customer object in NetSuite.
- •Create a process that synchronizes new or updated accounts from Salesforce to the Customer object in NetSuite.
- •Create a process that synchronizes new or updated contacts from NetSuite to Salesforce.