SCUBA

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a report with [Leads] type with name [MyLeadRPT]. If you don’t see any data in the preview area, click the All Time link to apply a standard filter that shows results for all time. Add a [standard filter] to select records whose [Lead Status] field [equals to] [Open - Not Contacted]. If the [Lead Status] field is not visible in the table, add it first.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “reports,” and open Reports.
- Click New Report.
- In Report Type, search for “leads,” select Leads, and click Start Report.
- Clear default filters (Email, Street, Rating) if present.
- Add the Lead Status column:
  - Use Add Column search to find “lead status” and add it.
- Open Filters panel and add a standard filter:
  - Search/select Lead Status.
  - Set equals to “Open - Not Contacted” and Apply.
- Click Refresh to update the preview.
- Save the report:
  - Enter report name “MyLeadRPT” and click Save.
Sample 2:
TASK:Create a report with [Opportunities] type named [HighValueDealsRPT]. If you don’t see any data in the preview area, click the All Time link to apply a standard filter that shows results for all time. Add a standard filter to select records whose [Amount] field is greater than [100,000]. If the [Amount] field is not visible in the table, add it first.
EXPERIENCE:
Successful plan to create the report:
- Log in.
- Open App Launcher, search for “reports,” and open Reports.
- Click New Report.
- In the report type selector, choose All, search for “opportunities,” select Opportunities, and click Start Report.
- Open the Filters panel, add a filter for Amount:
  - Select Amount, set Operator to “greater than,” enter 100000, and Apply.
- Click Save, set Report Name to “HighValueDealsRPT,” and Save again.

Notes:
- No hot-keys were used in the trajectory.

## Your ultimate task
```
Create a report using the Leads type and name it MyLeadRPT.
If no data shows up in the preview, click All Time so it includes results from all time.
Next, add a filter so it only shows records where Lead Status is set to Open – Not Contacted.
If you don’t see the Lead Status field in the table, make sure to add it first.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a report with [Leads] type with name [MyLeadRPT]. If you don’t see any data in the preview area, click the All Time link to apply a standard filter that shows results for all time. Add a [standard filter] to select records whose [Lead Status] field [equals to] [Open - Not Contacted]. If the [Lead Status] field is not visible in the table, add it first.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “reports,” and open Reports.
- Click New Report.
- In Report Type, search for “leads,” select Leads, and click Start Report.
- Clear default filters (Email, Street, Rating) if present.
- Add the Lead Status column:
  - Use Add Column search to find “lead status” and add it.
- Open Filters panel and add a standard filter:
  - Search/select Lead Status.
  - Set equals to “Open - Not Contacted” and Apply.
- Click Refresh to update the preview.
- Save the report:
  - Enter report name “MyLeadRPT” and click Save.
Sample 2:
TASK:Create a report with [Opportunities] type named [HighValueDealsRPT]. If you don’t see any data in the preview area, click the All Time link to apply a standard filter that shows results for all time. Add a standard filter to select records whose [Amount] field is greater than [100,000]. If the [Amount] field is not visible in the table, add it first.
EXPERIENCE:
Successful plan to create the report:
- Log in.
- Open App Launcher, search for “reports,” and open Reports.
- Click New Report.
- In the report type selector, choose All, search for “opportunities,” select Opportunities, and click Start Report.
- Open the Filters panel, add a filter for Amount:
  - Select Amount, set Operator to “greater than,” enter 100000, and Apply.
- Click Save, set Report Name to “HighValueDealsRPT,” and Save again.

Notes:
- No hot-keys were used in the trajectory.

## Your ultimate task
```
Now I need to create a report using the Opportunities type and name it HighValueDealsRPT.
If nothing shows up in the preview, click All Time to include results from all time.
Then add a filter so it only shows records where the Amount is greater than 100,000.
If you don’t see the Amount field in the table, make sure to add it first.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a report with [Leads] type with name [MyLeadRPT]. If you don’t see any data in the preview area, click the All Time link to apply a standard filter that shows results for all time. Add a [standard filter] to select records whose [Lead Status] field [equals to] [Open - Not Contacted]. If the [Lead Status] field is not visible in the table, add it first.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “reports,” and open Reports.
- Click New Report.
- In Report Type, search for “leads,” select Leads, and click Start Report.
- Clear default filters (Email, Street, Rating) if present.
- Add the Lead Status column:
  - Use Add Column search to find “lead status” and add it.
- Open Filters panel and add a standard filter:
  - Search/select Lead Status.
  - Set equals to “Open - Not Contacted” and Apply.
- Click Refresh to update the preview.
- Save the report:
  - Enter report name “MyLeadRPT” and click Save.
Sample 2:
TASK:Create a report with [Opportunities] type named [HighValueDealsRPT]. If you don’t see any data in the preview area, click the All Time link to apply a standard filter that shows results for all time. Add a standard filter to select records whose [Amount] field is greater than [100,000]. If the [Amount] field is not visible in the table, add it first.
EXPERIENCE:
Successful plan to create the report:
- Log in.
- Open App Launcher, search for “reports,” and open Reports.
- Click New Report.
- In the report type selector, choose All, search for “opportunities,” select Opportunities, and click Start Report.
- Open the Filters panel, add a filter for Amount:
  - Select Amount, set Operator to “greater than,” enter 100000, and Apply.
- Click Save, set Report Name to “HighValueDealsRPT,” and Save again.

Notes:
- No hot-keys were used in the trajectory.

## Your ultimate task
```
I want to create a report using the Accounts type and name it MyAccountsRPT.
If no data shows up in the preview, click All Time so it includes results from all time.
Then add filters so it only shows records where Industry is Technology and Annual Revenue is greater than 1,000,000.
If you don’t see the Industry or Annual Revenue fields in the table, add them first.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a report with [Leads] type with name [MyLeadRPT]. If you don’t see any data in the preview area, click the All Time link to apply a standard filter that shows results for all time. Add a [standard filter] to select records whose [Lead Status] field [equals to] [Open - Not Contacted]. If the [Lead Status] field is not visible in the table, add it first.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “reports,” and open Reports.
- Click New Report.
- In Report Type, search for “leads,” select Leads, and click Start Report.
- Clear default filters (Email, Street, Rating) if present.
- Add the Lead Status column:
  - Use Add Column search to find “lead status” and add it.
- Open Filters panel and add a standard filter:
  - Search/select Lead Status.
  - Set equals to “Open - Not Contacted” and Apply.
- Click Refresh to update the preview.
- Save the report:
  - Enter report name “MyLeadRPT” and click Save.
Sample 2:
TASK:Create a report with [Opportunities] type named [HighValueDealsRPT]. If you don’t see any data in the preview area, click the All Time link to apply a standard filter that shows results for all time. Add a standard filter to select records whose [Amount] field is greater than [100,000]. If the [Amount] field is not visible in the table, add it first.
EXPERIENCE:
Successful plan to create the report:
- Log in.
- Open App Launcher, search for “reports,” and open Reports.
- Click New Report.
- In the report type selector, choose All, search for “opportunities,” select Opportunities, and click Start Report.
- Open the Filters panel, add a filter for Amount:
  - Select Amount, set Operator to “greater than,” enter 100000, and Apply.
- Click Save, set Report Name to “HighValueDealsRPT,” and Save again.

Notes:
- No hot-keys were used in the trajectory.

## Your ultimate task
```
You need to create a report using the Tasks type and name it MyTasksRPT.
If no data shows up in the preview, click All Time so it includes results from all time.
Then add filters so it only shows records where Status is Completed and Priority is High.
If you don’t see the Status or Priority fields in the table, add them first.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a report with [Leads] type with name [MyLeadRPT]. If you don’t see any data in the preview area, click the All Time link to apply a standard filter that shows results for all time. Add a [standard filter] to select records whose [Lead Status] field [equals to] [Open - Not Contacted]. If the [Lead Status] field is not visible in the table, add it first.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “reports,” and open Reports.
- Click New Report.
- In Report Type, search for “leads,” select Leads, and click Start Report.
- Clear default filters (Email, Street, Rating) if present.
- Add the Lead Status column:
  - Use Add Column search to find “lead status” and add it.
- Open Filters panel and add a standard filter:
  - Search/select Lead Status.
  - Set equals to “Open - Not Contacted” and Apply.
- Click Refresh to update the preview.
- Save the report:
  - Enter report name “MyLeadRPT” and click Save.
Sample 2:
TASK:Create a report with [Opportunities] type named [HighValueDealsRPT]. If you don’t see any data in the preview area, click the All Time link to apply a standard filter that shows results for all time. Add a standard filter to select records whose [Amount] field is greater than [100,000]. If the [Amount] field is not visible in the table, add it first.
EXPERIENCE:
Successful plan to create the report:
- Log in.
- Open App Launcher, search for “reports,” and open Reports.
- Click New Report.
- In the report type selector, choose All, search for “opportunities,” select Opportunities, and click Start Report.
- Open the Filters panel, add a filter for Amount:
  - Select Amount, set Operator to “greater than,” enter 100000, and Apply.
- Click Save, set Report Name to “HighValueDealsRPT,” and Save again.

Notes:
- No hot-keys were used in the trajectory.

## Your ultimate task
```
Please create a report using the Cases type and name it OpenCasesRPT.
If no data shows up in the preview, click All Time so it includes results from all time.
Then add filters so it only shows records where Status is New and Origin is Phone.
If you don’t see the Status or Origin fields in the table, add them first.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a report with the [Accounts] type with name [MyAccountRPT]. Add a [cross filter] with the [Opportunities] object. Add a subfilter on [stage] field of the [Opportunities] object, which is set to [equal to] [Prospecting and Need Analysis.]
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Reports,” and open Reports.
- Click New Report, select the “Accounts” report type, and click Start Report.
- Open the Filters panel.
- Add Cross Filter: Accounts with Opportunities, then Apply.
- Add an opportunity subfilter: choose Stage, select Prospecting and Needs Analysis, then Apply.
- Click Save & Run, set Report Name to “MyAccountRPT,” and click Save.
Sample 2:
TASK:Create a report with the [Leads] type named [QualifiedLeadsRPT]. Add a [cross filter] with the [Activities] object. Add subfilters on the [Status] field of the [Activities] object set to [equals Completed], and on the [Subject] field set to [contains Demo].
EXPERIENCE:
Successful plan to create the report:

- Open Reports:
  - Open App Launcher, search for “Reports,” and open the Reports app/page.
  - Click New Report.
  - Select Leads (under the Leads category) and click Start Report.

- Add cross filter on Activities:
  - Open the Filters pane.
  - Open the Filters dropdown and choose Add Cross Filter.
  - Ensure the related object is Activities and apply.

- Add Activities subfilters:
  - Click Add Activities filter, choose Status, set to equals Completed, and apply.
  - Click Add Activities filter, choose Subject, change operator to contains, enter Demo, and apply.

- Save the report:
  - Click Save & Run.
  - Set Report Name to QualifiedLeadsRPT.
  - Click Save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
Let’s go ahead and build a report using the Accounts type and call it MyAccountRPT.
Next, add a cross filter that brings in the Opportunities object.
From there, apply a subfilter so it only shows opportunities where the Stage is Prospecting and Need Analysis.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a report with the [Accounts] type with name [MyAccountRPT]. Add a [cross filter] with the [Opportunities] object. Add a subfilter on [stage] field of the [Opportunities] object, which is set to [equal to] [Prospecting and Need Analysis.]
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Reports,” and open Reports.
- Click New Report, select the “Accounts” report type, and click Start Report.
- Open the Filters panel.
- Add Cross Filter: Accounts with Opportunities, then Apply.
- Add an opportunity subfilter: choose Stage, select Prospecting and Needs Analysis, then Apply.
- Click Save & Run, set Report Name to “MyAccountRPT,” and click Save.
Sample 2:
TASK:Create a report with the [Leads] type named [QualifiedLeadsRPT]. Add a [cross filter] with the [Activities] object. Add subfilters on the [Status] field of the [Activities] object set to [equals Completed], and on the [Subject] field set to [contains Demo].
EXPERIENCE:
Successful plan to create the report:

- Open Reports:
  - Open App Launcher, search for “Reports,” and open the Reports app/page.
  - Click New Report.
  - Select Leads (under the Leads category) and click Start Report.

- Add cross filter on Activities:
  - Open the Filters pane.
  - Open the Filters dropdown and choose Add Cross Filter.
  - Ensure the related object is Activities and apply.

- Add Activities subfilters:
  - Click Add Activities filter, choose Status, set to equals Completed, and apply.
  - Click Add Activities filter, choose Subject, change operator to contains, enter Demo, and apply.

- Save the report:
  - Click Save & Run.
  - Set Report Name to QualifiedLeadsRPT.
  - Click Save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
Start by creating a report using the Leads type and name it QualifiedLeadsRPT.
After that, add a cross filter that pulls in the Activities object.
Then, set up two subfilters: one where Status is Completed, and another where Subject contains the word Demo.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a report with the [Accounts] type with name [MyAccountRPT]. Add a [cross filter] with the [Opportunities] object. Add a subfilter on [stage] field of the [Opportunities] object, which is set to [equal to] [Prospecting and Need Analysis.]
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Reports,” and open Reports.
- Click New Report, select the “Accounts” report type, and click Start Report.
- Open the Filters panel.
- Add Cross Filter: Accounts with Opportunities, then Apply.
- Add an opportunity subfilter: choose Stage, select Prospecting and Needs Analysis, then Apply.
- Click Save & Run, set Report Name to “MyAccountRPT,” and click Save.
Sample 2:
TASK:Create a report with the [Leads] type named [QualifiedLeadsRPT]. Add a [cross filter] with the [Activities] object. Add subfilters on the [Status] field of the [Activities] object set to [equals Completed], and on the [Subject] field set to [contains Demo].
EXPERIENCE:
Successful plan to create the report:

- Open Reports:
  - Open App Launcher, search for “Reports,” and open the Reports app/page.
  - Click New Report.
  - Select Leads (under the Leads category) and click Start Report.

- Add cross filter on Activities:
  - Open the Filters pane.
  - Open the Filters dropdown and choose Add Cross Filter.
  - Ensure the related object is Activities and apply.

- Add Activities subfilters:
  - Click Add Activities filter, choose Status, set to equals Completed, and apply.
  - Click Add Activities filter, choose Subject, change operator to contains, enter Demo, and apply.

- Save the report:
  - Click Save & Run.
  - Set Report Name to QualifiedLeadsRPT.
  - Click Save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
Go ahead and create a report using the Cases type and call it CasesWithAnimalCommentsRPT.
Once that’s set up, add a cross filter that brings in the Case Comments object.
For the subfilters, make sure Created Date is set to less than or equal to today, and that the Body field includes the word “animal”.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a report with the [Accounts] type with name [MyAccountRPT]. Add a [cross filter] with the [Opportunities] object. Add a subfilter on [stage] field of the [Opportunities] object, which is set to [equal to] [Prospecting and Need Analysis.]
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Reports,” and open Reports.
- Click New Report, select the “Accounts” report type, and click Start Report.
- Open the Filters panel.
- Add Cross Filter: Accounts with Opportunities, then Apply.
- Add an opportunity subfilter: choose Stage, select Prospecting and Needs Analysis, then Apply.
- Click Save & Run, set Report Name to “MyAccountRPT,” and click Save.
Sample 2:
TASK:Create a report with the [Leads] type named [QualifiedLeadsRPT]. Add a [cross filter] with the [Activities] object. Add subfilters on the [Status] field of the [Activities] object set to [equals Completed], and on the [Subject] field set to [contains Demo].
EXPERIENCE:
Successful plan to create the report:

- Open Reports:
  - Open App Launcher, search for “Reports,” and open the Reports app/page.
  - Click New Report.
  - Select Leads (under the Leads category) and click Start Report.

- Add cross filter on Activities:
  - Open the Filters pane.
  - Open the Filters dropdown and choose Add Cross Filter.
  - Ensure the related object is Activities and apply.

- Add Activities subfilters:
  - Click Add Activities filter, choose Status, set to equals Completed, and apply.
  - Click Add Activities filter, choose Subject, change operator to contains, enter Demo, and apply.

- Save the report:
  - Click Save & Run.
  - Set Report Name to QualifiedLeadsRPT.
  - Click Save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
Could you please create a report using the Leads type and name it LeadTerritoriesEngagementRPT?
After that, add a cross filter that includes the Territories object.
Finally, add a subfilter so that the Method field of the territory is set to not equal to Territory Manual.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a report with the [Accounts] type with name [MyAccountRPT]. Add a [cross filter] with the [Opportunities] object. Add a subfilter on [stage] field of the [Opportunities] object, which is set to [equal to] [Prospecting and Need Analysis.]
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Reports,” and open Reports.
- Click New Report, select the “Accounts” report type, and click Start Report.
- Open the Filters panel.
- Add Cross Filter: Accounts with Opportunities, then Apply.
- Add an opportunity subfilter: choose Stage, select Prospecting and Needs Analysis, then Apply.
- Click Save & Run, set Report Name to “MyAccountRPT,” and click Save.
Sample 2:
TASK:Create a report with the [Leads] type named [QualifiedLeadsRPT]. Add a [cross filter] with the [Activities] object. Add subfilters on the [Status] field of the [Activities] object set to [equals Completed], and on the [Subject] field set to [contains Demo].
EXPERIENCE:
Successful plan to create the report:

- Open Reports:
  - Open App Launcher, search for “Reports,” and open the Reports app/page.
  - Click New Report.
  - Select Leads (under the Leads category) and click Start Report.

- Add cross filter on Activities:
  - Open the Filters pane.
  - Open the Filters dropdown and choose Add Cross Filter.
  - Ensure the related object is Activities and apply.

- Add Activities subfilters:
  - Click Add Activities filter, choose Status, set to equals Completed, and apply.
  - Click Add Activities filter, choose Subject, change operator to contains, enter Demo, and apply.

- Save the report:
  - Click Save & Run.
  - Set Report Name to QualifiedLeadsRPT.
  - Click Save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
1. Create a report using the Opportunities type and give it the name Competitors.

2. Add a cross filter that includes the Products object.

3. Then, add a subfilter so that within the Competitor object, the Name field contains CRM.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a report with the Cases type with name UnimportantCasesRPT. Add following standard filters: [1. set Status field equals New 2. Set Date/Time Opened field greater than Last Week 3. Set Priority field equals Low 4. set Escalated field equals true.] Chain the filters with the logic filter with the formula [(1 OR 2) AND 3 NOT 4]. Save it to the public report.
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open the App Launcher, search for “Reports,” and open the Reports app.
- Click “New Report,” select “Cases,” and click “Start Report.”
- Open the Filters panel and add these filters:
  1) Status equals “New”
  2) Date/Time Opened greater than “Last Week” (Use Relative Date: Last Week)
  3) Priority equals “Low”
  4) Escalated equals “True”
- Add filter logic and set it to: (1 OR 2) AND 3 NOT 4
- Click “Save & Run,” choose the “Public Reports” folder, name the report “UnimportantCasesRPT,” and save.
Sample 2:
TASK:Create a report with the Opportunities type with name ClosedOldBusinessOpportunitiesRPT. Add following standard filters: [1. set Stage field equals Closed Won 2. Set Stage field equals Closed Lost 3. Set Amount field Greater Than or Equal to 5000 4. set Type field equals New Customer.] Chain the filters with the logic filter with the formula [(1 OR 2) AND 3 NOT 4]. Save it to the public report.
EXPERIENCE:
Successful plan:

- Open Reports: Use App Launcher, search for “Reports,” and open it. Click New Report, select “Opportunities,” then Start Report.
- Add filters in the Filters panel:
  1) Stage equals “Closed Won” and Apply.
  2) Stage equals “Closed Lost” and Apply.
  3) Amount operator “Greater or equal” with value “5000” and Apply.
  4) Type equals “New Customer” and Apply.
- Add filter logic: Open Filters dropdown > Add Filter Logic, enter “(1 OR 2) AND 3 AND NOT 4” and Apply.
- Save to public folder: Click Save & Run, set Report Name to “ClosedOldBusinessOpportunitiesRPT,” choose “Public Reports” as the folder, and Save.

## Your ultimate task
```
Please spin up a Cases report named UnimportantCasesRPT. Add these standard filters, numbered as follows: 1) Status equals New 2) Date/Time Opened is greater than Last Week 3) Priority equals Low 4) Escalated equals true. Then apply this filter logic: (1 OR 2) AND 3 AND NOT 4. Save the report in the Public Reports.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a report with the Cases type with name UnimportantCasesRPT. Add following standard filters: [1. set Status field equals New 2. Set Date/Time Opened field greater than Last Week 3. Set Priority field equals Low 4. set Escalated field equals true.] Chain the filters with the logic filter with the formula [(1 OR 2) AND 3 NOT 4]. Save it to the public report.
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open the App Launcher, search for “Reports,” and open the Reports app.
- Click “New Report,” select “Cases,” and click “Start Report.”
- Open the Filters panel and add these filters:
  1) Status equals “New”
  2) Date/Time Opened greater than “Last Week” (Use Relative Date: Last Week)
  3) Priority equals “Low”
  4) Escalated equals “True”
- Add filter logic and set it to: (1 OR 2) AND 3 NOT 4
- Click “Save & Run,” choose the “Public Reports” folder, name the report “UnimportantCasesRPT,” and save.
Sample 2:
TASK:Create a report with the Opportunities type with name ClosedOldBusinessOpportunitiesRPT. Add following standard filters: [1. set Stage field equals Closed Won 2. Set Stage field equals Closed Lost 3. Set Amount field Greater Than or Equal to 5000 4. set Type field equals New Customer.] Chain the filters with the logic filter with the formula [(1 OR 2) AND 3 NOT 4]. Save it to the public report.
EXPERIENCE:
Successful plan:

- Open Reports: Use App Launcher, search for “Reports,” and open it. Click New Report, select “Opportunities,” then Start Report.
- Add filters in the Filters panel:
  1) Stage equals “Closed Won” and Apply.
  2) Stage equals “Closed Lost” and Apply.
  3) Amount operator “Greater or equal” with value “5000” and Apply.
  4) Type equals “New Customer” and Apply.
- Add filter logic: Open Filters dropdown > Add Filter Logic, enter “(1 OR 2) AND 3 AND NOT 4” and Apply.
- Save to public folder: Click Save & Run, set Report Name to “ClosedOldBusinessOpportunitiesRPT,” choose “Public Reports” as the folder, and Save.

## Your ultimate task
```
I need an Opportunities report called ClosedOldBusinessOpportunitiesRPT. Use standard filters with this numbering: 1. Stage = Closed Won 2. Stage = Closed Lost 3. Amount >= 5000 4. Type = New Customer. Combine them using filter logic: (1 OR 2) AND 3 AND NOT 4. Save it to the Public Reports.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a report with the Cases type with name UnimportantCasesRPT. Add following standard filters: [1. set Status field equals New 2. Set Date/Time Opened field greater than Last Week 3. Set Priority field equals Low 4. set Escalated field equals true.] Chain the filters with the logic filter with the formula [(1 OR 2) AND 3 NOT 4]. Save it to the public report.
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open the App Launcher, search for “Reports,” and open the Reports app.
- Click “New Report,” select “Cases,” and click “Start Report.”
- Open the Filters panel and add these filters:
  1) Status equals “New”
  2) Date/Time Opened greater than “Last Week” (Use Relative Date: Last Week)
  3) Priority equals “Low”
  4) Escalated equals “True”
- Add filter logic and set it to: (1 OR 2) AND 3 NOT 4
- Click “Save & Run,” choose the “Public Reports” folder, name the report “UnimportantCasesRPT,” and save.
Sample 2:
TASK:Create a report with the Opportunities type with name ClosedOldBusinessOpportunitiesRPT. Add following standard filters: [1. set Stage field equals Closed Won 2. Set Stage field equals Closed Lost 3. Set Amount field Greater Than or Equal to 5000 4. set Type field equals New Customer.] Chain the filters with the logic filter with the formula [(1 OR 2) AND 3 NOT 4]. Save it to the public report.
EXPERIENCE:
Successful plan:

- Open Reports: Use App Launcher, search for “Reports,” and open it. Click New Report, select “Opportunities,” then Start Report.
- Add filters in the Filters panel:
  1) Stage equals “Closed Won” and Apply.
  2) Stage equals “Closed Lost” and Apply.
  3) Amount operator “Greater or equal” with value “5000” and Apply.
  4) Type equals “New Customer” and Apply.
- Add filter logic: Open Filters dropdown > Add Filter Logic, enter “(1 OR 2) AND 3 AND NOT 4” and Apply.
- Save to public folder: Click Save & Run, set Report Name to “ClosedOldBusinessOpportunitiesRPT,” choose “Public Reports” as the folder, and Save.

## Your ultimate task
```
Build an Accounts report titled UnimportantAccountsRPT and wire up these standard filters (keep the numbering): 1) Rating not equals Hot 2) Annual Revenue less than 10000 3) Industry not equals Technology 4) Industry equals Other Now set the filter logic to: (1 OR 2) AND 3 AND NOT 4. Please save it under Public Reports.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a report with the Cases type with name UnimportantCasesRPT. Add following standard filters: [1. set Status field equals New 2. Set Date/Time Opened field greater than Last Week 3. Set Priority field equals Low 4. set Escalated field equals true.] Chain the filters with the logic filter with the formula [(1 OR 2) AND 3 NOT 4]. Save it to the public report.
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open the App Launcher, search for “Reports,” and open the Reports app.
- Click “New Report,” select “Cases,” and click “Start Report.”
- Open the Filters panel and add these filters:
  1) Status equals “New”
  2) Date/Time Opened greater than “Last Week” (Use Relative Date: Last Week)
  3) Priority equals “Low”
  4) Escalated equals “True”
- Add filter logic and set it to: (1 OR 2) AND 3 NOT 4
- Click “Save & Run,” choose the “Public Reports” folder, name the report “UnimportantCasesRPT,” and save.
Sample 2:
TASK:Create a report with the Opportunities type with name ClosedOldBusinessOpportunitiesRPT. Add following standard filters: [1. set Stage field equals Closed Won 2. Set Stage field equals Closed Lost 3. Set Amount field Greater Than or Equal to 5000 4. set Type field equals New Customer.] Chain the filters with the logic filter with the formula [(1 OR 2) AND 3 NOT 4]. Save it to the public report.
EXPERIENCE:
Successful plan:

- Open Reports: Use App Launcher, search for “Reports,” and open it. Click New Report, select “Opportunities,” then Start Report.
- Add filters in the Filters panel:
  1) Stage equals “Closed Won” and Apply.
  2) Stage equals “Closed Lost” and Apply.
  3) Amount operator “Greater or equal” with value “5000” and Apply.
  4) Type equals “New Customer” and Apply.
- Add filter logic: Open Filters dropdown > Add Filter Logic, enter “(1 OR 2) AND 3 AND NOT 4” and Apply.
- Save to public folder: Click Save & Run, set Report Name to “ClosedOldBusinessOpportunitiesRPT,” choose “Public Reports” as the folder, and Save.

## Your ultimate task
```
Create a Products report named ActiveStaleProductsRPT. Add the following standard filters, labeled 1 through 4: 1) LastModified Date less than last year 2) Description contains old 3) Active equals true 4) Product Family equals empty value. Use this filter logic: (1 OR 2) AND 3 AND NOT 4. Store it in the Public Reports folder.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a report with the Cases type with name UnimportantCasesRPT. Add following standard filters: [1. set Status field equals New 2. Set Date/Time Opened field greater than Last Week 3. Set Priority field equals Low 4. set Escalated field equals true.] Chain the filters with the logic filter with the formula [(1 OR 2) AND 3 NOT 4]. Save it to the public report.
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open the App Launcher, search for “Reports,” and open the Reports app.
- Click “New Report,” select “Cases,” and click “Start Report.”
- Open the Filters panel and add these filters:
  1) Status equals “New”
  2) Date/Time Opened greater than “Last Week” (Use Relative Date: Last Week)
  3) Priority equals “Low”
  4) Escalated equals “True”
- Add filter logic and set it to: (1 OR 2) AND 3 NOT 4
- Click “Save & Run,” choose the “Public Reports” folder, name the report “UnimportantCasesRPT,” and save.
Sample 2:
TASK:Create a report with the Opportunities type with name ClosedOldBusinessOpportunitiesRPT. Add following standard filters: [1. set Stage field equals Closed Won 2. Set Stage field equals Closed Lost 3. Set Amount field Greater Than or Equal to 5000 4. set Type field equals New Customer.] Chain the filters with the logic filter with the formula [(1 OR 2) AND 3 NOT 4]. Save it to the public report.
EXPERIENCE:
Successful plan:

- Open Reports: Use App Launcher, search for “Reports,” and open it. Click New Report, select “Opportunities,” then Start Report.
- Add filters in the Filters panel:
  1) Stage equals “Closed Won” and Apply.
  2) Stage equals “Closed Lost” and Apply.
  3) Amount operator “Greater or equal” with value “5000” and Apply.
  4) Type equals “New Customer” and Apply.
- Add filter logic: Open Filters dropdown > Add Filter Logic, enter “(1 OR 2) AND 3 AND NOT 4” and Apply.
- Save to public folder: Click Save & Run, set Report Name to “ClosedOldBusinessOpportunitiesRPT,” choose “Public Reports” as the folder, and Save.

## Your ultimate task
```
Could you set up a Leads report called QualifiedOnlineLeadsRPT? Add these standard filters and keep the numbering: 1) Lead Source equals Web 2) Lead Source equals Other 3) Lead Status equals Working - Contacted 4) Company / Account equals empty value. Apply filter logic: (1 OR 2) AND 3 AND NOT 4. Save the finished report to Public Reports.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a summary report with the [Opportunities] type named [SalesByStageRPT] on the [Stage] field. Then create a [Bar chart] with a chart title [Opportunity Counts by Stage] and check the box for [Show Values].
EXPERIENCE:
Successful plan summary:

- Log in to Salesforce.
- Open App Launcher, search for and open Reports.
- Click New Report, select Opportunities, and Start Report.
- In Outline, add a group on the Stage field (group rows by Stage).
- Add a chart, set the chart type to Bar chart.
- Open Chart Properties:
  - Set Chart Title to "Opportunity Counts by Stage".
  - Check "Show Values".
- Save the report and name it "SalesByStageRPT".
Sample 2:
TASK:Create a summary report with the [Leads] type named [LeadSourceSummaryRPT] on the [Lead Source] field. Then create a [Funnel chart] with chart title [Leads by Source], put the legend on [bottom], and check the boxes for [Show Values] and [Show Percentages].
EXPERIENCE:
Successful Plan Summary

- Open Reports:
  - Log in, open App Launcher, search for “Reports,” and open the Reports app.
  - Click New Report, choose the Leads report type, and Start Report.

- Group by Lead Source:
  - Use Add Group and select Lead Source to group the report.

- Set filters:
  - Show Me: All Leads.
  - Created Date range: All Time.
  - Apply the filters.

- Add and configure chart:
  - Add Chart and open Chart Properties.
  - Set chart type to Funnel.
  - Chart Title: Leads by Source.
  - Enable Show Values and Show Percentages.
  - Set Legend position to Bottom.

- Save the report:
  - Click Save & Run.
  - Name the report LeadSourceSummaryRPT and Save.

## Your ultimate task
```
Could you spin up a summary report on Opportunities named SalesByStageRPT, grouped by the Stage field? Then add a Bar chart titled "Opportunity Counts by Stage" and turn on Show Values.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a summary report with the [Opportunities] type named [SalesByStageRPT] on the [Stage] field. Then create a [Bar chart] with a chart title [Opportunity Counts by Stage] and check the box for [Show Values].
EXPERIENCE:
Successful plan summary:

- Log in to Salesforce.
- Open App Launcher, search for and open Reports.
- Click New Report, select Opportunities, and Start Report.
- In Outline, add a group on the Stage field (group rows by Stage).
- Add a chart, set the chart type to Bar chart.
- Open Chart Properties:
  - Set Chart Title to "Opportunity Counts by Stage".
  - Check "Show Values".
- Save the report and name it "SalesByStageRPT".
Sample 2:
TASK:Create a summary report with the [Leads] type named [LeadSourceSummaryRPT] on the [Lead Source] field. Then create a [Funnel chart] with chart title [Leads by Source], put the legend on [bottom], and check the boxes for [Show Values] and [Show Percentages].
EXPERIENCE:
Successful Plan Summary

- Open Reports:
  - Log in, open App Launcher, search for “Reports,” and open the Reports app.
  - Click New Report, choose the Leads report type, and Start Report.

- Group by Lead Source:
  - Use Add Group and select Lead Source to group the report.

- Set filters:
  - Show Me: All Leads.
  - Created Date range: All Time.
  - Apply the filters.

- Add and configure chart:
  - Add Chart and open Chart Properties.
  - Set chart type to Funnel.
  - Chart Title: Leads by Source.
  - Enable Show Values and Show Percentages.
  - Set Legend position to Bottom.

- Save the report:
  - Click Save & Run.
  - Name the report LeadSourceSummaryRPT and Save.

## Your ultimate task
```
In Reports, build a summary report for Accounts and save it as MyAccountRPT-1, grouped by Rating. Attach a Donut chart titled "record counts by rating" with the legend positioned on the bottom.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a summary report with the [Opportunities] type named [SalesByStageRPT] on the [Stage] field. Then create a [Bar chart] with a chart title [Opportunity Counts by Stage] and check the box for [Show Values].
EXPERIENCE:
Successful plan summary:

- Log in to Salesforce.
- Open App Launcher, search for and open Reports.
- Click New Report, select Opportunities, and Start Report.
- In Outline, add a group on the Stage field (group rows by Stage).
- Add a chart, set the chart type to Bar chart.
- Open Chart Properties:
  - Set Chart Title to "Opportunity Counts by Stage".
  - Check "Show Values".
- Save the report and name it "SalesByStageRPT".
Sample 2:
TASK:Create a summary report with the [Leads] type named [LeadSourceSummaryRPT] on the [Lead Source] field. Then create a [Funnel chart] with chart title [Leads by Source], put the legend on [bottom], and check the boxes for [Show Values] and [Show Percentages].
EXPERIENCE:
Successful Plan Summary

- Open Reports:
  - Log in, open App Launcher, search for “Reports,” and open the Reports app.
  - Click New Report, choose the Leads report type, and Start Report.

- Group by Lead Source:
  - Use Add Group and select Lead Source to group the report.

- Set filters:
  - Show Me: All Leads.
  - Created Date range: All Time.
  - Apply the filters.

- Add and configure chart:
  - Add Chart and open Chart Properties.
  - Set chart type to Funnel.
  - Chart Title: Leads by Source.
  - Enable Show Values and Show Percentages.
  - Set Legend position to Bottom.

- Save the report:
  - Click Save & Run.
  - Name the report LeadSourceSummaryRPT and Save.

## Your ultimate task
```
Step 1: Create a Leads summary report called LeadSourceSummaryRPT and group it by the Lead Source field. Step 2: Insert a Funnel chart titled "Leads by Source," set the legend on the bottom, and enable both Show Values and Show Percentages.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a summary report with the [Opportunities] type named [SalesByStageRPT] on the [Stage] field. Then create a [Bar chart] with a chart title [Opportunity Counts by Stage] and check the box for [Show Values].
EXPERIENCE:
Successful plan summary:

- Log in to Salesforce.
- Open App Launcher, search for and open Reports.
- Click New Report, select Opportunities, and Start Report.
- In Outline, add a group on the Stage field (group rows by Stage).
- Add a chart, set the chart type to Bar chart.
- Open Chart Properties:
  - Set Chart Title to "Opportunity Counts by Stage".
  - Check "Show Values".
- Save the report and name it "SalesByStageRPT".
Sample 2:
TASK:Create a summary report with the [Leads] type named [LeadSourceSummaryRPT] on the [Lead Source] field. Then create a [Funnel chart] with chart title [Leads by Source], put the legend on [bottom], and check the boxes for [Show Values] and [Show Percentages].
EXPERIENCE:
Successful Plan Summary

- Open Reports:
  - Log in, open App Launcher, search for “Reports,” and open the Reports app.
  - Click New Report, choose the Leads report type, and Start Report.

- Group by Lead Source:
  - Use Add Group and select Lead Source to group the report.

- Set filters:
  - Show Me: All Leads.
  - Created Date range: All Time.
  - Apply the filters.

- Add and configure chart:
  - Add Chart and open Chart Properties.
  - Set chart type to Funnel.
  - Chart Title: Leads by Source.
  - Enable Show Values and Show Percentages.
  - Set Legend position to Bottom.

- Save the report:
  - Click Save & Run.
  - Name the report LeadSourceSummaryRPT and Save.

## Your ultimate task
```
Please create a summary report for Cases named CasePrioritySummaryRPT, grouped on Priority. After that, add a Column chart titled "Cases by Priority" and make sure Show Values is enabled.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a summary report with the [Opportunities] type named [SalesByStageRPT] on the [Stage] field. Then create a [Bar chart] with a chart title [Opportunity Counts by Stage] and check the box for [Show Values].
EXPERIENCE:
Successful plan summary:

- Log in to Salesforce.
- Open App Launcher, search for and open Reports.
- Click New Report, select Opportunities, and Start Report.
- In Outline, add a group on the Stage field (group rows by Stage).
- Add a chart, set the chart type to Bar chart.
- Open Chart Properties:
  - Set Chart Title to "Opportunity Counts by Stage".
  - Check "Show Values".
- Save the report and name it "SalesByStageRPT".
Sample 2:
TASK:Create a summary report with the [Leads] type named [LeadSourceSummaryRPT] on the [Lead Source] field. Then create a [Funnel chart] with chart title [Leads by Source], put the legend on [bottom], and check the boxes for [Show Values] and [Show Percentages].
EXPERIENCE:
Successful Plan Summary

- Open Reports:
  - Log in, open App Launcher, search for “Reports,” and open the Reports app.
  - Click New Report, choose the Leads report type, and Start Report.

- Group by Lead Source:
  - Use Add Group and select Lead Source to group the report.

- Set filters:
  - Show Me: All Leads.
  - Created Date range: All Time.
  - Apply the filters.

- Add and configure chart:
  - Add Chart and open Chart Properties.
  - Set chart type to Funnel.
  - Chart Title: Leads by Source.
  - Enable Show Values and Show Percentages.
  - Set Legend position to Bottom.

- Save the report:
  - Click Save & Run.
  - Name the report LeadSourceSummaryRPT and Save.

## Your ultimate task
```
Set up a Contacts summary report named ContactSourceRPT on the Source field. Then add a Scatter Plot chart with the title "Contacts by Source," and place the legend on the bottom.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Build a matrix report of the Opportunities type with name OpptyMatrixByMonthType. Summarize on the Amount column with the SUM operation. Group row on the Close Month field and group column on the Type field. Save it to the public report.
EXPERIENCE:
Successful plan to build the matrix report (Salesforce Lightning):

- Navigate to Reports:
  - Open App Launcher, search for “Reports”, and open it.
  - Click New Report, choose report type “Opportunities”, then Start Report.

- Configure as a matrix:
  - Group Rows by Close Date, then set Group Date By to Calendar Month (Close Month).
  - Group Columns by Type.
  - Summarize the Amount column using Sum.

- Save and run:
  - Click Save & Run.
  - Name: OpptyMatrixByMonthType.
  - Select folder: Public Reports.
  - Save.

Notes:
- No hotkeys were used.
- Adding both a row and a column grouping automatically creates a matrix report.
Sample 2:
TASK:Build a matrix report of the Accounts type with name AccountMatrixOwnerSite. Summarize on the Annual Revenue column with the Average operation. Group row on the Account Owner field and group column on the Account Site field. Save it to the public report.
EXPERIENCE:
Successful plan to build the matrix report:

- Log in to Salesforce and open the App Launcher.
- Search for and open Reports.
- Click New Report, select Accounts as the report type, and click Start Report.
- Create a matrix layout:
  - Group rows by Account Owner (use Group Rows search to add “Account Owner”).
  - Group columns by Account Site (use Group Columns search to add “Account Site”).
- Add and summarize Annual Revenue:
  - Use the column search to add “Annual Revenue” if not already present.
  - Open Annual Revenue column actions > Summarize > choose Average.
- Save the report:
  - Click Save & Run.
  - Name: AccountMatrixOwnerSite.
  - Choose folder: Public Reports.
  - Click Save.

## Your ultimate task
```
Please create a matrix report based on Opportunities and name it “OpptyMatrixByMonthType.” Use a SUM aggregation on the Amount field. Group the rows by Close Month and the columns by Type. Save it in the Public Reports.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Build a matrix report of the Opportunities type with name OpptyMatrixByMonthType. Summarize on the Amount column with the SUM operation. Group row on the Close Month field and group column on the Type field. Save it to the public report.
EXPERIENCE:
Successful plan to build the matrix report (Salesforce Lightning):

- Navigate to Reports:
  - Open App Launcher, search for “Reports”, and open it.
  - Click New Report, choose report type “Opportunities”, then Start Report.

- Configure as a matrix:
  - Group Rows by Close Date, then set Group Date By to Calendar Month (Close Month).
  - Group Columns by Type.
  - Summarize the Amount column using Sum.

- Save and run:
  - Click Save & Run.
  - Name: OpptyMatrixByMonthType.
  - Select folder: Public Reports.
  - Save.

Notes:
- No hotkeys were used.
- Adding both a row and a column grouping automatically creates a matrix report.
Sample 2:
TASK:Build a matrix report of the Accounts type with name AccountMatrixOwnerSite. Summarize on the Annual Revenue column with the Average operation. Group row on the Account Owner field and group column on the Account Site field. Save it to the public report.
EXPERIENCE:
Successful plan to build the matrix report:

- Log in to Salesforce and open the App Launcher.
- Search for and open Reports.
- Click New Report, select Accounts as the report type, and click Start Report.
- Create a matrix layout:
  - Group rows by Account Owner (use Group Rows search to add “Account Owner”).
  - Group columns by Account Site (use Group Columns search to add “Account Site”).
- Add and summarize Annual Revenue:
  - Use the column search to add “Annual Revenue” if not already present.
  - Open Annual Revenue column actions > Summarize > choose Average.
- Save the report:
  - Click Save & Run.
  - Name: AccountMatrixOwnerSite.
  - Choose folder: Public Reports.
  - Click Save.

## Your ultimate task
```
Build me a matrix report from Accounts called “AccountMatrixOwnerSite.” I want the Annual Revenue field summarized using Average. Group rows by Account Owner and columns by Account Site, then store it under Public Reports.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Build a matrix report of the Opportunities type with name OpptyMatrixByMonthType. Summarize on the Amount column with the SUM operation. Group row on the Close Month field and group column on the Type field. Save it to the public report.
EXPERIENCE:
Successful plan to build the matrix report (Salesforce Lightning):

- Navigate to Reports:
  - Open App Launcher, search for “Reports”, and open it.
  - Click New Report, choose report type “Opportunities”, then Start Report.

- Configure as a matrix:
  - Group Rows by Close Date, then set Group Date By to Calendar Month (Close Month).
  - Group Columns by Type.
  - Summarize the Amount column using Sum.

- Save and run:
  - Click Save & Run.
  - Name: OpptyMatrixByMonthType.
  - Select folder: Public Reports.
  - Save.

Notes:
- No hotkeys were used.
- Adding both a row and a column grouping automatically creates a matrix report.
Sample 2:
TASK:Build a matrix report of the Accounts type with name AccountMatrixOwnerSite. Summarize on the Annual Revenue column with the Average operation. Group row on the Account Owner field and group column on the Account Site field. Save it to the public report.
EXPERIENCE:
Successful plan to build the matrix report:

- Log in to Salesforce and open the App Launcher.
- Search for and open Reports.
- Click New Report, select Accounts as the report type, and click Start Report.
- Create a matrix layout:
  - Group rows by Account Owner (use Group Rows search to add “Account Owner”).
  - Group columns by Account Site (use Group Columns search to add “Account Site”).
- Add and summarize Annual Revenue:
  - Use the column search to add “Annual Revenue” if not already present.
  - Open Annual Revenue column actions > Summarize > choose Average.
- Save the report:
  - Click Save & Run.
  - Name: AccountMatrixOwnerSite.
  - Choose folder: Public Reports.
  - Click Save.

## Your ultimate task
```
I need a matrix report on Cases titled “CaseMatrixSubjectPriority.” Roll up the Age field using the Maximum value. Set the row grouping to Subject and the column grouping to Priority, and save the report to Public Reports.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Build a matrix report of the Opportunities type with name OpptyMatrixByMonthType. Summarize on the Amount column with the SUM operation. Group row on the Close Month field and group column on the Type field. Save it to the public report.
EXPERIENCE:
Successful plan to build the matrix report (Salesforce Lightning):

- Navigate to Reports:
  - Open App Launcher, search for “Reports”, and open it.
  - Click New Report, choose report type “Opportunities”, then Start Report.

- Configure as a matrix:
  - Group Rows by Close Date, then set Group Date By to Calendar Month (Close Month).
  - Group Columns by Type.
  - Summarize the Amount column using Sum.

- Save and run:
  - Click Save & Run.
  - Name: OpptyMatrixByMonthType.
  - Select folder: Public Reports.
  - Save.

Notes:
- No hotkeys were used.
- Adding both a row and a column grouping automatically creates a matrix report.
Sample 2:
TASK:Build a matrix report of the Accounts type with name AccountMatrixOwnerSite. Summarize on the Annual Revenue column with the Average operation. Group row on the Account Owner field and group column on the Account Site field. Save it to the public report.
EXPERIENCE:
Successful plan to build the matrix report:

- Log in to Salesforce and open the App Launcher.
- Search for and open Reports.
- Click New Report, select Accounts as the report type, and click Start Report.
- Create a matrix layout:
  - Group rows by Account Owner (use Group Rows search to add “Account Owner”).
  - Group columns by Account Site (use Group Columns search to add “Account Site”).
- Add and summarize Annual Revenue:
  - Use the column search to add “Annual Revenue” if not already present.
  - Open Annual Revenue column actions > Summarize > choose Average.
- Save the report:
  - Click Save & Run.
  - Name: AccountMatrixOwnerSite.
  - Choose folder: Public Reports.
  - Click Save.

## Your ultimate task
```
Set up a matrix report for Products with the name “ProductMatrixFamilyDate.” Aggregate the Active field using Sum. Organize rows by Product Family and columns by Created Date. Save this to the Public Reports folder.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Build a matrix report of the Opportunities type with name OpptyMatrixByMonthType. Summarize on the Amount column with the SUM operation. Group row on the Close Month field and group column on the Type field. Save it to the public report.
EXPERIENCE:
Successful plan to build the matrix report (Salesforce Lightning):

- Navigate to Reports:
  - Open App Launcher, search for “Reports”, and open it.
  - Click New Report, choose report type “Opportunities”, then Start Report.

- Configure as a matrix:
  - Group Rows by Close Date, then set Group Date By to Calendar Month (Close Month).
  - Group Columns by Type.
  - Summarize the Amount column using Sum.

- Save and run:
  - Click Save & Run.
  - Name: OpptyMatrixByMonthType.
  - Select folder: Public Reports.
  - Save.

Notes:
- No hotkeys were used.
- Adding both a row and a column grouping automatically creates a matrix report.
Sample 2:
TASK:Build a matrix report of the Accounts type with name AccountMatrixOwnerSite. Summarize on the Annual Revenue column with the Average operation. Group row on the Account Owner field and group column on the Account Site field. Save it to the public report.
EXPERIENCE:
Successful plan to build the matrix report:

- Log in to Salesforce and open the App Launcher.
- Search for and open Reports.
- Click New Report, select Accounts as the report type, and click Start Report.
- Create a matrix layout:
  - Group rows by Account Owner (use Group Rows search to add “Account Owner”).
  - Group columns by Account Site (use Group Columns search to add “Account Site”).
- Add and summarize Annual Revenue:
  - Use the column search to add “Annual Revenue” if not already present.
  - Open Annual Revenue column actions > Summarize > choose Average.
- Save the report:
  - Click Save & Run.
  - Name: AccountMatrixOwnerSite.
  - Choose folder: Public Reports.
  - Click Save.

## Your ultimate task
```
Create a matrix report for Campaigns named “CampaignMatrixStatusType.” Summarize Budgeted Cost with the Min operation. Group rows by Status and columns by Type, and place it in Public Reports.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Could you spin up a dashboard called Big Deals? Drop in a chart widget that uses the Required_Opportunities_Report report. Make the type a Table and title the chart Opportunities in Stages. If Required_Opportunities_Report isn’t available, create it first: report type Opportunities, name Required_Opportunities_Report, grouped by the Stage field.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Please create a dashboard named Sales Performance. Add a chart widget sourced from the Required_Leads_by_Source report, set the chart type to Donut, and name it Leads by Source. If the Required_Leads_by_Source report isn’t already there, build it first as a Leads report named Required_Leads_by_Source, grouped by Lead Source.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
First, create a new dashboard and give it the name Case Overview.
On that dashboard, add a chart widget that uses the Required_Cases_by_Priority report.
Set the chart type to Stacked Bar and update the title to Cases by Priority. If the Required_Cases_by_Priority report isn’t already there, you’ll need to make it first:

1. Create a report with the Cases type.

2. Name it Required_Cases_by_Priority.

3. Group the report by the Priority field.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Hey, could you please set up a new dashboard called Account Health?
On it, add a chart widget that pulls from the Required Active Accounts report.
Switch the chart type to Column, and give it the title Active Accounts by Industry. If the Required Active Accounts report isn’t there yet, no worries — just create it first:

Build a new report with the Accounts type.

Name it Required Active Accounts.

Group the data by the Industry field.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Build a dashboard titled Active Products. Add a chart widget using the Required Products report, set the title to Active Products, and connect it to the Required Products report. If Required Products isn’t present, create it beforehand: report type Product2, name Required Products, grouped by the Active field.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
On the Account object, set up a dynamic form and AnnualRevenue only shows up when the Active field is set to Yes; otherwise keep it hidden.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Could you please set up a dynamic form on the Contact object?
Make sure the MobilePhone field only shows up when DoNotCall is set to false.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Please set up a dynamic form on the Lead object.
Keep the NumberOfEmployees field hidden by default, and only make it visible if its value is greater than 5,000.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Configure the Opportunity dynamic form so ExpectedRevenue appears only when Amount is less than 500; hide it for 500 and above.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Create a dynamic form on the Case object where the Priority field is only visible if the Subject contains “Important”.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a list view of records of the [Contact] object. The list is named as [Executive Decision Makers]. Select records whose [Title] is [CEO] and whose [Lead Source] is [Web]. [All users] should be able to see the list view.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Contacts,” and open the Contacts object.
- Open the list view controls/settings and select “Create New View.”
- Enter the view name “Executive Decision Makers” and set visibility to “All users can see this view.” Save.
- Open the Filters panel, add filter: Field = Title, Operator = equals, Value = CEO. Confirm/Done.
- Add another filter: Field = Lead Source, Operator = equals, Value = Web (select the corresponding picklist value). Confirm/Done.
- Save the list view.
Sample 2:
TASK:Create a list view of records of the [Task] object. The list is named as [Overdue Follow-Ups]. Select records whose [Status] is [Not Started] and whose [Due Date] is [less than] [Today]. [All users] should be able to see the list view.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Tasks,” and open the Tasks object.
- Switch the list display to “Table.”
- Open List View Controls and select “New.”
- Enter list name “Overdue Follow-Ups,” set visibility to “All users can see this list view,” and Save.
- Add Filter: Field = Status, Value = Not Started, then Done.
- Add Filter: Field = Due Date, Operator = less than, Value = Today, then Done.
- Save the list view.

## Your ultimate task
```
Create a list view on the Opportunity object named High Probability Opportunities that shows records where Stage = Proposal/Price Quote and Probability (%) ≥ 50, and make it visible to All Users.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a list view of records of the [Contact] object. The list is named as [Executive Decision Makers]. Select records whose [Title] is [CEO] and whose [Lead Source] is [Web]. [All users] should be able to see the list view.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Contacts,” and open the Contacts object.
- Open the list view controls/settings and select “Create New View.”
- Enter the view name “Executive Decision Makers” and set visibility to “All users can see this view.” Save.
- Open the Filters panel, add filter: Field = Title, Operator = equals, Value = CEO. Confirm/Done.
- Add another filter: Field = Lead Source, Operator = equals, Value = Web (select the corresponding picklist value). Confirm/Done.
- Save the list view.
Sample 2:
TASK:Create a list view of records of the [Task] object. The list is named as [Overdue Follow-Ups]. Select records whose [Status] is [Not Started] and whose [Due Date] is [less than] [Today]. [All users] should be able to see the list view.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Tasks,” and open the Tasks object.
- Switch the list display to “Table.”
- Open List View Controls and select “New.”
- Enter list name “Overdue Follow-Ups,” set visibility to “All users can see this list view,” and Save.
- Add Filter: Field = Status, Value = Not Started, then Done.
- Add Filter: Field = Due Date, Operator = less than, Value = Today, then Done.
- Save the list view.

## Your ultimate task
```
On the Contact object, set up a public list view named Executive Decision Makers that shows only records with Title exactly CEO and Lead Source set to Web.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a list view of records of the [Contact] object. The list is named as [Executive Decision Makers]. Select records whose [Title] is [CEO] and whose [Lead Source] is [Web]. [All users] should be able to see the list view.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Contacts,” and open the Contacts object.
- Open the list view controls/settings and select “Create New View.”
- Enter the view name “Executive Decision Makers” and set visibility to “All users can see this view.” Save.
- Open the Filters panel, add filter: Field = Title, Operator = equals, Value = CEO. Confirm/Done.
- Add another filter: Field = Lead Source, Operator = equals, Value = Web (select the corresponding picklist value). Confirm/Done.
- Save the list view.
Sample 2:
TASK:Create a list view of records of the [Task] object. The list is named as [Overdue Follow-Ups]. Select records whose [Status] is [Not Started] and whose [Due Date] is [less than] [Today]. [All users] should be able to see the list view.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Tasks,” and open the Tasks object.
- Switch the list display to “Table.”
- Open List View Controls and select “New.”
- Enter list name “Overdue Follow-Ups,” set visibility to “All users can see this list view,” and Save.
- Add Filter: Field = Status, Value = Not Started, then Done.
- Add Filter: Field = Due Date, Operator = less than, Value = Today, then Done.
- Save the list view.

## Your ultimate task
```
Create a list view on the Task object named Overdue Follow-Ups that shows records where Status = Not Started and Due Date < Today, and make it visible to All Users.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a list view of records of the [Contact] object. The list is named as [Executive Decision Makers]. Select records whose [Title] is [CEO] and whose [Lead Source] is [Web]. [All users] should be able to see the list view.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Contacts,” and open the Contacts object.
- Open the list view controls/settings and select “Create New View.”
- Enter the view name “Executive Decision Makers” and set visibility to “All users can see this view.” Save.
- Open the Filters panel, add filter: Field = Title, Operator = equals, Value = CEO. Confirm/Done.
- Add another filter: Field = Lead Source, Operator = equals, Value = Web (select the corresponding picklist value). Confirm/Done.
- Save the list view.
Sample 2:
TASK:Create a list view of records of the [Task] object. The list is named as [Overdue Follow-Ups]. Select records whose [Status] is [Not Started] and whose [Due Date] is [less than] [Today]. [All users] should be able to see the list view.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Tasks,” and open the Tasks object.
- Switch the list display to “Table.”
- Open List View Controls and select “New.”
- Enter list name “Overdue Follow-Ups,” set visibility to “All users can see this list view,” and Save.
- Add Filter: Field = Status, Value = Not Started, then Done.
- Add Filter: Field = Due Date, Operator = less than, Value = Today, then Done.
- Save the list view.

## Your ultimate task
```
I need a Case list view called Escalated Support Cases that filters strictly to Priority = High and Status = Escalated. Make sure the view is available to all users.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a list view of records of the [Contact] object. The list is named as [Executive Decision Makers]. Select records whose [Title] is [CEO] and whose [Lead Source] is [Web]. [All users] should be able to see the list view.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Contacts,” and open the Contacts object.
- Open the list view controls/settings and select “Create New View.”
- Enter the view name “Executive Decision Makers” and set visibility to “All users can see this view.” Save.
- Open the Filters panel, add filter: Field = Title, Operator = equals, Value = CEO. Confirm/Done.
- Add another filter: Field = Lead Source, Operator = equals, Value = Web (select the corresponding picklist value). Confirm/Done.
- Save the list view.
Sample 2:
TASK:Create a list view of records of the [Task] object. The list is named as [Overdue Follow-Ups]. Select records whose [Status] is [Not Started] and whose [Due Date] is [less than] [Today]. [All users] should be able to see the list view.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Tasks,” and open the Tasks object.
- Switch the list display to “Table.”
- Open List View Controls and select “New.”
- Enter list name “Overdue Follow-Ups,” set visibility to “All users can see this list view,” and Save.
- Add Filter: Field = Status, Value = Not Started, then Done.
- Add Filter: Field = Due Date, Operator = less than, Value = Today, then Done.
- Save the list view.

## Your ultimate task
```
Create an Account list view named Filtered Accounts. Apply filters for Billing State/Province equals New York and Type not equal to Prospect, and share the view with all users.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a list view of records of the [Contact] object. The list is named as [Executive Decision Makers]. Select records whose [Title] is [CEO] and whose [Lead Source] is [Web]. [All users] should be able to see the list view.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Contacts,” and open the Contacts object.
- Open the list view controls/settings and select “Create New View.”
- Enter the view name “Executive Decision Makers” and set visibility to “All users can see this view.” Save.
- Open the Filters panel, add filter: Field = Title, Operator = equals, Value = CEO. Confirm/Done.
- Add another filter: Field = Lead Source, Operator = equals, Value = Web (select the corresponding picklist value). Confirm/Done.
- Save the list view.
Sample 2:
TASK:Create a list view of records of the [Task] object. The list is named as [Overdue Follow-Ups]. Select records whose [Status] is [Not Started] and whose [Due Date] is [less than] [Today]. [All users] should be able to see the list view.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Tasks,” and open the Tasks object.
- Switch the list display to “Table.”
- Open List View Controls and select “New.”
- Enter list name “Overdue Follow-Ups,” set visibility to “All users can see this list view,” and Save.
- Add Filter: Field = Status, Value = Not Started, then Done.
- Add Filter: Field = Due Date, Operator = less than, Value = Today, then Done.
- Save the list view.

## Your ultimate task
```
Let’s add a Lead list view named Marketing Qualified Leads that only returns records where Lead Status is Open - Not Contacted and Rating is Hot. Set the visibility to all users.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a list view of records of the [Opportunity] object. The list is named as [ByAmount]. Include only [Account Name] and [Amount] field. The list view should only be accsible to [CFO] and [Channel Sales Team].
EXPERIENCE:
Successful plan to create the Opportunity list view “ByAmount” with only Account Name and Amount, shared to CFO and Channel Sales Team:

- Access Opportunities
  - Log in.
  - Open App Launcher, search “opportunities,” and open the Opportunities object.

- Create the list view
  - Open List View Controls > New.
  - Name the list “ByAmount.”
  - Set visibility to “Share list view with group of users.”
  - Choose Roles, search and add “CFO” and “Channel Sales Team.”
  - Save.

- Configure visible fields
  - Open List View Controls > Select Fields to Display.
  - Keep only Account Name and Amount by removing other default columns (removed: Opportunity Name, Stage, Close Date, Opportunity Owner Alias).
  - Save.
Sample 2:
TASK:Create a list view of records of the [Case] object. The list is named as [AllCasesByPriority]. Include only [Case Number] and [Priority] fields. The list view should only be accessible to [Customer Support, International], [Project Lead], and [Customer Support, North America].
EXPERIENCE:
Successful plan to create the AllCasesByPriority list view for Case:

1) Open Cases
- Log in.
- Open App Launcher, search for “cases”, and select “Cases”.

2) Create the list view
- Open List View Controls > New.
- Set List Name: AllCasesByPriority.
- In “Who sees this list view,” choose “Share list view with groups of users.”
- For sharing, choose Roles and add:
  - Customer Support, International
  - Project Lead
  - Customer Support, North America
- Save.

3) Configure visible fields
- Open List View Controls > Select Fields to Display.
- Remove all fields except Case Number and Priority (removed Contact Name, Subject, Status, Case Owner Alias).
- Save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
Please create a new list view on the Opportunity object named ByAmount. Show only two columns—Account Name and Amount—and make it visible exclusively to the "CFO" and the "Channel Sales Team".
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a list view of records of the [Opportunity] object. The list is named as [ByAmount]. Include only [Account Name] and [Amount] field. The list view should only be accsible to [CFO] and [Channel Sales Team].
EXPERIENCE:
Successful plan to create the Opportunity list view “ByAmount” with only Account Name and Amount, shared to CFO and Channel Sales Team:

- Access Opportunities
  - Log in.
  - Open App Launcher, search “opportunities,” and open the Opportunities object.

- Create the list view
  - Open List View Controls > New.
  - Name the list “ByAmount.”
  - Set visibility to “Share list view with group of users.”
  - Choose Roles, search and add “CFO” and “Channel Sales Team.”
  - Save.

- Configure visible fields
  - Open List View Controls > Select Fields to Display.
  - Keep only Account Name and Amount by removing other default columns (removed: Opportunity Name, Stage, Close Date, Opportunity Owner Alias).
  - Save.
Sample 2:
TASK:Create a list view of records of the [Case] object. The list is named as [AllCasesByPriority]. Include only [Case Number] and [Priority] fields. The list view should only be accessible to [Customer Support, International], [Project Lead], and [Customer Support, North America].
EXPERIENCE:
Successful plan to create the AllCasesByPriority list view for Case:

1) Open Cases
- Log in.
- Open App Launcher, search for “cases”, and select “Cases”.

2) Create the list view
- Open List View Controls > New.
- Set List Name: AllCasesByPriority.
- In “Who sees this list view,” choose “Share list view with groups of users.”
- For sharing, choose Roles and add:
  - Customer Support, International
  - Project Lead
  - Customer Support, North America
- Save.

3) Configure visible fields
- Open List View Controls > Select Fields to Display.
- Remove all fields except Case Number and Priority (removed Contact Name, Subject, Status, Case Owner Alias).
- Save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
Please create a list view for the Case object called AllCasesByPriority with exactly these columns: Case Number and Priority. Limit access so only "Customer Support, International", "Project Lead", and "Customer Support, North America" can see it.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a list view of records of the [Opportunity] object. The list is named as [ByAmount]. Include only [Account Name] and [Amount] field. The list view should only be accsible to [CFO] and [Channel Sales Team].
EXPERIENCE:
Successful plan to create the Opportunity list view “ByAmount” with only Account Name and Amount, shared to CFO and Channel Sales Team:

- Access Opportunities
  - Log in.
  - Open App Launcher, search “opportunities,” and open the Opportunities object.

- Create the list view
  - Open List View Controls > New.
  - Name the list “ByAmount.”
  - Set visibility to “Share list view with group of users.”
  - Choose Roles, search and add “CFO” and “Channel Sales Team.”
  - Save.

- Configure visible fields
  - Open List View Controls > Select Fields to Display.
  - Keep only Account Name and Amount by removing other default columns (removed: Opportunity Name, Stage, Close Date, Opportunity Owner Alias).
  - Save.
Sample 2:
TASK:Create a list view of records of the [Case] object. The list is named as [AllCasesByPriority]. Include only [Case Number] and [Priority] fields. The list view should only be accessible to [Customer Support, International], [Project Lead], and [Customer Support, North America].
EXPERIENCE:
Successful plan to create the AllCasesByPriority list view for Case:

1) Open Cases
- Log in.
- Open App Launcher, search for “cases”, and select “Cases”.

2) Create the list view
- Open List View Controls > New.
- Set List Name: AllCasesByPriority.
- In “Who sees this list view,” choose “Share list view with groups of users.”
- For sharing, choose Roles and add:
  - Customer Support, International
  - Project Lead
  - Customer Support, North America
- Save.

3) Configure visible fields
- Open List View Controls > Select Fields to Display.
- Remove all fields except Case Number and Priority (removed Contact Name, Subject, Status, Case Owner Alias).
- Save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
Could you set up an Account list view named Sales Accounts that displays only the Name and Industry fields, and restrict its visibility to just the "Account Avengers" and the "Lead Legends"?
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a list view of records of the [Opportunity] object. The list is named as [ByAmount]. Include only [Account Name] and [Amount] field. The list view should only be accsible to [CFO] and [Channel Sales Team].
EXPERIENCE:
Successful plan to create the Opportunity list view “ByAmount” with only Account Name and Amount, shared to CFO and Channel Sales Team:

- Access Opportunities
  - Log in.
  - Open App Launcher, search “opportunities,” and open the Opportunities object.

- Create the list view
  - Open List View Controls > New.
  - Name the list “ByAmount.”
  - Set visibility to “Share list view with group of users.”
  - Choose Roles, search and add “CFO” and “Channel Sales Team.”
  - Save.

- Configure visible fields
  - Open List View Controls > Select Fields to Display.
  - Keep only Account Name and Amount by removing other default columns (removed: Opportunity Name, Stage, Close Date, Opportunity Owner Alias).
  - Save.
Sample 2:
TASK:Create a list view of records of the [Case] object. The list is named as [AllCasesByPriority]. Include only [Case Number] and [Priority] fields. The list view should only be accessible to [Customer Support, International], [Project Lead], and [Customer Support, North America].
EXPERIENCE:
Successful plan to create the AllCasesByPriority list view for Case:

1) Open Cases
- Log in.
- Open App Launcher, search for “cases”, and select “Cases”.

2) Create the list view
- Open List View Controls > New.
- Set List Name: AllCasesByPriority.
- In “Who sees this list view,” choose “Share list view with groups of users.”
- For sharing, choose Roles and add:
  - Customer Support, International
  - Project Lead
  - Customer Support, North America
- Save.

3) Configure visible fields
- Open List View Controls > Select Fields to Display.
- Remove all fields except Case Number and Priority (removed Contact Name, Subject, Status, Case Owner Alias).
- Save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
On the Contact object, build a list view titled Support Contacts. The columns should be strictly FirstName and Email—no others. Share it only with "Contact Crusaders" and "Case Commandos".
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a list view of records of the [Opportunity] object. The list is named as [ByAmount]. Include only [Account Name] and [Amount] field. The list view should only be accsible to [CFO] and [Channel Sales Team].
EXPERIENCE:
Successful plan to create the Opportunity list view “ByAmount” with only Account Name and Amount, shared to CFO and Channel Sales Team:

- Access Opportunities
  - Log in.
  - Open App Launcher, search “opportunities,” and open the Opportunities object.

- Create the list view
  - Open List View Controls > New.
  - Name the list “ByAmount.”
  - Set visibility to “Share list view with group of users.”
  - Choose Roles, search and add “CFO” and “Channel Sales Team.”
  - Save.

- Configure visible fields
  - Open List View Controls > Select Fields to Display.
  - Keep only Account Name and Amount by removing other default columns (removed: Opportunity Name, Stage, Close Date, Opportunity Owner Alias).
  - Save.
Sample 2:
TASK:Create a list view of records of the [Case] object. The list is named as [AllCasesByPriority]. Include only [Case Number] and [Priority] fields. The list view should only be accessible to [Customer Support, International], [Project Lead], and [Customer Support, North America].
EXPERIENCE:
Successful plan to create the AllCasesByPriority list view for Case:

1) Open Cases
- Log in.
- Open App Launcher, search for “cases”, and select “Cases”.

2) Create the list view
- Open List View Controls > New.
- Set List Name: AllCasesByPriority.
- In “Who sees this list view,” choose “Share list view with groups of users.”
- For sharing, choose Roles and add:
  - Customer Support, International
  - Project Lead
  - Customer Support, North America
- Save.

3) Configure visible fields
- Open List View Controls > Select Fields to Display.
- Remove all fields except Case Number and Priority (removed Contact Name, Subject, Status, Case Owner Alias).
- Save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
For the Lead object, I need a minimal list view called Qualified Leads that includes just Company and Phone. Lock it down so only "Lead Legends" and "Opportunity Oracles" have access.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Donut chart named By Amount for the Opportunity object, under the All Opportunities list view. Aggregated on the Amount field by Sum. The grouping field should be Account.Name.
EXPERIENCE:
Successful plan:

- Log in and open the Opportunities app:
  - Click App Launcher, type “opportunities” in the search box, and select Opportunities.
- Switch to the correct list view:
  - Open the list view selector and choose All Opportunities.
- Create the chart:
  - Open Charts, click the Settings (gear) icon, then New Chart.
  - In Chart Name, enter “By Amount”.
  - Open the Chart Type dropdown and select Donut.
  - Open the Aggregate Type dropdown and select Sum. (Aggregate Field remained at the default Amount; Grouping Field remained at the default Account.Name.)
  - Click Save.
Sample 2:
TASK:Create a Vertical Bar chart named Accounts by Revenue for the Accounts object, under the All Accounts list view. Aggregated on the Annual Revenue field by Sum. The grouping field should be Account Name.
EXPERIENCE:
Successful plan to create the chart:

- Log in to Salesforce.
- Open App Launcher, search for “Accounts,” and open the Accounts app/object.
- Switch the list view to “All Accounts.”
- Open the Charts panel, then open Chart Settings and select “New Chart.”
- Set Chart Name to “Accounts by Revenue.”
- Set Chart Type to “Vertical Bar Chart.”
- Configure aggregation:
  - Aggregate Field: Annual Revenue
  - Aggregate Type: Sum
- Set Grouping Field to “Account Name.”
- Save the chart.

## Your ultimate task
```
Build a donut chart titled "By Amount" on the Opportunity object’s All Opportunities list view. Sum the Amount field and group the slices by Account.Name.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Donut chart named By Amount for the Opportunity object, under the All Opportunities list view. Aggregated on the Amount field by Sum. The grouping field should be Account.Name.
EXPERIENCE:
Successful plan:

- Log in and open the Opportunities app:
  - Click App Launcher, type “opportunities” in the search box, and select Opportunities.
- Switch to the correct list view:
  - Open the list view selector and choose All Opportunities.
- Create the chart:
  - Open Charts, click the Settings (gear) icon, then New Chart.
  - In Chart Name, enter “By Amount”.
  - Open the Chart Type dropdown and select Donut.
  - Open the Aggregate Type dropdown and select Sum. (Aggregate Field remained at the default Amount; Grouping Field remained at the default Account.Name.)
  - Click Save.
Sample 2:
TASK:Create a Vertical Bar chart named Accounts by Revenue for the Accounts object, under the All Accounts list view. Aggregated on the Annual Revenue field by Sum. The grouping field should be Account Name.
EXPERIENCE:
Successful plan to create the chart:

- Log in to Salesforce.
- Open App Launcher, search for “Accounts,” and open the Accounts app/object.
- Switch the list view to “All Accounts.”
- Open the Charts panel, then open Chart Settings and select “New Chart.”
- Set Chart Name to “Accounts by Revenue.”
- Set Chart Type to “Vertical Bar Chart.”
- Configure aggregation:
  - Aggregate Field: Annual Revenue
  - Aggregate Type: Sum
- Set Grouping Field to “Account Name.”
- Save the chart.

## Your ultimate task
```
Create a Vertical Bar chart named Accounts by Revenue on the Accounts object under the All Accounts list view, aggregated on Annual Revenue (Sum) and grouped by Account Name.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Donut chart named By Amount for the Opportunity object, under the All Opportunities list view. Aggregated on the Amount field by Sum. The grouping field should be Account.Name.
EXPERIENCE:
Successful plan:

- Log in and open the Opportunities app:
  - Click App Launcher, type “opportunities” in the search box, and select Opportunities.
- Switch to the correct list view:
  - Open the list view selector and choose All Opportunities.
- Create the chart:
  - Open Charts, click the Settings (gear) icon, then New Chart.
  - In Chart Name, enter “By Amount”.
  - Open the Chart Type dropdown and select Donut.
  - Open the Aggregate Type dropdown and select Sum. (Aggregate Field remained at the default Amount; Grouping Field remained at the default Account.Name.)
  - Click Save.
Sample 2:
TASK:Create a Vertical Bar chart named Accounts by Revenue for the Accounts object, under the All Accounts list view. Aggregated on the Annual Revenue field by Sum. The grouping field should be Account Name.
EXPERIENCE:
Successful plan to create the chart:

- Log in to Salesforce.
- Open App Launcher, search for “Accounts,” and open the Accounts app/object.
- Switch the list view to “All Accounts.”
- Open the Charts panel, then open Chart Settings and select “New Chart.”
- Set Chart Name to “Accounts by Revenue.”
- Set Chart Type to “Vertical Bar Chart.”
- Configure aggregation:
  - Aggregate Field: Annual Revenue
  - Aggregate Type: Sum
- Set Grouping Field to “Account Name.”
- Save the chart.

## Your ultimate task
```
I want to visualize how many lead sources are tied to converted opportunities. Build a Vertical Bar chart called "Number of Sources for converted opportunities" on the Leads object under the All Open Leads list view. Use Count on the Lead Source field and group the results by Converted Opportunity.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Donut chart named By Amount for the Opportunity object, under the All Opportunities list view. Aggregated on the Amount field by Sum. The grouping field should be Account.Name.
EXPERIENCE:
Successful plan:

- Log in and open the Opportunities app:
  - Click App Launcher, type “opportunities” in the search box, and select Opportunities.
- Switch to the correct list view:
  - Open the list view selector and choose All Opportunities.
- Create the chart:
  - Open Charts, click the Settings (gear) icon, then New Chart.
  - In Chart Name, enter “By Amount”.
  - Open the Chart Type dropdown and select Donut.
  - Open the Aggregate Type dropdown and select Sum. (Aggregate Field remained at the default Amount; Grouping Field remained at the default Account.Name.)
  - Click Save.
Sample 2:
TASK:Create a Vertical Bar chart named Accounts by Revenue for the Accounts object, under the All Accounts list view. Aggregated on the Annual Revenue field by Sum. The grouping field should be Account Name.
EXPERIENCE:
Successful plan to create the chart:

- Log in to Salesforce.
- Open App Launcher, search for “Accounts,” and open the Accounts app/object.
- Switch the list view to “All Accounts.”
- Open the Charts panel, then open Chart Settings and select “New Chart.”
- Set Chart Name to “Accounts by Revenue.”
- Set Chart Type to “Vertical Bar Chart.”
- Configure aggregation:
  - Aggregate Field: Annual Revenue
  - Aggregate Type: Sum
- Set Grouping Field to “Account Name.”
- Save the chart.

## Your ultimate task
```
For Cases → All Open Cases, add a Horizontal Bar chart named "Accounts by Reason." Count using the Account Name field as the aggregate, and group the chart by Case Reason.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Donut chart named By Amount for the Opportunity object, under the All Opportunities list view. Aggregated on the Amount field by Sum. The grouping field should be Account.Name.
EXPERIENCE:
Successful plan:

- Log in and open the Opportunities app:
  - Click App Launcher, type “opportunities” in the search box, and select Opportunities.
- Switch to the correct list view:
  - Open the list view selector and choose All Opportunities.
- Create the chart:
  - Open Charts, click the Settings (gear) icon, then New Chart.
  - In Chart Name, enter “By Amount”.
  - Open the Chart Type dropdown and select Donut.
  - Open the Aggregate Type dropdown and select Sum. (Aggregate Field remained at the default Amount; Grouping Field remained at the default Account.Name.)
  - Click Save.
Sample 2:
TASK:Create a Vertical Bar chart named Accounts by Revenue for the Accounts object, under the All Accounts list view. Aggregated on the Annual Revenue field by Sum. The grouping field should be Account Name.
EXPERIENCE:
Successful plan to create the chart:

- Log in to Salesforce.
- Open App Launcher, search for “Accounts,” and open the Accounts app/object.
- Switch the list view to “All Accounts.”
- Open the Charts panel, then open Chart Settings and select “New Chart.”
- Set Chart Name to “Accounts by Revenue.”
- Set Chart Type to “Vertical Bar Chart.”
- Configure aggregation:
  - Aggregate Field: Annual Revenue
  - Aggregate Type: Sum
- Set Grouping Field to “Account Name.”
- Save the chart.

## Your ultimate task
```
Create a Horizontal Bar chart called "Average orders by Type" on the Order object under the All Orders list view. Calculate the Average of Order Amount and group by Order Type.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create an app with name Energy Consultations. Choose Task, Contact objects from available items as the navigation items. For User Profiles, choose the System Administrator, Custom: Sales Profile from the available profiles. Leave the rest required fields as the default.
EXPERIENCE:
Successful plan to create the Lightning app:

- Log in and open Setup: Click Setup (gear) -> Setup. In Quick Find, type “App Manager” and open App Manager.
- Create the app: Click New Lightning App. Enter App Name: “Energy Consultations”. Leave other required fields at defaults (Developer Name auto-populates). Click Next through the intermediate setup pages until Navigation Items.
- Configure Navigation Items: In Available Items search, type “Task”, select “Tasks”, click Add. Then type “Contact”, select “Contacts”, click Add. Click Next.
- Assign User Profiles: In Available Profiles search, type “System Administrator”, select it, click Add. Then type “Custom: Sales Profile”, select it, click Add.
- Finish: Click Save & Finish.
Sample 2:
TASK:Create an app with name Customer Service. Choose Customers, Analytics objects from available items as the navigation items. For User Profiles, choose the Customer Portal Manager (Standard), Standard User, Custom: Support Profile from the available profiles. Leave the rest required fields as the default.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup (gear icon > Setup).
- In Quick Find, type “App Manager” and open App Manager.
- Click “New Lightning App.”
- App Details & Branding:
  - Set App Name to “Customer Service.”
  - Leave Developer Name as the auto-populated default.
  - Click Next.
- Proceed through the next configuration screens (App Options, Utility Items, etc.) keeping defaults and clicking Next until Navigation Items.
- Navigation Items:
  - In Available Items, search “Customers,” select it, and click Add.
  - Search “Analytics,” select it, and click Add.
  - Click Next.
- User Profiles:
  - In Available Profiles, search and add each of:
    - Customer Portal Manager (Standard)
    - Standard User
    - Custom: Support Profile
  - Click Save & Finish to create the app.

## Your ultimate task
```
Spin up a new app named Energy Consultations. Add Task and Contact to the navigation bar from the available items list. In User Profiles, select System Administrator, Custom: Sales Profile from the available profiles. Keep all other required fields at their default values.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create an app with name Energy Consultations. Choose Task, Contact objects from available items as the navigation items. For User Profiles, choose the System Administrator, Custom: Sales Profile from the available profiles. Leave the rest required fields as the default.
EXPERIENCE:
Successful plan to create the Lightning app:

- Log in and open Setup: Click Setup (gear) -> Setup. In Quick Find, type “App Manager” and open App Manager.
- Create the app: Click New Lightning App. Enter App Name: “Energy Consultations”. Leave other required fields at defaults (Developer Name auto-populates). Click Next through the intermediate setup pages until Navigation Items.
- Configure Navigation Items: In Available Items search, type “Task”, select “Tasks”, click Add. Then type “Contact”, select “Contacts”, click Add. Click Next.
- Assign User Profiles: In Available Profiles search, type “System Administrator”, select it, click Add. Then type “Custom: Sales Profile”, select it, click Add.
- Finish: Click Save & Finish.
Sample 2:
TASK:Create an app with name Customer Service. Choose Customers, Analytics objects from available items as the navigation items. For User Profiles, choose the Customer Portal Manager (Standard), Standard User, Custom: Support Profile from the available profiles. Leave the rest required fields as the default.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup (gear icon > Setup).
- In Quick Find, type “App Manager” and open App Manager.
- Click “New Lightning App.”
- App Details & Branding:
  - Set App Name to “Customer Service.”
  - Leave Developer Name as the auto-populated default.
  - Click Next.
- Proceed through the next configuration screens (App Options, Utility Items, etc.) keeping defaults and clicking Next until Navigation Items.
- Navigation Items:
  - In Available Items, search “Customers,” select it, and click Add.
  - Search “Analytics,” select it, and click Add.
  - Click Next.
- User Profiles:
  - In Available Profiles, search and add each of:
    - Customer Portal Manager (Standard)
    - Standard User
    - Custom: Support Profile
  - Click Save & Finish to create the app.

## Your ultimate task
```
Create an app named Customer Service with navigation items Customers and Analytics, assign User Profile as Customer Portal Manager (Standard), Standard User, and Custom: Support Profile profiles, and leave all other required fields as default.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create an app with name Energy Consultations. Choose Task, Contact objects from available items as the navigation items. For User Profiles, choose the System Administrator, Custom: Sales Profile from the available profiles. Leave the rest required fields as the default.
EXPERIENCE:
Successful plan to create the Lightning app:

- Log in and open Setup: Click Setup (gear) -> Setup. In Quick Find, type “App Manager” and open App Manager.
- Create the app: Click New Lightning App. Enter App Name: “Energy Consultations”. Leave other required fields at defaults (Developer Name auto-populates). Click Next through the intermediate setup pages until Navigation Items.
- Configure Navigation Items: In Available Items search, type “Task”, select “Tasks”, click Add. Then type “Contact”, select “Contacts”, click Add. Click Next.
- Assign User Profiles: In Available Profiles search, type “System Administrator”, select it, click Add. Then type “Custom: Sales Profile”, select it, click Add.
- Finish: Click Save & Finish.
Sample 2:
TASK:Create an app with name Customer Service. Choose Customers, Analytics objects from available items as the navigation items. For User Profiles, choose the Customer Portal Manager (Standard), Standard User, Custom: Support Profile from the available profiles. Leave the rest required fields as the default.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup (gear icon > Setup).
- In Quick Find, type “App Manager” and open App Manager.
- Click “New Lightning App.”
- App Details & Branding:
  - Set App Name to “Customer Service.”
  - Leave Developer Name as the auto-populated default.
  - Click Next.
- Proceed through the next configuration screens (App Options, Utility Items, etc.) keeping defaults and clicking Next until Navigation Items.
- Navigation Items:
  - In Available Items, search “Customers,” select it, and click Add.
  - Search “Analytics,” select it, and click Add.
  - Click Next.
- User Profiles:
  - In Available Profiles, search and add each of:
    - Customer Portal Manager (Standard)
    - Standard User
    - Custom: Support Profile
  - Click Save & Finish to create the app.

## Your ultimate task
```
First, create an app named Administration. Next, add Case and Report to its navigation from the available items. Then, under User Profiles, choose Partner Community User and Analytics Cloud Integration User from the available profiles. Finally, leave all remaining required fields at their default settings.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create an app with name Energy Consultations. Choose Task, Contact objects from available items as the navigation items. For User Profiles, choose the System Administrator, Custom: Sales Profile from the available profiles. Leave the rest required fields as the default.
EXPERIENCE:
Successful plan to create the Lightning app:

- Log in and open Setup: Click Setup (gear) -> Setup. In Quick Find, type “App Manager” and open App Manager.
- Create the app: Click New Lightning App. Enter App Name: “Energy Consultations”. Leave other required fields at defaults (Developer Name auto-populates). Click Next through the intermediate setup pages until Navigation Items.
- Configure Navigation Items: In Available Items search, type “Task”, select “Tasks”, click Add. Then type “Contact”, select “Contacts”, click Add. Click Next.
- Assign User Profiles: In Available Profiles search, type “System Administrator”, select it, click Add. Then type “Custom: Sales Profile”, select it, click Add.
- Finish: Click Save & Finish.
Sample 2:
TASK:Create an app with name Customer Service. Choose Customers, Analytics objects from available items as the navigation items. For User Profiles, choose the Customer Portal Manager (Standard), Standard User, Custom: Support Profile from the available profiles. Leave the rest required fields as the default.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup (gear icon > Setup).
- In Quick Find, type “App Manager” and open App Manager.
- Click “New Lightning App.”
- App Details & Branding:
  - Set App Name to “Customer Service.”
  - Leave Developer Name as the auto-populated default.
  - Click Next.
- Proceed through the next configuration screens (App Options, Utility Items, etc.) keeping defaults and clicking Next until Navigation Items.
- Navigation Items:
  - In Available Items, search “Customers,” select it, and click Add.
  - Search “Analytics,” select it, and click Add.
  - Click Next.
- User Profiles:
  - In Available Profiles, search and add each of:
    - Customer Portal Manager (Standard)
    - Standard User
    - Custom: Support Profile
  - Click Save & Finish to create the app.

## Your ultimate task
```
Please provision a new app titled Sales Customized App. For the nav items, include only Lead and Product from the available items. From the available profiles, assign Standard User and Contract Manager. Everything else should stay on the default required values.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create an app with name Energy Consultations. Choose Task, Contact objects from available items as the navigation items. For User Profiles, choose the System Administrator, Custom: Sales Profile from the available profiles. Leave the rest required fields as the default.
EXPERIENCE:
Successful plan to create the Lightning app:

- Log in and open Setup: Click Setup (gear) -> Setup. In Quick Find, type “App Manager” and open App Manager.
- Create the app: Click New Lightning App. Enter App Name: “Energy Consultations”. Leave other required fields at defaults (Developer Name auto-populates). Click Next through the intermediate setup pages until Navigation Items.
- Configure Navigation Items: In Available Items search, type “Task”, select “Tasks”, click Add. Then type “Contact”, select “Contacts”, click Add. Click Next.
- Assign User Profiles: In Available Profiles search, type “System Administrator”, select it, click Add. Then type “Custom: Sales Profile”, select it, click Add.
- Finish: Click Save & Finish.
Sample 2:
TASK:Create an app with name Customer Service. Choose Customers, Analytics objects from available items as the navigation items. For User Profiles, choose the Customer Portal Manager (Standard), Standard User, Custom: Support Profile from the available profiles. Leave the rest required fields as the default.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup (gear icon > Setup).
- In Quick Find, type “App Manager” and open App Manager.
- Click “New Lightning App.”
- App Details & Branding:
  - Set App Name to “Customer Service.”
  - Leave Developer Name as the auto-populated default.
  - Click Next.
- Proceed through the next configuration screens (App Options, Utility Items, etc.) keeping defaults and clicking Next until Navigation Items.
- Navigation Items:
  - In Available Items, search “Customers,” select it, and click Add.
  - Search “Analytics,” select it, and click Add.
  - Click Next.
- User Profiles:
  - In Available Profiles, search and add each of:
    - Customer Portal Manager (Standard)
    - Standard User
    - Custom: Support Profile
  - Click Save & Finish to create the app.

## Your ultimate task
```
I’d like to roll out an app called Highly Customized Service App. Put Case and Incident on the navigation menu, picking them from the available items list. In User Profiles, select Solution Manager and Minimum Access - Salesforce from the available profiles. Leave the rest of the required fields untouched—use the defaults.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a custom tab for a custom object [MyAnimal]. Choose the [Sun] tab style. Make the tab visible to only [System Administrator] profile and can only be accssed through the [Sales] App.
EXPERIENCE:
Successful plan:

- Authenticate:
  - Click Log In, enter the verification code, and click Verify.

- Navigate to tab creation:
  - Go to Setup > Create > Tabs (Custom Tabs).
  - Start creating a new custom object tab.

- Configure tab:
  - Select the custom object: MyAnimal.
  - Open Tab Style picker and choose Sun.
  - Click Next.

- Set profile visibility:
  - Set “Tab Visibility for all profiles” to Default Off.
  - For the System Administrator profile, set Tab Visibility to Default On.
  - Click Next.

- Add to apps:
  - Use the “Select/Deselect All” checkbox to clear all apps.
  - Check only the Sales app.
  - Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:Create a custom tab for a custom object MyBike. Choose the Books tab style. Make the tab visible to only External Apps User profile and can only be accssed through the Platform App.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- In Quick Find, type “Tabs” and open the Tabs page.
- Under Custom Object Tabs, click New.
- Set Object to “MyBike”.
- Click Tab Style and choose “Books”.
- Click Next.
- Profile visibility:
  - Set “Tab Hidden” for all profiles.
  - Change the “External Apps User” profile to “Default On”.
- Click Next.
- App selection:
  - Ensure only “Platform App” is checked (uncheck any “Select All” or other apps).
- Click Save.

## Your ultimate task
```
Create a custom tab for the MyAnimal object, use the Sun tab style, restrict visibility to the System Administrator profile only, and make it available exclusively inside the Sales App.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a custom tab for a custom object [MyAnimal]. Choose the [Sun] tab style. Make the tab visible to only [System Administrator] profile and can only be accssed through the [Sales] App.
EXPERIENCE:
Successful plan:

- Authenticate:
  - Click Log In, enter the verification code, and click Verify.

- Navigate to tab creation:
  - Go to Setup > Create > Tabs (Custom Tabs).
  - Start creating a new custom object tab.

- Configure tab:
  - Select the custom object: MyAnimal.
  - Open Tab Style picker and choose Sun.
  - Click Next.

- Set profile visibility:
  - Set “Tab Visibility for all profiles” to Default Off.
  - For the System Administrator profile, set Tab Visibility to Default On.
  - Click Next.

- Add to apps:
  - Use the “Select/Deselect All” checkbox to clear all apps.
  - Check only the Sales app.
  - Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:Create a custom tab for a custom object MyBike. Choose the Books tab style. Make the tab visible to only External Apps User profile and can only be accssed through the Platform App.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- In Quick Find, type “Tabs” and open the Tabs page.
- Under Custom Object Tabs, click New.
- Set Object to “MyBike”.
- Click Tab Style and choose “Books”.
- Click Next.
- Profile visibility:
  - Set “Tab Hidden” for all profiles.
  - Change the “External Apps User” profile to “Default On”.
- Click Next.
- App selection:
  - Ensure only “Platform App” is checked (uncheck any “Select All” or other apps).
- Click Save.

## Your ultimate task
```
I need a MyBike custom tab using the Books style; hide it from everyone except the External Apps User profile, and surface it only in the Platform App.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a custom tab for a custom object [MyAnimal]. Choose the [Sun] tab style. Make the tab visible to only [System Administrator] profile and can only be accssed through the [Sales] App.
EXPERIENCE:
Successful plan:

- Authenticate:
  - Click Log In, enter the verification code, and click Verify.

- Navigate to tab creation:
  - Go to Setup > Create > Tabs (Custom Tabs).
  - Start creating a new custom object tab.

- Configure tab:
  - Select the custom object: MyAnimal.
  - Open Tab Style picker and choose Sun.
  - Click Next.

- Set profile visibility:
  - Set “Tab Visibility for all profiles” to Default Off.
  - For the System Administrator profile, set Tab Visibility to Default On.
  - Click Next.

- Add to apps:
  - Use the “Select/Deselect All” checkbox to clear all apps.
  - Check only the Sales app.
  - Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:Create a custom tab for a custom object MyBike. Choose the Books tab style. Make the tab visible to only External Apps User profile and can only be accssed through the Platform App.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- In Quick Find, type “Tabs” and open the Tabs page.
- Under Custom Object Tabs, click New.
- Set Object to “MyBike”.
- Click Tab Style and choose “Books”.
- Click Next.
- Profile visibility:
  - Set “Tab Hidden” for all profiles.
  - Change the “External Apps User” profile to “Default On”.
- Click Next.
- App selection:
  - Ensure only “Platform App” is checked (uncheck any “Select All” or other apps).
- Click Save.

## Your ultimate task
```
Add a custom tab for MyVehicle, pick the Truck tab style, and lock it so it’s visible to the Marketing User profile only—accessible solely via the Marketing CRM Classsic App.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a custom tab for a custom object [MyAnimal]. Choose the [Sun] tab style. Make the tab visible to only [System Administrator] profile and can only be accssed through the [Sales] App.
EXPERIENCE:
Successful plan:

- Authenticate:
  - Click Log In, enter the verification code, and click Verify.

- Navigate to tab creation:
  - Go to Setup > Create > Tabs (Custom Tabs).
  - Start creating a new custom object tab.

- Configure tab:
  - Select the custom object: MyAnimal.
  - Open Tab Style picker and choose Sun.
  - Click Next.

- Set profile visibility:
  - Set “Tab Visibility for all profiles” to Default Off.
  - For the System Administrator profile, set Tab Visibility to Default On.
  - Click Next.

- Add to apps:
  - Use the “Select/Deselect All” checkbox to clear all apps.
  - Check only the Sales app.
  - Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:Create a custom tab for a custom object MyBike. Choose the Books tab style. Make the tab visible to only External Apps User profile and can only be accssed through the Platform App.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- In Quick Find, type “Tabs” and open the Tabs page.
- Under Custom Object Tabs, click New.
- Set Object to “MyBike”.
- Click Tab Style and choose “Books”.
- Click Next.
- Profile visibility:
  - Set “Tab Hidden” for all profiles.
  - Change the “External Apps User” profile to “Default On”.
- Click Next.
- App selection:
  - Ensure only “Platform App” is checked (uncheck any “Select All” or other apps).
- Click Save.

## Your ultimate task
```
Do this for Environment: create a custom tab, style it with Books, grant visibility solely to the Solution Manager profile, and constrain it to the Service App.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a custom tab for a custom object [MyAnimal]. Choose the [Sun] tab style. Make the tab visible to only [System Administrator] profile and can only be accssed through the [Sales] App.
EXPERIENCE:
Successful plan:

- Authenticate:
  - Click Log In, enter the verification code, and click Verify.

- Navigate to tab creation:
  - Go to Setup > Create > Tabs (Custom Tabs).
  - Start creating a new custom object tab.

- Configure tab:
  - Select the custom object: MyAnimal.
  - Open Tab Style picker and choose Sun.
  - Click Next.

- Set profile visibility:
  - Set “Tab Visibility for all profiles” to Default Off.
  - For the System Administrator profile, set Tab Visibility to Default On.
  - Click Next.

- Add to apps:
  - Use the “Select/Deselect All” checkbox to clear all apps.
  - Check only the Sales app.
  - Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:Create a custom tab for a custom object MyBike. Choose the Books tab style. Make the tab visible to only External Apps User profile and can only be accssed through the Platform App.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- In Quick Find, type “Tabs” and open the Tabs page.
- Under Custom Object Tabs, click New.
- Set Object to “MyBike”.
- Click Tab Style and choose “Books”.
- Click Next.
- Profile visibility:
  - Set “Tab Hidden” for all profiles.
  - Change the “External Apps User” profile to “Default On”.
- Click Next.
- App selection:
  - Ensure only “Platform App” is checked (uncheck any “Select All” or other apps).
- Click Save.

## Your ultimate task
```
Please provision a custom tab for MyInventory with the Box look, visible only to the Contract Manager profile and available exclusively in the Approvals App.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a matching rule named [Contact with Fuzzy Logic] on the [Contact object]. Use [Exact macthing] method for the [email field] and leave its Match Black Field box unchecked.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Go to Setup.
- In Quick Find, search for “Matching Rules” and open it.
- Click “New Rule.”
- Select Object: Contact, then click Next.
- Enter Rule Name: “Contact with Fuzzy Logic.”
- Add matching criteria:
  - Field: Email
  - Matching Method: Exact
  - Ensure “Match Blank Fields” is unchecked
- Click Save. If prompted for a unique name, set it to “FuzzyLogics” and Save again.
Sample 2:
TASK:Create a matching rule named [Lead Phone Match] on the [Lead object]. Use the [Fuzzy matching] method for the [Phone field] and leave its Match Blank Field box unchecked. 
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Matching Rules” and open it.
- Click “New Rule.”
- Choose Object = Lead, then click Next.
- Enter Rule Name = “Lead Phone Match.”
- Define the matching criteria:
  - Field = Phone
  - Matching Method = Fuzzy
  - Ensure “Match Blank Field” remains unchecked (default).
- Click Save.

## Your ultimate task
```
Please set up a rule on the Contact object called "Contact with Fuzzy Logic." For the Email field, require an Exact match, and make sure the Match Blank Field option stays off.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a matching rule named [Contact with Fuzzy Logic] on the [Contact object]. Use [Exact macthing] method for the [email field] and leave its Match Black Field box unchecked.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Go to Setup.
- In Quick Find, search for “Matching Rules” and open it.
- Click “New Rule.”
- Select Object: Contact, then click Next.
- Enter Rule Name: “Contact with Fuzzy Logic.”
- Add matching criteria:
  - Field: Email
  - Matching Method: Exact
  - Ensure “Match Blank Fields” is unchecked
- Click Save. If prompted for a unique name, set it to “FuzzyLogics” and Save again.
Sample 2:
TASK:Create a matching rule named [Lead Phone Match] on the [Lead object]. Use the [Fuzzy matching] method for the [Phone field] and leave its Match Blank Field box unchecked. 
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Matching Rules” and open it.
- Click “New Rule.”
- Choose Object = Lead, then click Next.
- Enter Rule Name = “Lead Phone Match.”
- Define the matching criteria:
  - Field = Phone
  - Matching Method = Fuzzy
  - Ensure “Match Blank Field” remains unchecked (default).
- Click Save.

## Your ultimate task
```
Build a Lead matching rule named "Lead Phone Match" where the Phone field uses the Fuzzy method. Also, don’t count empty values—leave the Match Blank Field box unchecked.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a matching rule named [Contact with Fuzzy Logic] on the [Contact object]. Use [Exact macthing] method for the [email field] and leave its Match Black Field box unchecked.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Go to Setup.
- In Quick Find, search for “Matching Rules” and open it.
- Click “New Rule.”
- Select Object: Contact, then click Next.
- Enter Rule Name: “Contact with Fuzzy Logic.”
- Add matching criteria:
  - Field: Email
  - Matching Method: Exact
  - Ensure “Match Blank Fields” is unchecked
- Click Save. If prompted for a unique name, set it to “FuzzyLogics” and Save again.
Sample 2:
TASK:Create a matching rule named [Lead Phone Match] on the [Lead object]. Use the [Fuzzy matching] method for the [Phone field] and leave its Match Blank Field box unchecked. 
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Matching Rules” and open it.
- Click “New Rule.”
- Choose Object = Lead, then click Next.
- Enter Rule Name = “Lead Phone Match.”
- Define the matching criteria:
  - Field = Phone
  - Matching Method = Fuzzy
  - Ensure “Match Blank Field” remains unchecked (default).
- Click Save.

## Your ultimate task
```
Could you add an Account matching rule titled "Account Website Match"? Configure Website to match exactly, and keep the Match Blank Field checkbox unselected.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a matching rule named [Contact with Fuzzy Logic] on the [Contact object]. Use [Exact macthing] method for the [email field] and leave its Match Black Field box unchecked.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Go to Setup.
- In Quick Find, search for “Matching Rules” and open it.
- Click “New Rule.”
- Select Object: Contact, then click Next.
- Enter Rule Name: “Contact with Fuzzy Logic.”
- Add matching criteria:
  - Field: Email
  - Matching Method: Exact
  - Ensure “Match Blank Fields” is unchecked
- Click Save. If prompted for a unique name, set it to “FuzzyLogics” and Save again.
Sample 2:
TASK:Create a matching rule named [Lead Phone Match] on the [Lead object]. Use the [Fuzzy matching] method for the [Phone field] and leave its Match Blank Field box unchecked. 
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Matching Rules” and open it.
- Click “New Rule.”
- Choose Object = Lead, then click Next.
- Enter Rule Name = “Lead Phone Match.”
- Define the matching criteria:
  - Field = Phone
  - Matching Method = Fuzzy
  - Ensure “Match Blank Field” remains unchecked (default).
- Click Save.

## Your ultimate task
```
Create a rule called "Address matching" on the Address object: set the Address field to use Fuzzy matching, and do not tick the Match Blank Field box.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a matching rule named [Contact with Fuzzy Logic] on the [Contact object]. Use [Exact macthing] method for the [email field] and leave its Match Black Field box unchecked.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Go to Setup.
- In Quick Find, search for “Matching Rules” and open it.
- Click “New Rule.”
- Select Object: Contact, then click Next.
- Enter Rule Name: “Contact with Fuzzy Logic.”
- Add matching criteria:
  - Field: Email
  - Matching Method: Exact
  - Ensure “Match Blank Fields” is unchecked
- Click Save. If prompted for a unique name, set it to “FuzzyLogics” and Save again.
Sample 2:
TASK:Create a matching rule named [Lead Phone Match] on the [Lead object]. Use the [Fuzzy matching] method for the [Phone field] and leave its Match Blank Field box unchecked. 
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Matching Rules” and open it.
- Click “New Rule.”
- Choose Object = Lead, then click Next.
- Enter Rule Name = “Lead Phone Match.”
- Define the matching criteria:
  - Field = Phone
  - Matching Method = Fuzzy
  - Ensure “Match Blank Field” remains unchecked (default).
- Click Save.

## Your ultimate task
```
For Individuals, add a matching rule named "Individual Last Name Match." Use Fuzzy matching on the Last Name field, and ensure the Match Blank Field setting remains unchecked.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a custom object named [WildBird]. Check "Launch New Custom Tab Wizard after saving this custom object" box and select "Tab Style: [Bridge]" and finish the remaining steps with the default values.
EXPERIENCE:
Successful plan:

- Log in and navigate to Setup → Object Manager.
- Create → Custom Object.
- Enter:
  - Label: WildBird
  - Plural Label: WildBirds
- Check the box “Launch New Custom Tab Wizard after saving this custom object.”
- Save.
- In the New Custom Tab Wizard:
  - Click Tab Style and select “Bridge.”
  - Click Next, keeping default settings.
  - Click Next again, keeping default settings.
  - Click Save to finish.

Notes:
- Scrolling may be needed to locate the checkbox and action buttons.
- No hot-keys were used.
Sample 2:
TASK:Create a custom object named [StormTracker]. Check "Launch New Custom Tab Wizard after saving this custom object," select Tab Style: [Lightning], and finish with default values.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Navigate to Setup > Create > Custom Object.
- Enter object details:
  - Label: StormTracker
  - Plural Label: StormTrackers
  - Ensure “Launch New Custom Tab Wizard after saving this custom object” is checked.
- Click Save to launch the New Custom Tab Wizard.
- In the Tab Style step, select “Lightning” and click Next.
- Proceed through the remaining wizard pages with default values by clicking Next as needed.
- Click Save to finish.

## Your ultimate task
```
Please build a new custom object labeled MyHouse. Make sure the “Launch New Custom Tab Wizard after saving this custom object” box is enabled so you can choose any tab style you like, and leave everything else at the default settings.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a custom object named [WildBird]. Check "Launch New Custom Tab Wizard after saving this custom object" box and select "Tab Style: [Bridge]" and finish the remaining steps with the default values.
EXPERIENCE:
Successful plan:

- Log in and navigate to Setup → Object Manager.
- Create → Custom Object.
- Enter:
  - Label: WildBird
  - Plural Label: WildBirds
- Check the box “Launch New Custom Tab Wizard after saving this custom object.”
- Save.
- In the New Custom Tab Wizard:
  - Click Tab Style and select “Bridge.”
  - Click Next, keeping default settings.
  - Click Next again, keeping default settings.
  - Click Save to finish.

Notes:
- Scrolling may be needed to locate the checkbox and action buttons.
- No hot-keys were used.
Sample 2:
TASK:Create a custom object named [StormTracker]. Check "Launch New Custom Tab Wizard after saving this custom object," select Tab Style: [Lightning], and finish with default values.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Navigate to Setup > Create > Custom Object.
- Enter object details:
  - Label: StormTracker
  - Plural Label: StormTrackers
  - Ensure “Launch New Custom Tab Wizard after saving this custom object” is checked.
- Click Save to launch the New Custom Tab Wizard.
- In the Tab Style step, select “Lightning” and click Next.
- Proceed through the remaining wizard pages with default values by clicking Next as needed.
- Click Save to finish.

## Your ultimate task
```
Set up a custom object called WildBird. When you save it, tick the “Launch New Custom Tab Wizard after saving this custom object” option to pick whatever tab style you prefer. Don’t change any other fields—stick with the defaults.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a custom object named [WildBird]. Check "Launch New Custom Tab Wizard after saving this custom object" box and select "Tab Style: [Bridge]" and finish the remaining steps with the default values.
EXPERIENCE:
Successful plan:

- Log in and navigate to Setup → Object Manager.
- Create → Custom Object.
- Enter:
  - Label: WildBird
  - Plural Label: WildBirds
- Check the box “Launch New Custom Tab Wizard after saving this custom object.”
- Save.
- In the New Custom Tab Wizard:
  - Click Tab Style and select “Bridge.”
  - Click Next, keeping default settings.
  - Click Next again, keeping default settings.
  - Click Save to finish.

Notes:
- Scrolling may be needed to locate the checkbox and action buttons.
- No hot-keys were used.
Sample 2:
TASK:Create a custom object named [StormTracker]. Check "Launch New Custom Tab Wizard after saving this custom object," select Tab Style: [Lightning], and finish with default values.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Navigate to Setup > Create > Custom Object.
- Enter object details:
  - Label: StormTracker
  - Plural Label: StormTrackers
  - Ensure “Launch New Custom Tab Wizard after saving this custom object” is checked.
- Click Save to launch the New Custom Tab Wizard.
- In the Tab Style step, select “Lightning” and click Next.
- Proceed through the remaining wizard pages with default values by clicking Next as needed.
- Click Save to finish.

## Your ultimate task
```
Create a custom object with the label StormTracker. Turn on the “Launch New Custom Tab Wizard after saving this custom object” checkbox so a tab style can be selected, and keep all remaining settings at their default values.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a custom object named [WildBird]. Check "Launch New Custom Tab Wizard after saving this custom object" box and select "Tab Style: [Bridge]" and finish the remaining steps with the default values.
EXPERIENCE:
Successful plan:

- Log in and navigate to Setup → Object Manager.
- Create → Custom Object.
- Enter:
  - Label: WildBird
  - Plural Label: WildBirds
- Check the box “Launch New Custom Tab Wizard after saving this custom object.”
- Save.
- In the New Custom Tab Wizard:
  - Click Tab Style and select “Bridge.”
  - Click Next, keeping default settings.
  - Click Next again, keeping default settings.
  - Click Save to finish.

Notes:
- Scrolling may be needed to locate the checkbox and action buttons.
- No hot-keys were used.
Sample 2:
TASK:Create a custom object named [StormTracker]. Check "Launch New Custom Tab Wizard after saving this custom object," select Tab Style: [Lightning], and finish with default values.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Navigate to Setup > Create > Custom Object.
- Enter object details:
  - Label: StormTracker
  - Plural Label: StormTrackers
  - Ensure “Launch New Custom Tab Wizard after saving this custom object” is checked.
- Click Save to launch the New Custom Tab Wizard.
- In the Tab Style step, select “Lightning” and click Next.
- Proceed through the remaining wizard pages with default values by clicking Next as needed.
- Click Save to finish.

## Your ultimate task
```
Build a custom object named Bike, and have the New Custom Tab Wizard auto-launch on save by checking the “Launch New Custom Tab Wizard after saving this custom object” option. Choose any tab style you want and leave the rest as-is (defaults only).
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a custom object named [WildBird]. Check "Launch New Custom Tab Wizard after saving this custom object" box and select "Tab Style: [Bridge]" and finish the remaining steps with the default values.
EXPERIENCE:
Successful plan:

- Log in and navigate to Setup → Object Manager.
- Create → Custom Object.
- Enter:
  - Label: WildBird
  - Plural Label: WildBirds
- Check the box “Launch New Custom Tab Wizard after saving this custom object.”
- Save.
- In the New Custom Tab Wizard:
  - Click Tab Style and select “Bridge.”
  - Click Next, keeping default settings.
  - Click Next again, keeping default settings.
  - Click Save to finish.

Notes:
- Scrolling may be needed to locate the checkbox and action buttons.
- No hot-keys were used.
Sample 2:
TASK:Create a custom object named [StormTracker]. Check "Launch New Custom Tab Wizard after saving this custom object," select Tab Style: [Lightning], and finish with default values.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Navigate to Setup > Create > Custom Object.
- Enter object details:
  - Label: StormTracker
  - Plural Label: StormTrackers
  - Ensure “Launch New Custom Tab Wizard after saving this custom object” is checked.
- Click Save to launch the New Custom Tab Wizard.
- In the Tab Style step, select “Lightning” and click Next.
- Proceed through the remaining wizard pages with default values by clicking Next as needed.
- Click Save to finish.

## Your ultimate task
```
I need a custom object labeled MyEnvironment. Ensure the “Launch New Custom Tab Wizard after saving this custom object” box is checked so I can pick any tab style, and use default values for everything else.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Update the description of MyAnimal object with the text Updated Description. And update the help text of the Breed field to Updated Help text for breed.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Setup, use Quick Find to search for “Object Manager” and open it.
- In Object Manager, use Quick Find to search for “MyAnimal” and open the MyAnimal object.
- Click Edit for the MyAnimal object, update the Description field to: Updated Description, then Save.
- Go to Fields & Relationships, open the Breed field, click Edit, update the Help Text to: Updated Help text for breed, then Save.
Sample 2:
TASK:Update the description of MyBike object with the text This is the name of the Bike. And update the help text of the Brand field to This is the brand name of the Bike.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup, use Quick Find to search for “Object Manager,” and open Object Manager.
- In Object Manager, search for “MyBike” and open the MyBike object.
- Update Brand field help text:
  - Go to Fields & Relationships.
  - Open the Brand field and click Edit.
  - Set Help Text to: “This is the brand name of the Bike.”
  - Save.
- Update object description:
  - Go to the Details tab of the MyBike object.
  - Click Edit.
  - Set Description to: “This is the name of the Bike.”
  - Save.

## Your ultimate task
```
Could you hop into the MyAnimal object and change its description to "Updated Description"? Also, update the Breed field’s help text so it says "Updated Help text for breed".
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Update the description of MyAnimal object with the text Updated Description. And update the help text of the Breed field to Updated Help text for breed.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Setup, use Quick Find to search for “Object Manager” and open it.
- In Object Manager, use Quick Find to search for “MyAnimal” and open the MyAnimal object.
- Click Edit for the MyAnimal object, update the Description field to: Updated Description, then Save.
- Go to Fields & Relationships, open the Breed field, click Edit, update the Help Text to: Updated Help text for breed, then Save.
Sample 2:
TASK:Update the description of MyBike object with the text This is the name of the Bike. And update the help text of the Brand field to This is the brand name of the Bike.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup, use Quick Find to search for “Object Manager,” and open Object Manager.
- In Object Manager, search for “MyBike” and open the MyBike object.
- Update Brand field help text:
  - Go to Fields & Relationships.
  - Open the Brand field and click Edit.
  - Set Help Text to: “This is the brand name of the Bike.”
  - Save.
- Update object description:
  - Go to the Details tab of the MyBike object.
  - Click Edit.
  - Set Description to: “This is the name of the Bike.”
  - Save.

## Your ultimate task
```
For MyBike, make two edits: - Set the object description to "This is the name of the Bike" - For the Brand field, set the help text to "This is the brand name of the Bike".
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Update the description of MyAnimal object with the text Updated Description. And update the help text of the Breed field to Updated Help text for breed.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Setup, use Quick Find to search for “Object Manager” and open it.
- In Object Manager, use Quick Find to search for “MyAnimal” and open the MyAnimal object.
- Click Edit for the MyAnimal object, update the Description field to: Updated Description, then Save.
- Go to Fields & Relationships, open the Breed field, click Edit, update the Help Text to: Updated Help text for breed, then Save.
Sample 2:
TASK:Update the description of MyBike object with the text This is the name of the Bike. And update the help text of the Brand field to This is the brand name of the Bike.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup, use Quick Find to search for “Object Manager,” and open Object Manager.
- In Object Manager, search for “MyBike” and open the MyBike object.
- Update Brand field help text:
  - Go to Fields & Relationships.
  - Open the Brand field and click Edit.
  - Set Help Text to: “This is the brand name of the Bike.”
  - Save.
- Update object description:
  - Go to the Details tab of the MyBike object.
  - Click Edit.
  - Set Description to: “This is the name of the Bike.”
  - Save.

## Your ultimate task
```
I’m tidying up metadata—please replace the Environment object’s description with "This describes a new Salesforce Environment" and update the Age field help text to "Enter the number of days this env is live"
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Update the description of MyAnimal object with the text Updated Description. And update the help text of the Breed field to Updated Help text for breed.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Setup, use Quick Find to search for “Object Manager” and open it.
- In Object Manager, use Quick Find to search for “MyAnimal” and open the MyAnimal object.
- Click Edit for the MyAnimal object, update the Description field to: Updated Description, then Save.
- Go to Fields & Relationships, open the Breed field, click Edit, update the Help Text to: Updated Help text for breed, then Save.
Sample 2:
TASK:Update the description of MyBike object with the text This is the name of the Bike. And update the help text of the Brand field to This is the brand name of the Bike.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup, use Quick Find to search for “Object Manager,” and open Object Manager.
- In Object Manager, search for “MyBike” and open the MyBike object.
- Update Brand field help text:
  - Go to Fields & Relationships.
  - Open the Brand field and click Edit.
  - Set Help Text to: “This is the brand name of the Bike.”
  - Save.
- Update object description:
  - Go to the Details tab of the MyBike object.
  - Click Edit.
  - Set Description to: “This is the name of the Bike.”
  - Save.

## Your ultimate task
```
Do the following on MyVehicle: 1) Set the description to "Contains details about vehicle, like number of wheels, engine type, etc." 2) Update the NumWheels field help text to "Describes the number of wheels in the vehicle".
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Update the description of MyAnimal object with the text Updated Description. And update the help text of the Breed field to Updated Help text for breed.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Setup, use Quick Find to search for “Object Manager” and open it.
- In Object Manager, use Quick Find to search for “MyAnimal” and open the MyAnimal object.
- Click Edit for the MyAnimal object, update the Description field to: Updated Description, then Save.
- Go to Fields & Relationships, open the Breed field, click Edit, update the Help Text to: Updated Help text for breed, then Save.
Sample 2:
TASK:Update the description of MyBike object with the text This is the name of the Bike. And update the help text of the Brand field to This is the brand name of the Bike.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup, use Quick Find to search for “Object Manager,” and open Object Manager.
- In Object Manager, search for “MyBike” and open the MyBike object.
- Update Brand field help text:
  - Go to Fields & Relationships.
  - Open the Brand field and click Edit.
  - Set Help Text to: “This is the brand name of the Bike.”
  - Save.
- Update object description:
  - Go to the Details tab of the MyBike object.
  - Click Edit.
  - Set Description to: “This is the name of the Bike.”
  - Save.

## Your ultimate task
```
While you’re at it, adjust MyInventory as follows: change the object description to "Manages current inventory items, quantities, and stock levels." and set the StockLevel field’s help text to "Specify how many units are currently available in stock."
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a custom object named Favorite. Then create a Lookup Relationship with Contact object. It should only be visible to System Administrator, Solution Manager profiles.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- Navigate to Create > Custom Object.
  - Create a new custom object with:
    - Label: Favorite
    - Plural Label: Favorites
  - Save.
- Open the Favorite object, go to Fields & Relationships, and click New.
  - Choose data type: Lookup Relationship, then Next.
  - Related To: Contact, then Next.
  - Accept defaults for field name, then Next as needed.
  - Field-Level Security: ensure Visible is checked only for the System Administrator and Solution Manager profiles (uncheck all other profiles).
  - Continue through the remaining Next steps (page layout/related list) and Save.

Notes:
- No hotkeys were used.
Sample 2:
TASK:Create a custom object named ToughToClose. Then create a Lookup Relationship with Opportunity object. It should only be visible to Customer Portal User, Standard User profiles.
EXPERIENCE:
Successful plan to create ToughToClose object and a lookup to Opportunity with restricted visibility:

1) Access Setup
- Log in.
- Click Setup.

2) Create the custom object
- Go to Create > Custom Object.
- Enter Label: ToughToClose; Plural Label: ToughToCloses.
- Click Save.

3) Add a Lookup Relationship to Opportunity
- In the ToughToClose object, open Fields & Relationships.
- Click New.
- Select Lookup Relationship and click Next.
- Set Related To = Opportunity and click Next.
- Accept defaults on subsequent step(s) and click Next.

4) Set field-level security (visibility)
- On the Field-Level Security step, clear default visibility if needed.
- Check Visible only for:
  - Customer Portal User
  - Standard User
- Click Next.

5) Finalize
- Accept defaults for page layout assignment (Next).
- Click Save.

Notes:
- No hotkeys were used.
- Visibility was explicitly set only for Customer Portal User and Standard User profiles.

## Your ultimate task
```
Go ahead and create a custom object called Favorite, hook it to Contact object with a Lookup Relationship, and lock down access so only the System Administrator and Solution Manager profiles can see it.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a custom object named Favorite. Then create a Lookup Relationship with Contact object. It should only be visible to System Administrator, Solution Manager profiles.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- Navigate to Create > Custom Object.
  - Create a new custom object with:
    - Label: Favorite
    - Plural Label: Favorites
  - Save.
- Open the Favorite object, go to Fields & Relationships, and click New.
  - Choose data type: Lookup Relationship, then Next.
  - Related To: Contact, then Next.
  - Accept defaults for field name, then Next as needed.
  - Field-Level Security: ensure Visible is checked only for the System Administrator and Solution Manager profiles (uncheck all other profiles).
  - Continue through the remaining Next steps (page layout/related list) and Save.

Notes:
- No hotkeys were used.
Sample 2:
TASK:Create a custom object named ToughToClose. Then create a Lookup Relationship with Opportunity object. It should only be visible to Customer Portal User, Standard User profiles.
EXPERIENCE:
Successful plan to create ToughToClose object and a lookup to Opportunity with restricted visibility:

1) Access Setup
- Log in.
- Click Setup.

2) Create the custom object
- Go to Create > Custom Object.
- Enter Label: ToughToClose; Plural Label: ToughToCloses.
- Click Save.

3) Add a Lookup Relationship to Opportunity
- In the ToughToClose object, open Fields & Relationships.
- Click New.
- Select Lookup Relationship and click Next.
- Set Related To = Opportunity and click Next.
- Accept defaults on subsequent step(s) and click Next.

4) Set field-level security (visibility)
- On the Field-Level Security step, clear default visibility if needed.
- Check Visible only for:
  - Customer Portal User
  - Standard User
- Click Next.

5) Finalize
- Accept defaults for page layout assignment (Next).
- Click Save.

Notes:
- No hotkeys were used.
- Visibility was explicitly set only for Customer Portal User and Standard User profiles.

## Your ultimate task
```
Build a custom object named ToughToClose. Add a Lookup relationship pointing to Opportunity. Limit object visibility to just the Customer Portal User and Standard User profiles.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a custom object named Favorite. Then create a Lookup Relationship with Contact object. It should only be visible to System Administrator, Solution Manager profiles.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- Navigate to Create > Custom Object.
  - Create a new custom object with:
    - Label: Favorite
    - Plural Label: Favorites
  - Save.
- Open the Favorite object, go to Fields & Relationships, and click New.
  - Choose data type: Lookup Relationship, then Next.
  - Related To: Contact, then Next.
  - Accept defaults for field name, then Next as needed.
  - Field-Level Security: ensure Visible is checked only for the System Administrator and Solution Manager profiles (uncheck all other profiles).
  - Continue through the remaining Next steps (page layout/related list) and Save.

Notes:
- No hotkeys were used.
Sample 2:
TASK:Create a custom object named ToughToClose. Then create a Lookup Relationship with Opportunity object. It should only be visible to Customer Portal User, Standard User profiles.
EXPERIENCE:
Successful plan to create ToughToClose object and a lookup to Opportunity with restricted visibility:

1) Access Setup
- Log in.
- Click Setup.

2) Create the custom object
- Go to Create > Custom Object.
- Enter Label: ToughToClose; Plural Label: ToughToCloses.
- Click Save.

3) Add a Lookup Relationship to Opportunity
- In the ToughToClose object, open Fields & Relationships.
- Click New.
- Select Lookup Relationship and click Next.
- Set Related To = Opportunity and click Next.
- Accept defaults on subsequent step(s) and click Next.

4) Set field-level security (visibility)
- On the Field-Level Security step, clear default visibility if needed.
- Check Visible only for:
  - Customer Portal User
  - Standard User
- Click Next.

5) Finalize
- Accept defaults for page layout assignment (Next).
- Click Save.

Notes:
- No hotkeys were used.
- Visibility was explicitly set only for Customer Portal User and Standard User profiles.

## Your ultimate task
```
We’re tracking hard-to-win deals—please create a custom object called ToughToClose, relate it to Opportunity using a Lookup, and make it viewable exclusively by the Customer Portal User and Standard User profiles.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a custom object named Favorite. Then create a Lookup Relationship with Contact object. It should only be visible to System Administrator, Solution Manager profiles.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- Navigate to Create > Custom Object.
  - Create a new custom object with:
    - Label: Favorite
    - Plural Label: Favorites
  - Save.
- Open the Favorite object, go to Fields & Relationships, and click New.
  - Choose data type: Lookup Relationship, then Next.
  - Related To: Contact, then Next.
  - Accept defaults for field name, then Next as needed.
  - Field-Level Security: ensure Visible is checked only for the System Administrator and Solution Manager profiles (uncheck all other profiles).
  - Continue through the remaining Next steps (page layout/related list) and Save.

Notes:
- No hotkeys were used.
Sample 2:
TASK:Create a custom object named ToughToClose. Then create a Lookup Relationship with Opportunity object. It should only be visible to Customer Portal User, Standard User profiles.
EXPERIENCE:
Successful plan to create ToughToClose object and a lookup to Opportunity with restricted visibility:

1) Access Setup
- Log in.
- Click Setup.

2) Create the custom object
- Go to Create > Custom Object.
- Enter Label: ToughToClose; Plural Label: ToughToCloses.
- Click Save.

3) Add a Lookup Relationship to Opportunity
- In the ToughToClose object, open Fields & Relationships.
- Click New.
- Select Lookup Relationship and click Next.
- Set Related To = Opportunity and click Next.
- Accept defaults on subsequent step(s) and click Next.

4) Set field-level security (visibility)
- On the Field-Level Security step, clear default visibility if needed.
- Check Visible only for:
  - Customer Portal User
  - Standard User
- Click Next.

5) Finalize
- Accept defaults for page layout assignment (Next).
- Click Save.

Notes:
- No hotkeys were used.
- Visibility was explicitly set only for Customer Portal User and Standard User profiles.

## Your ultimate task
```
Please provision a custom object titled Attention, attach a lookup relationship to Case object, and restrict availability so that only the Einstein Agent User and Standard Platform User profiles have access.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a custom object named Favorite. Then create a Lookup Relationship with Contact object. It should only be visible to System Administrator, Solution Manager profiles.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- Navigate to Create > Custom Object.
  - Create a new custom object with:
    - Label: Favorite
    - Plural Label: Favorites
  - Save.
- Open the Favorite object, go to Fields & Relationships, and click New.
  - Choose data type: Lookup Relationship, then Next.
  - Related To: Contact, then Next.
  - Accept defaults for field name, then Next as needed.
  - Field-Level Security: ensure Visible is checked only for the System Administrator and Solution Manager profiles (uncheck all other profiles).
  - Continue through the remaining Next steps (page layout/related list) and Save.

Notes:
- No hotkeys were used.
Sample 2:
TASK:Create a custom object named ToughToClose. Then create a Lookup Relationship with Opportunity object. It should only be visible to Customer Portal User, Standard User profiles.
EXPERIENCE:
Successful plan to create ToughToClose object and a lookup to Opportunity with restricted visibility:

1) Access Setup
- Log in.
- Click Setup.

2) Create the custom object
- Go to Create > Custom Object.
- Enter Label: ToughToClose; Plural Label: ToughToCloses.
- Click Save.

3) Add a Lookup Relationship to Opportunity
- In the ToughToClose object, open Fields & Relationships.
- Click New.
- Select Lookup Relationship and click Next.
- Set Related To = Opportunity and click Next.
- Accept defaults on subsequent step(s) and click Next.

4) Set field-level security (visibility)
- On the Field-Level Security step, clear default visibility if needed.
- Check Visible only for:
  - Customer Portal User
  - Standard User
- Click Next.

5) Finalize
- Accept defaults for page layout assignment (Next).
- Click Save.

Notes:
- No hotkeys were used.
- Visibility was explicitly set only for Customer Portal User and Standard User profiles.

## Your ultimate task
```
I’d like a custom object named Throughput; tie it to Lead with a Lookup Relationship, and ensure it’s only visible to the Identity User and Contract Manager profiles.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Permission set by setting the label as Account Access. The license is set to None. Enable Account Object Permissions: Read, Create. Enable Read and Edit Access for all fields.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup.
- In Quick Find, type “Permission Sets” and open it.
- Click New to create a permission set.
- Enter Label: “Account Access”. Click the API Name field to auto-populate it.
- Ensure License is set to None (leave the default None).
- Click Save.
- In the permission set, go to Object Settings > Accounts > Edit.
- Under Object Permissions, enable Read and Create.
- Under Field Permissions, enable Read Access for all fields and Edit Access for all fields (use the select-all checkboxes).
- Click Save.
Sample 2:
TASK:Create a Permission set by setting the label as Opportunity Access. The license is set to None. Enable Opportunities Object Permissions: Read, Edit. Enable Read and Edit Access for all fields.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- In Quick Find, search for “Permission Sets” and open it.
- Click New to create a permission set.
  - Set Label to “Opportunity Access”. Click the API Name field to auto-populate it.
  - Leave License set to None.
  - Save.
- In the created permission set, go to Object Settings.
  - Open Opportunities, click Edit.
  - Enable Object Permissions: check Read and Edit.
  - Enable field access: check “Read Access” and “Edit Access” for all fields.
  - Save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
Please set up a new Permission Set named “Account Access.” Leave the license as None. On the Account object, grant object permissions for Read and Create. Also give Read and Edit access to all fields.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Permission set by setting the label as Account Access. The license is set to None. Enable Account Object Permissions: Read, Create. Enable Read and Edit Access for all fields.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup.
- In Quick Find, type “Permission Sets” and open it.
- Click New to create a permission set.
- Enter Label: “Account Access”. Click the API Name field to auto-populate it.
- Ensure License is set to None (leave the default None).
- Click Save.
- In the permission set, go to Object Settings > Accounts > Edit.
- Under Object Permissions, enable Read and Create.
- Under Field Permissions, enable Read Access for all fields and Edit Access for all fields (use the select-all checkboxes).
- Click Save.
Sample 2:
TASK:Create a Permission set by setting the label as Opportunity Access. The license is set to None. Enable Opportunities Object Permissions: Read, Edit. Enable Read and Edit Access for all fields.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- In Quick Find, search for “Permission Sets” and open it.
- Click New to create a permission set.
  - Set Label to “Opportunity Access”. Click the API Name field to auto-populate it.
  - Leave License set to None.
  - Save.
- In the created permission set, go to Object Settings.
  - Open Opportunities, click Edit.
  - Enable Object Permissions: check Read and Edit.
  - Enable field access: check “Read Access” and “Edit Access” for all fields.
  - Save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
I need a Permission Set with these specs: - Label: Opportunity Access - License: None - Opportunity Object Permissions: Read, Edit. Read and Edit for every field
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Permission set by setting the label as Account Access. The license is set to None. Enable Account Object Permissions: Read, Create. Enable Read and Edit Access for all fields.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup.
- In Quick Find, type “Permission Sets” and open it.
- Click New to create a permission set.
- Enter Label: “Account Access”. Click the API Name field to auto-populate it.
- Ensure License is set to None (leave the default None).
- Click Save.
- In the permission set, go to Object Settings > Accounts > Edit.
- Under Object Permissions, enable Read and Create.
- Under Field Permissions, enable Read Access for all fields and Edit Access for all fields (use the select-all checkboxes).
- Click Save.
Sample 2:
TASK:Create a Permission set by setting the label as Opportunity Access. The license is set to None. Enable Opportunities Object Permissions: Read, Edit. Enable Read and Edit Access for all fields.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- In Quick Find, search for “Permission Sets” and open it.
- Click New to create a permission set.
  - Set Label to “Opportunity Access”. Click the API Name field to auto-populate it.
  - Leave License set to None.
  - Save.
- In the created permission set, go to Object Settings.
  - Open Opportunities, click Edit.
  - Enable Object Permissions: check Read and Edit.
  - Enable field access: check “Read Access” and “Edit Access” for all fields.
  - Save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
Create a Permission Set and call it “Address Access” (license should be None). For the Address object, turn on Read, Edit, Delete, and View All Records. Then make sure every field is set to Read and Edit.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Permission set by setting the label as Account Access. The license is set to None. Enable Account Object Permissions: Read, Create. Enable Read and Edit Access for all fields.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup.
- In Quick Find, type “Permission Sets” and open it.
- Click New to create a permission set.
- Enter Label: “Account Access”. Click the API Name field to auto-populate it.
- Ensure License is set to None (leave the default None).
- Click Save.
- In the permission set, go to Object Settings > Accounts > Edit.
- Under Object Permissions, enable Read and Create.
- Under Field Permissions, enable Read Access for all fields and Edit Access for all fields (use the select-all checkboxes).
- Click Save.
Sample 2:
TASK:Create a Permission set by setting the label as Opportunity Access. The license is set to None. Enable Opportunities Object Permissions: Read, Edit. Enable Read and Edit Access for all fields.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- In Quick Find, search for “Permission Sets” and open it.
- Click New to create a permission set.
  - Set Label to “Opportunity Access”. Click the API Name field to auto-populate it.
  - Leave License set to None.
  - Save.
- In the created permission set, go to Object Settings.
  - Open Opportunities, click Edit.
  - Enable Object Permissions: check Read and Edit.
  - Enable field access: check “Read Access” and “Edit Access” for all fields.
  - Save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
Set up a Permission Set labeled “Actions Access,” with the license left as None. Configure the Shipment object so it has Read, Edit, and Delete object permissions. Ensure all fields have both Read and Edit enabled.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Permission set by setting the label as Account Access. The license is set to None. Enable Account Object Permissions: Read, Create. Enable Read and Edit Access for all fields.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup.
- In Quick Find, type “Permission Sets” and open it.
- Click New to create a permission set.
- Enter Label: “Account Access”. Click the API Name field to auto-populate it.
- Ensure License is set to None (leave the default None).
- Click Save.
- In the permission set, go to Object Settings > Accounts > Edit.
- Under Object Permissions, enable Read and Create.
- Under Field Permissions, enable Read Access for all fields and Edit Access for all fields (use the select-all checkboxes).
- Click Save.
Sample 2:
TASK:Create a Permission set by setting the label as Opportunity Access. The license is set to None. Enable Opportunities Object Permissions: Read, Edit. Enable Read and Edit Access for all fields.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- In Quick Find, search for “Permission Sets” and open it.
- Click New to create a permission set.
  - Set Label to “Opportunity Access”. Click the API Name field to auto-populate it.
  - Leave License set to None.
  - Save.
- In the created permission set, go to Object Settings.
  - Open Opportunities, click Edit.
  - Enable Object Permissions: check Read and Edit.
  - Enable field access: check “Read Access” and “Edit Access” for all fields.
  - Save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
Please build a Permission Set called “Cases Admin.” Keep the license set to None. On the Case object, allow Read and Delete. Grant Read and Edit access across all fields.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Permission Set Group with the label name Product Admin. Include the Merchandiser permission set.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, type "Permission Set Groups" and select it.
- Click "New Permission Set Group".
- Enter Label: "Product Admin" and click "Save".
- In the "Permission Sets in Group" related list, click "Add Permission Set".
- Filter to M (if needed), check "Merchandiser".
- Click "Add", then "Done".
Sample 2:
TASK:Create a Permission Set Group with the label name Agentforce Data Admin1. Include the Data Cloud Admin access set.
EXPERIENCE:
Successful plan to create the Permission Set Group and include Data Cloud Admin:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Permission Set Groups” and open it.
- Click “New Permission Set Group.”
- Enter the label: “Agentforce Data Admin1” and Save.
- Open the “Permission Sets in Group” section and click “Add Permission Set.”
- Use the index filter for the letter “D,” select the checkbox for “Data Cloud Admin,” click “Add,” then “Done.”

## Your ultimate task
```
Create a Permission Set Group, give it the label Product Admin, and add the Merchandiser access set to it.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Permission Set Group with the label name Product Admin. Include the Merchandiser permission set.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, type "Permission Set Groups" and select it.
- Click "New Permission Set Group".
- Enter Label: "Product Admin" and click "Save".
- In the "Permission Sets in Group" related list, click "Add Permission Set".
- Filter to M (if needed), check "Merchandiser".
- Click "Add", then "Done".
Sample 2:
TASK:Create a Permission Set Group with the label name Agentforce Data Admin1. Include the Data Cloud Admin access set.
EXPERIENCE:
Successful plan to create the Permission Set Group and include Data Cloud Admin:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Permission Set Groups” and open it.
- Click “New Permission Set Group.”
- Enter the label: “Agentforce Data Admin1” and Save.
- Open the “Permission Sets in Group” section and click “Add Permission Set.”
- Use the index filter for the letter “D,” select the checkbox for “Data Cloud Admin,” click “Add,” then “Done.”

## Your ultimate task
```
When you get a moment, set up a Permission Set Group labeled Agentforce Data Admin1 and include the Data Cloud Admin access set.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Permission Set Group with the label name Product Admin. Include the Merchandiser permission set.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, type "Permission Set Groups" and select it.
- Click "New Permission Set Group".
- Enter Label: "Product Admin" and click "Save".
- In the "Permission Sets in Group" related list, click "Add Permission Set".
- Filter to M (if needed), check "Merchandiser".
- Click "Add", then "Done".
Sample 2:
TASK:Create a Permission Set Group with the label name Agentforce Data Admin1. Include the Data Cloud Admin access set.
EXPERIENCE:
Successful plan to create the Permission Set Group and include Data Cloud Admin:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Permission Set Groups” and open it.
- Click “New Permission Set Group.”
- Enter the label: “Agentforce Data Admin1” and Save.
- Open the “Permission Sets in Group” section and click “Add Permission Set.”
- Use the index filter for the letter “D,” select the checkbox for “Data Cloud Admin,” click “Add,” then “Done.”

## Your ultimate task
```
Please provision a new Permission Set Group titled New Sales User and make sure the Salesforce Pricing Manager access set is part of it.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Permission Set Group with the label name Product Admin. Include the Merchandiser permission set.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, type "Permission Set Groups" and select it.
- Click "New Permission Set Group".
- Enter Label: "Product Admin" and click "Save".
- In the "Permission Sets in Group" related list, click "Add Permission Set".
- Filter to M (if needed), check "Merchandiser".
- Click "Add", then "Done".
Sample 2:
TASK:Create a Permission Set Group with the label name Agentforce Data Admin1. Include the Data Cloud Admin access set.
EXPERIENCE:
Successful plan to create the Permission Set Group and include Data Cloud Admin:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Permission Set Groups” and open it.
- Click “New Permission Set Group.”
- Enter the label: “Agentforce Data Admin1” and Save.
- Open the “Permission Sets in Group” section and click “Add Permission Set.”
- Use the index filter for the letter “D,” select the checkbox for “Data Cloud Admin,” click “Add,” then “Done.”

## Your ultimate task
```
Set up a Permission Set Group with the label Survey Admin, then attach the Manage Assessment Surveys access set to that group.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Permission Set Group with the label name Product Admin. Include the Merchandiser permission set.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, type "Permission Set Groups" and select it.
- Click "New Permission Set Group".
- Enter Label: "Product Admin" and click "Save".
- In the "Permission Sets in Group" related list, click "Add Permission Set".
- Filter to M (if needed), check "Merchandiser".
- Click "Add", then "Done".
Sample 2:
TASK:Create a Permission Set Group with the label name Agentforce Data Admin1. Include the Data Cloud Admin access set.
EXPERIENCE:
Successful plan to create the Permission Set Group and include Data Cloud Admin:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Permission Set Groups” and open it.
- Click “New Permission Set Group.”
- Enter the label: “Agentforce Data Admin1” and Save.
- Open the “Permission Sets in Group” section and click “Add Permission Set.”
- Use the index filter for the letter “D,” select the checkbox for “Data Cloud Admin,” click “Add,” then “Done.”

## Your ultimate task
```
Build a Permission Set Group named Trainee Analyst and include the Use Enablement Programs access set in it.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Jump into the MarketingAnalyticsUser permission set group and mute the Accounts object permissions for Delete and Edit. Also mute Edit access on the Annual Revenue field(s).
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
In the Sales User permission set group, please mute the Addresses object by turning off Edit and Modify All Records, and also mute Read access for the AddressType field(s).
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Tighten permissions in SamplePermsetGroup: mute Opportunities for Modify All Records and View All Fields, and mute Edit access on the Amount field(s).
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
For MyNewPermissionSetGroup, mute Cases permissions for Create and View All Fields, then mute Read access on the Priority field(s).
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
In the LaLaLandUsers permission set group, mute the Shipment object permissions for Create and View All Fields, and mute Edit access for the ExpectedDeliveryDate field(s).
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Assign the [MarketAnalyticsUser] permission set group to the user [Foo Bar].
EXPERIENCE:
Successful plan to assign the MarketingAnalyticsUser permission set group to user Foo Bar:

- Log in to Salesforce.
- Open Setup.
- In Quick Find, type “permission set group” and open Permission Set Groups.
- Select the “MarketingAnalyticsUser” permission set group.
- Click Manage Assignments, then Add Assignments.
- Select the user “Foo Bar” (open the user record).
- In the user record, open Permission Set Group Assignments, click Edit Assignments.
- Select “MarketingAnalyticsUser” from Available groups (scroll if needed), click Add.
- Click Save, then Continue if prompted.

Notes:
- No hotkeys were used.
Sample 2:
TASK:Assign the [Manufacturing Admin] permission set group to the user [Sample user].

EXPERIENCE:
Successful plan to assign the Manufacturing Admin permission set group to Sample User:

1. Log in and open Setup.
2. In Quick Find, type “permission set group” and open Permission Set Groups.
3. Open the “Manufacturing Admin” permission set group.
4. Click Manage Assignments > Add Assignment.
5. Select “Sample User” to open the user record.
6. In the user’s Permission Set Group Assignments related list, click Edit Assignments.
7. Move “Manufacturing Admin” from Available to Enabled (click Add).
8. Click Save and confirm (Continue if prompted).

## Your ultimate task
```
Could you go ahead and grant Foo Bar the MarketingAnalyticsUser permission set group?
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Assign the [MarketAnalyticsUser] permission set group to the user [Foo Bar].
EXPERIENCE:
Successful plan to assign the MarketingAnalyticsUser permission set group to user Foo Bar:

- Log in to Salesforce.
- Open Setup.
- In Quick Find, type “permission set group” and open Permission Set Groups.
- Select the “MarketingAnalyticsUser” permission set group.
- Click Manage Assignments, then Add Assignments.
- Select the user “Foo Bar” (open the user record).
- In the user record, open Permission Set Group Assignments, click Edit Assignments.
- Select “MarketingAnalyticsUser” from Available groups (scroll if needed), click Add.
- Click Save, then Continue if prompted.

Notes:
- No hotkeys were used.
Sample 2:
TASK:Assign the [Manufacturing Admin] permission set group to the user [Sample user].

EXPERIENCE:
Successful plan to assign the Manufacturing Admin permission set group to Sample User:

1. Log in and open Setup.
2. In Quick Find, type “permission set group” and open Permission Set Groups.
3. Open the “Manufacturing Admin” permission set group.
4. Click Manage Assignments > Add Assignment.
5. Select “Sample User” to open the user record.
6. In the user’s Permission Set Group Assignments related list, click Edit Assignments.
7. Move “Manufacturing Admin” from Available to Enabled (click Add).
8. Click Save and confirm (Continue if prompted).

## Your ultimate task
```
I need Sample User added to the Manufacturing Admin permission set group.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Assign the [MarketAnalyticsUser] permission set group to the user [Foo Bar].
EXPERIENCE:
Successful plan to assign the MarketingAnalyticsUser permission set group to user Foo Bar:

- Log in to Salesforce.
- Open Setup.
- In Quick Find, type “permission set group” and open Permission Set Groups.
- Select the “MarketingAnalyticsUser” permission set group.
- Click Manage Assignments, then Add Assignments.
- Select the user “Foo Bar” (open the user record).
- In the user record, open Permission Set Group Assignments, click Edit Assignments.
- Select “MarketingAnalyticsUser” from Available groups (scroll if needed), click Add.
- Click Save, then Continue if prompted.

Notes:
- No hotkeys were used.
Sample 2:
TASK:Assign the [Manufacturing Admin] permission set group to the user [Sample user].

EXPERIENCE:
Successful plan to assign the Manufacturing Admin permission set group to Sample User:

1. Log in and open Setup.
2. In Quick Find, type “permission set group” and open Permission Set Groups.
3. Open the “Manufacturing Admin” permission set group.
4. Click Manage Assignments > Add Assignment.
5. Select “Sample User” to open the user record.
6. In the user’s Permission Set Group Assignments related list, click Edit Assignments.
7. Move “Manufacturing Admin” from Available to Enabled (click Add).
8. Click Save and confirm (Continue if prompted).

## Your ultimate task
```
Attach the MarketingAnalyticsUser permission set group to Foo Bar’s user account.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Assign the [MarketAnalyticsUser] permission set group to the user [Foo Bar].
EXPERIENCE:
Successful plan to assign the MarketingAnalyticsUser permission set group to user Foo Bar:

- Log in to Salesforce.
- Open Setup.
- In Quick Find, type “permission set group” and open Permission Set Groups.
- Select the “MarketingAnalyticsUser” permission set group.
- Click Manage Assignments, then Add Assignments.
- Select the user “Foo Bar” (open the user record).
- In the user record, open Permission Set Group Assignments, click Edit Assignments.
- Select “MarketingAnalyticsUser” from Available groups (scroll if needed), click Add.
- Click Save, then Continue if prompted.

Notes:
- No hotkeys were used.
Sample 2:
TASK:Assign the [Manufacturing Admin] permission set group to the user [Sample user].

EXPERIENCE:
Successful plan to assign the Manufacturing Admin permission set group to Sample User:

1. Log in and open Setup.
2. In Quick Find, type “permission set group” and open Permission Set Groups.
3. Open the “Manufacturing Admin” permission set group.
4. Click Manage Assignments > Add Assignment.
5. Select “Sample User” to open the user record.
6. In the user’s Permission Set Group Assignments related list, click Edit Assignments.
7. Move “Manufacturing Admin” from Available to Enabled (click Add).
8. Click Save and confirm (Continue if prompted).

## Your ultimate task
```
Please provision Sofia Bennett with the SamplePermsetGroup permission set group.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Assign the [MarketAnalyticsUser] permission set group to the user [Foo Bar].
EXPERIENCE:
Successful plan to assign the MarketingAnalyticsUser permission set group to user Foo Bar:

- Log in to Salesforce.
- Open Setup.
- In Quick Find, type “permission set group” and open Permission Set Groups.
- Select the “MarketingAnalyticsUser” permission set group.
- Click Manage Assignments, then Add Assignments.
- Select the user “Foo Bar” (open the user record).
- In the user record, open Permission Set Group Assignments, click Edit Assignments.
- Select “MarketingAnalyticsUser” from Available groups (scroll if needed), click Add.
- Click Save, then Continue if prompted.

Notes:
- No hotkeys were used.
Sample 2:
TASK:Assign the [Manufacturing Admin] permission set group to the user [Sample user].

EXPERIENCE:
Successful plan to assign the Manufacturing Admin permission set group to Sample User:

1. Log in and open Setup.
2. In Quick Find, type “permission set group” and open Permission Set Groups.
3. Open the “Manufacturing Admin” permission set group.
4. Click Manage Assignments > Add Assignment.
5. Select “Sample User” to open the user record.
6. In the user’s Permission Set Group Assignments related list, click Edit Assignments.
7. Move “Manufacturing Admin” from Available to Enabled (click Add).
8. Click Save and confirm (Continue if prompted).

## Your ultimate task
```
Apply the LaLaLandUsers permission set group to John Doe’s account.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Configure the organization-wide defaults for the MyAnimal__c object with visibility Private for internal users, visibility Private for external users, and allow users higher in the role hierarchy.
EXPERIENCE:
Successful plan to configure OWD for MyAnimal__c:

- Log in to Salesforce and open Setup.
- In Quick Find, type “Sharing Settings” and open Sharing Settings.
- Click Edit in the Organization-Wide Defaults section.
- Scroll to the MyAnimal__c row.
- Set Default Internal Access to Private.
- Set Default External Access to Private.
- Check Grant Access Using Hierarchies (to allow users higher in the role hierarchy).
- Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:Configure the organization-wide defaults for the MyBike__c object with visibility Public Read Only for internal users, visibility Private for external users, and allow users higher in the role hierarchy.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup (gear icon > Setup).
- In Quick Find, enter “Sharing Settings” and open it.
- Click Edit under Organization-Wide Defaults.
- Scroll to/find the MyBike__c object row.
- Set Default Internal Access to Public Read Only.
- Set Default External Access to Private.
- Check Grant Access Using Hierarchies (to allow users higher in the role hierarchy).
- Click Save.

## Your ultimate task
```
For MyAnimal__c, tighten sharing: set the organization-wide defaults to Private for internal users and Private for external users, and make sure Grant Access Using Hierarchies is turned on.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Configure the organization-wide defaults for the MyAnimal__c object with visibility Private for internal users, visibility Private for external users, and allow users higher in the role hierarchy.
EXPERIENCE:
Successful plan to configure OWD for MyAnimal__c:

- Log in to Salesforce and open Setup.
- In Quick Find, type “Sharing Settings” and open Sharing Settings.
- Click Edit in the Organization-Wide Defaults section.
- Scroll to the MyAnimal__c row.
- Set Default Internal Access to Private.
- Set Default External Access to Private.
- Check Grant Access Using Hierarchies (to allow users higher in the role hierarchy).
- Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:Configure the organization-wide defaults for the MyBike__c object with visibility Public Read Only for internal users, visibility Private for external users, and allow users higher in the role hierarchy.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup (gear icon > Setup).
- In Quick Find, enter “Sharing Settings” and open it.
- Click Edit under Organization-Wide Defaults.
- Scroll to/find the MyBike__c object row.
- Set Default Internal Access to Public Read Only.
- Set Default External Access to Private.
- Check Grant Access Using Hierarchies (to allow users higher in the role hierarchy).
- Click Save.

## Your ultimate task
```
Set the organization-wide defaults for the MyBike__c object to Public Read Only for internal users, Private for external users, and enable access for users higher in the role hierarchy.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Configure the organization-wide defaults for the MyAnimal__c object with visibility Private for internal users, visibility Private for external users, and allow users higher in the role hierarchy.
EXPERIENCE:
Successful plan to configure OWD for MyAnimal__c:

- Log in to Salesforce and open Setup.
- In Quick Find, type “Sharing Settings” and open Sharing Settings.
- Click Edit in the Organization-Wide Defaults section.
- Scroll to the MyAnimal__c row.
- Set Default Internal Access to Private.
- Set Default External Access to Private.
- Check Grant Access Using Hierarchies (to allow users higher in the role hierarchy).
- Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:Configure the organization-wide defaults for the MyBike__c object with visibility Public Read Only for internal users, visibility Private for external users, and allow users higher in the role hierarchy.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup (gear icon > Setup).
- In Quick Find, enter “Sharing Settings” and open it.
- Click Edit under Organization-Wide Defaults.
- Scroll to/find the MyBike__c object row.
- Set Default Internal Access to Public Read Only.
- Set Default External Access to Private.
- Check Grant Access Using Hierarchies (to allow users higher in the role hierarchy).
- Click Save.

## Your ultimate task
```
Set the organization-wide defaults for the Environment__c object to Public Read/Write for internal users, Public Read Only for external users, and allow access for users higher in the role hierarchy.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Configure the organization-wide defaults for the MyAnimal__c object with visibility Private for internal users, visibility Private for external users, and allow users higher in the role hierarchy.
EXPERIENCE:
Successful plan to configure OWD for MyAnimal__c:

- Log in to Salesforce and open Setup.
- In Quick Find, type “Sharing Settings” and open Sharing Settings.
- Click Edit in the Organization-Wide Defaults section.
- Scroll to the MyAnimal__c row.
- Set Default Internal Access to Private.
- Set Default External Access to Private.
- Check Grant Access Using Hierarchies (to allow users higher in the role hierarchy).
- Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:Configure the organization-wide defaults for the MyBike__c object with visibility Public Read Only for internal users, visibility Private for external users, and allow users higher in the role hierarchy.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup (gear icon > Setup).
- In Quick Find, enter “Sharing Settings” and open it.
- Click Edit under Organization-Wide Defaults.
- Scroll to/find the MyBike__c object row.
- Set Default Internal Access to Public Read Only.
- Set Default External Access to Private.
- Check Grant Access Using Hierarchies (to allow users higher in the role hierarchy).
- Click Save.

## Your ultimate task
```
Configure the organization-wide defaults for the MyInventory__c object with visibility Public Read/Write for internal users, visibility Public Read/Write for external users, and allow users higher in the role hierarchy.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Configure the organization-wide defaults for the MyAnimal__c object with visibility Private for internal users, visibility Private for external users, and allow users higher in the role hierarchy.
EXPERIENCE:
Successful plan to configure OWD for MyAnimal__c:

- Log in to Salesforce and open Setup.
- In Quick Find, type “Sharing Settings” and open Sharing Settings.
- Click Edit in the Organization-Wide Defaults section.
- Scroll to the MyAnimal__c row.
- Set Default Internal Access to Private.
- Set Default External Access to Private.
- Check Grant Access Using Hierarchies (to allow users higher in the role hierarchy).
- Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:Configure the organization-wide defaults for the MyBike__c object with visibility Public Read Only for internal users, visibility Private for external users, and allow users higher in the role hierarchy.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup (gear icon > Setup).
- In Quick Find, enter “Sharing Settings” and open it.
- Click Edit under Organization-Wide Defaults.
- Scroll to/find the MyBike__c object row.
- Set Default Internal Access to Public Read Only.
- Set Default External Access to Private.
- Check Grant Access Using Hierarchies (to allow users higher in the role hierarchy).
- Click Save.

## Your ultimate task
```
Please configure MyVehicle__c’s organization-wide defaults to Public Read/Write for internal users and Public Read Only for external users, and ensure access is still granted to users higher in the role hierarchy.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Freeze a user with Username Alice Bob
EXPERIENCE:
Successful plan:
- Log in to the system by clicking Log In.
- Use the Global Search Bar: click it and type "alice bob".
- From results, select "Alice Bob — User".
- Open the User Detail page.
- Click Freeze to freeze the user.
Sample 2:
TASK:Freeze a user with Username Foo Bar
EXPERIENCE:
Successful plan to freeze user "Foo Bar":

1. Log in by clicking the Log In button.
2. Use the Global Search Bar to search for "foo bar".
3. From the results, click the "Foo Bar" User entry.
4. Open the User Detail page.
5. Click the Freeze action to freeze the user.

Notes:
- No hotkeys were used.

## Your ultimate task
```
Please freeze the account for the Username "Alice Bob" right away.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Freeze a user with Username Alice Bob
EXPERIENCE:
Successful plan:
- Log in to the system by clicking Log In.
- Use the Global Search Bar: click it and type "alice bob".
- From results, select "Alice Bob — User".
- Open the User Detail page.
- Click Freeze to freeze the user.
Sample 2:
TASK:Freeze a user with Username Foo Bar
EXPERIENCE:
Successful plan to freeze user "Foo Bar":

1. Log in by clicking the Log In button.
2. Use the Global Search Bar to search for "foo bar".
3. From the results, click the "Foo Bar" User entry.
4. Open the User Detail page.
5. Click the Freeze action to freeze the user.

Notes:
- No hotkeys were used.

## Your ultimate task
```
Go ahead and put a freeze on the user with Username Foo Bar, ASAP.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Freeze a user with Username Alice Bob
EXPERIENCE:
Successful plan:
- Log in to the system by clicking Log In.
- Use the Global Search Bar: click it and type "alice bob".
- From results, select "Alice Bob — User".
- Open the User Detail page.
- Click Freeze to freeze the user.
Sample 2:
TASK:Freeze a user with Username Foo Bar
EXPERIENCE:
Successful plan to freeze user "Foo Bar":

1. Log in by clicking the Log In button.
2. Use the Global Search Bar to search for "foo bar".
3. From the results, click the "Foo Bar" User entry.
4. Open the User Detail page.
5. Click the Freeze action to freeze the user.

Notes:
- No hotkeys were used.

## Your ultimate task
```
I need the user account whose Username is John Doe to be frozen—thanks.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Freeze a user with Username Alice Bob
EXPERIENCE:
Successful plan:
- Log in to the system by clicking Log In.
- Use the Global Search Bar: click it and type "alice bob".
- From results, select "Alice Bob — User".
- Open the User Detail page.
- Click Freeze to freeze the user.
Sample 2:
TASK:Freeze a user with Username Foo Bar
EXPERIENCE:
Successful plan to freeze user "Foo Bar":

1. Log in by clicking the Log In button.
2. Use the Global Search Bar to search for "foo bar".
3. From the results, click the "Foo Bar" User entry.
4. Open the User Detail page.
5. Click the Freeze action to freeze the user.

Notes:
- No hotkeys were used.

## Your ultimate task
```
Lock it down: place a freeze on the profile for the Username Sofia Bennett.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Freeze a user with Username Alice Bob
EXPERIENCE:
Successful plan:
- Log in to the system by clicking Log In.
- Use the Global Search Bar: click it and type "alice bob".
- From results, select "Alice Bob — User".
- Open the User Detail page.
- Click Freeze to freeze the user.
Sample 2:
TASK:Freeze a user with Username Foo Bar
EXPERIENCE:
Successful plan to freeze user "Foo Bar":

1. Log in by clicking the Log In button.
2. Use the Global Search Bar to search for "foo bar".
3. From the results, click the "Foo Bar" User entry.
4. Open the User Detail page.
5. Click the Freeze action to freeze the user.

Notes:
- No hotkeys were used.

## Your ultimate task
```
Initiate a freeze on the user tied to the Username Sample User.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Deactivate a user with Username Sample User
EXPERIENCE:
Successful plan to deactivate user "Sample User":

- Log in to the application (if prompted).
- Open Setup (gear icon > Setup).
- In Quick Find, type "Users" and select Users.
- Locate and open the user record for "Sample User," then click Edit.
- Uncheck the “Active” checkbox to deactivate the user.
- Confirm the deactivation in the prompt (click OK).
- Click Save to apply the change.
Sample 2:
TASK:Deactivate a user with Username John Doe
EXPERIENCE:
Successful plan to deactivate user "John Doe":

1) Log in to the application.
2) Open Setup.
3) In Quick Find, type “Users” and select the Users page.
4) Locate user “John Doe” and click Edit.
5) Toggle off the “Active” checkbox.
6) Confirm the deactivation when prompted (OK).
7) Click Save to apply changes.

Notes:
- Input used: typed “Users” into Quick Find.
- No hot-keys were used.

## Your ultimate task
```
Please disable the account for the user whose username is "Sample User"
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Deactivate a user with Username Sample User
EXPERIENCE:
Successful plan to deactivate user "Sample User":

- Log in to the application (if prompted).
- Open Setup (gear icon > Setup).
- In Quick Find, type "Users" and select Users.
- Locate and open the user record for "Sample User," then click Edit.
- Uncheck the “Active” checkbox to deactivate the user.
- Confirm the deactivation in the prompt (click OK).
- Click Save to apply the change.
Sample 2:
TASK:Deactivate a user with Username John Doe
EXPERIENCE:
Successful plan to deactivate user "John Doe":

1) Log in to the application.
2) Open Setup.
3) In Quick Find, type “Users” and select the Users page.
4) Locate user “John Doe” and click Edit.
5) Toggle off the “Active” checkbox.
6) Confirm the deactivation when prompted (OK).
7) Click Save to apply changes.

Notes:
- Input used: typed “Users” into Quick Find.
- No hot-keys were used.

## Your ultimate task
```
Could you deactivate the user account for John Doe (username: John Doe), please?
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Deactivate a user with Username Sample User
EXPERIENCE:
Successful plan to deactivate user "Sample User":

- Log in to the application (if prompted).
- Open Setup (gear icon > Setup).
- In Quick Find, type "Users" and select Users.
- Locate and open the user record for "Sample User," then click Edit.
- Uncheck the “Active” checkbox to deactivate the user.
- Confirm the deactivation in the prompt (click OK).
- Click Save to apply the change.
Sample 2:
TASK:Deactivate a user with Username John Doe
EXPERIENCE:
Successful plan to deactivate user "John Doe":

1) Log in to the application.
2) Open Setup.
3) In Quick Find, type “Users” and select the Users page.
4) Locate user “John Doe” and click Edit.
5) Toggle off the “Active” checkbox.
6) Confirm the deactivation when prompted (OK).
7) Click Save to apply changes.

Notes:
- Input used: typed “Users” into Quick Find.
- No hot-keys were used.

## Your ultimate task
```
ASAP, mark the user with the username "Foo Bar" as inactive—deactivate that account.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Deactivate a user with Username Sample User
EXPERIENCE:
Successful plan to deactivate user "Sample User":

- Log in to the application (if prompted).
- Open Setup (gear icon > Setup).
- In Quick Find, type "Users" and select Users.
- Locate and open the user record for "Sample User," then click Edit.
- Uncheck the “Active” checkbox to deactivate the user.
- Confirm the deactivation in the prompt (click OK).
- Click Save to apply the change.
Sample 2:
TASK:Deactivate a user with Username John Doe
EXPERIENCE:
Successful plan to deactivate user "John Doe":

1) Log in to the application.
2) Open Setup.
3) In Quick Find, type “Users” and select the Users page.
4) Locate user “John Doe” and click Edit.
5) Toggle off the “Active” checkbox.
6) Confirm the deactivation when prompted (OK).
7) Click Save to apply changes.

Notes:
- Input used: typed “Users” into Quick Find.
- No hot-keys were used.

## Your ultimate task
```
For the user named Hello World, flip their status to inactive and fully deactivate the account.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Deactivate a user with Username Sample User
EXPERIENCE:
Successful plan to deactivate user "Sample User":

- Log in to the application (if prompted).
- Open Setup (gear icon > Setup).
- In Quick Find, type "Users" and select Users.
- Locate and open the user record for "Sample User," then click Edit.
- Uncheck the “Active” checkbox to deactivate the user.
- Confirm the deactivation in the prompt (click OK).
- Click Save to apply the change.
Sample 2:
TASK:Deactivate a user with Username John Doe
EXPERIENCE:
Successful plan to deactivate user "John Doe":

1) Log in to the application.
2) Open Setup.
3) In Quick Find, type “Users” and select the Users page.
4) Locate user “John Doe” and click Edit.
5) Toggle off the “Active” checkbox.
6) Confirm the deactivation when prompted (OK).
7) Click Save to apply changes.

Notes:
- Input used: typed “Users” into Quick Find.
- No hot-keys were used.

## Your ultimate task
```
Deactivate the account tied to the username "Alice Bob" so this user can no longer sign in.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a new permission set group named "AgentforceReadOnlyAccess". Add the permission sets ["Read-Only", "Analytics View Access"] to the group. Then assign this permission set group to the user "John Doe".
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Setup’s Quick Find, search for “Permission Set Groups” and open it.
- Create the group:
  - Click New Permission Set Group.
  - Enter Label: AgentforceReadOnlyAccess.
  - Save.
- Add permission sets to the group:
  - Click Permission Sets in Group > Add Permission Set.
  - Use the alphabetical index “A” to jump to A; select Analytics View Access; click Add, then Done.
  - Click Add Permission Set again.
  - Use the alphabetical index “R” to jump to R; check Read-Only; click Add, then Done.
- Assign the group to the user John Doe:
  - Back to the Permission Set Group > Manage Assignments > Add Assignment.
  - Select John Doe and open Permission Set Group Assignments.
  - Click Edit Assignments, select AgentforceReadOnlyAccess, click Add, then Save.

Notes:
- The alphabetical index (“A”, “R”) was used to quickly navigate the permission set list.
- No keyboard hotkeys were used.
Sample 2:
TASK:Create a new permission set group named "MarketingInsightsUserGroup". Add the permission sets ["Marketing Manager", "Dashboard Viewer"] to the group. Assign this permission set group to the user "Sample User".
EXPERIENCE:
Successful plan:

1) Access Permission Set Groups
- Log in, open Setup.
- In Quick Find, type “permission set group” and open “Permission Set Groups”.

2) Create the group
- Click “New Permission Set Group”.
- Enter Label: “MarketingInsightsUserGroup”.
- Save.

3) Add required permission sets to the group
- Open “Permission Sets in Group” > “Add Permission Set”.
- Use the letter index “M”, select “Marketing Manager”, click “Add”, then “Done”.
- Click “Add Permission Set” again.
- Use the letter index “D”, select “Dashboard Viewer”, click “Add”, then “Done”.

4) Assign the group to the user “Sample User”
- Go back to the Permission Set Group detail page.
- Click “Manage Assignments” > “Add Assignment”.
- Select “Sample User” to open the user record.
- In the user record, open “Permission Set Group Assignments” > “Edit Assignments”.
- Select “MarketingInsightsUserGroup”, click “Add”, then “Save”.

Notes:
- No hotkeys were used; navigation was via clicks, typing in Quick Find, and list letter indexes (“M” and “D”).

## Your ultimate task
```
Could you create a permission set group called AgentforceReadOnlyAccess, drop in the Read-Only and Analytics View Access permissions, and then assign that group to John Doe?
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a new permission set group named "AgentforceReadOnlyAccess". Add the permission sets ["Read-Only", "Analytics View Access"] to the group. Then assign this permission set group to the user "John Doe".
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Setup’s Quick Find, search for “Permission Set Groups” and open it.
- Create the group:
  - Click New Permission Set Group.
  - Enter Label: AgentforceReadOnlyAccess.
  - Save.
- Add permission sets to the group:
  - Click Permission Sets in Group > Add Permission Set.
  - Use the alphabetical index “A” to jump to A; select Analytics View Access; click Add, then Done.
  - Click Add Permission Set again.
  - Use the alphabetical index “R” to jump to R; check Read-Only; click Add, then Done.
- Assign the group to the user John Doe:
  - Back to the Permission Set Group > Manage Assignments > Add Assignment.
  - Select John Doe and open Permission Set Group Assignments.
  - Click Edit Assignments, select AgentforceReadOnlyAccess, click Add, then Save.

Notes:
- The alphabetical index (“A”, “R”) was used to quickly navigate the permission set list.
- No keyboard hotkeys were used.
Sample 2:
TASK:Create a new permission set group named "MarketingInsightsUserGroup". Add the permission sets ["Marketing Manager", "Dashboard Viewer"] to the group. Assign this permission set group to the user "Sample User".
EXPERIENCE:
Successful plan:

1) Access Permission Set Groups
- Log in, open Setup.
- In Quick Find, type “permission set group” and open “Permission Set Groups”.

2) Create the group
- Click “New Permission Set Group”.
- Enter Label: “MarketingInsightsUserGroup”.
- Save.

3) Add required permission sets to the group
- Open “Permission Sets in Group” > “Add Permission Set”.
- Use the letter index “M”, select “Marketing Manager”, click “Add”, then “Done”.
- Click “Add Permission Set” again.
- Use the letter index “D”, select “Dashboard Viewer”, click “Add”, then “Done”.

4) Assign the group to the user “Sample User”
- Go back to the Permission Set Group detail page.
- Click “Manage Assignments” > “Add Assignment”.
- Select “Sample User” to open the user record.
- In the user record, open “Permission Set Group Assignments” > “Edit Assignments”.
- Select “MarketingInsightsUserGroup”, click “Add”, then “Save”.

Notes:
- No hotkeys were used; navigation was via clicks, typing in Quick Find, and list letter indexes (“M” and “D”).

## Your ultimate task
```
Please create a permission set group named MarketingInsightsUserGroup, include the Marketing Manager and Dashboard Viewer permissions, and assign the group to the user Sample User.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a new permission set group named "AgentforceReadOnlyAccess". Add the permission sets ["Read-Only", "Analytics View Access"] to the group. Then assign this permission set group to the user "John Doe".
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Setup’s Quick Find, search for “Permission Set Groups” and open it.
- Create the group:
  - Click New Permission Set Group.
  - Enter Label: AgentforceReadOnlyAccess.
  - Save.
- Add permission sets to the group:
  - Click Permission Sets in Group > Add Permission Set.
  - Use the alphabetical index “A” to jump to A; select Analytics View Access; click Add, then Done.
  - Click Add Permission Set again.
  - Use the alphabetical index “R” to jump to R; check Read-Only; click Add, then Done.
- Assign the group to the user John Doe:
  - Back to the Permission Set Group > Manage Assignments > Add Assignment.
  - Select John Doe and open Permission Set Group Assignments.
  - Click Edit Assignments, select AgentforceReadOnlyAccess, click Add, then Save.

Notes:
- The alphabetical index (“A”, “R”) was used to quickly navigate the permission set list.
- No keyboard hotkeys were used.
Sample 2:
TASK:Create a new permission set group named "MarketingInsightsUserGroup". Add the permission sets ["Marketing Manager", "Dashboard Viewer"] to the group. Assign this permission set group to the user "Sample User".
EXPERIENCE:
Successful plan:

1) Access Permission Set Groups
- Log in, open Setup.
- In Quick Find, type “permission set group” and open “Permission Set Groups”.

2) Create the group
- Click “New Permission Set Group”.
- Enter Label: “MarketingInsightsUserGroup”.
- Save.

3) Add required permission sets to the group
- Open “Permission Sets in Group” > “Add Permission Set”.
- Use the letter index “M”, select “Marketing Manager”, click “Add”, then “Done”.
- Click “Add Permission Set” again.
- Use the letter index “D”, select “Dashboard Viewer”, click “Add”, then “Done”.

4) Assign the group to the user “Sample User”
- Go back to the Permission Set Group detail page.
- Click “Manage Assignments” > “Add Assignment”.
- Select “Sample User” to open the user record.
- In the user record, open “Permission Set Group Assignments” > “Edit Assignments”.
- Select “MarketingInsightsUserGroup”, click “Add”, then “Save”.

Notes:
- No hotkeys were used; navigation was via clicks, typing in Quick Find, and list letter indexes (“M” and “D”).

## Your ultimate task
```
I need this ASAP: create the permission set group ServiceOperationsAccess, add the CRM User and Service Cloud User permissions, and attach that group to Foo Bar.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a new permission set group named "AgentforceReadOnlyAccess". Add the permission sets ["Read-Only", "Analytics View Access"] to the group. Then assign this permission set group to the user "John Doe".
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Setup’s Quick Find, search for “Permission Set Groups” and open it.
- Create the group:
  - Click New Permission Set Group.
  - Enter Label: AgentforceReadOnlyAccess.
  - Save.
- Add permission sets to the group:
  - Click Permission Sets in Group > Add Permission Set.
  - Use the alphabetical index “A” to jump to A; select Analytics View Access; click Add, then Done.
  - Click Add Permission Set again.
  - Use the alphabetical index “R” to jump to R; check Read-Only; click Add, then Done.
- Assign the group to the user John Doe:
  - Back to the Permission Set Group > Manage Assignments > Add Assignment.
  - Select John Doe and open Permission Set Group Assignments.
  - Click Edit Assignments, select AgentforceReadOnlyAccess, click Add, then Save.

Notes:
- The alphabetical index (“A”, “R”) was used to quickly navigate the permission set list.
- No keyboard hotkeys were used.
Sample 2:
TASK:Create a new permission set group named "MarketingInsightsUserGroup". Add the permission sets ["Marketing Manager", "Dashboard Viewer"] to the group. Assign this permission set group to the user "Sample User".
EXPERIENCE:
Successful plan:

1) Access Permission Set Groups
- Log in, open Setup.
- In Quick Find, type “permission set group” and open “Permission Set Groups”.

2) Create the group
- Click “New Permission Set Group”.
- Enter Label: “MarketingInsightsUserGroup”.
- Save.

3) Add required permission sets to the group
- Open “Permission Sets in Group” > “Add Permission Set”.
- Use the letter index “M”, select “Marketing Manager”, click “Add”, then “Done”.
- Click “Add Permission Set” again.
- Use the letter index “D”, select “Dashboard Viewer”, click “Add”, then “Done”.

4) Assign the group to the user “Sample User”
- Go back to the Permission Set Group detail page.
- Click “Manage Assignments” > “Add Assignment”.
- Select “Sample User” to open the user record.
- In the user record, open “Permission Set Group Assignments” > “Edit Assignments”.
- Select “MarketingInsightsUserGroup”, click “Add”, then “Save”.

Notes:
- No hotkeys were used; navigation was via clicks, typing in Quick Find, and list letter indexes (“M” and “D”).

## Your ultimate task
```
First create a new permission set group called FinanceTeamAccess. Next, add the Order Management Agent, and Buyer permissions. Finally, assign this group to Maria Rodriguez.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a new permission set group named "AgentforceReadOnlyAccess". Add the permission sets ["Read-Only", "Analytics View Access"] to the group. Then assign this permission set group to the user "John Doe".
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Setup’s Quick Find, search for “Permission Set Groups” and open it.
- Create the group:
  - Click New Permission Set Group.
  - Enter Label: AgentforceReadOnlyAccess.
  - Save.
- Add permission sets to the group:
  - Click Permission Sets in Group > Add Permission Set.
  - Use the alphabetical index “A” to jump to A; select Analytics View Access; click Add, then Done.
  - Click Add Permission Set again.
  - Use the alphabetical index “R” to jump to R; check Read-Only; click Add, then Done.
- Assign the group to the user John Doe:
  - Back to the Permission Set Group > Manage Assignments > Add Assignment.
  - Select John Doe and open Permission Set Group Assignments.
  - Click Edit Assignments, select AgentforceReadOnlyAccess, click Add, then Save.

Notes:
- The alphabetical index (“A”, “R”) was used to quickly navigate the permission set list.
- No keyboard hotkeys were used.
Sample 2:
TASK:Create a new permission set group named "MarketingInsightsUserGroup". Add the permission sets ["Marketing Manager", "Dashboard Viewer"] to the group. Assign this permission set group to the user "Sample User".
EXPERIENCE:
Successful plan:

1) Access Permission Set Groups
- Log in, open Setup.
- In Quick Find, type “permission set group” and open “Permission Set Groups”.

2) Create the group
- Click “New Permission Set Group”.
- Enter Label: “MarketingInsightsUserGroup”.
- Save.

3) Add required permission sets to the group
- Open “Permission Sets in Group” > “Add Permission Set”.
- Use the letter index “M”, select “Marketing Manager”, click “Add”, then “Done”.
- Click “Add Permission Set” again.
- Use the letter index “D”, select “Dashboard Viewer”, click “Add”, then “Done”.

4) Assign the group to the user “Sample User”
- Go back to the Permission Set Group detail page.
- Click “Manage Assignments” > “Add Assignment”.
- Select “Sample User” to open the user record.
- In the user record, open “Permission Set Group Assignments” > “Edit Assignments”.
- Select “MarketingInsightsUserGroup”, click “Add”, then “Save”.

Notes:
- No hotkeys were used; navigation was via clicks, typing in Quick Find, and list letter indexes (“M” and “D”).

## Your ultimate task
```
After you create the permission set group AuditReadOnlyGroup, populate it with the Commerce Admin, and Commerce Session permissions and then grant that group to the user Auditor.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Add a formula field with the name [Days to close] to the object [Opportunity]. [It tracks the number of days until an Opportunity Closes]. This newly added field should only be visible to [Marketing User].
EXPERIENCE:
Successful plan to add the “Days to close” formula field on Opportunity and restrict visibility to Marketing User:

- Navigate to Setup > Object Manager > Opportunity > Fields & Relationships.
- Click New, select Formula, and click Next.
- Set Field Label: Days to close; choose Return Type: Number; continue.
- Build the formula:
  - Insert Field: Close Date
  - Operator: Subtract (-)
  - Function: TODAY()
  - Final formula: CloseDate - TODAY()
- Proceed to Field-Level Security:
  - Deselect global visibility (uncheck “Visible to all”).
  - Select only the Marketing User profile for visibility.
- Click Next, then Save.
Sample 2:
TASK:Add a formula field with the name [Check country] to the object [Account] [It checks if the billing country of the account is the same as the account owner's country]. This newly added field should only be visible to [Marketing User, Analytics Cloud Security User, and Einstein Agent User].
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- Navigate: Setup > Object Manager > Account > Fields & Relationships > New.
- Choose field type: Formula. Set Return Type: Checkbox. Click Next.
- Set Field Label: Check country (API Name auto-populates). Click Next.
- Build the formula:
  - Insert Field: Billing Country.
  - Insert Operator: = (Equal).
  - Insert Field: Account Owner > Country.
  - This yields a boolean formula equivalent to: BillingCountry = Owner.Country.
  - Click Next.
- Set Field-Level Security:
  - Deselect the “Visible” header checkbox to clear visibility for all profiles.
  - Check visibility only for:
    - Marketing User
    - Analytics Cloud Security User
    - Einstein Agent User
  - Click Next.
- Click Save.

## Your ultimate task
```
On the Opportunity object, please add a formula field named “Days to close” that shows how many days are left until the Close Date. Lock down field visibility so only the Marketing User profile can see it.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Add a formula field with the name [Days to close] to the object [Opportunity]. [It tracks the number of days until an Opportunity Closes]. This newly added field should only be visible to [Marketing User].
EXPERIENCE:
Successful plan to add the “Days to close” formula field on Opportunity and restrict visibility to Marketing User:

- Navigate to Setup > Object Manager > Opportunity > Fields & Relationships.
- Click New, select Formula, and click Next.
- Set Field Label: Days to close; choose Return Type: Number; continue.
- Build the formula:
  - Insert Field: Close Date
  - Operator: Subtract (-)
  - Function: TODAY()
  - Final formula: CloseDate - TODAY()
- Proceed to Field-Level Security:
  - Deselect global visibility (uncheck “Visible to all”).
  - Select only the Marketing User profile for visibility.
- Click Next, then Save.
Sample 2:
TASK:Add a formula field with the name [Check country] to the object [Account] [It checks if the billing country of the account is the same as the account owner's country]. This newly added field should only be visible to [Marketing User, Analytics Cloud Security User, and Einstein Agent User].
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- Navigate: Setup > Object Manager > Account > Fields & Relationships > New.
- Choose field type: Formula. Set Return Type: Checkbox. Click Next.
- Set Field Label: Check country (API Name auto-populates). Click Next.
- Build the formula:
  - Insert Field: Billing Country.
  - Insert Operator: = (Equal).
  - Insert Field: Account Owner > Country.
  - This yields a boolean formula equivalent to: BillingCountry = Owner.Country.
  - Click Next.
- Set Field-Level Security:
  - Deselect the “Visible” header checkbox to clear visibility for all profiles.
  - Check visibility only for:
    - Marketing User
    - Analytics Cloud Security User
    - Einstein Agent User
  - Click Next.
- Click Save.

## Your ultimate task
```
For Accounts, create a formula field called “Check country” It should return true when the Billing Country matches the Account Owner’s Country, and false otherwise. Make this field visible only to Marketing User, Analytics Cloud Security User, and Einstein Agent User profiles.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Add a formula field with the name [Days to close] to the object [Opportunity]. [It tracks the number of days until an Opportunity Closes]. This newly added field should only be visible to [Marketing User].
EXPERIENCE:
Successful plan to add the “Days to close” formula field on Opportunity and restrict visibility to Marketing User:

- Navigate to Setup > Object Manager > Opportunity > Fields & Relationships.
- Click New, select Formula, and click Next.
- Set Field Label: Days to close; choose Return Type: Number; continue.
- Build the formula:
  - Insert Field: Close Date
  - Operator: Subtract (-)
  - Function: TODAY()
  - Final formula: CloseDate - TODAY()
- Proceed to Field-Level Security:
  - Deselect global visibility (uncheck “Visible to all”).
  - Select only the Marketing User profile for visibility.
- Click Next, then Save.
Sample 2:
TASK:Add a formula field with the name [Check country] to the object [Account] [It checks if the billing country of the account is the same as the account owner's country]. This newly added field should only be visible to [Marketing User, Analytics Cloud Security User, and Einstein Agent User].
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- Navigate: Setup > Object Manager > Account > Fields & Relationships > New.
- Choose field type: Formula. Set Return Type: Checkbox. Click Next.
- Set Field Label: Check country (API Name auto-populates). Click Next.
- Build the formula:
  - Insert Field: Billing Country.
  - Insert Operator: = (Equal).
  - Insert Field: Account Owner > Country.
  - This yields a boolean formula equivalent to: BillingCountry = Owner.Country.
  - Click Next.
- Set Field-Level Security:
  - Deselect the “Visible” header checkbox to clear visibility for all profiles.
  - Check visibility only for:
    - Marketing User
    - Analytics Cloud Security User
    - Einstein Agent User
  - Click Next.
- Click Save.

## Your ultimate task
```
On the Lead object, set up a formula field named “Lead”. If the lead is still open, have it display the number of days it’s been open; if not, leave it blank. Limit visibility exclusively to the Everyone profiles.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Add a formula field with the name [Days to close] to the object [Opportunity]. [It tracks the number of days until an Opportunity Closes]. This newly added field should only be visible to [Marketing User].
EXPERIENCE:
Successful plan to add the “Days to close” formula field on Opportunity and restrict visibility to Marketing User:

- Navigate to Setup > Object Manager > Opportunity > Fields & Relationships.
- Click New, select Formula, and click Next.
- Set Field Label: Days to close; choose Return Type: Number; continue.
- Build the formula:
  - Insert Field: Close Date
  - Operator: Subtract (-)
  - Function: TODAY()
  - Final formula: CloseDate - TODAY()
- Proceed to Field-Level Security:
  - Deselect global visibility (uncheck “Visible to all”).
  - Select only the Marketing User profile for visibility.
- Click Next, then Save.
Sample 2:
TASK:Add a formula field with the name [Check country] to the object [Account] [It checks if the billing country of the account is the same as the account owner's country]. This newly added field should only be visible to [Marketing User, Analytics Cloud Security User, and Einstein Agent User].
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- Navigate: Setup > Object Manager > Account > Fields & Relationships > New.
- Choose field type: Formula. Set Return Type: Checkbox. Click Next.
- Set Field Label: Check country (API Name auto-populates). Click Next.
- Build the formula:
  - Insert Field: Billing Country.
  - Insert Operator: = (Equal).
  - Insert Field: Account Owner > Country.
  - This yields a boolean formula equivalent to: BillingCountry = Owner.Country.
  - Click Next.
- Set Field-Level Security:
  - Deselect the “Visible” header checkbox to clear visibility for all profiles.
  - Check visibility only for:
    - Marketing User
    - Analytics Cloud Security User
    - Einstein Agent User
  - Click Next.
- Click Save.

## Your ultimate task
```
Add a formula field “RevenueInK” on Account that takes Annual Revenue, divides it by 1,000, and appends “K” (e.g., 250,000 → 250K) to simplify reporting. Ensure only System Administrator, Custom: Sales, and Marketing User profiles can see it.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Add a formula field with the name [Days to close] to the object [Opportunity]. [It tracks the number of days until an Opportunity Closes]. This newly added field should only be visible to [Marketing User].
EXPERIENCE:
Successful plan to add the “Days to close” formula field on Opportunity and restrict visibility to Marketing User:

- Navigate to Setup > Object Manager > Opportunity > Fields & Relationships.
- Click New, select Formula, and click Next.
- Set Field Label: Days to close; choose Return Type: Number; continue.
- Build the formula:
  - Insert Field: Close Date
  - Operator: Subtract (-)
  - Function: TODAY()
  - Final formula: CloseDate - TODAY()
- Proceed to Field-Level Security:
  - Deselect global visibility (uncheck “Visible to all”).
  - Select only the Marketing User profile for visibility.
- Click Next, then Save.
Sample 2:
TASK:Add a formula field with the name [Check country] to the object [Account] [It checks if the billing country of the account is the same as the account owner's country]. This newly added field should only be visible to [Marketing User, Analytics Cloud Security User, and Einstein Agent User].
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- Navigate: Setup > Object Manager > Account > Fields & Relationships > New.
- Choose field type: Formula. Set Return Type: Checkbox. Click Next.
- Set Field Label: Check country (API Name auto-populates). Click Next.
- Build the formula:
  - Insert Field: Billing Country.
  - Insert Operator: = (Equal).
  - Insert Field: Account Owner > Country.
  - This yields a boolean formula equivalent to: BillingCountry = Owner.Country.
  - Click Next.
- Set Field-Level Security:
  - Deselect the “Visible” header checkbox to clear visibility for all profiles.
  - Check visibility only for:
    - Marketing User
    - Analytics Cloud Security User
    - Einstein Agent User
  - Click Next.
- Click Save.

## Your ultimate task
```
On Contact object, create a formula field called “IsVIP” that evaluates to true when the related Account’s Annual Revenue exceeds 1,000,000. Restrict field visibility to Standard User and Solution Manager profiles only.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a validation rule for the [Account] Object. [This rule checks if the Account Number field's characters length is not 8]. If the rule is triggered, the error message should be [account number must be 8 characters long.] 
EXPERIENCE:
Successful plan to create the validation rule on Account:

- Log in to Salesforce and open Setup.
- Use Quick Find to search for and open Object Manager.
- Open the Account object.
- Go to Validation Rules and click New.
- Set Rule Name: AccountNumber_Length_Check.
- Set Error Condition Formula: LEN(AccountNumber) <> 8
- Set Error Message: account number must be 8 characters long.
- Click Check Syntax, then Save.
Sample 2:
TASK:Create a validation rule for the Contact object. This rule should check if the Email field does not contain "@company.com". If the email address is from a different domain, the error message should be: "Email must be a company email ending in '@company.com'.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup (gear icon > Setup).
- In Setup, navigate: Objects and Fields > Object Manager.
- Use Quick Find to search for “Contact” and open the Contact object.
- Go to Validation Rules and click New.
- Set Rule Name: Enforce_Company_Email_Domain.
- Set Error Condition Formula: NOT(CONTAINS(Email, "@company.com"))
- Set Error Message: Email must be a company email ending in '@company.com'.
- Click Check Syntax, then Save.

Notes:
- No hotkeys were used.

## Your ultimate task
```
On the Account object, add a validaiton rule: if the Account Number isn’t exactly 8 characters long, block the save and show this message: "account number must be 8 characters long.".
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a validation rule for the [Account] Object. [This rule checks if the Account Number field's characters length is not 8]. If the rule is triggered, the error message should be [account number must be 8 characters long.] 
EXPERIENCE:
Successful plan to create the validation rule on Account:

- Log in to Salesforce and open Setup.
- Use Quick Find to search for and open Object Manager.
- Open the Account object.
- Go to Validation Rules and click New.
- Set Rule Name: AccountNumber_Length_Check.
- Set Error Condition Formula: LEN(AccountNumber) <> 8
- Set Error Message: account number must be 8 characters long.
- Click Check Syntax, then Save.
Sample 2:
TASK:Create a validation rule for the Contact object. This rule should check if the Email field does not contain "@company.com". If the email address is from a different domain, the error message should be: "Email must be a company email ending in '@company.com'.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup (gear icon > Setup).
- In Setup, navigate: Objects and Fields > Object Manager.
- Use Quick Find to search for “Contact” and open the Contact object.
- Go to Validation Rules and click New.
- Set Rule Name: Enforce_Company_Email_Domain.
- Set Error Condition Formula: NOT(CONTAINS(Email, "@company.com"))
- Set Error Message: Email must be a company email ending in '@company.com'.
- Click Check Syntax, then Save.

Notes:
- No hotkeys were used.

## Your ultimate task
```
For the Contacts obeject, enforce corporate emails only—create a validation that fails when the Email field does not contain "@company.com", and display: "Email must be a company email ending in '@company.com'.".
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a validation rule for the [Account] Object. [This rule checks if the Account Number field's characters length is not 8]. If the rule is triggered, the error message should be [account number must be 8 characters long.] 
EXPERIENCE:
Successful plan to create the validation rule on Account:

- Log in to Salesforce and open Setup.
- Use Quick Find to search for and open Object Manager.
- Open the Account object.
- Go to Validation Rules and click New.
- Set Rule Name: AccountNumber_Length_Check.
- Set Error Condition Formula: LEN(AccountNumber) <> 8
- Set Error Message: account number must be 8 characters long.
- Click Check Syntax, then Save.
Sample 2:
TASK:Create a validation rule for the Contact object. This rule should check if the Email field does not contain "@company.com". If the email address is from a different domain, the error message should be: "Email must be a company email ending in '@company.com'.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup (gear icon > Setup).
- In Setup, navigate: Objects and Fields > Object Manager.
- Use Quick Find to search for “Contact” and open the Contact object.
- Go to Validation Rules and click New.
- Set Rule Name: Enforce_Company_Email_Domain.
- Set Error Condition Formula: NOT(CONTAINS(Email, "@company.com"))
- Set Error Message: Email must be a company email ending in '@company.com'.
- Click Check Syntax, then Save.

Notes:
- No hotkeys were used.

## Your ultimate task
```
Create a validation rule for the Opportunity Object. This rule should trigger an error if the Close Date is set to a date in the past. If the rule is triggered, the error message should be "Close Date cannot be in the past.".
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a validation rule for the [Account] Object. [This rule checks if the Account Number field's characters length is not 8]. If the rule is triggered, the error message should be [account number must be 8 characters long.] 
EXPERIENCE:
Successful plan to create the validation rule on Account:

- Log in to Salesforce and open Setup.
- Use Quick Find to search for and open Object Manager.
- Open the Account object.
- Go to Validation Rules and click New.
- Set Rule Name: AccountNumber_Length_Check.
- Set Error Condition Formula: LEN(AccountNumber) <> 8
- Set Error Message: account number must be 8 characters long.
- Click Check Syntax, then Save.
Sample 2:
TASK:Create a validation rule for the Contact object. This rule should check if the Email field does not contain "@company.com". If the email address is from a different domain, the error message should be: "Email must be a company email ending in '@company.com'.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup (gear icon > Setup).
- In Setup, navigate: Objects and Fields > Object Manager.
- Use Quick Find to search for “Contact” and open the Contact object.
- Go to Validation Rules and click New.
- Set Rule Name: Enforce_Company_Email_Domain.
- Set Error Condition Formula: NOT(CONTAINS(Email, "@company.com"))
- Set Error Message: Email must be a company email ending in '@company.com'.
- Click Check Syntax, then Save.

Notes:
- No hotkeys were used.

## Your ultimate task
```
On the Leads, I want to a new validation rule. Disallow zero or negative values for Annual Revenue. If a user enters anything ≤ 0, trigger the error with a message "Annual Revenue must be greater than 0".

```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a validation rule for the [Account] Object. [This rule checks if the Account Number field's characters length is not 8]. If the rule is triggered, the error message should be [account number must be 8 characters long.] 
EXPERIENCE:
Successful plan to create the validation rule on Account:

- Log in to Salesforce and open Setup.
- Use Quick Find to search for and open Object Manager.
- Open the Account object.
- Go to Validation Rules and click New.
- Set Rule Name: AccountNumber_Length_Check.
- Set Error Condition Formula: LEN(AccountNumber) <> 8
- Set Error Message: account number must be 8 characters long.
- Click Check Syntax, then Save.
Sample 2:
TASK:Create a validation rule for the Contact object. This rule should check if the Email field does not contain "@company.com". If the email address is from a different domain, the error message should be: "Email must be a company email ending in '@company.com'.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Setup (gear icon > Setup).
- In Setup, navigate: Objects and Fields > Object Manager.
- Use Quick Find to search for “Contact” and open the Contact object.
- Go to Validation Rules and click New.
- Set Rule Name: Enforce_Company_Email_Domain.
- Set Error Condition Formula: NOT(CONTAINS(Email, "@company.com"))
- Set Error Message: Email must be a company email ending in '@company.com'.
- Click Check Syntax, then Save.

Notes:
- No hotkeys were used.

## Your ultimate task
```
For the Assets object, build a validation rule for me. Require the Description field to have a minimum of 20 characters only when the Asset Owner’s Email contains "example.com"; if it’s shorter, show: "Description must be at least 20 characters for example.com users".
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:[Reorder the picklist values of] the [Campaign]'s [Status] field [by moving the value "Aborted" to the top and make it the default value].
EXPERIENCE:
Successful plan to reorder Campaign Status picklist and set default to Aborted:

- Log in and open Setup.
- Navigate to Object Manager.
- Use Quick Find to locate and open the Campaign object.
- Go to Fields & Relationships, search for and open the Status field.
- Click Reorder, select “Aborted,” use “Move to Top,” then Save.
- Click Edit on the picklist values screen, check the option to make “Aborted” the default, then Save.
Sample 2:
TASK:Create a new picklist value "Pending" in the Case object's Status field.
EXPERIENCE:
Successful plan to create a new picklist value "Pending" in Case Status:

1. Log in to Salesforce.
2. Open Setup (gear icon > Setup).
3. In Setup, navigate to Objects and Fields > Object Manager.
4. Open the Case object.
5. Go to Fields & Relationships.
6. Select the Status field.
7. Click New Picklist Value.
8. Enter Pending as the value.
9. Click Save.

## Your ultimate task
```
In the Campaign object, move the Status picklist so that "Aborted" sits at the very top and make it the default selection for new Campaigns.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:[Reorder the picklist values of] the [Campaign]'s [Status] field [by moving the value "Aborted" to the top and make it the default value].
EXPERIENCE:
Successful plan to reorder Campaign Status picklist and set default to Aborted:

- Log in and open Setup.
- Navigate to Object Manager.
- Use Quick Find to locate and open the Campaign object.
- Go to Fields & Relationships, search for and open the Status field.
- Click Reorder, select “Aborted,” use “Move to Top,” then Save.
- Click Edit on the picklist values screen, check the option to make “Aborted” the default, then Save.
Sample 2:
TASK:Create a new picklist value "Pending" in the Case object's Status field.
EXPERIENCE:
Successful plan to create a new picklist value "Pending" in Case Status:

1. Log in to Salesforce.
2. Open Setup (gear icon > Setup).
3. In Setup, navigate to Objects and Fields > Object Manager.
4. Open the Case object.
5. Go to Fields & Relationships.
6. Select the Status field.
7. Click New Picklist Value.
8. Enter Pending as the value.
9. Click Save.

## Your ultimate task
```
On Cases, please add a new Status option called "Pending" to the picklist.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:[Reorder the picklist values of] the [Campaign]'s [Status] field [by moving the value "Aborted" to the top and make it the default value].
EXPERIENCE:
Successful plan to reorder Campaign Status picklist and set default to Aborted:

- Log in and open Setup.
- Navigate to Object Manager.
- Use Quick Find to locate and open the Campaign object.
- Go to Fields & Relationships, search for and open the Status field.
- Click Reorder, select “Aborted,” use “Move to Top,” then Save.
- Click Edit on the picklist values screen, check the option to make “Aborted” the default, then Save.
Sample 2:
TASK:Create a new picklist value "Pending" in the Case object's Status field.
EXPERIENCE:
Successful plan to create a new picklist value "Pending" in Case Status:

1. Log in to Salesforce.
2. Open Setup (gear icon > Setup).
3. In Setup, navigate to Objects and Fields > Object Manager.
4. Open the Case object.
5. Go to Fields & Relationships.
6. Select the Status field.
7. Click New Picklist Value.
8. Enter Pending as the value.
9. Click Save.

## Your ultimate task
```
Update the Lead Status picklist by renaming the value "Closed - Not Converted" to "Closed - Incomplete."
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:[Reorder the picklist values of] the [Campaign]'s [Status] field [by moving the value "Aborted" to the top and make it the default value].
EXPERIENCE:
Successful plan to reorder Campaign Status picklist and set default to Aborted:

- Log in and open Setup.
- Navigate to Object Manager.
- Use Quick Find to locate and open the Campaign object.
- Go to Fields & Relationships, search for and open the Status field.
- Click Reorder, select “Aborted,” use “Move to Top,” then Save.
- Click Edit on the picklist values screen, check the option to make “Aborted” the default, then Save.
Sample 2:
TASK:Create a new picklist value "Pending" in the Case object's Status field.
EXPERIENCE:
Successful plan to create a new picklist value "Pending" in Case Status:

1. Log in to Salesforce.
2. Open Setup (gear icon > Setup).
3. In Setup, navigate to Objects and Fields > Object Manager.
4. Open the Case object.
5. Go to Fields & Relationships.
6. Select the Status field.
7. Click New Picklist Value.
8. Enter Pending as the value.
9. Click Save.

## Your ultimate task
```
Add "Social Media" as a new choice in the LeadSource picklist on the Lead object.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:[Reorder the picklist values of] the [Campaign]'s [Status] field [by moving the value "Aborted" to the top and make it the default value].
EXPERIENCE:
Successful plan to reorder Campaign Status picklist and set default to Aborted:

- Log in and open Setup.
- Navigate to Object Manager.
- Use Quick Find to locate and open the Campaign object.
- Go to Fields & Relationships, search for and open the Status field.
- Click Reorder, select “Aborted,” use “Move to Top,” then Save.
- Click Edit on the picklist values screen, check the option to make “Aborted” the default, then Save.
Sample 2:
TASK:Create a new picklist value "Pending" in the Case object's Status field.
EXPERIENCE:
Successful plan to create a new picklist value "Pending" in Case Status:

1. Log in to Salesforce.
2. Open Setup (gear icon > Setup).
3. In Setup, navigate to Objects and Fields > Object Manager.
4. Open the Case object.
5. Go to Fields & Relationships.
6. Select the Status field.
7. Click New Picklist Value.
8. Enter Pending as the value.
9. Click Save.

## Your ultimate task
```
For the Case object, rearrange the Priority picklist so "Low" is the first item and set it as the default value.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a global value set with the name [Ingredients] and it should have [sugar, butter, and milk] as the pick list values. Sort the values alphabetically.
EXPERIENCE:
Successful plan to create the global value set "Ingredients" with alphabetically sorted values:

- Log in to Salesforce and go to Setup.
- In Quick Find, type “picklist” and select “Picklist Value Sets.”
- Click “New” to create a new global value set.
- Enter Label: “Ingredients” (API Name will auto-populate when focusing the Name field).
- In the Values area, add each value on its own line:
  - sugar
  - butter
  - milk
- Enable the option to display/sort values alphabetically.
- Click Save.

Notes:
- No hot-keys were used.
- The alphabetical sort ensures the picklist values appear as: butter, milk, sugar.
Sample 2:
TASK:Create a global value set with the name [annotators] and it should have [michael, fabri, and caitlyn] as the pick list values. Set the description to [annotators for the webagent task]. Sort the values alphabetically.
EXPERIENCE:
Successful plan to create the global picklist value set:

- Log in to Salesforce and open Setup.
- In the Setup Quick Find box, search for “picklist” and select “Picklist Value Sets” (Global Value Sets).
- Click “New” to create a new value set.
- Set Label to “annotators” (API Name will auto-populate).
- In the Values box, enter each on a new line:
  - michael
  - fabri
  - caitlyn
- Set Description to “annotators for the webagent task”.
- Enable “Sort values alphabetically”.
- Click “Save”.

## Your ultimate task
```
Please add a global value set called Ingredients and include these picklist options: sugar, butter, and milk. Make sure the values are displayed A–Z.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a global value set with the name [Ingredients] and it should have [sugar, butter, and milk] as the pick list values. Sort the values alphabetically.
EXPERIENCE:
Successful plan to create the global value set "Ingredients" with alphabetically sorted values:

- Log in to Salesforce and go to Setup.
- In Quick Find, type “picklist” and select “Picklist Value Sets.”
- Click “New” to create a new global value set.
- Enter Label: “Ingredients” (API Name will auto-populate when focusing the Name field).
- In the Values area, add each value on its own line:
  - sugar
  - butter
  - milk
- Enable the option to display/sort values alphabetically.
- Click Save.

Notes:
- No hot-keys were used.
- The alphabetical sort ensures the picklist values appear as: butter, milk, sugar.
Sample 2:
TASK:Create a global value set with the name [annotators] and it should have [michael, fabri, and caitlyn] as the pick list values. Set the description to [annotators for the webagent task]. Sort the values alphabetically.
EXPERIENCE:
Successful plan to create the global picklist value set:

- Log in to Salesforce and open Setup.
- In the Setup Quick Find box, search for “picklist” and select “Picklist Value Sets” (Global Value Sets).
- Click “New” to create a new value set.
- Set Label to “annotators” (API Name will auto-populate).
- In the Values box, enter each on a new line:
  - michael
  - fabri
  - caitlyn
- Set Description to “annotators for the webagent task”.
- Enable “Sort values alphabetically”.
- Click “Save”.

## Your ultimate task
```
Could you set up a global value set named annotators with the picklist values michael, fabri, and caitlyn, and have them appear in alphabetical order?
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a global value set with the name [Ingredients] and it should have [sugar, butter, and milk] as the pick list values. Sort the values alphabetically.
EXPERIENCE:
Successful plan to create the global value set "Ingredients" with alphabetically sorted values:

- Log in to Salesforce and go to Setup.
- In Quick Find, type “picklist” and select “Picklist Value Sets.”
- Click “New” to create a new global value set.
- Enter Label: “Ingredients” (API Name will auto-populate when focusing the Name field).
- In the Values area, add each value on its own line:
  - sugar
  - butter
  - milk
- Enable the option to display/sort values alphabetically.
- Click Save.

Notes:
- No hot-keys were used.
- The alphabetical sort ensures the picklist values appear as: butter, milk, sugar.
Sample 2:
TASK:Create a global value set with the name [annotators] and it should have [michael, fabri, and caitlyn] as the pick list values. Set the description to [annotators for the webagent task]. Sort the values alphabetically.
EXPERIENCE:
Successful plan to create the global picklist value set:

- Log in to Salesforce and open Setup.
- In the Setup Quick Find box, search for “picklist” and select “Picklist Value Sets” (Global Value Sets).
- Click “New” to create a new value set.
- Set Label to “annotators” (API Name will auto-populate).
- In the Values box, enter each on a new line:
  - michael
  - fabri
  - caitlyn
- Set Description to “annotators for the webagent task”.
- Enable “Sort values alphabetically”.
- Click “Save”.

## Your ultimate task
```
Provision a global value set titled projects. Populate it with webagent, mm-rag, and human vs. syntheic, then alphabetize the picklist.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a global value set with the name [Ingredients] and it should have [sugar, butter, and milk] as the pick list values. Sort the values alphabetically.
EXPERIENCE:
Successful plan to create the global value set "Ingredients" with alphabetically sorted values:

- Log in to Salesforce and go to Setup.
- In Quick Find, type “picklist” and select “Picklist Value Sets.”
- Click “New” to create a new global value set.
- Enter Label: “Ingredients” (API Name will auto-populate when focusing the Name field).
- In the Values area, add each value on its own line:
  - sugar
  - butter
  - milk
- Enable the option to display/sort values alphabetically.
- Click Save.

Notes:
- No hot-keys were used.
- The alphabetical sort ensures the picklist values appear as: butter, milk, sugar.
Sample 2:
TASK:Create a global value set with the name [annotators] and it should have [michael, fabri, and caitlyn] as the pick list values. Set the description to [annotators for the webagent task]. Sort the values alphabetically.
EXPERIENCE:
Successful plan to create the global picklist value set:

- Log in to Salesforce and open Setup.
- In the Setup Quick Find box, search for “picklist” and select “Picklist Value Sets” (Global Value Sets).
- Click “New” to create a new value set.
- Set Label to “annotators” (API Name will auto-populate).
- In the Values box, enter each on a new line:
  - michael
  - fabri
  - caitlyn
- Set Description to “annotators for the webagent task”.
- Enable “Sort values alphabetically”.
- Click “Save”.

## Your ultimate task
```
I’m organizing a global value set for RocketLaunchPhases—load it with these entries: Pre-Launch Checks, Countdown, Ignition, Lift-Off, Max Q, Stage Separation, Orbit Insertion, Payload Deployment, Re-Entry, Landing. Sort the values alphabetically.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a global value set with the name [Ingredients] and it should have [sugar, butter, and milk] as the pick list values. Sort the values alphabetically.
EXPERIENCE:
Successful plan to create the global value set "Ingredients" with alphabetically sorted values:

- Log in to Salesforce and go to Setup.
- In Quick Find, type “picklist” and select “Picklist Value Sets.”
- Click “New” to create a new global value set.
- Enter Label: “Ingredients” (API Name will auto-populate when focusing the Name field).
- In the Values area, add each value on its own line:
  - sugar
  - butter
  - milk
- Enable the option to display/sort values alphabetically.
- Click Save.

Notes:
- No hot-keys were used.
- The alphabetical sort ensures the picklist values appear as: butter, milk, sugar.
Sample 2:
TASK:Create a global value set with the name [annotators] and it should have [michael, fabri, and caitlyn] as the pick list values. Set the description to [annotators for the webagent task]. Sort the values alphabetically.
EXPERIENCE:
Successful plan to create the global picklist value set:

- Log in to Salesforce and open Setup.
- In the Setup Quick Find box, search for “picklist” and select “Picklist Value Sets” (Global Value Sets).
- Click “New” to create a new value set.
- Set Label to “annotators” (API Name will auto-populate).
- In the Values box, enter each on a new line:
  - michael
  - fabri
  - caitlyn
- Set Description to “annotators for the webagent task”.
- Enable “Sort values alphabetically”.
- Click “Save”.

## Your ultimate task
```
Create a global value set named CustomerSatisfactionLevel and add the following choices: Very Satisfied, Satisfied, Neutral, Unsatisfied, Very Unsatisfied, Not Applicable. Order them A to Z.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Update the org's password polices as follows: update the [password expire days] to [180 days] and [set lockout effective period to forever].
EXPERIENCE:
Successful plan to update password policies:

1. Log in to the org.
2. Open Setup.
3. In the Quick Find search box, type “password policies”.
4. Select “Password Policies” from the results.
5. Set “User passwords expire in” to “180 days”.
6. Set “Lockout effective period” to “Forever”.
7. Click “Save” to apply changes.

Notes:
- No hotkeys were used.
Sample 2:
TASK:"Update the org's password polices as follows: update the [Password complexity requirements] to [Must include numbers and uppercase and lowercase letters], and [Maximum invalid login attempts] to [5]."
EXPERIENCE:
Successful plan:

- Log in to the org.
- Open Setup.
- Use Quick Find to search for “Password Policies” and select it.
- In Password Policies:
  - Set Password complexity requirements to “Must include numbers and uppercase and lowercase letters.”
  - Set Maximum invalid login attempts to 5.
- Save the changes.

Notes:
- No hotkeys were used.

## Your ultimate task
```
Please tune the org-wide password settings so that passwords expire every 180 days, and make lockouts permanent.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Update the org's password polices as follows: update the [password expire days] to [180 days] and [set lockout effective period to forever].
EXPERIENCE:
Successful plan to update password policies:

1. Log in to the org.
2. Open Setup.
3. In the Quick Find search box, type “password policies”.
4. Select “Password Policies” from the results.
5. Set “User passwords expire in” to “180 days”.
6. Set “Lockout effective period” to “Forever”.
7. Click “Save” to apply changes.

Notes:
- No hotkeys were used.
Sample 2:
TASK:"Update the org's password polices as follows: update the [Password complexity requirements] to [Must include numbers and uppercase and lowercase letters], and [Maximum invalid login attempts] to [5]."
EXPERIENCE:
Successful plan:

- Log in to the org.
- Open Setup.
- Use Quick Find to search for “Password Policies” and select it.
- In Password Policies:
  - Set Password complexity requirements to “Must include numbers and uppercase and lowercase letters.”
  - Set Maximum invalid login attempts to 5.
- Save the changes.

Notes:
- No hotkeys were used.

## Your ultimate task
```
Tighten our password policy: require passwords to include at least one number plus both uppercase and lowercase letters, and cap failed login attempts at 5 before lockout.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Update the org's password polices as follows: update the [password expire days] to [180 days] and [set lockout effective period to forever].
EXPERIENCE:
Successful plan to update password policies:

1. Log in to the org.
2. Open Setup.
3. In the Quick Find search box, type “password policies”.
4. Select “Password Policies” from the results.
5. Set “User passwords expire in” to “180 days”.
6. Set “Lockout effective period” to “Forever”.
7. Click “Save” to apply changes.

Notes:
- No hotkeys were used.
Sample 2:
TASK:"Update the org's password polices as follows: update the [Password complexity requirements] to [Must include numbers and uppercase and lowercase letters], and [Maximum invalid login attempts] to [5]."
EXPERIENCE:
Successful plan:

- Log in to the org.
- Open Setup.
- Use Quick Find to search for “Password Policies” and select it.
- In Password Policies:
  - Set Password complexity requirements to “Must include numbers and uppercase and lowercase letters.”
  - Set Maximum invalid login attempts to 5.
- Save the changes.

Notes:
- No hotkeys were used.

## Your ultimate task
```
Let’s enforce stronger credentials—set the minimum password length to 12 characters and require a mix of letters, numbers, and special symbols.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Update the org's password polices as follows: update the [password expire days] to [180 days] and [set lockout effective period to forever].
EXPERIENCE:
Successful plan to update password policies:

1. Log in to the org.
2. Open Setup.
3. In the Quick Find search box, type “password policies”.
4. Select “Password Policies” from the results.
5. Set “User passwords expire in” to “180 days”.
6. Set “Lockout effective period” to “Forever”.
7. Click “Save” to apply changes.

Notes:
- No hotkeys were used.
Sample 2:
TASK:"Update the org's password polices as follows: update the [Password complexity requirements] to [Must include numbers and uppercase and lowercase letters], and [Maximum invalid login attempts] to [5]."
EXPERIENCE:
Successful plan:

- Log in to the org.
- Open Setup.
- Use Quick Find to search for “Password Policies” and select it.
- In Password Policies:
  - Set Password complexity requirements to “Must include numbers and uppercase and lowercase letters.”
  - Set Maximum invalid login attempts to 5.
- Save the changes.

Notes:
- No hotkeys were used.

## Your ultimate task
```
Policy change request: set minimum password length to 15, force password change every 90 days, and history should keep the last 5 passwords.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Update the org's password polices as follows: update the [password expire days] to [180 days] and [set lockout effective period to forever].
EXPERIENCE:
Successful plan to update password policies:

1. Log in to the org.
2. Open Setup.
3. In the Quick Find search box, type “password policies”.
4. Select “Password Policies” from the results.
5. Set “User passwords expire in” to “180 days”.
6. Set “Lockout effective period” to “Forever”.
7. Click “Save” to apply changes.

Notes:
- No hotkeys were used.
Sample 2:
TASK:"Update the org's password polices as follows: update the [Password complexity requirements] to [Must include numbers and uppercase and lowercase letters], and [Maximum invalid login attempts] to [5]."
EXPERIENCE:
Successful plan:

- Log in to the org.
- Open Setup.
- Use Quick Find to search for “Password Policies” and select it.
- In Password Policies:
  - Set Password complexity requirements to “Must include numbers and uppercase and lowercase letters.”
  - Set Maximum invalid login attempts to 5.
- Save the changes.

Notes:
- No hotkeys were used.

## Your ultimate task
```
Update the org's password policies as follows: Minimum password length should be 10 characters, maximum invalid login attempts should be 5, lockout effective period should be 30 minutes.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Public group with the name [Reviewer]. Configure the public group members by adding ["Security" User and "CEO" role.]
EXPERIENCE:
Successful plan to create the Public Group “Reviewer” and add members:

- Log in, open Setup.
- In Quick Find, type “Public Groups” and open Public Groups.
- Click New.
- Enter Label: “Reviewer” (Group Name auto-populates or click Group Name field if needed).
- In the Members section:
  - Set the “Search” dropdown to Users, select “Security User,” click Add.
  - Change the “Search” dropdown to Roles, select “CEO,” click Add.
- Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:Create a Public group with the name [Finance Team]. Configure the public group members by adding ["Auditor" User, "Accountant" User, "Controller" User, "CFO" role, and "Finance Manager" role.]
EXPERIENCE:
Successful plan to create the Public Group “Finance Team” and add specified members:

1) Log in to the org.
2) Navigate: Setup > Users > Public Groups.
3) Click New to create a public group.
4) Set Label to “Finance Team” (click the Group Name field so it populates accordingly).
5) In the “Search” dropdown, select Users. Select “Auditor User,” “Accountant User,” and “Controller User,” then click Add to move them to Selected Members.
6) Change the “Search” dropdown to Roles. Select “CFO” and “Finance Manager,” then click Add to move them to Selected Members.
7) Click Save.

Notes:
- No hot-keys were used in the successful trajectory.

## Your ultimate task
```
Create a Public group with the name Reviewer. Configure the public group members by adding "Security" User and "CEO" role.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Public group with the name [Reviewer]. Configure the public group members by adding ["Security" User and "CEO" role.]
EXPERIENCE:
Successful plan to create the Public Group “Reviewer” and add members:

- Log in, open Setup.
- In Quick Find, type “Public Groups” and open Public Groups.
- Click New.
- Enter Label: “Reviewer” (Group Name auto-populates or click Group Name field if needed).
- In the Members section:
  - Set the “Search” dropdown to Users, select “Security User,” click Add.
  - Change the “Search” dropdown to Roles, select “CEO,” click Add.
- Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:Create a Public group with the name [Finance Team]. Configure the public group members by adding ["Auditor" User, "Accountant" User, "Controller" User, "CFO" role, and "Finance Manager" role.]
EXPERIENCE:
Successful plan to create the Public Group “Finance Team” and add specified members:

1) Log in to the org.
2) Navigate: Setup > Users > Public Groups.
3) Click New to create a public group.
4) Set Label to “Finance Team” (click the Group Name field so it populates accordingly).
5) In the “Search” dropdown, select Users. Select “Auditor User,” “Accountant User,” and “Controller User,” then click Add to move them to Selected Members.
6) Change the “Search” dropdown to Roles. Select “CFO” and “Finance Manager,” then click Add to move them to Selected Members.
7) Click Save.

Notes:
- No hot-keys were used in the successful trajectory.

## Your ultimate task
```
Please set up a Public Group called "Finance Team" and populate it with: - "Auditor" (User) - "Accountant" (User) - "Controller" (User) - "CFO" (Role) - "Finance Manager" (Role)
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Public group with the name [Reviewer]. Configure the public group members by adding ["Security" User and "CEO" role.]
EXPERIENCE:
Successful plan to create the Public Group “Reviewer” and add members:

- Log in, open Setup.
- In Quick Find, type “Public Groups” and open Public Groups.
- Click New.
- Enter Label: “Reviewer” (Group Name auto-populates or click Group Name field if needed).
- In the Members section:
  - Set the “Search” dropdown to Users, select “Security User,” click Add.
  - Change the “Search” dropdown to Roles, select “CEO,” click Add.
- Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:Create a Public group with the name [Finance Team]. Configure the public group members by adding ["Auditor" User, "Accountant" User, "Controller" User, "CFO" role, and "Finance Manager" role.]
EXPERIENCE:
Successful plan to create the Public Group “Finance Team” and add specified members:

1) Log in to the org.
2) Navigate: Setup > Users > Public Groups.
3) Click New to create a public group.
4) Set Label to “Finance Team” (click the Group Name field so it populates accordingly).
5) In the “Search” dropdown, select Users. Select “Auditor User,” “Accountant User,” and “Controller User,” then click Add to move them to Selected Members.
6) Change the “Search” dropdown to Roles. Select “CFO” and “Finance Manager,” then click Add to move them to Selected Members.
7) Click Save.

Notes:
- No hot-keys were used in the successful trajectory.

## Your ultimate task
```
Create a Public Group titled "ProjectReviewers" and make its members the "Project Lead" role and the "Director, Operations" role.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Public group with the name [Reviewer]. Configure the public group members by adding ["Security" User and "CEO" role.]
EXPERIENCE:
Successful plan to create the Public Group “Reviewer” and add members:

- Log in, open Setup.
- In Quick Find, type “Public Groups” and open Public Groups.
- Click New.
- Enter Label: “Reviewer” (Group Name auto-populates or click Group Name field if needed).
- In the Members section:
  - Set the “Search” dropdown to Users, select “Security User,” click Add.
  - Change the “Search” dropdown to Roles, select “CEO,” click Add.
- Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:Create a Public group with the name [Finance Team]. Configure the public group members by adding ["Auditor" User, "Accountant" User, "Controller" User, "CFO" role, and "Finance Manager" role.]
EXPERIENCE:
Successful plan to create the Public Group “Finance Team” and add specified members:

1) Log in to the org.
2) Navigate: Setup > Users > Public Groups.
3) Click New to create a public group.
4) Set Label to “Finance Team” (click the Group Name field so it populates accordingly).
5) In the “Search” dropdown, select Users. Select “Auditor User,” “Accountant User,” and “Controller User,” then click Add to move them to Selected Members.
6) Change the “Search” dropdown to Roles. Select “CFO” and “Finance Manager,” then click Add to move them to Selected Members.
7) Click Save.

Notes:
- No hot-keys were used in the successful trajectory.

## Your ultimate task
```
Do me a favor and create a Public Group named "Sales Team"; include Alice Bob (user), the "SVP, HR" role, and "Channel Sales Team" as members.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Public group with the name [Reviewer]. Configure the public group members by adding ["Security" User and "CEO" role.]
EXPERIENCE:
Successful plan to create the Public Group “Reviewer” and add members:

- Log in, open Setup.
- In Quick Find, type “Public Groups” and open Public Groups.
- Click New.
- Enter Label: “Reviewer” (Group Name auto-populates or click Group Name field if needed).
- In the Members section:
  - Set the “Search” dropdown to Users, select “Security User,” click Add.
  - Change the “Search” dropdown to Roles, select “CEO,” click Add.
- Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:Create a Public group with the name [Finance Team]. Configure the public group members by adding ["Auditor" User, "Accountant" User, "Controller" User, "CFO" role, and "Finance Manager" role.]
EXPERIENCE:
Successful plan to create the Public Group “Finance Team” and add specified members:

1) Log in to the org.
2) Navigate: Setup > Users > Public Groups.
3) Click New to create a public group.
4) Set Label to “Finance Team” (click the Group Name field so it populates accordingly).
5) In the “Search” dropdown, select Users. Select “Auditor User,” “Accountant User,” and “Controller User,” then click Add to move them to Selected Members.
6) Change the “Search” dropdown to Roles. Select “CFO” and “Finance Manager,” then click Add to move them to Selected Members.
7) Click Save.

Notes:
- No hot-keys were used in the successful trajectory.

## Your ultimate task
```
New Public Group creation request: call it "Marketing Team" and add the users "Foo Bar" and "Sample User," plus the "VP International Sales" role.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:[Create a CTO role which shoule be in the same level as the CEO. Under the CTO, create a new role called VP in R&D].
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, type “roles” and open Roles > Set Up Roles.
- Create CTO as a top-level role (peer to CEO):
  - Click Add Role.
  - Enter Label: CTO (let Role Name auto-populate).
  - Save.
- Create VP in R&D under CTO:
  - Return to Roles > Set Up Roles.
  - Select the CTO node and click Add Role (to create a child role under CTO).
  - Enter Label: VP in R&D (let Role Name auto-populate).
  - Save.

Notes:
- No hotkeys were used.
- The key placement actions are: add CTO at the top level (same level as CEO), then add VP in R&D as a child of CTO.
Sample 2:
TASK:Create a [Customer Support, New York] role which should be under the [Customer Support, North America] role. Under the [Customer Support, New York] role, create a new role called [Customer Service Agent].
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open Setup.
- In Quick Find, search for “users,” then navigate to Users > Roles > Set Up Roles.
- Expand the role hierarchy and use Add Role (from the appropriate parent context) to create a child role:
  - Enter Label: “Customer Support, New York” (Role Name auto-populates after focusing the Role Name field).
  - Click Save & New.
- Create the next role under the newly created role:
  - Enter Label: “Customer Service Agent” (focus Role Name field to auto-populate).
  - Set parent via Lookup on “This role reports to” and select “Customer Support, New York.”
  - Click Save.

Notes:
- No hotkeys were used.
- “Save & New” was used to chain creation of the second role immediately after the first.

## Your ultimate task
```
Add a new CTO role to be a peer of the CEO (same level on the role hierarchy chart). Under the CTO, add a role titled "VP in R&D".
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:[Create a CTO role which shoule be in the same level as the CEO. Under the CTO, create a new role called VP in R&D].
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, type “roles” and open Roles > Set Up Roles.
- Create CTO as a top-level role (peer to CEO):
  - Click Add Role.
  - Enter Label: CTO (let Role Name auto-populate).
  - Save.
- Create VP in R&D under CTO:
  - Return to Roles > Set Up Roles.
  - Select the CTO node and click Add Role (to create a child role under CTO).
  - Enter Label: VP in R&D (let Role Name auto-populate).
  - Save.

Notes:
- No hotkeys were used.
- The key placement actions are: add CTO at the top level (same level as CEO), then add VP in R&D as a child of CTO.
Sample 2:
TASK:Create a [Customer Support, New York] role which should be under the [Customer Support, North America] role. Under the [Customer Support, New York] role, create a new role called [Customer Service Agent].
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open Setup.
- In Quick Find, search for “users,” then navigate to Users > Roles > Set Up Roles.
- Expand the role hierarchy and use Add Role (from the appropriate parent context) to create a child role:
  - Enter Label: “Customer Support, New York” (Role Name auto-populates after focusing the Role Name field).
  - Click Save & New.
- Create the next role under the newly created role:
  - Enter Label: “Customer Service Agent” (focus Role Name field to auto-populate).
  - Set parent via Lookup on “This role reports to” and select “Customer Support, New York.”
  - Click Save.

Notes:
- No hotkeys were used.
- “Save & New” was used to chain creation of the second role immediately after the first.

## Your ultimate task
```
Please create  "Customer Support, New York" role nested under the "Customer Support, North America" role. Then, beneath "Customer Support, New York" role, create a child role called "Customer Service Agent".
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:[Create a CTO role which shoule be in the same level as the CEO. Under the CTO, create a new role called VP in R&D].
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, type “roles” and open Roles > Set Up Roles.
- Create CTO as a top-level role (peer to CEO):
  - Click Add Role.
  - Enter Label: CTO (let Role Name auto-populate).
  - Save.
- Create VP in R&D under CTO:
  - Return to Roles > Set Up Roles.
  - Select the CTO node and click Add Role (to create a child role under CTO).
  - Enter Label: VP in R&D (let Role Name auto-populate).
  - Save.

Notes:
- No hotkeys were used.
- The key placement actions are: add CTO at the top level (same level as CEO), then add VP in R&D as a child of CTO.
Sample 2:
TASK:Create a [Customer Support, New York] role which should be under the [Customer Support, North America] role. Under the [Customer Support, New York] role, create a new role called [Customer Service Agent].
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open Setup.
- In Quick Find, search for “users,” then navigate to Users > Roles > Set Up Roles.
- Expand the role hierarchy and use Add Role (from the appropriate parent context) to create a child role:
  - Enter Label: “Customer Support, New York” (Role Name auto-populates after focusing the Role Name field).
  - Click Save & New.
- Create the next role under the newly created role:
  - Enter Label: “Customer Service Agent” (focus Role Name field to auto-populate).
  - Set parent via Lookup on “This role reports to” and select “Customer Support, New York.”
  - Click Save.

Notes:
- No hotkeys were used.
- “Save & New” was used to chain creation of the second role immediately after the first.

## Your ultimate task
```
Org chart update: create a "Chief Procurement Officer" that reports to the CFO, and under that CPO role add "Purchasing Manager".
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:[Create a CTO role which shoule be in the same level as the CEO. Under the CTO, create a new role called VP in R&D].
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, type “roles” and open Roles > Set Up Roles.
- Create CTO as a top-level role (peer to CEO):
  - Click Add Role.
  - Enter Label: CTO (let Role Name auto-populate).
  - Save.
- Create VP in R&D under CTO:
  - Return to Roles > Set Up Roles.
  - Select the CTO node and click Add Role (to create a child role under CTO).
  - Enter Label: VP in R&D (let Role Name auto-populate).
  - Save.

Notes:
- No hotkeys were used.
- The key placement actions are: add CTO at the top level (same level as CEO), then add VP in R&D as a child of CTO.
Sample 2:
TASK:Create a [Customer Support, New York] role which should be under the [Customer Support, North America] role. Under the [Customer Support, New York] role, create a new role called [Customer Service Agent].
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open Setup.
- In Quick Find, search for “users,” then navigate to Users > Roles > Set Up Roles.
- Expand the role hierarchy and use Add Role (from the appropriate parent context) to create a child role:
  - Enter Label: “Customer Support, New York” (Role Name auto-populates after focusing the Role Name field).
  - Click Save & New.
- Create the next role under the newly created role:
  - Enter Label: “Customer Service Agent” (focus Role Name field to auto-populate).
  - Set parent via Lookup on “This role reports to” and select “Customer Support, New York.”
  - Click Save.

Notes:
- No hotkeys were used.
- “Save & New” was used to chain creation of the second role immediately after the first.

## Your ultimate task
```
Set the role hierarchy chart so the Sales Manager reports to the Vice President of Sales, and the Vice President of Sales reports to the CEO.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:[Create a CTO role which shoule be in the same level as the CEO. Under the CTO, create a new role called VP in R&D].
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, type “roles” and open Roles > Set Up Roles.
- Create CTO as a top-level role (peer to CEO):
  - Click Add Role.
  - Enter Label: CTO (let Role Name auto-populate).
  - Save.
- Create VP in R&D under CTO:
  - Return to Roles > Set Up Roles.
  - Select the CTO node and click Add Role (to create a child role under CTO).
  - Enter Label: VP in R&D (let Role Name auto-populate).
  - Save.

Notes:
- No hotkeys were used.
- The key placement actions are: add CTO at the top level (same level as CEO), then add VP in R&D as a child of CTO.
Sample 2:
TASK:Create a [Customer Support, New York] role which should be under the [Customer Support, North America] role. Under the [Customer Support, New York] role, create a new role called [Customer Service Agent].
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open Setup.
- In Quick Find, search for “users,” then navigate to Users > Roles > Set Up Roles.
- Expand the role hierarchy and use Add Role (from the appropriate parent context) to create a child role:
  - Enter Label: “Customer Support, New York” (Role Name auto-populates after focusing the Role Name field).
  - Click Save & New.
- Create the next role under the newly created role:
  - Enter Label: “Customer Service Agent” (focus Role Name field to auto-populate).
  - Set parent via Lookup on “This role reports to” and select “Customer Support, New York.”
  - Click Save.

Notes:
- No hotkeys were used.
- “Save & New” was used to chain creation of the second role immediately after the first.

## Your ultimate task
```
Create a role named "Associate Sales Representative" and have it report to "SVP, Sales & Marketing". Also add two direct reports under it: "Sales Intern" and "Sales Trainee".
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Build an approval process for the records in the [Opportunity] Object using the Jump Start Wizard. Name this process as [Approve Opportunity Amount]. The entry criteria is set to [the opportunity amount is greater than 200].
EXPERIENCE:
Successful plan to build the approval process:

- Log in and open Setup.
- In Quick Find, search for “Approval Processes” and open it.
- Set “Manage Approval Processes For” to Opportunity.
- Click “Create New Approval Process” and choose “Use Jump Start Wizard.”
- Enter Process Name: “Approve Opportunity Amount.”
- Click into the Unique Name field to auto-populate it.
- Define entry criteria:
  - Field: Opportunity: Amount
  - Operator: greater than
  - Value: 200
- Click Save.
Sample 2:
TASK:Build an approval process for the records in the [Account] Object using the Jump Start Wizard. Name this process as [Approve Low Earning Account]. The entry criteria is set to [Account: Billing Country not equal to United States] and [Account: Annual Revenue is less than 100000].
EXPERIENCE:
Successful plan to build the approval process:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Approval Processes” and navigate to it.
- In “Manage Approval Processes For,” select Account.
- Click “Create New Approval Process” and choose “Use Jump Start Wizard.”
- Set Process Name to “Approve Low Earning Account.” (Leave Unique Name auto-populated.)
- Define entry criteria with two conditions:
  - Field: Account: Billing Country | Operator: not equal to | Value: United States
  - Field: Account: Annual Revenue | Operator: less than | Value: 100000
- Click Save.

## Your ultimate task
```
Please set up an approval process on the Opportunity object using the Jump Start Wizard. Name it "Approve Opportunity Amount" and have it fire only when the Opportunity Amount is greater than 200.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Build an approval process for the records in the [Opportunity] Object using the Jump Start Wizard. Name this process as [Approve Opportunity Amount]. The entry criteria is set to [the opportunity amount is greater than 200].
EXPERIENCE:
Successful plan to build the approval process:

- Log in and open Setup.
- In Quick Find, search for “Approval Processes” and open it.
- Set “Manage Approval Processes For” to Opportunity.
- Click “Create New Approval Process” and choose “Use Jump Start Wizard.”
- Enter Process Name: “Approve Opportunity Amount.”
- Click into the Unique Name field to auto-populate it.
- Define entry criteria:
  - Field: Opportunity: Amount
  - Operator: greater than
  - Value: 200
- Click Save.
Sample 2:
TASK:Build an approval process for the records in the [Account] Object using the Jump Start Wizard. Name this process as [Approve Low Earning Account]. The entry criteria is set to [Account: Billing Country not equal to United States] and [Account: Annual Revenue is less than 100000].
EXPERIENCE:
Successful plan to build the approval process:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Approval Processes” and navigate to it.
- In “Manage Approval Processes For,” select Account.
- Click “Create New Approval Process” and choose “Use Jump Start Wizard.”
- Set Process Name to “Approve Low Earning Account.” (Leave Unique Name auto-populated.)
- Define entry criteria with two conditions:
  - Field: Account: Billing Country | Operator: not equal to | Value: United States
  - Field: Account: Annual Revenue | Operator: less than | Value: 100000
- Click Save.

## Your ultimate task
```
Can you create an approval process for Account records via the Jump Start Wizard and call it "Approve Low Earning Account"? It should only enter approval if the Billing: Country is not "United States" and the Annual Revenue is less than 100,000.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Build an approval process for the records in the [Opportunity] Object using the Jump Start Wizard. Name this process as [Approve Opportunity Amount]. The entry criteria is set to [the opportunity amount is greater than 200].
EXPERIENCE:
Successful plan to build the approval process:

- Log in and open Setup.
- In Quick Find, search for “Approval Processes” and open it.
- Set “Manage Approval Processes For” to Opportunity.
- Click “Create New Approval Process” and choose “Use Jump Start Wizard.”
- Enter Process Name: “Approve Opportunity Amount.”
- Click into the Unique Name field to auto-populate it.
- Define entry criteria:
  - Field: Opportunity: Amount
  - Operator: greater than
  - Value: 200
- Click Save.
Sample 2:
TASK:Build an approval process for the records in the [Account] Object using the Jump Start Wizard. Name this process as [Approve Low Earning Account]. The entry criteria is set to [Account: Billing Country not equal to United States] and [Account: Annual Revenue is less than 100000].
EXPERIENCE:
Successful plan to build the approval process:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Approval Processes” and navigate to it.
- In “Manage Approval Processes For,” select Account.
- Click “Create New Approval Process” and choose “Use Jump Start Wizard.”
- Set Process Name to “Approve Low Earning Account.” (Leave Unique Name auto-populated.)
- Define entry criteria with two conditions:
  - Field: Account: Billing Country | Operator: not equal to | Value: United States
  - Field: Account: Annual Revenue | Operator: less than | Value: 100000
- Click Save.

## Your ultimate task
```
I’d like a Case approval built with the Jump Start Wizard named "Approve Working Case." Configure the entry criteria so it starts when Case: Status equals "Working," the Case: Description contains "new," and Case: Business Hours starts with "Default."
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Build an approval process for the records in the [Opportunity] Object using the Jump Start Wizard. Name this process as [Approve Opportunity Amount]. The entry criteria is set to [the opportunity amount is greater than 200].
EXPERIENCE:
Successful plan to build the approval process:

- Log in and open Setup.
- In Quick Find, search for “Approval Processes” and open it.
- Set “Manage Approval Processes For” to Opportunity.
- Click “Create New Approval Process” and choose “Use Jump Start Wizard.”
- Enter Process Name: “Approve Opportunity Amount.”
- Click into the Unique Name field to auto-populate it.
- Define entry criteria:
  - Field: Opportunity: Amount
  - Operator: greater than
  - Value: 200
- Click Save.
Sample 2:
TASK:Build an approval process for the records in the [Account] Object using the Jump Start Wizard. Name this process as [Approve Low Earning Account]. The entry criteria is set to [Account: Billing Country not equal to United States] and [Account: Annual Revenue is less than 100000].
EXPERIENCE:
Successful plan to build the approval process:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Approval Processes” and navigate to it.
- In “Manage Approval Processes For,” select Account.
- Click “Create New Approval Process” and choose “Use Jump Start Wizard.”
- Set Process Name to “Approve Low Earning Account.” (Leave Unique Name auto-populated.)
- Define entry criteria with two conditions:
  - Field: Account: Billing Country | Operator: not equal to | Value: United States
  - Field: Account: Annual Revenue | Operator: less than | Value: 100000
- Click Save.

## Your ultimate task
```
For the Case object, use the Jump Start Wizard to make an approval process called "case_approval." It should kick off when Status is "Escalated" and the Description field includes "APT."
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Build an approval process for the records in the [Opportunity] Object using the Jump Start Wizard. Name this process as [Approve Opportunity Amount]. The entry criteria is set to [the opportunity amount is greater than 200].
EXPERIENCE:
Successful plan to build the approval process:

- Log in and open Setup.
- In Quick Find, search for “Approval Processes” and open it.
- Set “Manage Approval Processes For” to Opportunity.
- Click “Create New Approval Process” and choose “Use Jump Start Wizard.”
- Enter Process Name: “Approve Opportunity Amount.”
- Click into the Unique Name field to auto-populate it.
- Define entry criteria:
  - Field: Opportunity: Amount
  - Operator: greater than
  - Value: 200
- Click Save.
Sample 2:
TASK:Build an approval process for the records in the [Account] Object using the Jump Start Wizard. Name this process as [Approve Low Earning Account]. The entry criteria is set to [Account: Billing Country not equal to United States] and [Account: Annual Revenue is less than 100000].
EXPERIENCE:
Successful plan to build the approval process:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Approval Processes” and navigate to it.
- In “Manage Approval Processes For,” select Account.
- Click “Create New Approval Process” and choose “Use Jump Start Wizard.”
- Set Process Name to “Approve Low Earning Account.” (Leave Unique Name auto-populated.)
- Define entry criteria with two conditions:
  - Field: Account: Billing Country | Operator: not equal to | Value: United States
  - Field: Account: Annual Revenue | Operator: less than | Value: 100000
- Click Save.

## Your ultimate task
```
On the Account object, build an approval process through the Jump Start Wizard named "account_approval." Trigger it only when Type is "Customer - Direct" and Annual Revenue is greater than 500,000.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Configure the required_account_action approval process's final approval actions by adding a new action with the name "mark_clean", which sets the "Clean Status" field value to "In Sync". Similarly, add a new action under the final rejection actions with the name "mark_inactive", which sets the "Clean Status" field value to "Inactive".
EXPERIENCE:
Successful plan to configure final approval/rejection actions for required_account_action:

1) Access the approval process
- Log in to Salesforce.
- Open Setup.
- Navigate: Process Automation > Approval Processes.
- In “Manage Approval Processes For” dropdown, select Account.
- Open the approval process named required_account_action.

2) Add final approval field update
- Click “Add New Final Approval Actions” > Field Update.
- Name: mark_clean.
- Field to Update: Clean Status.
- New Field Value: In Sync (select a specific value).
- Save.

3) Add final rejection field update
- Click “Add New Final Rejection Action” > Field Update.
- Name: mark_inactive.
- Field to Update: Clean Status.
- New Field Value: Inactive (select a specific value).
- Save.

Notes:
- No hotkeys were used.
Sample 2:
TASK:Configure the "required_product_action" approval process's final approval actions by adding a new action with the name "Activate", which sets the "Active" field value to "True". Similarly, add a new action under the "final rejection actions" with the name "Deserialize", which sets the Active field value to "False".
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- Navigate to Process Automation > Approval Processes.
- In the Manage… dropdown, select Product and open the approval process “required_product_action”.

Configure final approval action:
- Click Add New Final Approval Action > Field Update.
- Set Name: Activate.
- Set Field to Update: Active.
- Set value to True.
- Save.

Configure final rejection action:
- Click Add New Final Rejection Action > Field Update.
- Set Name: Deserialize.
- Set Field to Update: Active.
- Set value to False.
- Save.

## Your ultimate task
```
In the required_account_action approval process, adding new actions like this: under Final Approval Actions, add a field update named mark_clean that sets the Clean Status field to In Sync. Under Final Rejection Actions, add another field update named mark_inactive that sets Clean Status to Inactive.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Configure the required_account_action approval process's final approval actions by adding a new action with the name "mark_clean", which sets the "Clean Status" field value to "In Sync". Similarly, add a new action under the final rejection actions with the name "mark_inactive", which sets the "Clean Status" field value to "Inactive".
EXPERIENCE:
Successful plan to configure final approval/rejection actions for required_account_action:

1) Access the approval process
- Log in to Salesforce.
- Open Setup.
- Navigate: Process Automation > Approval Processes.
- In “Manage Approval Processes For” dropdown, select Account.
- Open the approval process named required_account_action.

2) Add final approval field update
- Click “Add New Final Approval Actions” > Field Update.
- Name: mark_clean.
- Field to Update: Clean Status.
- New Field Value: In Sync (select a specific value).
- Save.

3) Add final rejection field update
- Click “Add New Final Rejection Action” > Field Update.
- Name: mark_inactive.
- Field to Update: Clean Status.
- New Field Value: Inactive (select a specific value).
- Save.

Notes:
- No hotkeys were used.
Sample 2:
TASK:Configure the "required_product_action" approval process's final approval actions by adding a new action with the name "Activate", which sets the "Active" field value to "True". Similarly, add a new action under the "final rejection actions" with the name "Deserialize", which sets the Active field value to "False".
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- Navigate to Process Automation > Approval Processes.
- In the Manage… dropdown, select Product and open the approval process “required_product_action”.

Configure final approval action:
- Click Add New Final Approval Action > Field Update.
- Set Name: Activate.
- Set Field to Update: Active.
- Set value to True.
- Save.

Configure final rejection action:
- Click Add New Final Rejection Action > Field Update.
- Set Name: Deserialize.
- Set Field to Update: Active.
- Set value to False.
- Save.

## Your ultimate task
```
Configure the required_product_action approval process's final approval actions by adding a new action with the name activate, which set the Active field value to True. Similarly, add a new action under the final rejection actions with the name deserialize, which set the field value to False.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Configure the required_account_action approval process's final approval actions by adding a new action with the name "mark_clean", which sets the "Clean Status" field value to "In Sync". Similarly, add a new action under the final rejection actions with the name "mark_inactive", which sets the "Clean Status" field value to "Inactive".
EXPERIENCE:
Successful plan to configure final approval/rejection actions for required_account_action:

1) Access the approval process
- Log in to Salesforce.
- Open Setup.
- Navigate: Process Automation > Approval Processes.
- In “Manage Approval Processes For” dropdown, select Account.
- Open the approval process named required_account_action.

2) Add final approval field update
- Click “Add New Final Approval Actions” > Field Update.
- Name: mark_clean.
- Field to Update: Clean Status.
- New Field Value: In Sync (select a specific value).
- Save.

3) Add final rejection field update
- Click “Add New Final Rejection Action” > Field Update.
- Name: mark_inactive.
- Field to Update: Clean Status.
- New Field Value: Inactive (select a specific value).
- Save.

Notes:
- No hotkeys were used.
Sample 2:
TASK:Configure the "required_product_action" approval process's final approval actions by adding a new action with the name "Activate", which sets the "Active" field value to "True". Similarly, add a new action under the "final rejection actions" with the name "Deserialize", which sets the Active field value to "False".
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- Navigate to Process Automation > Approval Processes.
- In the Manage… dropdown, select Product and open the approval process “required_product_action”.

Configure final approval action:
- Click Add New Final Approval Action > Field Update.
- Set Name: Activate.
- Set Field to Update: Active.
- Set value to True.
- Save.

Configure final rejection action:
- Click Add New Final Rejection Action > Field Update.
- Set Name: Deserialize.
- Set Field to Update: Active.
- Set value to False.
- Save.

## Your ultimate task
```
In Campaign.required_campaign_action approval process, do the following: 1) Under Final Approval Actions — add a new action named Approve Campaign to update the Status field to Planned. 2) Under Final Rejection Actions — add a action named Reject Campaign to update Status to Aborted.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Configure the required_account_action approval process's final approval actions by adding a new action with the name "mark_clean", which sets the "Clean Status" field value to "In Sync". Similarly, add a new action under the final rejection actions with the name "mark_inactive", which sets the "Clean Status" field value to "Inactive".
EXPERIENCE:
Successful plan to configure final approval/rejection actions for required_account_action:

1) Access the approval process
- Log in to Salesforce.
- Open Setup.
- Navigate: Process Automation > Approval Processes.
- In “Manage Approval Processes For” dropdown, select Account.
- Open the approval process named required_account_action.

2) Add final approval field update
- Click “Add New Final Approval Actions” > Field Update.
- Name: mark_clean.
- Field to Update: Clean Status.
- New Field Value: In Sync (select a specific value).
- Save.

3) Add final rejection field update
- Click “Add New Final Rejection Action” > Field Update.
- Name: mark_inactive.
- Field to Update: Clean Status.
- New Field Value: Inactive (select a specific value).
- Save.

Notes:
- No hotkeys were used.
Sample 2:
TASK:Configure the "required_product_action" approval process's final approval actions by adding a new action with the name "Activate", which sets the "Active" field value to "True". Similarly, add a new action under the "final rejection actions" with the name "Deserialize", which sets the Active field value to "False".
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- Navigate to Process Automation > Approval Processes.
- In the Manage… dropdown, select Product and open the approval process “required_product_action”.

Configure final approval action:
- Click Add New Final Approval Action > Field Update.
- Set Name: Activate.
- Set Field to Update: Active.
- Set value to True.
- Save.

Configure final rejection action:
- Click Add New Final Rejection Action > Field Update.
- Set Name: Deserialize.
- Set Field to Update: Active.
- Set value to False.
- Save.

## Your ultimate task
```
Configure the Contact.required_contact_action approval process's final approval actions by adding a new action with the name Add to Description, which set the Description field value to Formula of Description + "This is a valid contact". Similarly, add a new action under the final rejection actions with the name Empty Description, which set the field value to "Rejected Contact".
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Configure the required_account_action approval process's final approval actions by adding a new action with the name "mark_clean", which sets the "Clean Status" field value to "In Sync". Similarly, add a new action under the final rejection actions with the name "mark_inactive", which sets the "Clean Status" field value to "Inactive".
EXPERIENCE:
Successful plan to configure final approval/rejection actions for required_account_action:

1) Access the approval process
- Log in to Salesforce.
- Open Setup.
- Navigate: Process Automation > Approval Processes.
- In “Manage Approval Processes For” dropdown, select Account.
- Open the approval process named required_account_action.

2) Add final approval field update
- Click “Add New Final Approval Actions” > Field Update.
- Name: mark_clean.
- Field to Update: Clean Status.
- New Field Value: In Sync (select a specific value).
- Save.

3) Add final rejection field update
- Click “Add New Final Rejection Action” > Field Update.
- Name: mark_inactive.
- Field to Update: Clean Status.
- New Field Value: Inactive (select a specific value).
- Save.

Notes:
- No hotkeys were used.
Sample 2:
TASK:Configure the "required_product_action" approval process's final approval actions by adding a new action with the name "Activate", which sets the "Active" field value to "True". Similarly, add a new action under the "final rejection actions" with the name "Deserialize", which sets the Active field value to "False".
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- Navigate to Process Automation > Approval Processes.
- In the Manage… dropdown, select Product and open the approval process “required_product_action”.

Configure final approval action:
- Click Add New Final Approval Action > Field Update.
- Set Name: Activate.
- Set Field to Update: Active.
- Set value to True.
- Save.

Configure final rejection action:
- Click Add New Final Rejection Action > Field Update.
- Set Name: Deserialize.
- Set Field to Update: Active.
- Set value to False.
- Save.

## Your ultimate task
```
For the Lead.required_lead_action approval process, make the end-of-process steps: on final approval, build a new action named Update Status to set the Status field to Working - Contacted; on final rejection, configure a new action named Close Lead to set Status to Closed - Not Converted.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Based on the org’s object settings, if a user only has the “Account Access” permission set, can they delete any Account records? Reply with “yes” or “no” only.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
The Case Object is associated with multiple permission sets. Among the [Agentforce Service Agent Secure Base, C360 High Scale Flow Integration User, Cases Admin, and ConnectivityServiceCASCPermSet] permission sets, which one does not have the Edit priviledge? Grounded on the salesforce org's object settings, answer the question with the precise name.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Grounded on the salesforce org's Opportunity object, which Profile has the most limited access. Choose one and reply with the exact name from the list [Custom: Sales Profile, Gold Partner User, Analytics Cloud Integration User].
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
From the existing permission set groups, which one grants Delete on the Account object? Choose only one from Product Admin, Commerce_Shopper, or Trainee Analyst, and answer with the precise name based on the org’s object settings.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Inspect the Buyer permission set and compare its object permissions for the Account and Order Obejcts.Which one has the delete priviledge?  Answer the question with the precise object API Name.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:I just met the Leo Luis, the VP from the Old Balance and there's a potential to start a business with this company. Help me to create an account for this company and the point of contact should be Marcus Roth, whose mobile number is 888-333-222 and email is marcus.roth@oldbalance.com
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Open the App Launcher, search for “accounts,” and open the Accounts app/tab.
- Click New to create an account.
- Enter Account Name: Old Balance and save.
- From the newly created account, click New Contact.
- Enter:
  - First Name: Marcus
  - Last Name: Roth
  - Mobile: 888-333-222
  - Email: marcus.roth@oldbalance.com
- Save the contact to set Marcus Roth as the point of contact for the Old Balance account.

Notes:
- No hotkeys were used.
Sample 2:
TASK:I just met Sarah Kim, the Director of Operations from Next Horizon Technologies, and there's a potential to start a business with this company. Help me to create an account for this company. The point of contact should be Jordan Lee, whose mobile number is 777-444-1111.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Accounts and select New.
- Enter Account Name: “Next Horizon Technologies” and Save.
- From the account, select New Contact.
- Enter:
  - First Name: Jordan
  - Last Name: Lee
  - Mobile: 777-444-1111
  - Save the contact.

Notes:
- No hotkeys were used.

## Your ultimate task
```
I just met the Leo Luis, the VP from the Old Balance and there's a potential to start a business with this company. Help me to create an account for this company and the point of contact should be Marcus Roth, whose mobile number is 888-333-222 and email is marcus.roth@oldbalance.com
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:I just met the Leo Luis, the VP from the Old Balance and there's a potential to start a business with this company. Help me to create an account for this company and the point of contact should be Marcus Roth, whose mobile number is 888-333-222 and email is marcus.roth@oldbalance.com
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Open the App Launcher, search for “accounts,” and open the Accounts app/tab.
- Click New to create an account.
- Enter Account Name: Old Balance and save.
- From the newly created account, click New Contact.
- Enter:
  - First Name: Marcus
  - Last Name: Roth
  - Mobile: 888-333-222
  - Email: marcus.roth@oldbalance.com
- Save the contact to set Marcus Roth as the point of contact for the Old Balance account.

Notes:
- No hotkeys were used.
Sample 2:
TASK:I just met Sarah Kim, the Director of Operations from Next Horizon Technologies, and there's a potential to start a business with this company. Help me to create an account for this company. The point of contact should be Jordan Lee, whose mobile number is 777-444-1111.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Accounts and select New.
- Enter Account Name: “Next Horizon Technologies” and Save.
- From the account, select New Contact.
- Enter:
  - First Name: Jordan
  - Last Name: Lee
  - Mobile: 777-444-1111
  - Save the contact.

Notes:
- No hotkeys were used.

## Your ultimate task
```
Quick follow-up from my chat with Sarah Kim (Director of Operations) at Next Horizon Technologies—definite potential here. Please: - Create an account for Next Horizon Technologies - Set Jordan Lee as the point of contact - Mobile: 777-444-1111
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:I just met the Leo Luis, the VP from the Old Balance and there's a potential to start a business with this company. Help me to create an account for this company and the point of contact should be Marcus Roth, whose mobile number is 888-333-222 and email is marcus.roth@oldbalance.com
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Open the App Launcher, search for “accounts,” and open the Accounts app/tab.
- Click New to create an account.
- Enter Account Name: Old Balance and save.
- From the newly created account, click New Contact.
- Enter:
  - First Name: Marcus
  - Last Name: Roth
  - Mobile: 888-333-222
  - Email: marcus.roth@oldbalance.com
- Save the contact to set Marcus Roth as the point of contact for the Old Balance account.

Notes:
- No hotkeys were used.
Sample 2:
TASK:I just met Sarah Kim, the Director of Operations from Next Horizon Technologies, and there's a potential to start a business with this company. Help me to create an account for this company. The point of contact should be Jordan Lee, whose mobile number is 777-444-1111.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Accounts and select New.
- Enter Account Name: “Next Horizon Technologies” and Save.
- From the account, select New Contact.
- Enter:
  - First Name: Jordan
  - Last Name: Lee
  - Mobile: 777-444-1111
  - Save the contact.

Notes:
- No hotkeys were used.

## Your ultimate task
```
Could you get GreenTrail Logistics set up in the CRM? I spoke with Daniel Ortiz (SVP of Partnerships) and there’s real upside. Make Emily Zhao the main point of contact and record her email as emily.zhao@greentrail.com.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:I just met the Leo Luis, the VP from the Old Balance and there's a potential to start a business with this company. Help me to create an account for this company and the point of contact should be Marcus Roth, whose mobile number is 888-333-222 and email is marcus.roth@oldbalance.com
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Open the App Launcher, search for “accounts,” and open the Accounts app/tab.
- Click New to create an account.
- Enter Account Name: Old Balance and save.
- From the newly created account, click New Contact.
- Enter:
  - First Name: Marcus
  - Last Name: Roth
  - Mobile: 888-333-222
  - Email: marcus.roth@oldbalance.com
- Save the contact to set Marcus Roth as the point of contact for the Old Balance account.

Notes:
- No hotkeys were used.
Sample 2:
TASK:I just met Sarah Kim, the Director of Operations from Next Horizon Technologies, and there's a potential to start a business with this company. Help me to create an account for this company. The point of contact should be Jordan Lee, whose mobile number is 777-444-1111.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Accounts and select New.
- Enter Account Name: “Next Horizon Technologies” and Save.
- From the account, select New Contact.
- Enter:
  - First Name: Jordan
  - Last Name: Lee
  - Mobile: 777-444-1111
  - Save the contact.

Notes:
- No hotkeys were used.

## Your ultimate task
```
Today’s call with TechFlow Solutions’ procurement team went great—they’re planning to scale their cloud infrastructure and line up well with our enterprise package. Please open a company account for TechFlow Solutions and list Sarah Mitchell (IT Director) as the POC. You can reach her at (555) 123-4567 or sarah.mitchell@techflowsolutions.com.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:I just met the Leo Luis, the VP from the Old Balance and there's a potential to start a business with this company. Help me to create an account for this company and the point of contact should be Marcus Roth, whose mobile number is 888-333-222 and email is marcus.roth@oldbalance.com
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Open the App Launcher, search for “accounts,” and open the Accounts app/tab.
- Click New to create an account.
- Enter Account Name: Old Balance and save.
- From the newly created account, click New Contact.
- Enter:
  - First Name: Marcus
  - Last Name: Roth
  - Mobile: 888-333-222
  - Email: marcus.roth@oldbalance.com
- Save the contact to set Marcus Roth as the point of contact for the Old Balance account.

Notes:
- No hotkeys were used.
Sample 2:
TASK:I just met Sarah Kim, the Director of Operations from Next Horizon Technologies, and there's a potential to start a business with this company. Help me to create an account for this company. The point of contact should be Jordan Lee, whose mobile number is 777-444-1111.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Accounts and select New.
- Enter Account Name: “Next Horizon Technologies” and Save.
- From the account, select New Contact.
- Enter:
  - First Name: Jordan
  - Last Name: Lee
  - Mobile: 777-444-1111
  - Save the contact.

Notes:
- No hotkeys were used.

## Your ultimate task
```
After connecting with the leadership team at Global Manufacturing Corp at yesterday’s industry conference, I’m confident they’re a fit for our supply chain optimization solutions. Please create an account for Global Manufacturing Corp and set Michael Chen, VP of Operations, as the point of contact. He prefers calls at (555) 987-6543; if he’s unavailable, use m.chen@globalmanufacturing.com.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:The company LyLyApple opens two new sites in Asia (LyLyPear) and Europe (LyLyCherry). Create an account with the name LyLyApple – HQ and two subordinate accounts: LyLyPear – Asia and LyLyCherry – Europe.
EXPERIENCE:
Successful plan:

- Log in to the application.
- Navigate to Accounts and click New.
- Create the parent account:
  - Enter Account Name: “LyLyApple - HQ”.
  - Click Save & New to proceed to creating another account.
- Create the first child account:
  - Enter Account Name: “LyLyPear - Asia”.
  - Set Parent Account by searching/selecting “LyLyApple - HQ”.
  - Click Save & New.
- Create the second child account:
  - Enter Account Name: “LyLyCherry - Europe”.
  - Set Parent Account to “LyLyApple - HQ”.
  - Click Save.
- Verify hierarchy:
  - Go to Accounts, open “LyLyApple - HQ”, and select View Account Hierarchy.
Sample 2:
TASK:Both NovaAxis Corp and TerraLink Systems have recently expanded their global footprint. NovaAxis has launched a new division in South Korea (NovaAxis Seoul), while TerraLink has opened a new site in Kenya (TerraLink Nairobi)]. [Create two separate parent accounts: NovaAxis Corp – Global and TerraLink Systems – HQ], and [add one subordinate account under each: NovaAxis Seoul – South Korea and TerraLink Nairobi – Kenya
EXPERIENCE:
Successful plan:

- Log in to the app.
- Navigate to Accounts and click New.
- Create parent account 1:
  - Enter Account Name: "NovaAxis Corp - Global".
  - Click "Save & New".
- Create child account under parent 1:
  - Enter Account Name: "NovaAxis Seoul - South Korea".
  - Open the Parent Account lookup/search and select "NovaAxis Corp - Global".
  - Click "Save & New".
- Create parent account 2:
  - Enter Account Name: "TerraLink Systems - HQ".
  - Click "Save & New".
- Create child account under parent 2:
  - Enter Account Name: "TerraLink Nairobi - Kenya".
  - Open the Parent Account lookup/search and select "TerraLink Systems - HQ".
  - Click "Save".

Optional verification:
- Open Accounts, select each parent ("NovaAxis Corp - Global" and "TerraLink Systems - HQ"), and use "View Account Hierarchy" to confirm the child relationships.

Notes:
- Used the "Save & New" button to streamline consecutive record creation.
- No hot-keys were used.

## Your ultimate task
```
The company LyLyApple opens two new sites in Asia (LyLyPear) and Europe (LyLyCherry). Create an account with the name LyLyApple – HQ and two subordinate accounts: LyLyPear – Asia and LyLyCherry – Europe.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:The company LyLyApple opens two new sites in Asia (LyLyPear) and Europe (LyLyCherry). Create an account with the name LyLyApple – HQ and two subordinate accounts: LyLyPear – Asia and LyLyCherry – Europe.
EXPERIENCE:
Successful plan:

- Log in to the application.
- Navigate to Accounts and click New.
- Create the parent account:
  - Enter Account Name: “LyLyApple - HQ”.
  - Click Save & New to proceed to creating another account.
- Create the first child account:
  - Enter Account Name: “LyLyPear - Asia”.
  - Set Parent Account by searching/selecting “LyLyApple - HQ”.
  - Click Save & New.
- Create the second child account:
  - Enter Account Name: “LyLyCherry - Europe”.
  - Set Parent Account to “LyLyApple - HQ”.
  - Click Save.
- Verify hierarchy:
  - Go to Accounts, open “LyLyApple - HQ”, and select View Account Hierarchy.
Sample 2:
TASK:Both NovaAxis Corp and TerraLink Systems have recently expanded their global footprint. NovaAxis has launched a new division in South Korea (NovaAxis Seoul), while TerraLink has opened a new site in Kenya (TerraLink Nairobi)]. [Create two separate parent accounts: NovaAxis Corp – Global and TerraLink Systems – HQ], and [add one subordinate account under each: NovaAxis Seoul – South Korea and TerraLink Nairobi – Kenya
EXPERIENCE:
Successful plan:

- Log in to the app.
- Navigate to Accounts and click New.
- Create parent account 1:
  - Enter Account Name: "NovaAxis Corp - Global".
  - Click "Save & New".
- Create child account under parent 1:
  - Enter Account Name: "NovaAxis Seoul - South Korea".
  - Open the Parent Account lookup/search and select "NovaAxis Corp - Global".
  - Click "Save & New".
- Create parent account 2:
  - Enter Account Name: "TerraLink Systems - HQ".
  - Click "Save & New".
- Create child account under parent 2:
  - Enter Account Name: "TerraLink Nairobi - Kenya".
  - Open the Parent Account lookup/search and select "TerraLink Systems - HQ".
  - Click "Save".

Optional verification:
- Open Accounts, select each parent ("NovaAxis Corp - Global" and "TerraLink Systems - HQ"), and use "View Account Hierarchy" to confirm the child relationships.

Notes:
- Used the "Save & New" button to streamline consecutive record creation.
- No hot-keys were used.

## Your ultimate task
```
Both NovaAxis Corp and TerraLink Systems have recently expanded their global footprint. NovaAxis has launched a new division in South Korea (NovaAxis Seoul), while TerraLink has opened a new site in Kenya (TerraLink Nairobi).. Create two separate parent accounts: NovaAxis Corp – Global and TerraLink Systems – HQ, and add one subordinate account under each: NovaAxis Seoul – South Korea and TerraLink Nairobi – Kenya..
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:The company LyLyApple opens two new sites in Asia (LyLyPear) and Europe (LyLyCherry). Create an account with the name LyLyApple – HQ and two subordinate accounts: LyLyPear – Asia and LyLyCherry – Europe.
EXPERIENCE:
Successful plan:

- Log in to the application.
- Navigate to Accounts and click New.
- Create the parent account:
  - Enter Account Name: “LyLyApple - HQ”.
  - Click Save & New to proceed to creating another account.
- Create the first child account:
  - Enter Account Name: “LyLyPear - Asia”.
  - Set Parent Account by searching/selecting “LyLyApple - HQ”.
  - Click Save & New.
- Create the second child account:
  - Enter Account Name: “LyLyCherry - Europe”.
  - Set Parent Account to “LyLyApple - HQ”.
  - Click Save.
- Verify hierarchy:
  - Go to Accounts, open “LyLyApple - HQ”, and select View Account Hierarchy.
Sample 2:
TASK:Both NovaAxis Corp and TerraLink Systems have recently expanded their global footprint. NovaAxis has launched a new division in South Korea (NovaAxis Seoul), while TerraLink has opened a new site in Kenya (TerraLink Nairobi)]. [Create two separate parent accounts: NovaAxis Corp – Global and TerraLink Systems – HQ], and [add one subordinate account under each: NovaAxis Seoul – South Korea and TerraLink Nairobi – Kenya
EXPERIENCE:
Successful plan:

- Log in to the app.
- Navigate to Accounts and click New.
- Create parent account 1:
  - Enter Account Name: "NovaAxis Corp - Global".
  - Click "Save & New".
- Create child account under parent 1:
  - Enter Account Name: "NovaAxis Seoul - South Korea".
  - Open the Parent Account lookup/search and select "NovaAxis Corp - Global".
  - Click "Save & New".
- Create parent account 2:
  - Enter Account Name: "TerraLink Systems - HQ".
  - Click "Save & New".
- Create child account under parent 2:
  - Enter Account Name: "TerraLink Nairobi - Kenya".
  - Open the Parent Account lookup/search and select "TerraLink Systems - HQ".
  - Click "Save".

Optional verification:
- Open Accounts, select each parent ("NovaAxis Corp - Global" and "TerraLink Systems - HQ"), and use "View Account Hierarchy" to confirm the child relationships.

Notes:
- Used the "Save & New" button to streamline consecutive record creation.
- No hot-keys were used.

## Your ultimate task
```
CyberLoom Inc. and Vertex Dynamics are expanding in different ways. CyberLoom has launched a new research center in Germany (CyberLoom Berlin), while Vertex Dynamics has not yet opened any new branches. Create two parent accounts: CyberLoom Inc. – HQ and Vertex Dynamics – Global, and add a subordinate account only under CyberLoom: CyberLoom Berlin – Germany.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:The company LyLyApple opens two new sites in Asia (LyLyPear) and Europe (LyLyCherry). Create an account with the name LyLyApple – HQ and two subordinate accounts: LyLyPear – Asia and LyLyCherry – Europe.
EXPERIENCE:
Successful plan:

- Log in to the application.
- Navigate to Accounts and click New.
- Create the parent account:
  - Enter Account Name: “LyLyApple - HQ”.
  - Click Save & New to proceed to creating another account.
- Create the first child account:
  - Enter Account Name: “LyLyPear - Asia”.
  - Set Parent Account by searching/selecting “LyLyApple - HQ”.
  - Click Save & New.
- Create the second child account:
  - Enter Account Name: “LyLyCherry - Europe”.
  - Set Parent Account to “LyLyApple - HQ”.
  - Click Save.
- Verify hierarchy:
  - Go to Accounts, open “LyLyApple - HQ”, and select View Account Hierarchy.
Sample 2:
TASK:Both NovaAxis Corp and TerraLink Systems have recently expanded their global footprint. NovaAxis has launched a new division in South Korea (NovaAxis Seoul), while TerraLink has opened a new site in Kenya (TerraLink Nairobi)]. [Create two separate parent accounts: NovaAxis Corp – Global and TerraLink Systems – HQ], and [add one subordinate account under each: NovaAxis Seoul – South Korea and TerraLink Nairobi – Kenya
EXPERIENCE:
Successful plan:

- Log in to the app.
- Navigate to Accounts and click New.
- Create parent account 1:
  - Enter Account Name: "NovaAxis Corp - Global".
  - Click "Save & New".
- Create child account under parent 1:
  - Enter Account Name: "NovaAxis Seoul - South Korea".
  - Open the Parent Account lookup/search and select "NovaAxis Corp - Global".
  - Click "Save & New".
- Create parent account 2:
  - Enter Account Name: "TerraLink Systems - HQ".
  - Click "Save & New".
- Create child account under parent 2:
  - Enter Account Name: "TerraLink Nairobi - Kenya".
  - Open the Parent Account lookup/search and select "TerraLink Systems - HQ".
  - Click "Save".

Optional verification:
- Open Accounts, select each parent ("NovaAxis Corp - Global" and "TerraLink Systems - HQ"), and use "View Account Hierarchy" to confirm the child relationships.

Notes:
- Used the "Save & New" button to streamline consecutive record creation.
- No hot-keys were used.

## Your ultimate task
```
The company CloudWave Solutions opens two new sites in North America (CloudWave NA) and Australia (CloudWave AU).. Create an account with name CloudWave Solutions - HQ and two subordinates account CloudWave NA - North America, CloudWave AU - Australia..
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:The company LyLyApple opens two new sites in Asia (LyLyPear) and Europe (LyLyCherry). Create an account with the name LyLyApple – HQ and two subordinate accounts: LyLyPear – Asia and LyLyCherry – Europe.
EXPERIENCE:
Successful plan:

- Log in to the application.
- Navigate to Accounts and click New.
- Create the parent account:
  - Enter Account Name: “LyLyApple - HQ”.
  - Click Save & New to proceed to creating another account.
- Create the first child account:
  - Enter Account Name: “LyLyPear - Asia”.
  - Set Parent Account by searching/selecting “LyLyApple - HQ”.
  - Click Save & New.
- Create the second child account:
  - Enter Account Name: “LyLyCherry - Europe”.
  - Set Parent Account to “LyLyApple - HQ”.
  - Click Save.
- Verify hierarchy:
  - Go to Accounts, open “LyLyApple - HQ”, and select View Account Hierarchy.
Sample 2:
TASK:Both NovaAxis Corp and TerraLink Systems have recently expanded their global footprint. NovaAxis has launched a new division in South Korea (NovaAxis Seoul), while TerraLink has opened a new site in Kenya (TerraLink Nairobi)]. [Create two separate parent accounts: NovaAxis Corp – Global and TerraLink Systems – HQ], and [add one subordinate account under each: NovaAxis Seoul – South Korea and TerraLink Nairobi – Kenya
EXPERIENCE:
Successful plan:

- Log in to the app.
- Navigate to Accounts and click New.
- Create parent account 1:
  - Enter Account Name: "NovaAxis Corp - Global".
  - Click "Save & New".
- Create child account under parent 1:
  - Enter Account Name: "NovaAxis Seoul - South Korea".
  - Open the Parent Account lookup/search and select "NovaAxis Corp - Global".
  - Click "Save & New".
- Create parent account 2:
  - Enter Account Name: "TerraLink Systems - HQ".
  - Click "Save & New".
- Create child account under parent 2:
  - Enter Account Name: "TerraLink Nairobi - Kenya".
  - Open the Parent Account lookup/search and select "TerraLink Systems - HQ".
  - Click "Save".

Optional verification:
- Open Accounts, select each parent ("NovaAxis Corp - Global" and "TerraLink Systems - HQ"), and use "View Account Hierarchy" to confirm the child relationships.

Notes:
- Used the "Save & New" button to streamline consecutive record creation.
- No hot-keys were used.

## Your ultimate task
```
MegaCorp Financial acquired two specialized firms: DataSecure Solutions (cybersecurity) and GreenTech Innovations (renewable energy consulting). They want to maintain the acquired companies as separate divisions under the MegaCorp umbrella.. Create an account with name MegaCorp Financial - Parent and two subsidiary accounts DataSecure Solutions - Cybersecurity Division, GreenTech Innovations - Renewable Energy Division..
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:I get a new lead source from web. The lead name is John Doe from sForce company. I just contacted him and I would rate his attitude as warm. The industry is Technology.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Leads and click New to create a lead.
- Enter fields:
  - First Name: John
  - Last Name: Doe
  - Company: sForce
- Set picklists:
  - Lead Source: Web
  - Rating: Warm
  - Industry: Technology (scroll within the dropdown to locate and select Technology)
- Click Save to create the lead.
Sample 2:
TASK:I received a new lead from a partner referral. The lead’s name is Maya Patel, representing the company GenePoint. I just reached out to her and would classify her attitude as hot. The industry for this lead is Biotechnology.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to the Leads section.
- Click New to create a lead.
- Enter fields:
  - First Name: Maya
  - Last Name: Patel
  - Company: GenePoint
- Set picklist fields:
  - Lead Source: Partner Referral
  - Industry: Biotechnology
  - Rating: Hot
- Click Save to create the lead.

Notes:
- No hotkeys were used.

## Your ultimate task
```
Could you log a web-sourced lead for John Doe at sForce company? I just spoke with him; please set his attitude to warm and the industry to Technology.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:I get a new lead source from web. The lead name is John Doe from sForce company. I just contacted him and I would rate his attitude as warm. The industry is Technology.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Leads and click New to create a lead.
- Enter fields:
  - First Name: John
  - Last Name: Doe
  - Company: sForce
- Set picklists:
  - Lead Source: Web
  - Rating: Warm
  - Industry: Technology (scroll within the dropdown to locate and select Technology)
- Click Save to create the lead.
Sample 2:
TASK:I received a new lead from a partner referral. The lead’s name is Maya Patel, representing the company GenePoint. I just reached out to her and would classify her attitude as hot. The industry for this lead is Biotechnology.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to the Leads section.
- Click New to create a lead.
- Enter fields:
  - First Name: Maya
  - Last Name: Patel
  - Company: GenePoint
- Set picklist fields:
  - Lead Source: Partner Referral
  - Industry: Biotechnology
  - Rating: Hot
- Click Save to create the lead.

Notes:
- No hotkeys were used.

## Your ultimate task
```
Partner referral just came in: Maya Patel from GenePoint. I connected with her already—rate her attitude as hot and tag the industry as Biotechnology.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:I get a new lead source from web. The lead name is John Doe from sForce company. I just contacted him and I would rate his attitude as warm. The industry is Technology.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Leads and click New to create a lead.
- Enter fields:
  - First Name: John
  - Last Name: Doe
  - Company: sForce
- Set picklists:
  - Lead Source: Web
  - Rating: Warm
  - Industry: Technology (scroll within the dropdown to locate and select Technology)
- Click Save to create the lead.
Sample 2:
TASK:I received a new lead from a partner referral. The lead’s name is Maya Patel, representing the company GenePoint. I just reached out to her and would classify her attitude as hot. The industry for this lead is Biotechnology.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to the Leads section.
- Click New to create a lead.
- Enter fields:
  - First Name: Maya
  - Last Name: Patel
  - Company: GenePoint
- Set picklist fields:
  - Lead Source: Partner Referral
  - Industry: Biotechnology
  - Rating: Hot
- Click Save to create the lead.

Notes:
- No hotkeys were used.

## Your ultimate task
```
New lead (source: Other) — Kevin Tran at HealthSync Solutions. Initial outreach done; attitude came across as cold. Industry should be Healthcare.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:I get a new lead source from web. The lead name is John Doe from sForce company. I just contacted him and I would rate his attitude as warm. The industry is Technology.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Leads and click New to create a lead.
- Enter fields:
  - First Name: John
  - Last Name: Doe
  - Company: sForce
- Set picklists:
  - Lead Source: Web
  - Rating: Warm
  - Industry: Technology (scroll within the dropdown to locate and select Technology)
- Click Save to create the lead.
Sample 2:
TASK:I received a new lead from a partner referral. The lead’s name is Maya Patel, representing the company GenePoint. I just reached out to her and would classify her attitude as hot. The industry for this lead is Biotechnology.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to the Leads section.
- Click New to create a lead.
- Enter fields:
  - First Name: Maya
  - Last Name: Patel
  - Company: GenePoint
- Set picklist fields:
  - Lead Source: Partner Referral
  - Industry: Biotechnology
  - Rating: Hot
- Click Save to create the lead.

Notes:
- No hotkeys were used.

## Your ultimate task
```
Met an interesting prospect at the trade show yesterday - David Rodriguez from Pinnacle Systems. He mentioned they're evaluating new vendors for their upcoming expansion and seemed very engaged during our conversation.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:I get a new lead source from web. The lead name is John Doe from sForce company. I just contacted him and I would rate his attitude as warm. The industry is Technology.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Leads and click New to create a lead.
- Enter fields:
  - First Name: John
  - Last Name: Doe
  - Company: sForce
- Set picklists:
  - Lead Source: Web
  - Rating: Warm
  - Industry: Technology (scroll within the dropdown to locate and select Technology)
- Click Save to create the lead.
Sample 2:
TASK:I received a new lead from a partner referral. The lead’s name is Maya Patel, representing the company GenePoint. I just reached out to her and would classify her attitude as hot. The industry for this lead is Biotechnology.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to the Leads section.
- Click New to create a lead.
- Enter fields:
  - First Name: Maya
  - Last Name: Patel
  - Company: GenePoint
- Set picklist fields:
  - Lead Source: Partner Referral
  - Industry: Biotechnology
  - Rating: Hot
- Click Save to create the lead.

Notes:
- No hotkeys were used.

## Your ultimate task
```
Received a cold email inquiry from Marcus Thompson at FutureTech Dynamics. He expressed strong interest in our solutions for their digital transformation project and requested a follow-up call next week.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Convert the lead with name Frank Knight to 'Closed - Converted'. If the lead's company matches an existing account, select that account; otherwise create a new account with the lead's company name. Create a new opportunity with name Knight LLC Opportunity
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Leads”, and open the Leads app/list.
- Open the lead “Frank Knight.”
- Start conversion:
  - Set Lead Status to “Closed - Converted.”
  - Choose “Existing Account,” search for and select “Knight LLC.”
  - Enter Opportunity Name: “Knight LLC Opportunity.”
- Click Convert to complete.
Sample 2:
TASK:2. Convert the lead with name Jane Smith to 'Closed - Converted'. If the lead's company matches an existing account, select that account; otherwise create a new account with the lead's company name. Create a new opportunity with name Tech Giants Opportunity.
EXPERIENCE:
Successful plan to convert the lead and create an opportunity:

- Log in to Salesforce.
- Navigate to Leads > Recently Viewed and open the lead “Jane Smith.”
- Start the lead conversion:
  - Open the Convert action/modal.
  - Set Lead Status to “Converted.”
- Handle account selection:
  - Use Account Search and select the existing account “Tech Giants” (matching the lead’s company).
- Create the opportunity:
  - In Opportunity Name, enter “Tech Giants Opportunity.”
- Finalize by clicking Convert.

## Your ultimate task
```
Please convert Frank Knight’s lead and mark it as 'Closed - Converted'. If his company already exists as an Account, link the conversion to that Account; if it doesn’t, create a new Account using the lead’s company name. Then create a new Opportunity named Knight LLC Opportunity.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Convert the lead with name Frank Knight to 'Closed - Converted'. If the lead's company matches an existing account, select that account; otherwise create a new account with the lead's company name. Create a new opportunity with name Knight LLC Opportunity
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Leads”, and open the Leads app/list.
- Open the lead “Frank Knight.”
- Start conversion:
  - Set Lead Status to “Closed - Converted.”
  - Choose “Existing Account,” search for and select “Knight LLC.”
  - Enter Opportunity Name: “Knight LLC Opportunity.”
- Click Convert to complete.
Sample 2:
TASK:2. Convert the lead with name Jane Smith to 'Closed - Converted'. If the lead's company matches an existing account, select that account; otherwise create a new account with the lead's company name. Create a new opportunity with name Tech Giants Opportunity.
EXPERIENCE:
Successful plan to convert the lead and create an opportunity:

- Log in to Salesforce.
- Navigate to Leads > Recently Viewed and open the lead “Jane Smith.”
- Start the lead conversion:
  - Open the Convert action/modal.
  - Set Lead Status to “Converted.”
- Handle account selection:
  - Use Account Search and select the existing account “Tech Giants” (matching the lead’s company).
- Create the opportunity:
  - In Opportunity Name, enter “Tech Giants Opportunity.”
- Finalize by clicking Convert.

## Your ultimate task
```
Step 1: Convert Jane Smith’s lead so the status is Closed - Converted. Step 2: During conversion, attach it to the existing Account if her company matches; if there’s no match, create a new Account with the lead’s company name. Step 3: Create an Opportunity titled Tech Giants Opportunity.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Convert the lead with name Frank Knight to 'Closed - Converted'. If the lead's company matches an existing account, select that account; otherwise create a new account with the lead's company name. Create a new opportunity with name Knight LLC Opportunity
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Leads”, and open the Leads app/list.
- Open the lead “Frank Knight.”
- Start conversion:
  - Set Lead Status to “Closed - Converted.”
  - Choose “Existing Account,” search for and select “Knight LLC.”
  - Enter Opportunity Name: “Knight LLC Opportunity.”
- Click Convert to complete.
Sample 2:
TASK:2. Convert the lead with name Jane Smith to 'Closed - Converted'. If the lead's company matches an existing account, select that account; otherwise create a new account with the lead's company name. Create a new opportunity with name Tech Giants Opportunity.
EXPERIENCE:
Successful plan to convert the lead and create an opportunity:

- Log in to Salesforce.
- Navigate to Leads > Recently Viewed and open the lead “Jane Smith.”
- Start the lead conversion:
  - Open the Convert action/modal.
  - Set Lead Status to “Converted.”
- Handle account selection:
  - Use Account Search and select the existing account “Tech Giants” (matching the lead’s company).
- Create the opportunity:
  - In Opportunity Name, enter “Tech Giants Opportunity.”
- Finalize by clicking Convert.

## Your ultimate task
```
Convert the lead for Alice Johnson to 'Closed - Converted'. If the company on her lead corresponds to an existing Account, select that Account; otherwise, create a new Account named exactly as the lead’s company. After that, set up a new Opportunity called Innovate Ltd Opportunity.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Convert the lead with name Frank Knight to 'Closed - Converted'. If the lead's company matches an existing account, select that account; otherwise create a new account with the lead's company name. Create a new opportunity with name Knight LLC Opportunity
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Leads”, and open the Leads app/list.
- Open the lead “Frank Knight.”
- Start conversion:
  - Set Lead Status to “Closed - Converted.”
  - Choose “Existing Account,” search for and select “Knight LLC.”
  - Enter Opportunity Name: “Knight LLC Opportunity.”
- Click Convert to complete.
Sample 2:
TASK:2. Convert the lead with name Jane Smith to 'Closed - Converted'. If the lead's company matches an existing account, select that account; otherwise create a new account with the lead's company name. Create a new opportunity with name Tech Giants Opportunity.
EXPERIENCE:
Successful plan to convert the lead and create an opportunity:

- Log in to Salesforce.
- Navigate to Leads > Recently Viewed and open the lead “Jane Smith.”
- Start the lead conversion:
  - Open the Convert action/modal.
  - Set Lead Status to “Converted.”
- Handle account selection:
  - Use Account Search and select the existing account “Tech Giants” (matching the lead’s company).
- Create the opportunity:
  - In Opportunity Name, enter “Tech Giants Opportunity.”
- Finalize by clicking Convert.

## Your ultimate task
```
For David Lee — complete the lead conversion (status should be 'Closed - Converted'). Account handling: if the lead’s company matches an existing Account, use it; if not, spin up a new Account using the company name from the lead. Then open an Opportunity named Lee Services Opportunity.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Convert the lead with name Frank Knight to 'Closed - Converted'. If the lead's company matches an existing account, select that account; otherwise create a new account with the lead's company name. Create a new opportunity with name Knight LLC Opportunity
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Leads”, and open the Leads app/list.
- Open the lead “Frank Knight.”
- Start conversion:
  - Set Lead Status to “Closed - Converted.”
  - Choose “Existing Account,” search for and select “Knight LLC.”
  - Enter Opportunity Name: “Knight LLC Opportunity.”
- Click Convert to complete.
Sample 2:
TASK:2. Convert the lead with name Jane Smith to 'Closed - Converted'. If the lead's company matches an existing account, select that account; otherwise create a new account with the lead's company name. Create a new opportunity with name Tech Giants Opportunity.
EXPERIENCE:
Successful plan to convert the lead and create an opportunity:

- Log in to Salesforce.
- Navigate to Leads > Recently Viewed and open the lead “Jane Smith.”
- Start the lead conversion:
  - Open the Convert action/modal.
  - Set Lead Status to “Converted.”
- Handle account selection:
  - Use Account Search and select the existing account “Tech Giants” (matching the lead’s company).
- Create the opportunity:
  - In Opportunity Name, enter “Tech Giants Opportunity.”
- Finalize by clicking Convert.

## Your ultimate task
```
Help me wrap up Grace King’s lead: convert it and set the status to 'Closed - Converted'. If there’s an Account with the same company name, associate the lead to that; otherwise create a new Account using the lead’s company name. Finally, create a new Opportunity called King Innovations Opportunity.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:For the opportunity Cloud Software Deal, Schedule an event for meeting with the client to discuss implementation timeline.. Update the opportunity stage to Value Proposition.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Opportunities and open the “Cloud Software Deal” opportunity.
- Schedule the meeting event:
  - Click New Event.
  - Enter Subject: “Meeting to Discuss Implementation Timeline.”
  - Set Start Date: Aug 28, 2025.
  - Set End Date: Aug 28, 2025.
  - Click Save.
- Update the opportunity stage:
  - Open Show more actions and click Edit.
  - Open the Opportunity Stage dropdown and select “Value Proposition.”
  - Click Save.
Sample 2:
TASK:For the opportunity Enterprise Software Sale, Send a follow-up email to confirm the proposal details.. Update the opportunity stage to Perception Analysis.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Opportunities and open the “Enterprise Software Sale” opportunity.
- Click Email to compose a message:
  - To: Jamie.taylor@company.com
  - Subject: Follow-Up: Confirmation of Proposal Details
  - Body: 
    I hope this message finds you well.

    I wanted to follow up to confirm the details of the proposal we shared regarding the Enterprise Software Sale. Please let me know if you have any questions or need further clarification on any aspect.
  - Click Send.
- Update the opportunity stage:
  - Select “Perception Analysis”.
  - Click “Mark as Current Stage”.

Notes:
- No hot-keys were used.

## Your ultimate task
```
For the opportunity Cloud Software Deal, Schedule an event for meeting with the client to discuss implementation timeline. Update the opportunity stage to Value Proposition.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:For the opportunity Cloud Software Deal, Schedule an event for meeting with the client to discuss implementation timeline.. Update the opportunity stage to Value Proposition.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Opportunities and open the “Cloud Software Deal” opportunity.
- Schedule the meeting event:
  - Click New Event.
  - Enter Subject: “Meeting to Discuss Implementation Timeline.”
  - Set Start Date: Aug 28, 2025.
  - Set End Date: Aug 28, 2025.
  - Click Save.
- Update the opportunity stage:
  - Open Show more actions and click Edit.
  - Open the Opportunity Stage dropdown and select “Value Proposition.”
  - Click Save.
Sample 2:
TASK:For the opportunity Enterprise Software Sale, Send a follow-up email to confirm the proposal details.. Update the opportunity stage to Perception Analysis.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Opportunities and open the “Enterprise Software Sale” opportunity.
- Click Email to compose a message:
  - To: Jamie.taylor@company.com
  - Subject: Follow-Up: Confirmation of Proposal Details
  - Body: 
    I hope this message finds you well.

    I wanted to follow up to confirm the details of the proposal we shared regarding the Enterprise Software Sale. Please let me know if you have any questions or need further clarification on any aspect.
  - Click Send.
- Update the opportunity stage:
  - Select “Perception Analysis”.
  - Click “Mark as Current Stage”.

Notes:
- No hot-keys were used.

## Your ultimate task
```
For Enterprise Software Sale, could you send a quick follow-up email to Confirm the proposal details, and afterward set the opportunity stage to Perception Analysis?
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:For the opportunity Cloud Software Deal, Schedule an event for meeting with the client to discuss implementation timeline.. Update the opportunity stage to Value Proposition.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Opportunities and open the “Cloud Software Deal” opportunity.
- Schedule the meeting event:
  - Click New Event.
  - Enter Subject: “Meeting to Discuss Implementation Timeline.”
  - Set Start Date: Aug 28, 2025.
  - Set End Date: Aug 28, 2025.
  - Click Save.
- Update the opportunity stage:
  - Open Show more actions and click Edit.
  - Open the Opportunity Stage dropdown and select “Value Proposition.”
  - Click Save.
Sample 2:
TASK:For the opportunity Enterprise Software Sale, Send a follow-up email to confirm the proposal details.. Update the opportunity stage to Perception Analysis.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Opportunities and open the “Enterprise Software Sale” opportunity.
- Click Email to compose a message:
  - To: Jamie.taylor@company.com
  - Subject: Follow-Up: Confirmation of Proposal Details
  - Body: 
    I hope this message finds you well.

    I wanted to follow up to confirm the details of the proposal we shared regarding the Enterprise Software Sale. Please let me know if you have any questions or need further clarification on any aspect.
  - Click Send.
- Update the opportunity stage:
  - Select “Perception Analysis”.
  - Click “Mark as Current Stage”.

Notes:
- No hot-keys were used.

## Your ultimate task
```
I just spoke with the product team to Review final requirements—log that call under the Product Development opportunity and move the stage to Negotiation/Review.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:For the opportunity Cloud Software Deal, Schedule an event for meeting with the client to discuss implementation timeline.. Update the opportunity stage to Value Proposition.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Opportunities and open the “Cloud Software Deal” opportunity.
- Schedule the meeting event:
  - Click New Event.
  - Enter Subject: “Meeting to Discuss Implementation Timeline.”
  - Set Start Date: Aug 28, 2025.
  - Set End Date: Aug 28, 2025.
  - Click Save.
- Update the opportunity stage:
  - Open Show more actions and click Edit.
  - Open the Opportunity Stage dropdown and select “Value Proposition.”
  - Click Save.
Sample 2:
TASK:For the opportunity Enterprise Software Sale, Send a follow-up email to confirm the proposal details.. Update the opportunity stage to Perception Analysis.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Opportunities and open the “Enterprise Software Sale” opportunity.
- Click Email to compose a message:
  - To: Jamie.taylor@company.com
  - Subject: Follow-Up: Confirmation of Proposal Details
  - Body: 
    I hope this message finds you well.

    I wanted to follow up to confirm the details of the proposal we shared regarding the Enterprise Software Sale. Please let me know if you have any questions or need further clarification on any aspect.
  - Click Send.
- Update the opportunity stage:
  - Select “Perception Analysis”.
  - Click “Mark as Current Stage”.

Notes:
- No hot-keys were used.

## Your ultimate task
```
First, under the Consulting Service opportunity, record this exact call summary: "He wants to know the price for the product A & B." Next, change the stage to Proposal/Price Quote.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:For the opportunity Cloud Software Deal, Schedule an event for meeting with the client to discuss implementation timeline.. Update the opportunity stage to Value Proposition.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Opportunities and open the “Cloud Software Deal” opportunity.
- Schedule the meeting event:
  - Click New Event.
  - Enter Subject: “Meeting to Discuss Implementation Timeline.”
  - Set Start Date: Aug 28, 2025.
  - Set End Date: Aug 28, 2025.
  - Click Save.
- Update the opportunity stage:
  - Open Show more actions and click Edit.
  - Open the Opportunity Stage dropdown and select “Value Proposition.”
  - Click Save.
Sample 2:
TASK:For the opportunity Enterprise Software Sale, Send a follow-up email to confirm the proposal details.. Update the opportunity stage to Perception Analysis.
EXPERIENCE:
Successful plan:

- Log in to the CRM.
- Navigate to Opportunities and open the “Enterprise Software Sale” opportunity.
- Click Email to compose a message:
  - To: Jamie.taylor@company.com
  - Subject: Follow-Up: Confirmation of Proposal Details
  - Body: 
    I hope this message finds you well.

    I wanted to follow up to confirm the details of the proposal we shared regarding the Enterprise Software Sale. Please let me know if you have any questions or need further clarification on any aspect.
  - Click Send.
- Update the opportunity stage:
  - Select “Perception Analysis”.
  - Click “Mark as Current Stage”.

Notes:
- No hot-keys were used.

## Your ultimate task
```
Create a new task on the Security Solutions opportunity with the subject line "remind me search for the company's revenue," and update the stage to Needs Analysis.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Our company R&D department announced a new Product Family for "Running Shoes". For this release, we have two products. The first product "ChillRun" with the product code "CHILL-001" is the "best fit for lightweight exercise"; and the second product "MonsterRun" with the product code "MONS-001" is "designed for Marathon fans". Help me to create the relevant info in the Product records.
EXPERIENCE:
Successful plan:

1) Add new Product Family value
- Navigate: Setup > Object Manager > Product > Fields & Relationships > Product Family.
- Click New and add picklist value: Running Shoes.
- Save.

2) Create product: ChillRun
- Go to App Launcher > View All > Products.
- Click New.
- Set fields:
  - Product Name: ChillRun
  - Active: checked
  - Product Code: CHILL-001
  - Product Family: Running Shoes
  - Description: Best fit for lightweight exercise
- Click Save & New.

3) Create product: MonsterRun
- In the new product form, set:
  - Product Name: MonsterRun
  - Active: checked
  - Product Code: MONS-001
  - Product Family: Running Shoes
  - Description: Designed for Marathon fans
- Click Save.
Sample 2:
TASK:TechNova has introduced a new Product Family focused on "Smart Home Lighting Solutions". For this release, we have three products. The first product "BrightEase" with the product code "BrightEase" is a "budget-friendly smart bulb for everyday use"; the second product "GlowSync" with the product code "Glowsync" "features customizable color schemes and app control"; and the third product "LuxEdge" with the product code "LuxEdge" is "designed for premium interiors with motion sensing and voice assistant integration". Help me to create the relevant info in the Product records.
EXPERIENCE:
Successful plan to create the Product Family and Products in Salesforce:

1) Log in and add new Product Family picklist value
- Go to Setup > Object Manager > Product > Fields & Relationships > Product Family.
- Click New and add the picklist value: Smart Home Lighting Solutions.
- Save.

2) Create the three Product records
- Open App Launcher, search for and open Products.

- Product 1 (use Save & New):
  - New Product.
  - Product Name: BrightEase
  - Active: checked
  - Product Code: BrightEase
  - Product Family: Smart Home Lighting Solutions
  - Description: Budget-friendly smart bulb for everyday use.
  - Save & New.

- Product 2 (use Save & New):
  - Product Name: GlowSync
  - Active: checked
  - Product Code: GlowSync
  - Product Family: Smart Home Lighting Solutions
  - Description: Features customizable color schemes and app control.
  - Save & New.

- Product 3 (final Save):
  - Product Name: LuxEdge
  - Active: checked
  - Product Code: LuxEdge
  - Product Family: Smart Home Lighting Solutions
  - Description: Designed for premium interiors with motion sensing and voice assistant integration.
  - Save.

## Your ultimate task
```
Our company R&D department announced a new Product Family for "Running Shoes". For this release, we have two products. The first product "ChillRun" with the product code "CHILL-001" is the "best fit for lightweight exercise"; and the second product "MonsterRun" with the product code "MONS-001" is "designed for Marathon fans". Help me to create the relevant info in the Product records.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Our company R&D department announced a new Product Family for "Running Shoes". For this release, we have two products. The first product "ChillRun" with the product code "CHILL-001" is the "best fit for lightweight exercise"; and the second product "MonsterRun" with the product code "MONS-001" is "designed for Marathon fans". Help me to create the relevant info in the Product records.
EXPERIENCE:
Successful plan:

1) Add new Product Family value
- Navigate: Setup > Object Manager > Product > Fields & Relationships > Product Family.
- Click New and add picklist value: Running Shoes.
- Save.

2) Create product: ChillRun
- Go to App Launcher > View All > Products.
- Click New.
- Set fields:
  - Product Name: ChillRun
  - Active: checked
  - Product Code: CHILL-001
  - Product Family: Running Shoes
  - Description: Best fit for lightweight exercise
- Click Save & New.

3) Create product: MonsterRun
- In the new product form, set:
  - Product Name: MonsterRun
  - Active: checked
  - Product Code: MONS-001
  - Product Family: Running Shoes
  - Description: Designed for Marathon fans
- Click Save.
Sample 2:
TASK:TechNova has introduced a new Product Family focused on "Smart Home Lighting Solutions". For this release, we have three products. The first product "BrightEase" with the product code "BrightEase" is a "budget-friendly smart bulb for everyday use"; the second product "GlowSync" with the product code "Glowsync" "features customizable color schemes and app control"; and the third product "LuxEdge" with the product code "LuxEdge" is "designed for premium interiors with motion sensing and voice assistant integration". Help me to create the relevant info in the Product records.
EXPERIENCE:
Successful plan to create the Product Family and Products in Salesforce:

1) Log in and add new Product Family picklist value
- Go to Setup > Object Manager > Product > Fields & Relationships > Product Family.
- Click New and add the picklist value: Smart Home Lighting Solutions.
- Save.

2) Create the three Product records
- Open App Launcher, search for and open Products.

- Product 1 (use Save & New):
  - New Product.
  - Product Name: BrightEase
  - Active: checked
  - Product Code: BrightEase
  - Product Family: Smart Home Lighting Solutions
  - Description: Budget-friendly smart bulb for everyday use.
  - Save & New.

- Product 2 (use Save & New):
  - Product Name: GlowSync
  - Active: checked
  - Product Code: GlowSync
  - Product Family: Smart Home Lighting Solutions
  - Description: Features customizable color schemes and app control.
  - Save & New.

- Product 3 (final Save):
  - Product Name: LuxEdge
  - Active: checked
  - Product Code: LuxEdge
  - Product Family: Smart Home Lighting Solutions
  - Description: Designed for premium interiors with motion sensing and voice assistant integration.
  - Save.

## Your ultimate task
```
TechNova has introduced a new Product Family focused on "Smart Home Lighting Solutions". For this release, we have three products. The first product "BrightEase" with the product code "BrightEase" is a "budget-friendly smart bulb for everyday use"; the second product "GlowSync" with the product code "BrightEase" "features customizable color schemes and app control"; and the third product "LuxEdge" with the product code "LuxEdge" is "designed for premium interiors with motion sensing and voice assistant integration". Help me to create the relevant info in the Product records.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Our company R&D department announced a new Product Family for "Running Shoes". For this release, we have two products. The first product "ChillRun" with the product code "CHILL-001" is the "best fit for lightweight exercise"; and the second product "MonsterRun" with the product code "MONS-001" is "designed for Marathon fans". Help me to create the relevant info in the Product records.
EXPERIENCE:
Successful plan:

1) Add new Product Family value
- Navigate: Setup > Object Manager > Product > Fields & Relationships > Product Family.
- Click New and add picklist value: Running Shoes.
- Save.

2) Create product: ChillRun
- Go to App Launcher > View All > Products.
- Click New.
- Set fields:
  - Product Name: ChillRun
  - Active: checked
  - Product Code: CHILL-001
  - Product Family: Running Shoes
  - Description: Best fit for lightweight exercise
- Click Save & New.

3) Create product: MonsterRun
- In the new product form, set:
  - Product Name: MonsterRun
  - Active: checked
  - Product Code: MONS-001
  - Product Family: Running Shoes
  - Description: Designed for Marathon fans
- Click Save.
Sample 2:
TASK:TechNova has introduced a new Product Family focused on "Smart Home Lighting Solutions". For this release, we have three products. The first product "BrightEase" with the product code "BrightEase" is a "budget-friendly smart bulb for everyday use"; the second product "GlowSync" with the product code "Glowsync" "features customizable color schemes and app control"; and the third product "LuxEdge" with the product code "LuxEdge" is "designed for premium interiors with motion sensing and voice assistant integration". Help me to create the relevant info in the Product records.
EXPERIENCE:
Successful plan to create the Product Family and Products in Salesforce:

1) Log in and add new Product Family picklist value
- Go to Setup > Object Manager > Product > Fields & Relationships > Product Family.
- Click New and add the picklist value: Smart Home Lighting Solutions.
- Save.

2) Create the three Product records
- Open App Launcher, search for and open Products.

- Product 1 (use Save & New):
  - New Product.
  - Product Name: BrightEase
  - Active: checked
  - Product Code: BrightEase
  - Product Family: Smart Home Lighting Solutions
  - Description: Budget-friendly smart bulb for everyday use.
  - Save & New.

- Product 2 (use Save & New):
  - Product Name: GlowSync
  - Active: checked
  - Product Code: GlowSync
  - Product Family: Smart Home Lighting Solutions
  - Description: Features customizable color schemes and app control.
  - Save & New.

- Product 3 (final Save):
  - Product Name: LuxEdge
  - Active: checked
  - Product Code: LuxEdge
  - Product Family: Smart Home Lighting Solutions
  - Description: Designed for premium interiors with motion sensing and voice assistant integration.
  - Save.

## Your ultimate task
```
EcoMotion has launched a new Product Family in the "Electric Bike" category. For this release, we have one product. The product "CityCruze" with the product code "CityCruze" is "designed for daily commuters, offering pedal assist, lightweight frame, and a 40-mile battery range". Help me to create the relevant info in the Product records.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Our company R&D department announced a new Product Family for "Running Shoes". For this release, we have two products. The first product "ChillRun" with the product code "CHILL-001" is the "best fit for lightweight exercise"; and the second product "MonsterRun" with the product code "MONS-001" is "designed for Marathon fans". Help me to create the relevant info in the Product records.
EXPERIENCE:
Successful plan:

1) Add new Product Family value
- Navigate: Setup > Object Manager > Product > Fields & Relationships > Product Family.
- Click New and add picklist value: Running Shoes.
- Save.

2) Create product: ChillRun
- Go to App Launcher > View All > Products.
- Click New.
- Set fields:
  - Product Name: ChillRun
  - Active: checked
  - Product Code: CHILL-001
  - Product Family: Running Shoes
  - Description: Best fit for lightweight exercise
- Click Save & New.

3) Create product: MonsterRun
- In the new product form, set:
  - Product Name: MonsterRun
  - Active: checked
  - Product Code: MONS-001
  - Product Family: Running Shoes
  - Description: Designed for Marathon fans
- Click Save.
Sample 2:
TASK:TechNova has introduced a new Product Family focused on "Smart Home Lighting Solutions". For this release, we have three products. The first product "BrightEase" with the product code "BrightEase" is a "budget-friendly smart bulb for everyday use"; the second product "GlowSync" with the product code "Glowsync" "features customizable color schemes and app control"; and the third product "LuxEdge" with the product code "LuxEdge" is "designed for premium interiors with motion sensing and voice assistant integration". Help me to create the relevant info in the Product records.
EXPERIENCE:
Successful plan to create the Product Family and Products in Salesforce:

1) Log in and add new Product Family picklist value
- Go to Setup > Object Manager > Product > Fields & Relationships > Product Family.
- Click New and add the picklist value: Smart Home Lighting Solutions.
- Save.

2) Create the three Product records
- Open App Launcher, search for and open Products.

- Product 1 (use Save & New):
  - New Product.
  - Product Name: BrightEase
  - Active: checked
  - Product Code: BrightEase
  - Product Family: Smart Home Lighting Solutions
  - Description: Budget-friendly smart bulb for everyday use.
  - Save & New.

- Product 2 (use Save & New):
  - Product Name: GlowSync
  - Active: checked
  - Product Code: GlowSync
  - Product Family: Smart Home Lighting Solutions
  - Description: Features customizable color schemes and app control.
  - Save & New.

- Product 3 (final Save):
  - Product Name: LuxEdge
  - Active: checked
  - Product Code: LuxEdge
  - Product Family: Smart Home Lighting Solutions
  - Description: Designed for premium interiors with motion sensing and voice assistant integration.
  - Save.

## Your ultimate task
```
The Smart Home Security product family offers advanced solutions for home protection and monitoring.. SmartLock Pro for advanced door security, WatchCam 360 for comprehensive surveillance, and AlertSense for motion detection and alerts. Help me to create the relevant info in the Product records.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Our company R&D department announced a new Product Family for "Running Shoes". For this release, we have two products. The first product "ChillRun" with the product code "CHILL-001" is the "best fit for lightweight exercise"; and the second product "MonsterRun" with the product code "MONS-001" is "designed for Marathon fans". Help me to create the relevant info in the Product records.
EXPERIENCE:
Successful plan:

1) Add new Product Family value
- Navigate: Setup > Object Manager > Product > Fields & Relationships > Product Family.
- Click New and add picklist value: Running Shoes.
- Save.

2) Create product: ChillRun
- Go to App Launcher > View All > Products.
- Click New.
- Set fields:
  - Product Name: ChillRun
  - Active: checked
  - Product Code: CHILL-001
  - Product Family: Running Shoes
  - Description: Best fit for lightweight exercise
- Click Save & New.

3) Create product: MonsterRun
- In the new product form, set:
  - Product Name: MonsterRun
  - Active: checked
  - Product Code: MONS-001
  - Product Family: Running Shoes
  - Description: Designed for Marathon fans
- Click Save.
Sample 2:
TASK:TechNova has introduced a new Product Family focused on "Smart Home Lighting Solutions". For this release, we have three products. The first product "BrightEase" with the product code "BrightEase" is a "budget-friendly smart bulb for everyday use"; the second product "GlowSync" with the product code "Glowsync" "features customizable color schemes and app control"; and the third product "LuxEdge" with the product code "LuxEdge" is "designed for premium interiors with motion sensing and voice assistant integration". Help me to create the relevant info in the Product records.
EXPERIENCE:
Successful plan to create the Product Family and Products in Salesforce:

1) Log in and add new Product Family picklist value
- Go to Setup > Object Manager > Product > Fields & Relationships > Product Family.
- Click New and add the picklist value: Smart Home Lighting Solutions.
- Save.

2) Create the three Product records
- Open App Launcher, search for and open Products.

- Product 1 (use Save & New):
  - New Product.
  - Product Name: BrightEase
  - Active: checked
  - Product Code: BrightEase
  - Product Family: Smart Home Lighting Solutions
  - Description: Budget-friendly smart bulb for everyday use.
  - Save & New.

- Product 2 (use Save & New):
  - Product Name: GlowSync
  - Active: checked
  - Product Code: GlowSync
  - Product Family: Smart Home Lighting Solutions
  - Description: Features customizable color schemes and app control.
  - Save & New.

- Product 3 (final Save):
  - Product Name: LuxEdge
  - Active: checked
  - Product Code: LuxEdge
  - Product Family: Smart Home Lighting Solutions
  - Description: Designed for premium interiors with motion sensing and voice assistant integration.
  - Save.

## Your ultimate task
```
There is a new family of products focused on Professional Coffee Equipment, used for brewing, grinding, and maintaining coffee. It is designed for use in cafés and specialty coffee shops.. BrewMaster Elite for commercial espresso brewing, GrindTech Pro for precision bean grinding, SteamForce for milk frothing, and CleanCycle for automated cleaning systems. Help me to create the relevant info in the Product records.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create price books with the following details: Set up two price books for the product "ThermalMax Pro": one called "Holiday Sale" with a unit price of $150, and another called "Year End Special" with a unit price of $140. Each price book should include the specified products with their respective unit prices.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Price Books:
  - Click App Launcher > View All.
  - Search for “Price Books” and open it.
- Create “Holiday Sale” price book:
  - Click New Price Book, set Name = “Holiday Sale”, check Active, Save.
  - Add product and price:
    - Go to Related tab > Add Products.
    - Select “ThermalMax Pro” > Next.
    - Clear the List Price field (press Backspace to remove the default value), enter 150, Save.
- Create “Year End Special” price book:
  - Return to Price Books list, click New Price Book, set Name = “Year End Special”, check Active, Save.
  - Add product and price:
    - Go to Related tab > Add Products.
    - Select “ThermalMax Pro” > Next.
    - Clear the List Price field (press Backspace to remove the default value), enter 140, Save.

Notes on hot-keys:
- Used Backspace to clear the List Price field before entering the new unit prices.
Sample 2:
TASK:Create price books with the following details: Set up two price books for the product "CoolBreeze Elite": one called "Summer Special" with a unit price of $120, and another called "Winter Deal" with a unit price of $110. Each price book should include the specified products with their respective unit prices.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Price Books:
  - App Launcher > View All > search “Price Books” > open.

- Create “Summer Special” price book:
  - Click New, set Name = “Summer Special”, mark Active, Save.
  - On the price book record: Related > Add Products.
  - Select product “CoolBreeze Elite” > Next.
  - In List Price field, clear existing value (used Backspace) and enter 120, Save.

- Create “Winter Deal” price book:
  - From Price Books, click New, set Name = “Winter Deal”, mark Active, Save.
  - On the price book record: Related > Add Products.
  - Select product “CoolBreeze Elite” > Next.
  - In List Price field, clear existing value (used Backspace) and enter 110, Save.

## Your ultimate task
```
Go ahead and set up two price books for the ThermalMax Pro—one named Holiday Sale at $150 per unit and another named Year End Special at $140 per unit. Make sure the specified product is included in each book with those exact unit prices.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create price books with the following details: Set up two price books for the product "ThermalMax Pro": one called "Holiday Sale" with a unit price of $150, and another called "Year End Special" with a unit price of $140. Each price book should include the specified products with their respective unit prices.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Price Books:
  - Click App Launcher > View All.
  - Search for “Price Books” and open it.
- Create “Holiday Sale” price book:
  - Click New Price Book, set Name = “Holiday Sale”, check Active, Save.
  - Add product and price:
    - Go to Related tab > Add Products.
    - Select “ThermalMax Pro” > Next.
    - Clear the List Price field (press Backspace to remove the default value), enter 150, Save.
- Create “Year End Special” price book:
  - Return to Price Books list, click New Price Book, set Name = “Year End Special”, check Active, Save.
  - Add product and price:
    - Go to Related tab > Add Products.
    - Select “ThermalMax Pro” > Next.
    - Clear the List Price field (press Backspace to remove the default value), enter 140, Save.

Notes on hot-keys:
- Used Backspace to clear the List Price field before entering the new unit prices.
Sample 2:
TASK:Create price books with the following details: Set up two price books for the product "CoolBreeze Elite": one called "Summer Special" with a unit price of $120, and another called "Winter Deal" with a unit price of $110. Each price book should include the specified products with their respective unit prices.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Price Books:
  - App Launcher > View All > search “Price Books” > open.

- Create “Summer Special” price book:
  - Click New, set Name = “Summer Special”, mark Active, Save.
  - On the price book record: Related > Add Products.
  - Select product “CoolBreeze Elite” > Next.
  - In List Price field, clear existing value (used Backspace) and enter 120, Save.

- Create “Winter Deal” price book:
  - From Price Books, click New, set Name = “Winter Deal”, mark Active, Save.
  - On the price book record: Related > Add Products.
  - Select product “CoolBreeze Elite” > Next.
  - In List Price field, clear existing value (used Backspace) and enter 110, Save.

## Your ultimate task
```
Seasonal promos incoming—please create price books for CoolBreeze Elite: Summer Special priced at $120 per unit and Winter Deal priced at $110 per unit. Include the specified product in both price books, using those unit prices.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create price books with the following details: Set up two price books for the product "ThermalMax Pro": one called "Holiday Sale" with a unit price of $150, and another called "Year End Special" with a unit price of $140. Each price book should include the specified products with their respective unit prices.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Price Books:
  - Click App Launcher > View All.
  - Search for “Price Books” and open it.
- Create “Holiday Sale” price book:
  - Click New Price Book, set Name = “Holiday Sale”, check Active, Save.
  - Add product and price:
    - Go to Related tab > Add Products.
    - Select “ThermalMax Pro” > Next.
    - Clear the List Price field (press Backspace to remove the default value), enter 150, Save.
- Create “Year End Special” price book:
  - Return to Price Books list, click New Price Book, set Name = “Year End Special”, check Active, Save.
  - Add product and price:
    - Go to Related tab > Add Products.
    - Select “ThermalMax Pro” > Next.
    - Clear the List Price field (press Backspace to remove the default value), enter 140, Save.

Notes on hot-keys:
- Used Backspace to clear the List Price field before entering the new unit prices.
Sample 2:
TASK:Create price books with the following details: Set up two price books for the product "CoolBreeze Elite": one called "Summer Special" with a unit price of $120, and another called "Winter Deal" with a unit price of $110. Each price book should include the specified products with their respective unit prices.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Price Books:
  - App Launcher > View All > search “Price Books” > open.

- Create “Summer Special” price book:
  - Click New, set Name = “Summer Special”, mark Active, Save.
  - On the price book record: Related > Add Products.
  - Select product “CoolBreeze Elite” > Next.
  - In List Price field, clear existing value (used Backspace) and enter 120, Save.

- Create “Winter Deal” price book:
  - From Price Books, click New, set Name = “Winter Deal”, mark Active, Save.
  - On the price book record: Related > Add Products.
  - Select product “CoolBreeze Elite” > Next.
  - In List Price field, clear existing value (used Backspace) and enter 110, Save.

## Your ultimate task
```
Do two things for the Smart Fitness Tracker: 1) create a price book called Fitness Promo with a $75 unit price, and 2) create another called Wellness Special with a $70 unit price. Ensure the specified product is added to each price book at those unit prices.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create price books with the following details: Set up two price books for the product "ThermalMax Pro": one called "Holiday Sale" with a unit price of $150, and another called "Year End Special" with a unit price of $140. Each price book should include the specified products with their respective unit prices.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Price Books:
  - Click App Launcher > View All.
  - Search for “Price Books” and open it.
- Create “Holiday Sale” price book:
  - Click New Price Book, set Name = “Holiday Sale”, check Active, Save.
  - Add product and price:
    - Go to Related tab > Add Products.
    - Select “ThermalMax Pro” > Next.
    - Clear the List Price field (press Backspace to remove the default value), enter 150, Save.
- Create “Year End Special” price book:
  - Return to Price Books list, click New Price Book, set Name = “Year End Special”, check Active, Save.
  - Add product and price:
    - Go to Related tab > Add Products.
    - Select “ThermalMax Pro” > Next.
    - Clear the List Price field (press Backspace to remove the default value), enter 140, Save.

Notes on hot-keys:
- Used Backspace to clear the List Price field before entering the new unit prices.
Sample 2:
TASK:Create price books with the following details: Set up two price books for the product "CoolBreeze Elite": one called "Summer Special" with a unit price of $120, and another called "Winter Deal" with a unit price of $110. Each price book should include the specified products with their respective unit prices.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Price Books:
  - App Launcher > View All > search “Price Books” > open.

- Create “Summer Special” price book:
  - Click New, set Name = “Summer Special”, mark Active, Save.
  - On the price book record: Related > Add Products.
  - Select product “CoolBreeze Elite” > Next.
  - In List Price field, clear existing value (used Backspace) and enter 120, Save.

- Create “Winter Deal” price book:
  - From Price Books, click New, set Name = “Winter Deal”, mark Active, Save.
  - On the price book record: Related > Add Products.
  - Select product “CoolBreeze Elite” > Next.
  - In List Price field, clear existing value (used Backspace) and enter 110, Save.

## Your ultimate task
```
Set up member-tier price books: if it’s for silver members, price the Organic Skincare Set at $100 per unit; if it’s for golden members, set it to $80 per unit. Please include the specified product in each book with those unit prices.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create price books with the following details: Set up two price books for the product "ThermalMax Pro": one called "Holiday Sale" with a unit price of $150, and another called "Year End Special" with a unit price of $140. Each price book should include the specified products with their respective unit prices.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open Price Books:
  - Click App Launcher > View All.
  - Search for “Price Books” and open it.
- Create “Holiday Sale” price book:
  - Click New Price Book, set Name = “Holiday Sale”, check Active, Save.
  - Add product and price:
    - Go to Related tab > Add Products.
    - Select “ThermalMax Pro” > Next.
    - Clear the List Price field (press Backspace to remove the default value), enter 150, Save.
- Create “Year End Special” price book:
  - Return to Price Books list, click New Price Book, set Name = “Year End Special”, check Active, Save.
  - Add product and price:
    - Go to Related tab > Add Products.
    - Select “ThermalMax Pro” > Next.
    - Clear the List Price field (press Backspace to remove the default value), enter 140, Save.

Notes on hot-keys:
- Used Backspace to clear the List Price field before entering the new unit prices.
Sample 2:
TASK:Create price books with the following details: Set up two price books for the product "CoolBreeze Elite": one called "Summer Special" with a unit price of $120, and another called "Winter Deal" with a unit price of $110. Each price book should include the specified products with their respective unit prices.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Price Books:
  - App Launcher > View All > search “Price Books” > open.

- Create “Summer Special” price book:
  - Click New, set Name = “Summer Special”, mark Active, Save.
  - On the price book record: Related > Add Products.
  - Select product “CoolBreeze Elite” > Next.
  - In List Price field, clear existing value (used Backspace) and enter 120, Save.

- Create “Winter Deal” price book:
  - From Price Books, click New, set Name = “Winter Deal”, mark Active, Save.
  - On the price book record: Related > Add Products.
  - Select product “CoolBreeze Elite” > Next.
  - In List Price field, clear existing value (used Backspace) and enter 110, Save.

## Your ultimate task
```
I’m implementing quantity-based pricing for the Titanium Pro Laptop—create two price books: Bulk Sale at $2,000 per unit and Starter Sale at $3,000 per unit. Include the specified product(s) in both price books at those unit prices.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:The client shows a great interest in the product ThermalMax Pro. Create a quote with the name Holiday Sale for the opportunity Product Development which expires 10 days from today. Let's apply 10% discount on the list price to make it the final Sales price. To qualify this price, the quantity needs to be 10.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Opportunities,” and open it.
- Open the “Product Development” opportunity.
- In the Quotes related list, click “New Quote.”
- Set:
  - Quote Name: “Holiday Sale”
  - Expiration Date: Today + 10 days
  - Save the quote.
- Open the newly created “Holiday Sale” quote.
- Click “Add Products.”
  - If prompted, confirm/save the price book.
  - Select the product “ThermalMax Pro” and click “Next.”
- In the line editor:
  - Set Quantity to 10.
  - Set Discount (Percentage) to 10.
  - Save.

Notes:
- No hot-keys were used.
- The 10% discount is applied to the list price to determine the final sales price.
Sample 2:
TASK:The client shows a great interest in the product CoolBreeze Elite. Create a quote with the name Summer Special for the opportunity Maintenance Contract which expires 1 week from today. Let's apply 3.5% discount on the list price to make it the final Sales price. To qualify this price, the quantity needs to be 14.
EXPERIENCE:
Successful plan:

- Log in to the CRM and open Opportunities.
- Open the “Maintenance Contract” opportunity.
- In the Quotes related list, click New Quote.
- Set Quote Name to “Summer Special” and set Expiration Date to one week from today; Save.
- Open the newly created “Summer Special” quote.
- Click Add Products, select “CoolBreeze Elite,” then click Next.
- Edit the quote line:
  - Set Quantity to 14.
  - Set Discount (Percentage) to 3.5 to derive the final Sales price from the list price.
- Save the quote.

## Your ultimate task
```
The prospect is really into ThermalMax Pro—please spin up a quote titled "Holiday Sale" on the "Product Development" opportunity. Set it to expire 10 days from today. Make the final sales price equal to list price minus 10%, and only honor that pricing when the quantity is 10.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:The client shows a great interest in the product ThermalMax Pro. Create a quote with the name Holiday Sale for the opportunity Product Development which expires 10 days from today. Let's apply 10% discount on the list price to make it the final Sales price. To qualify this price, the quantity needs to be 10.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Opportunities,” and open it.
- Open the “Product Development” opportunity.
- In the Quotes related list, click “New Quote.”
- Set:
  - Quote Name: “Holiday Sale”
  - Expiration Date: Today + 10 days
  - Save the quote.
- Open the newly created “Holiday Sale” quote.
- Click “Add Products.”
  - If prompted, confirm/save the price book.
  - Select the product “ThermalMax Pro” and click “Next.”
- In the line editor:
  - Set Quantity to 10.
  - Set Discount (Percentage) to 10.
  - Save.

Notes:
- No hot-keys were used.
- The 10% discount is applied to the list price to determine the final sales price.
Sample 2:
TASK:The client shows a great interest in the product CoolBreeze Elite. Create a quote with the name Summer Special for the opportunity Maintenance Contract which expires 1 week from today. Let's apply 3.5% discount on the list price to make it the final Sales price. To qualify this price, the quantity needs to be 14.
EXPERIENCE:
Successful plan:

- Log in to the CRM and open Opportunities.
- Open the “Maintenance Contract” opportunity.
- In the Quotes related list, click New Quote.
- Set Quote Name to “Summer Special” and set Expiration Date to one week from today; Save.
- Open the newly created “Summer Special” quote.
- Click Add Products, select “CoolBreeze Elite,” then click Next.
- Edit the quote line:
  - Set Quantity to 14.
  - Set Discount (Percentage) to 3.5 to derive the final Sales price from the list price.
- Save the quote.

## Your ultimate task
```
The customer’s excited about CoolBreeze Elite. Could you create a "Summer Special" quote tied to the "Maintenance Contract" opportunity that expires one week from today? Set the final sales price by taking 3.5% off the list price, with the discount applicable only if they order 14 units.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:The client shows a great interest in the product ThermalMax Pro. Create a quote with the name Holiday Sale for the opportunity Product Development which expires 10 days from today. Let's apply 10% discount on the list price to make it the final Sales price. To qualify this price, the quantity needs to be 10.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Opportunities,” and open it.
- Open the “Product Development” opportunity.
- In the Quotes related list, click “New Quote.”
- Set:
  - Quote Name: “Holiday Sale”
  - Expiration Date: Today + 10 days
  - Save the quote.
- Open the newly created “Holiday Sale” quote.
- Click “Add Products.”
  - If prompted, confirm/save the price book.
  - Select the product “ThermalMax Pro” and click “Next.”
- In the line editor:
  - Set Quantity to 10.
  - Set Discount (Percentage) to 10.
  - Save.

Notes:
- No hot-keys were used.
- The 10% discount is applied to the list price to determine the final sales price.
Sample 2:
TASK:The client shows a great interest in the product CoolBreeze Elite. Create a quote with the name Summer Special for the opportunity Maintenance Contract which expires 1 week from today. Let's apply 3.5% discount on the list price to make it the final Sales price. To qualify this price, the quantity needs to be 14.
EXPERIENCE:
Successful plan:

- Log in to the CRM and open Opportunities.
- Open the “Maintenance Contract” opportunity.
- In the Quotes related list, click New Quote.
- Set Quote Name to “Summer Special” and set Expiration Date to one week from today; Save.
- Open the newly created “Summer Special” quote.
- Click Add Products, select “CoolBreeze Elite,” then click Next.
- Edit the quote line:
  - Set Quantity to 14.
  - Set Discount (Percentage) to 3.5 to derive the final Sales price from the list price.
- Save the quote.

## Your ultimate task
```
Lots of buzz around the Smart Fitness Tracker. Draft a quote named "Fitness Promo" for the "IT Outsourcing" opportunity; have it expire 5 days from today. Final sales price should be list less 13.2%, and this rate should only qualify at a quantity of 35.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:The client shows a great interest in the product ThermalMax Pro. Create a quote with the name Holiday Sale for the opportunity Product Development which expires 10 days from today. Let's apply 10% discount on the list price to make it the final Sales price. To qualify this price, the quantity needs to be 10.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Opportunities,” and open it.
- Open the “Product Development” opportunity.
- In the Quotes related list, click “New Quote.”
- Set:
  - Quote Name: “Holiday Sale”
  - Expiration Date: Today + 10 days
  - Save the quote.
- Open the newly created “Holiday Sale” quote.
- Click “Add Products.”
  - If prompted, confirm/save the price book.
  - Select the product “ThermalMax Pro” and click “Next.”
- In the line editor:
  - Set Quantity to 10.
  - Set Discount (Percentage) to 10.
  - Save.

Notes:
- No hot-keys were used.
- The 10% discount is applied to the list price to determine the final sales price.
Sample 2:
TASK:The client shows a great interest in the product CoolBreeze Elite. Create a quote with the name Summer Special for the opportunity Maintenance Contract which expires 1 week from today. Let's apply 3.5% discount on the list price to make it the final Sales price. To qualify this price, the quantity needs to be 14.
EXPERIENCE:
Successful plan:

- Log in to the CRM and open Opportunities.
- Open the “Maintenance Contract” opportunity.
- In the Quotes related list, click New Quote.
- Set Quote Name to “Summer Special” and set Expiration Date to one week from today; Save.
- Open the newly created “Summer Special” quote.
- Click Add Products, select “CoolBreeze Elite,” then click Next.
- Edit the quote line:
  - Set Quantity to 14.
  - Set Discount (Percentage) to 3.5 to derive the final Sales price from the list price.
- Save the quote.

## Your ultimate task
```
We’ve got strong interest in the Organic Skincare Set. Please issue a quote called "Silver Members" linked to the "Digital Marketing" opportunity, expiring 2 weeks from today. Set the final sales price by applying a 15.4% discount to the list price, and require a purchase quantity of 20 to qualify.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:The client shows a great interest in the product ThermalMax Pro. Create a quote with the name Holiday Sale for the opportunity Product Development which expires 10 days from today. Let's apply 10% discount on the list price to make it the final Sales price. To qualify this price, the quantity needs to be 10.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open App Launcher, search for “Opportunities,” and open it.
- Open the “Product Development” opportunity.
- In the Quotes related list, click “New Quote.”
- Set:
  - Quote Name: “Holiday Sale”
  - Expiration Date: Today + 10 days
  - Save the quote.
- Open the newly created “Holiday Sale” quote.
- Click “Add Products.”
  - If prompted, confirm/save the price book.
  - Select the product “ThermalMax Pro” and click “Next.”
- In the line editor:
  - Set Quantity to 10.
  - Set Discount (Percentage) to 10.
  - Save.

Notes:
- No hot-keys were used.
- The 10% discount is applied to the list price to determine the final sales price.
Sample 2:
TASK:The client shows a great interest in the product CoolBreeze Elite. Create a quote with the name Summer Special for the opportunity Maintenance Contract which expires 1 week from today. Let's apply 3.5% discount on the list price to make it the final Sales price. To qualify this price, the quantity needs to be 14.
EXPERIENCE:
Successful plan:

- Log in to the CRM and open Opportunities.
- Open the “Maintenance Contract” opportunity.
- In the Quotes related list, click New Quote.
- Set Quote Name to “Summer Special” and set Expiration Date to one week from today; Save.
- Open the newly created “Summer Special” quote.
- Click Add Products, select “CoolBreeze Elite,” then click Next.
- Edit the quote line:
  - Set Quantity to 14.
  - Set Discount (Percentage) to 3.5 to derive the final Sales price from the list price.
- Save the quote.

## Your ultimate task
```
The client is keen on the Titanium Pro Laptop. Prepare a "Bulk Sale" quote for the "Supply Chain Project" opportunity that’s valid for 1 month from today. Final sales price = list price minus 15%, and make this pricing contingent on buying 2 units.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Prepare a contract for the account Knight LLC. The start date is the third Friday of August, 2025. The contract term is 12 months. Then create an order based on this contract. The order start date should be the Friday following the contract start date.
EXPERIENCE:
Successful plan:

1) Access Contracts
- Log in.
- Open App Launcher > View All > search “contracts” > open Contracts.

2) Create the contract for Knight LLC
- Click New.
- In the Account lookup, select Knight LLC.
- Set Start Date to 8/15/2025 (third Friday of August 2025).
- Set Contract Term to 12 months.
- Save.

3) Create the order based on the contract
- Open App Launcher > View All > search “orders” > open Orders.
- Click New Order.
- In the Account lookup, select Knight LLC.
- Set Order Start Date to 8/22/2025 (the Friday following the contract start date).
- In the Contract lookup, select the Knight LLC contract created above.
- Save.

Notes:
- No hot-keys were used; navigation was done via App Launcher search and lookups.
- Dates entered: Contract 8/15/2025; Order 8/22/2025.
Sample 2:
TASK:Prepare a contract for the account Lee Services. The start date is the third Monday of August, 2025. The contract term is 24 months. Then create an order based on this contract. The order start date should be the first working day of September, 2025.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Create the contract:
  - Open App Launcher > View All > Contracts, then click New.
  - Set Account to “Lee Services” (select the suggested record).
  - Set Start Date to 08/18/2025 (third Monday of August 2025).
  - Set Contract Term (months) to 24.
  - Save the contract.
- Create the order based on the contract:
  - Open App Launcher > View All > Orders, then click New Order.
  - Set Account to “Lee Services” (select the record).
  - Set Order Start Date to 09/02/2025 (first working day of September 2025).
  - In Contract Number, select the Lee Services contract created above.
  - Save the order.

Notes:
- No hot-keys were used.

## Your ultimate task
```
Could you take care of the Knight LLC account for me? Build a 12‑month contract that begins today. After that’s created, open an order from this contract and set its start date to be the next Friday after the contract’s start date.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Prepare a contract for the account Knight LLC. The start date is the third Friday of August, 2025. The contract term is 12 months. Then create an order based on this contract. The order start date should be the Friday following the contract start date.
EXPERIENCE:
Successful plan:

1) Access Contracts
- Log in.
- Open App Launcher > View All > search “contracts” > open Contracts.

2) Create the contract for Knight LLC
- Click New.
- In the Account lookup, select Knight LLC.
- Set Start Date to 8/15/2025 (third Friday of August 2025).
- Set Contract Term to 12 months.
- Save.

3) Create the order based on the contract
- Open App Launcher > View All > search “orders” > open Orders.
- Click New Order.
- In the Account lookup, select Knight LLC.
- Set Order Start Date to 8/22/2025 (the Friday following the contract start date).
- In the Contract lookup, select the Knight LLC contract created above.
- Save.

Notes:
- No hot-keys were used; navigation was done via App Launcher search and lookups.
- Dates entered: Contract 8/15/2025; Order 8/22/2025.
Sample 2:
TASK:Prepare a contract for the account Lee Services. The start date is the third Monday of August, 2025. The contract term is 24 months. Then create an order based on this contract. The order start date should be the first working day of September, 2025.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Create the contract:
  - Open App Launcher > View All > Contracts, then click New.
  - Set Account to “Lee Services” (select the suggested record).
  - Set Start Date to 08/18/2025 (third Monday of August 2025).
  - Set Contract Term (months) to 24.
  - Save the contract.
- Create the order based on the contract:
  - Open App Launcher > View All > Orders, then click New Order.
  - Set Account to “Lee Services” (select the record).
  - Set Order Start Date to 09/02/2025 (first working day of September 2025).
  - In Contract Number, select the Lee Services contract created above.
  - Save the order.

Notes:
- No hot-keys were used.

## Your ultimate task
```
On the Lee Services account, set up a contract with a 24‑month term starting on the next week. Once it’s in place, generate an order tied to that contract and have the order go live on three weeks after contract date.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Prepare a contract for the account Knight LLC. The start date is the third Friday of August, 2025. The contract term is 12 months. Then create an order based on this contract. The order start date should be the Friday following the contract start date.
EXPERIENCE:
Successful plan:

1) Access Contracts
- Log in.
- Open App Launcher > View All > search “contracts” > open Contracts.

2) Create the contract for Knight LLC
- Click New.
- In the Account lookup, select Knight LLC.
- Set Start Date to 8/15/2025 (third Friday of August 2025).
- Set Contract Term to 12 months.
- Save.

3) Create the order based on the contract
- Open App Launcher > View All > search “orders” > open Orders.
- Click New Order.
- In the Account lookup, select Knight LLC.
- Set Order Start Date to 8/22/2025 (the Friday following the contract start date).
- In the Contract lookup, select the Knight LLC contract created above.
- Save.

Notes:
- No hot-keys were used; navigation was done via App Launcher search and lookups.
- Dates entered: Contract 8/15/2025; Order 8/22/2025.
Sample 2:
TASK:Prepare a contract for the account Lee Services. The start date is the third Monday of August, 2025. The contract term is 24 months. Then create an order based on this contract. The order start date should be the first working day of September, 2025.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Create the contract:
  - Open App Launcher > View All > Contracts, then click New.
  - Set Account to “Lee Services” (select the suggested record).
  - Set Start Date to 08/18/2025 (third Monday of August 2025).
  - Set Contract Term (months) to 24.
  - Save the contract.
- Create the order based on the contract:
  - Open App Launcher > View All > Orders, then click New Order.
  - Set Account to “Lee Services” (select the record).
  - Set Order Start Date to 09/02/2025 (first working day of September 2025).
  - In Contract Number, select the Lee Services contract created above.
  - Save the order.

Notes:
- No hot-keys were used.

## Your ultimate task
```
For the Green Solutions account, please: 1) Create a contract that starts in 1 month from today. 2) Make the term 18 months. 3) From that contract, create an associated order that begins on 1 month after the contract start date.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Prepare a contract for the account Knight LLC. The start date is the third Friday of August, 2025. The contract term is 12 months. Then create an order based on this contract. The order start date should be the Friday following the contract start date.
EXPERIENCE:
Successful plan:

1) Access Contracts
- Log in.
- Open App Launcher > View All > search “contracts” > open Contracts.

2) Create the contract for Knight LLC
- Click New.
- In the Account lookup, select Knight LLC.
- Set Start Date to 8/15/2025 (third Friday of August 2025).
- Set Contract Term to 12 months.
- Save.

3) Create the order based on the contract
- Open App Launcher > View All > search “orders” > open Orders.
- Click New Order.
- In the Account lookup, select Knight LLC.
- Set Order Start Date to 8/22/2025 (the Friday following the contract start date).
- In the Contract lookup, select the Knight LLC contract created above.
- Save.

Notes:
- No hot-keys were used; navigation was done via App Launcher search and lookups.
- Dates entered: Contract 8/15/2025; Order 8/22/2025.
Sample 2:
TASK:Prepare a contract for the account Lee Services. The start date is the third Monday of August, 2025. The contract term is 24 months. Then create an order based on this contract. The order start date should be the first working day of September, 2025.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Create the contract:
  - Open App Launcher > View All > Contracts, then click New.
  - Set Account to “Lee Services” (select the suggested record).
  - Set Start Date to 08/18/2025 (third Monday of August 2025).
  - Set Contract Term (months) to 24.
  - Save the contract.
- Create the order based on the contract:
  - Open App Launcher > View All > Orders, then click New Order.
  - Set Account to “Lee Services” (select the record).
  - Set Order Start Date to 09/02/2025 (first working day of September 2025).
  - In Contract Number, select the Lee Services contract created above.
  - Save the order.

Notes:
- No hot-keys were used.

## Your ultimate task
```
Prepare a contract for the account Tech Giants. The start date is three weeks from today. The contract term is 12 months. Then create an order based on this contract. The order start date should be one day after the Contract start date.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Prepare a contract for the account Knight LLC. The start date is the third Friday of August, 2025. The contract term is 12 months. Then create an order based on this contract. The order start date should be the Friday following the contract start date.
EXPERIENCE:
Successful plan:

1) Access Contracts
- Log in.
- Open App Launcher > View All > search “contracts” > open Contracts.

2) Create the contract for Knight LLC
- Click New.
- In the Account lookup, select Knight LLC.
- Set Start Date to 8/15/2025 (third Friday of August 2025).
- Set Contract Term to 12 months.
- Save.

3) Create the order based on the contract
- Open App Launcher > View All > search “orders” > open Orders.
- Click New Order.
- In the Account lookup, select Knight LLC.
- Set Order Start Date to 8/22/2025 (the Friday following the contract start date).
- In the Contract lookup, select the Knight LLC contract created above.
- Save.

Notes:
- No hot-keys were used; navigation was done via App Launcher search and lookups.
- Dates entered: Contract 8/15/2025; Order 8/22/2025.
Sample 2:
TASK:Prepare a contract for the account Lee Services. The start date is the third Monday of August, 2025. The contract term is 24 months. Then create an order based on this contract. The order start date should be the first working day of September, 2025.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Create the contract:
  - Open App Launcher > View All > Contracts, then click New.
  - Set Account to “Lee Services” (select the suggested record).
  - Set Start Date to 08/18/2025 (third Monday of August 2025).
  - Set Contract Term (months) to 24.
  - Save the contract.
- Create the order based on the contract:
  - Open App Launcher > View All > Orders, then click New Order.
  - Set Account to “Lee Services” (select the record).
  - Set Order Start Date to 09/02/2025 (first working day of September 2025).
  - In Contract Number, select the Lee Services contract created above.
  - Save the order.

Notes:
- No hot-keys were used.

## Your ultimate task
```
Let’s handle the Black Enterprises account like this: set up a contract starting in 4 weeks with a 6‑month term. Then create an order from that contract and schedule it to begin two weeks after the contract start date.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:I want to create a new Sales Process named "B2B", which only includes the "Prospecting", Qualification", "Closed Won", and "Closed Lost" values.
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open Setup.
- Navigate: Feature Settings > Sales > Sales Processes.
- Click New Sales Process.
- Enter Sales Process Name: B2B, then click Save to open the stage selection page.
- Configure included stages by removing all unwanted stages so only these remain: Prospecting, Qualification, Closed Won, Closed Lost.
  - Remove: Needs Analysis, Value Proposition, Id. Decision Makers, Perception Analysis, Proposal/Price Quote, Negotiation/Review.
- Click Save to finalize the B2B sales process.
Sample 2:
TASK:Our small to medium-sized business team needs a new Sales Process called "SMB Sales", which only includes the "Prospecting", "Value Proposition", "Negotiation/Review", "Closed Won", and "Closed Lost" values.
EXPERIENCE:
Successful plan to create the “SMB Sales” Sales Process with only the required stages:

- Log in to Salesforce and open Setup.
- Use Quick Find to search for “Sales Processes” and open it.
- Click “New” to create a Sales Process.
- Enter “SMB Sales” as the Sales Process Name and click Save.
- In the stage selection screen, keep only these values: Prospecting, Value Proposition, Negotiation/Review, Closed Won, Closed Lost.
  - Remove the following values:
    - Qualification
    - Needs Analysis
    - Id. Decision Makers
    - Perception Analysis
    - Proposal/Price Quote
- Click Save to finalize the Sales Process.

## Your ultimate task
```
Go ahead and spin up a Sales Process called 'B2B' with exactly these stages—and nothing else: Prospecting, Qualification, Closed Won, Closed Lost.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:I want to create a new Sales Process named "B2B", which only includes the "Prospecting", Qualification", "Closed Won", and "Closed Lost" values.
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open Setup.
- Navigate: Feature Settings > Sales > Sales Processes.
- Click New Sales Process.
- Enter Sales Process Name: B2B, then click Save to open the stage selection page.
- Configure included stages by removing all unwanted stages so only these remain: Prospecting, Qualification, Closed Won, Closed Lost.
  - Remove: Needs Analysis, Value Proposition, Id. Decision Makers, Perception Analysis, Proposal/Price Quote, Negotiation/Review.
- Click Save to finalize the B2B sales process.
Sample 2:
TASK:Our small to medium-sized business team needs a new Sales Process called "SMB Sales", which only includes the "Prospecting", "Value Proposition", "Negotiation/Review", "Closed Won", and "Closed Lost" values.
EXPERIENCE:
Successful plan to create the “SMB Sales” Sales Process with only the required stages:

- Log in to Salesforce and open Setup.
- Use Quick Find to search for “Sales Processes” and open it.
- Click “New” to create a Sales Process.
- Enter “SMB Sales” as the Sales Process Name and click Save.
- In the stage selection screen, keep only these values: Prospecting, Value Proposition, Negotiation/Review, Closed Won, Closed Lost.
  - Remove the following values:
    - Qualification
    - Needs Analysis
    - Id. Decision Makers
    - Perception Analysis
    - Proposal/Price Quote
- Click Save to finalize the Sales Process.

## Your ultimate task
```
Please configure a new Sales Process named 'SMB Sales' and restrict it solely to these stages: Prospecting, Value Proposition, Negotiation/Review, Closed Won, Closed Lost.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:I want to create a new Sales Process named "B2B", which only includes the "Prospecting", Qualification", "Closed Won", and "Closed Lost" values.
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open Setup.
- Navigate: Feature Settings > Sales > Sales Processes.
- Click New Sales Process.
- Enter Sales Process Name: B2B, then click Save to open the stage selection page.
- Configure included stages by removing all unwanted stages so only these remain: Prospecting, Qualification, Closed Won, Closed Lost.
  - Remove: Needs Analysis, Value Proposition, Id. Decision Makers, Perception Analysis, Proposal/Price Quote, Negotiation/Review.
- Click Save to finalize the B2B sales process.
Sample 2:
TASK:Our small to medium-sized business team needs a new Sales Process called "SMB Sales", which only includes the "Prospecting", "Value Proposition", "Negotiation/Review", "Closed Won", and "Closed Lost" values.
EXPERIENCE:
Successful plan to create the “SMB Sales” Sales Process with only the required stages:

- Log in to Salesforce and open Setup.
- Use Quick Find to search for “Sales Processes” and open it.
- Click “New” to create a Sales Process.
- Enter “SMB Sales” as the Sales Process Name and click Save.
- In the stage selection screen, keep only these values: Prospecting, Value Proposition, Negotiation/Review, Closed Won, Closed Lost.
  - Remove the following values:
    - Qualification
    - Needs Analysis
    - Id. Decision Makers
    - Perception Analysis
    - Proposal/Price Quote
- Click Save to finalize the Sales Process.

## Your ultimate task
```
Let’s keep this simple: create a Sales Process named 'B2C' that includes only three stages—Needs Analysis, Proposal/Price Quote, and Closed Won.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:I want to create a new Sales Process named "B2B", which only includes the "Prospecting", Qualification", "Closed Won", and "Closed Lost" values.
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open Setup.
- Navigate: Feature Settings > Sales > Sales Processes.
- Click New Sales Process.
- Enter Sales Process Name: B2B, then click Save to open the stage selection page.
- Configure included stages by removing all unwanted stages so only these remain: Prospecting, Qualification, Closed Won, Closed Lost.
  - Remove: Needs Analysis, Value Proposition, Id. Decision Makers, Perception Analysis, Proposal/Price Quote, Negotiation/Review.
- Click Save to finalize the B2B sales process.
Sample 2:
TASK:Our small to medium-sized business team needs a new Sales Process called "SMB Sales", which only includes the "Prospecting", "Value Proposition", "Negotiation/Review", "Closed Won", and "Closed Lost" values.
EXPERIENCE:
Successful plan to create the “SMB Sales” Sales Process with only the required stages:

- Log in to Salesforce and open Setup.
- Use Quick Find to search for “Sales Processes” and open it.
- Click “New” to create a Sales Process.
- Enter “SMB Sales” as the Sales Process Name and click Save.
- In the stage selection screen, keep only these values: Prospecting, Value Proposition, Negotiation/Review, Closed Won, Closed Lost.
  - Remove the following values:
    - Qualification
    - Needs Analysis
    - Id. Decision Makers
    - Perception Analysis
    - Proposal/Price Quote
- Click Save to finalize the Sales Process.

## Your ultimate task
```
Could you set up a Sales Process titled 'Customer Journey Sales Process' and make sure it contains just these stages, no others: Prospecting, Value Proposition, Closed Won, Closed Lost?
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:I want to create a new Sales Process named "B2B", which only includes the "Prospecting", Qualification", "Closed Won", and "Closed Lost" values.
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open Setup.
- Navigate: Feature Settings > Sales > Sales Processes.
- Click New Sales Process.
- Enter Sales Process Name: B2B, then click Save to open the stage selection page.
- Configure included stages by removing all unwanted stages so only these remain: Prospecting, Qualification, Closed Won, Closed Lost.
  - Remove: Needs Analysis, Value Proposition, Id. Decision Makers, Perception Analysis, Proposal/Price Quote, Negotiation/Review.
- Click Save to finalize the B2B sales process.
Sample 2:
TASK:Our small to medium-sized business team needs a new Sales Process called "SMB Sales", which only includes the "Prospecting", "Value Proposition", "Negotiation/Review", "Closed Won", and "Closed Lost" values.
EXPERIENCE:
Successful plan to create the “SMB Sales” Sales Process with only the required stages:

- Log in to Salesforce and open Setup.
- Use Quick Find to search for “Sales Processes” and open it.
- Click “New” to create a Sales Process.
- Enter “SMB Sales” as the Sales Process Name and click Save.
- In the stage selection screen, keep only these values: Prospecting, Value Proposition, Negotiation/Review, Closed Won, Closed Lost.
  - Remove the following values:
    - Qualification
    - Needs Analysis
    - Id. Decision Makers
    - Perception Analysis
    - Proposal/Price Quote
- Click Save to finalize the Sales Process.

## Your ultimate task
```
Kick off a new Sales Process called 'Rocket Launch Sales Methodology' and limit it to only these stages: Proposal/Price Quote, Negotiation/Review, Closed Won, Closed Lost.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a territory model with the name "by revenue" and the rule name "annual revenue is USD". The selection criteria is "annual revenue is greater than 10,000". If the sales territory is not enabled, enable it first.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- Navigate to Feature Settings > Sales > Territories > Territory Settings, and enable Sales Territory (if not already enabled).
- Use Quick Find to search for “Territory Models” and open it.
- Create a new territory model:
  - Click New Territory Model.
  - Set Territory Model Label to “by revenue”.
  - Save.
- Create the rule:
  - Click View Rules, then New Rule.
  - Set Rule Name to “annual revenue is USD”.
  - Set Field to “Account: Annual Revenue”, Operator to “greater than”, and Value to “10000”.
  - Check Set as Active.
  - Save.
Sample 2:
TASK:Create a territory model with the name "by Employees" and with the rule name "Number of Employees and Year". The selection criteria is "total employees is less than or equal to 50" and "account year started is greater than or equal to 2020". If the sales territory is not enabled, enable it first.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- In Quick Find, type “Territory” and open “Territory Models.”
- Create the model:
  - Click “New Territory Model.”
  - Enter label: “by Employees.”
  - Click “Save.”
- Add the rule:
  - Click “View Rules,” then “New Rule.”
  - Enter rule name: “Number of Employees and Year.”
  - Add condition 1: Field = “Account: Employees”; Operator = “less or equal”; Value = “50.”
  - Add condition 2: Field = “Account: Year”; Operator = “greater or equal”; Value = “2020.”
  - Check “Set as Active.”
  - Click “Save.”

Notes:
- No hotkeys were used.
- Enabling Sales Territories was not required in this run (already enabled).

## Your ultimate task
```
Spin up a new territory model called 'by revenue'. Give its rule the name 'annual revenue is USD'. Filter the selection to accounts where annual revenue is greater than 10,000. If sales territory isn’t enabled yet, please enable it.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a territory model with the name "by revenue" and the rule name "annual revenue is USD". The selection criteria is "annual revenue is greater than 10,000". If the sales territory is not enabled, enable it first.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- Navigate to Feature Settings > Sales > Territories > Territory Settings, and enable Sales Territory (if not already enabled).
- Use Quick Find to search for “Territory Models” and open it.
- Create a new territory model:
  - Click New Territory Model.
  - Set Territory Model Label to “by revenue”.
  - Save.
- Create the rule:
  - Click View Rules, then New Rule.
  - Set Rule Name to “annual revenue is USD”.
  - Set Field to “Account: Annual Revenue”, Operator to “greater than”, and Value to “10000”.
  - Check Set as Active.
  - Save.
Sample 2:
TASK:Create a territory model with the name "by Employees" and with the rule name "Number of Employees and Year". The selection criteria is "total employees is less than or equal to 50" and "account year started is greater than or equal to 2020". If the sales territory is not enabled, enable it first.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- In Quick Find, type “Territory” and open “Territory Models.”
- Create the model:
  - Click “New Territory Model.”
  - Enter label: “by Employees.”
  - Click “Save.”
- Add the rule:
  - Click “View Rules,” then “New Rule.”
  - Enter rule name: “Number of Employees and Year.”
  - Add condition 1: Field = “Account: Employees”; Operator = “less or equal”; Value = “50.”
  - Add condition 2: Field = “Account: Year”; Operator = “greater or equal”; Value = “2020.”
  - Check “Set as Active.”
  - Click “Save.”

Notes:
- No hotkeys were used.
- Enabling Sales Territories was not required in this run (already enabled).

## Your ultimate task
```
Could you set up a territory model named 'by Employees' with the rule name 'Number of Employees and Year'? Apply this filter: total employees is less than or equal to 50 and account year started is greater than or equal to 2020. Also, make sure sales territory is turned on if it isn’t already.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a territory model with the name "by revenue" and the rule name "annual revenue is USD". The selection criteria is "annual revenue is greater than 10,000". If the sales territory is not enabled, enable it first.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- Navigate to Feature Settings > Sales > Territories > Territory Settings, and enable Sales Territory (if not already enabled).
- Use Quick Find to search for “Territory Models” and open it.
- Create a new territory model:
  - Click New Territory Model.
  - Set Territory Model Label to “by revenue”.
  - Save.
- Create the rule:
  - Click View Rules, then New Rule.
  - Set Rule Name to “annual revenue is USD”.
  - Set Field to “Account: Annual Revenue”, Operator to “greater than”, and Value to “10000”.
  - Check Set as Active.
  - Save.
Sample 2:
TASK:Create a territory model with the name "by Employees" and with the rule name "Number of Employees and Year". The selection criteria is "total employees is less than or equal to 50" and "account year started is greater than or equal to 2020". If the sales territory is not enabled, enable it first.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- In Quick Find, type “Territory” and open “Territory Models.”
- Create the model:
  - Click “New Territory Model.”
  - Enter label: “by Employees.”
  - Click “Save.”
- Add the rule:
  - Click “View Rules,” then “New Rule.”
  - Enter rule name: “Number of Employees and Year.”
  - Add condition 1: Field = “Account: Employees”; Operator = “less or equal”; Value = “50.”
  - Add condition 2: Field = “Account: Year”; Operator = “greater or equal”; Value = “2020.”
  - Check “Set as Active.”
  - Click “Save.”

Notes:
- No hotkeys were used.
- Enabling Sales Territories was not required in this run (already enabled).

## Your ultimate task
```
Please ensure sales territory is enabled. Then create a territory model titled 'by Finance Industry' and assign the rule name 'Industry, Active and Type'. Configure the criteria so that Industry equals Finance, Account equals Active, and Type is not equal to Channel Partner / Reseller or Installation Partner.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a territory model with the name "by revenue" and the rule name "annual revenue is USD". The selection criteria is "annual revenue is greater than 10,000". If the sales territory is not enabled, enable it first.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- Navigate to Feature Settings > Sales > Territories > Territory Settings, and enable Sales Territory (if not already enabled).
- Use Quick Find to search for “Territory Models” and open it.
- Create a new territory model:
  - Click New Territory Model.
  - Set Territory Model Label to “by revenue”.
  - Save.
- Create the rule:
  - Click View Rules, then New Rule.
  - Set Rule Name to “annual revenue is USD”.
  - Set Field to “Account: Annual Revenue”, Operator to “greater than”, and Value to “10000”.
  - Check Set as Active.
  - Save.
Sample 2:
TASK:Create a territory model with the name "by Employees" and with the rule name "Number of Employees and Year". The selection criteria is "total employees is less than or equal to 50" and "account year started is greater than or equal to 2020". If the sales territory is not enabled, enable it first.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- In Quick Find, type “Territory” and open “Territory Models.”
- Create the model:
  - Click “New Territory Model.”
  - Enter label: “by Employees.”
  - Click “Save.”
- Add the rule:
  - Click “View Rules,” then “New Rule.”
  - Enter rule name: “Number of Employees and Year.”
  - Add condition 1: Field = “Account: Employees”; Operator = “less or equal”; Value = “50.”
  - Add condition 2: Field = “Account: Year”; Operator = “greater or equal”; Value = “2020.”
  - Check “Set as Active.”
  - Click “Save.”

Notes:
- No hotkeys were used.
- Enabling Sales Territories was not required in this run (already enabled).

## Your ultimate task
```
If sales territory is disabled, enable it. After that, create a territory model named 'Global Sales Territory' with a rule also called 'Global Sales Territory'. Set the selection criteria to include only records where Customer Priority is High.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a new campaign with following details. [name: Introduce the new shoes collections; type: Webinar; Start Date: two weeks from today; Budget: 10,000; Expected Revenue in Campaign: 10 times the Budget.] Finally, invite the following leads to this campaign: [Ali Alaba and Leo Messi]
EXPERIENCE:
Successful plan to create the campaign and invite leads:

1) Log in and navigate to create a new campaign
- Click “Log In”
- Click “Campaigns” > “New”

2) Enter campaign details
- Campaign Name: “Introduce the new shoes collections”
- Type: Select “Webinar” from the Type dropdown
- Start Date: Set to two weeks from today (entered as 09/01/2025 in the run)
- Budget cost in Campaign: 10,000
- Expected Revenue in Campaign: 100,000 (10x the budget)
- Click “Save”

3) Invite leads to the campaign
- Click “Add Leads”
- Select checkboxes for “Ali Alaba” and “Leo Messi”
- Click “Next”
- Click “Submit”

Notes:
- No hotkeys were used.
Sample 2:
TASK:
Create a new campaign with following details. [name: Autumn Trail Running Launch; type: Direct Mail; Start Date: four weeks from today; Budget: 10,000; Expected Revenue in Campaign: 3 times the Budget.] Invite the following lead to this campaign: [Amanda Klein]
EXPERIENCE:
Successful plan to create the campaign and invite the lead:

- Log in to the app.
- Navigate to Campaigns and click New.
- Enter campaign details:
  - Campaign Name: Autumn Trail Running Launch
  - Type: open the Type dropdown, scroll, and select Direct Mail
  - Start Date: 09/15/2025 (four weeks from the date used in the trajectory)
  - Expected Revenue in Campaign: 30,000
  - Budgeted Cost in Campaign: 10,000
- Click Save.
- Add the lead to the campaign:
  - Click Add Leads
  - Select the checkbox for Amanda Klein
  - Click Next, then Submit

Notes:
- No hot-keys were used.

## Your ultimate task
```
Please create a new campaign called "Introduce the new shoes collections" as a Webinar. Schedule it to start two weeks from today. Set the budget at 10,000 and aim for expected revenue equal to 10x the budget. Invite Ali Alaba and Leo Messi.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a new campaign with following details. [name: Introduce the new shoes collections; type: Webinar; Start Date: two weeks from today; Budget: 10,000; Expected Revenue in Campaign: 10 times the Budget.] Finally, invite the following leads to this campaign: [Ali Alaba and Leo Messi]
EXPERIENCE:
Successful plan to create the campaign and invite leads:

1) Log in and navigate to create a new campaign
- Click “Log In”
- Click “Campaigns” > “New”

2) Enter campaign details
- Campaign Name: “Introduce the new shoes collections”
- Type: Select “Webinar” from the Type dropdown
- Start Date: Set to two weeks from today (entered as 09/01/2025 in the run)
- Budget cost in Campaign: 10,000
- Expected Revenue in Campaign: 100,000 (10x the budget)
- Click “Save”

3) Invite leads to the campaign
- Click “Add Leads”
- Select checkboxes for “Ali Alaba” and “Leo Messi”
- Click “Next”
- Click “Submit”

Notes:
- No hotkeys were used.
Sample 2:
TASK:
Create a new campaign with following details. [name: Autumn Trail Running Launch; type: Direct Mail; Start Date: four weeks from today; Budget: 10,000; Expected Revenue in Campaign: 3 times the Budget.] Invite the following lead to this campaign: [Amanda Klein]
EXPERIENCE:
Successful plan to create the campaign and invite the lead:

- Log in to the app.
- Navigate to Campaigns and click New.
- Enter campaign details:
  - Campaign Name: Autumn Trail Running Launch
  - Type: open the Type dropdown, scroll, and select Direct Mail
  - Start Date: 09/15/2025 (four weeks from the date used in the trajectory)
  - Expected Revenue in Campaign: 30,000
  - Budgeted Cost in Campaign: 10,000
- Click Save.
- Add the lead to the campaign:
  - Click Add Leads
  - Select the checkbox for Amanda Klein
  - Click Next, then Submit

Notes:
- No hot-keys were used.

## Your ultimate task
```
Set up a campaign with these details: - Name: Autumn Trail Running Launch - Type: Direct Mail - Start date: four weeks from today - Budget: 10,000 - Expected revenue: 3 times the budget Then invite Amanda Klein to the campaign.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a new campaign with following details. [name: Introduce the new shoes collections; type: Webinar; Start Date: two weeks from today; Budget: 10,000; Expected Revenue in Campaign: 10 times the Budget.] Finally, invite the following leads to this campaign: [Ali Alaba and Leo Messi]
EXPERIENCE:
Successful plan to create the campaign and invite leads:

1) Log in and navigate to create a new campaign
- Click “Log In”
- Click “Campaigns” > “New”

2) Enter campaign details
- Campaign Name: “Introduce the new shoes collections”
- Type: Select “Webinar” from the Type dropdown
- Start Date: Set to two weeks from today (entered as 09/01/2025 in the run)
- Budget cost in Campaign: 10,000
- Expected Revenue in Campaign: 100,000 (10x the budget)
- Click “Save”

3) Invite leads to the campaign
- Click “Add Leads”
- Select checkboxes for “Ali Alaba” and “Leo Messi”
- Click “Next”
- Click “Submit”

Notes:
- No hotkeys were used.
Sample 2:
TASK:
Create a new campaign with following details. [name: Autumn Trail Running Launch; type: Direct Mail; Start Date: four weeks from today; Budget: 10,000; Expected Revenue in Campaign: 3 times the Budget.] Invite the following lead to this campaign: [Amanda Klein]
EXPERIENCE:
Successful plan to create the campaign and invite the lead:

- Log in to the app.
- Navigate to Campaigns and click New.
- Enter campaign details:
  - Campaign Name: Autumn Trail Running Launch
  - Type: open the Type dropdown, scroll, and select Direct Mail
  - Start Date: 09/15/2025 (four weeks from the date used in the trajectory)
  - Expected Revenue in Campaign: 30,000
  - Budgeted Cost in Campaign: 10,000
- Click Save.
- Add the lead to the campaign:
  - Click Add Leads
  - Select the checkbox for Amanda Klein
  - Click Next, then Submit

Notes:
- No hot-keys were used.

## Your ultimate task
```
Could you launch an Email campaign titled "Summer Yoga Webinar Series" starting one week from today? Budget it at 9,000, and set expected revenue to four times the budget plus 1,500. Please invite Priya Sharma, Lucas Chen, and Jordan Hayes.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a new campaign with following details. [name: Introduce the new shoes collections; type: Webinar; Start Date: two weeks from today; Budget: 10,000; Expected Revenue in Campaign: 10 times the Budget.] Finally, invite the following leads to this campaign: [Ali Alaba and Leo Messi]
EXPERIENCE:
Successful plan to create the campaign and invite leads:

1) Log in and navigate to create a new campaign
- Click “Log In”
- Click “Campaigns” > “New”

2) Enter campaign details
- Campaign Name: “Introduce the new shoes collections”
- Type: Select “Webinar” from the Type dropdown
- Start Date: Set to two weeks from today (entered as 09/01/2025 in the run)
- Budget cost in Campaign: 10,000
- Expected Revenue in Campaign: 100,000 (10x the budget)
- Click “Save”

3) Invite leads to the campaign
- Click “Add Leads”
- Select checkboxes for “Ali Alaba” and “Leo Messi”
- Click “Next”
- Click “Submit”

Notes:
- No hotkeys were used.
Sample 2:
TASK:
Create a new campaign with following details. [name: Autumn Trail Running Launch; type: Direct Mail; Start Date: four weeks from today; Budget: 10,000; Expected Revenue in Campaign: 3 times the Budget.] Invite the following lead to this campaign: [Amanda Klein]
EXPERIENCE:
Successful plan to create the campaign and invite the lead:

- Log in to the app.
- Navigate to Campaigns and click New.
- Enter campaign details:
  - Campaign Name: Autumn Trail Running Launch
  - Type: open the Type dropdown, scroll, and select Direct Mail
  - Start Date: 09/15/2025 (four weeks from the date used in the trajectory)
  - Expected Revenue in Campaign: 30,000
  - Budgeted Cost in Campaign: 10,000
- Click Save.
- Add the lead to the campaign:
  - Click Add Leads
  - Select the checkbox for Amanda Klein
  - Click Next, then Submit

Notes:
- No hot-keys were used.

## Your ultimate task
```
Go ahead and create a campaign named "Spring Sale Campaign" as a Conference. Kickoff should be three weeks from today. Allocate a 5,000 budget and project expected revenue at triple the budget. Invite Charlie Green and Emily White.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a new campaign with following details. [name: Introduce the new shoes collections; type: Webinar; Start Date: two weeks from today; Budget: 10,000; Expected Revenue in Campaign: 10 times the Budget.] Finally, invite the following leads to this campaign: [Ali Alaba and Leo Messi]
EXPERIENCE:
Successful plan to create the campaign and invite leads:

1) Log in and navigate to create a new campaign
- Click “Log In”
- Click “Campaigns” > “New”

2) Enter campaign details
- Campaign Name: “Introduce the new shoes collections”
- Type: Select “Webinar” from the Type dropdown
- Start Date: Set to two weeks from today (entered as 09/01/2025 in the run)
- Budget cost in Campaign: 10,000
- Expected Revenue in Campaign: 100,000 (10x the budget)
- Click “Save”

3) Invite leads to the campaign
- Click “Add Leads”
- Select checkboxes for “Ali Alaba” and “Leo Messi”
- Click “Next”
- Click “Submit”

Notes:
- No hotkeys were used.
Sample 2:
TASK:
Create a new campaign with following details. [name: Autumn Trail Running Launch; type: Direct Mail; Start Date: four weeks from today; Budget: 10,000; Expected Revenue in Campaign: 3 times the Budget.] Invite the following lead to this campaign: [Amanda Klein]
EXPERIENCE:
Successful plan to create the campaign and invite the lead:

- Log in to the app.
- Navigate to Campaigns and click New.
- Enter campaign details:
  - Campaign Name: Autumn Trail Running Launch
  - Type: open the Type dropdown, scroll, and select Direct Mail
  - Start Date: 09/15/2025 (four weeks from the date used in the trajectory)
  - Expected Revenue in Campaign: 30,000
  - Budgeted Cost in Campaign: 10,000
- Click Save.
- Add the lead to the campaign:
  - Click Add Leads
  - Select the checkbox for Amanda Klein
  - Click Next, then Submit

Notes:
- No hot-keys were used.

## Your ultimate task
```
Let’s go big—set up a Trade Show campaign called "Summer Tech Innovation Showcase" that starts eight weeks from today. Budget is 75,000, and the expected revenue should be three times the investment. Add Grace King and Frank Knight to the invite list.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
From the most recent VoiceCallTranscript record, can we qualify Ali Hussein as a lead? If not, reply with only one word—'Budget', 'Authority', 'Need', or 'Timeline'—to indicate the blocker. If yes, reply with "Qualified".
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Looking at our latest VoiceCallTranscript record, would you green-light Raj Patel? If the answer is no, what single issue is blocking it—'Budget', 'Authority', 'Need', or 'Timeline'? Respond with just that one word. If you would green-light, respond with "Qualified".
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
For Wei Chen, check the newest VoiceCallTranscript record and give a single-word outcome. If they qualify, return "Qualified"; if not, return only the blocking factor: 'Budget', 'Authority', 'Need', or 'Timeline'.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Run a BANT-style check on Liam Chen using the latest VoiceCallTranscript record. If some criterion prevents qualification, output only that criterion ('Budget', 'Authority', 'Need', or 'Timeline'). If none do, output "Qualified".
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
After reviewing the latest VoiceCallTranscript record, decide whether Fatima Al-Mansouri should be qualified. If she isn’t, name just one culprit—'Budget', 'Authority', 'Need', or 'Timeline'—and return only that word. If she is, return "Qualified".
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Could you sanity-check the pipeline stage on the opportunity "QuantumLeap Integration Opportunity"? Does the current stage label truly match what's happening in the deal? If not, pick the correct stage from this list and return only that label: ('Prospecting', 'Qualification', 'Needs Analysis', 'Value Proposition', 'Id. Decision Makers', 'Perception Analysis', 'Proposal/Price Quote', 'Negotiation/Review', 'Closed Won', 'Closed Lost'). If it's already right, return "Correct".
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Review the opportunity "Quantum Dynamics EDA Integration" and verify whether its stage name reflects the actual activity. If there's a mismatch, output the proper stage chosen strictly from ('Prospecting', 'Qualification', 'Needs Analysis', 'Value Proposition', 'Id. Decision Makers', 'Perception Analysis', 'Proposal/Price Quote', 'Negotiation/Review', 'Closed Won', 'Closed Lost'). If the current stage is accurate, output "Correct". Return only the single label or "Correct".
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
I'm validating our opportunity for "Innovative EDA Partnership with FutureTech". Is the current stage name aligned with the work underway? If you'd move it, which stage would you switch it to from this set: ('Prospecting', 'Qualification', 'Needs Analysis', 'Value Proposition', 'Id. Decision Makers', 'Perception Analysis', 'Proposal/Price Quote', 'Negotiation/Review', 'Closed Won', 'Closed Lost')? Reply with only the chosen stage label, or "Correct" if no change is needed.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Please audit the stage for the opportunity "EcoEnergy Solutions - Advanced EDA Integration" to ensure it matches the deal's activity. When it's wrong, map it to the appropriate stage from ('Prospecting', 'Qualification', 'Needs Analysis', 'Value Proposition', 'Id. Decision Makers', 'Perception Analysis', 'Proposal/Price Quote', 'Negotiation/Review', 'Closed Won', 'Closed Lost'). If it's already correct, return "Correct". Only return the single stage label or "Correct".
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Quick gut check on the opportunity "DigitalWave-TechPulse Strategic Partnership": is the current stage actually the right fit? If not, select the best-matching stage from ('Prospecting', 'Qualification', 'Needs Analysis', 'Value Proposition', 'Id. Decision Makers', 'Perception Analysis', 'Proposal/Price Quote', 'Negotiation/Review', 'Closed Won', 'Closed Lost'). Respond with just that label; if the existing stage is fine, return "Correct".
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Quick favor—scan the VoiceCallTranscript record between Carlos Nunez and Hiro Tanaka and tell me how many years the warranty lasts on the product Carlos offers Hiro. Reply with the number only.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
In the VoiceCallTranscript record for Carlos Fernandez and Rajesh Kumar, what price does Carlos quote Rajesh for one unit of AutoLayout Master? Respond with the number plus the currency symbol only.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
From the VoiceCallTranscript record between Emmanuel Okonkwo and Rajesh Kumar, within how many days does Rajesh want the installation completed? Answer with the number only.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Please review the VoiceCallTranscript record between Fatima Al-Masri and Xia Li and identify Xia’s maximum budget for the purchase. Return the amount only, including the currency symbol.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
Looking at the VoiceCallTranscript record between Monique Dubois and Olga Sokolova, which product does Monique propose to address testing and optimization of configurations in a virtual environment? Provide the precise product name only.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Queue with the name "Shoe Case Support". Only send email to members under the distribution list "support.shoe@papaltd.com". Add the Object "Customer". Include "Role: Customer Support, North America" as the Member.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- Navigate to Users > Queues.
- Click New Queue.
- Configure the queue:
  - Queue Label: Shoe Case Support.
  - Queue Email: support.shoe@papaltd.com.
- Add supported object:
  - Select Customer and click Add to Selected Objects.
- Add members:
  - In Queue Members, choose Role, select Role: Customer Support, North America, and click Add to Selected Members.
- Save the queue.
Sample 2:
TASK:Create a Queue with the name "VIP Support". Add the Object "Buyer Group". Include "Role: SVP, Customer Service & Support" and "Role: Customer Support, International" as the Members.
EXPERIENCE:
Successful plan to create the Queue:

- Log in and open Setup.
- In Quick Find, type “Queues” and select Queues.
- Click “New Queue.”
- Enter Queue Label: “VIP Support” (Queue Name auto-fills).
- Scroll to Supported Objects, select “Buyer Group,” and click “Add” to move it to Selected Objects.
- In Queue Members, set the filter to “Roles.”
- From Available Members, select “Role: SVP, Customer Service & Support” and click “Add to Selected Members.”
- Select “Role: Customer Support, International” and click “Add to Selected Members.”
- Click “Save.”

Notes:
- No hotkeys were used.

## Your ultimate task
```
Create a queue named "Shoe Case Support." Limit notification emails so they go only to the "support.shoe@papaltd.com" distribution list. Add the Customer object, and add the role "Customer Support, North America" as a member.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Queue with the name "Shoe Case Support". Only send email to members under the distribution list "support.shoe@papaltd.com". Add the Object "Customer". Include "Role: Customer Support, North America" as the Member.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- Navigate to Users > Queues.
- Click New Queue.
- Configure the queue:
  - Queue Label: Shoe Case Support.
  - Queue Email: support.shoe@papaltd.com.
- Add supported object:
  - Select Customer and click Add to Selected Objects.
- Add members:
  - In Queue Members, choose Role, select Role: Customer Support, North America, and click Add to Selected Members.
- Save the queue.
Sample 2:
TASK:Create a Queue with the name "VIP Support". Add the Object "Buyer Group". Include "Role: SVP, Customer Service & Support" and "Role: Customer Support, International" as the Members.
EXPERIENCE:
Successful plan to create the Queue:

- Log in and open Setup.
- In Quick Find, type “Queues” and select Queues.
- Click “New Queue.”
- Enter Queue Label: “VIP Support” (Queue Name auto-fills).
- Scroll to Supported Objects, select “Buyer Group,” and click “Add” to move it to Selected Objects.
- In Queue Members, set the filter to “Roles.”
- From Available Members, select “Role: SVP, Customer Service & Support” and click “Add to Selected Members.”
- Select “Role: Customer Support, International” and click “Add to Selected Members.”
- Click “Save.”

Notes:
- No hotkeys were used.

## Your ultimate task
```
Create a queue with name "VIP Support". Add the Object "Buyer Group". Include "Role: SVP, Customer Service & Support" and "Role: Customer Support, International" as the Members.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Queue with the name "Shoe Case Support". Only send email to members under the distribution list "support.shoe@papaltd.com". Add the Object "Customer". Include "Role: Customer Support, North America" as the Member.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- Navigate to Users > Queues.
- Click New Queue.
- Configure the queue:
  - Queue Label: Shoe Case Support.
  - Queue Email: support.shoe@papaltd.com.
- Add supported object:
  - Select Customer and click Add to Selected Objects.
- Add members:
  - In Queue Members, choose Role, select Role: Customer Support, North America, and click Add to Selected Members.
- Save the queue.
Sample 2:
TASK:Create a Queue with the name "VIP Support". Add the Object "Buyer Group". Include "Role: SVP, Customer Service & Support" and "Role: Customer Support, International" as the Members.
EXPERIENCE:
Successful plan to create the Queue:

- Log in and open Setup.
- In Quick Find, type “Queues” and select Queues.
- Click “New Queue.”
- Enter Queue Label: “VIP Support” (Queue Name auto-fills).
- Scroll to Supported Objects, select “Buyer Group,” and click “Add” to move it to Selected Objects.
- In Queue Members, set the filter to “Roles.”
- From Available Members, select “Role: SVP, Customer Service & Support” and click “Add to Selected Members.”
- Select “Role: Customer Support, International” and click “Add to Selected Members.”
- Click “Save.”

Notes:
- No hotkeys were used.

## Your ultimate task
```
Please create a queue titled "Marketing Support," and configure email alerts to be sent exclusively to the "marketing.support@business.com" distribution list. Link it to the Attribute Picklist object, and add the "User: Integration User" plus the role "Role: Marketing Team" as members.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Queue with the name "Shoe Case Support". Only send email to members under the distribution list "support.shoe@papaltd.com". Add the Object "Customer". Include "Role: Customer Support, North America" as the Member.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- Navigate to Users > Queues.
- Click New Queue.
- Configure the queue:
  - Queue Label: Shoe Case Support.
  - Queue Email: support.shoe@papaltd.com.
- Add supported object:
  - Select Customer and click Add to Selected Objects.
- Add members:
  - In Queue Members, choose Role, select Role: Customer Support, North America, and click Add to Selected Members.
- Save the queue.
Sample 2:
TASK:Create a Queue with the name "VIP Support". Add the Object "Buyer Group". Include "Role: SVP, Customer Service & Support" and "Role: Customer Support, International" as the Members.
EXPERIENCE:
Successful plan to create the Queue:

- Log in and open Setup.
- In Quick Find, type “Queues” and select Queues.
- Click “New Queue.”
- Enter Queue Label: “VIP Support” (Queue Name auto-fills).
- Scroll to Supported Objects, select “Buyer Group,” and click “Add” to move it to Selected Objects.
- In Queue Members, set the filter to “Roles.”
- From Available Members, select “Role: SVP, Customer Service & Support” and click “Add to Selected Members.”
- Select “Role: Customer Support, International” and click “Add to Selected Members.”
- Click “Save.”

Notes:
- No hotkeys were used.

## Your ultimate task
```
I need a queue named "tech support specialists": send notification emails to members of the tech.support@innovatetech.com distribution list, attach the Case object, and add Alice Bob as a member.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a Queue with the name "Shoe Case Support". Only send email to members under the distribution list "support.shoe@papaltd.com". Add the Object "Customer". Include "Role: Customer Support, North America" as the Member.
EXPERIENCE:
Successful plan:

- Log in and open Setup.
- Navigate to Users > Queues.
- Click New Queue.
- Configure the queue:
  - Queue Label: Shoe Case Support.
  - Queue Email: support.shoe@papaltd.com.
- Add supported object:
  - Select Customer and click Add to Selected Objects.
- Add members:
  - In Queue Members, choose Role, select Role: Customer Support, North America, and click Add to Selected Members.
- Save the queue.
Sample 2:
TASK:Create a Queue with the name "VIP Support". Add the Object "Buyer Group". Include "Role: SVP, Customer Service & Support" and "Role: Customer Support, International" as the Members.
EXPERIENCE:
Successful plan to create the Queue:

- Log in and open Setup.
- In Quick Find, type “Queues” and select Queues.
- Click “New Queue.”
- Enter Queue Label: “VIP Support” (Queue Name auto-fills).
- Scroll to Supported Objects, select “Buyer Group,” and click “Add” to move it to Selected Objects.
- In Queue Members, set the filter to “Roles.”
- From Available Members, select “Role: SVP, Customer Service & Support” and click “Add to Selected Members.”
- Select “Role: Customer Support, International” and click “Add to Selected Members.”
- Click “Save.”

Notes:
- No hotkeys were used.

## Your ultimate task
```
Set up a queue called "enterprise client support," associate it with the Case object, and include Alice Bob and Sofia Bennett as members.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Help me with creating a case assignment rule named 'Billing Cases Assignment Rule' by assigning cases whose description contains the keyword 'billing' or whose case number starts with 5 to billing support queue. The first condition has higher priority to be evaluated.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Case Assignment Rules” and open it.
- Create a new rule:
  - Click New, set Rule Name to “Billing Cases Assignment Rule”, and Save.
- Open the newly created “Billing Cases Assignment Rule”.
- Add Rule Entry 1 (higher priority):
  - Click New.
  - Sort Order: 1
  - Field: Case: Description
  - Operator: contains
  - Value: billing
  - Assign To: Queue → billing support queue
  - Save.
- Add Rule Entry 2:
  - Click New.
  - Sort Order: 2
  - Field: Case: Case Number
  - Operator: starts with
  - Value: 5
  - Assign To: Queue → billing support queue
  - Save.

No hotkeys were used.
Sample 2:
TASK:Help me with creating a case assignment rule named 'Network Cases Assignment Rule' by assigning cases whose description contains the keyword 'network' and whose case number starts with 7 to network support queue.
EXPERIENCE:
Successful plan to create the case assignment rule:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “case assignment rules” and open Case Assignment Rules.
- Click New to create a rule; name it “Network Cases Assignment Rule” and Save.
- Open the newly created rule, then click New to add a rule entry.
- Set Sort Order to 1.
- Add criteria:
  - Case: Description — Operator: contains — Value: network
  - Case: Case Number — Operator: starts with — Value: 7
- Set assignment to Queue and choose “network support queue.”
- Save the rule entry.

## Your ultimate task
```
Please set up a case assignment rule called Billing Cases Assignment Rule. Route any case to the billing support queue if the description mentions “billing” or if the case number begins with 5. Give the description condition higher precedence, so it’s evaluated first.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Help me with creating a case assignment rule named 'Billing Cases Assignment Rule' by assigning cases whose description contains the keyword 'billing' or whose case number starts with 5 to billing support queue. The first condition has higher priority to be evaluated.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Case Assignment Rules” and open it.
- Create a new rule:
  - Click New, set Rule Name to “Billing Cases Assignment Rule”, and Save.
- Open the newly created “Billing Cases Assignment Rule”.
- Add Rule Entry 1 (higher priority):
  - Click New.
  - Sort Order: 1
  - Field: Case: Description
  - Operator: contains
  - Value: billing
  - Assign To: Queue → billing support queue
  - Save.
- Add Rule Entry 2:
  - Click New.
  - Sort Order: 2
  - Field: Case: Case Number
  - Operator: starts with
  - Value: 5
  - Assign To: Queue → billing support queue
  - Save.

No hotkeys were used.
Sample 2:
TASK:Help me with creating a case assignment rule named 'Network Cases Assignment Rule' by assigning cases whose description contains the keyword 'network' and whose case number starts with 7 to network support queue.
EXPERIENCE:
Successful plan to create the case assignment rule:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “case assignment rules” and open Case Assignment Rules.
- Click New to create a rule; name it “Network Cases Assignment Rule” and Save.
- Open the newly created rule, then click New to add a rule entry.
- Set Sort Order to 1.
- Add criteria:
  - Case: Description — Operator: contains — Value: network
  - Case: Case Number — Operator: starts with — Value: 7
- Set assignment to Queue and choose “network support queue.”
- Save the rule entry.

## Your ultimate task
```
Configure a rule named Network Cases Assignment Rule that sends cases to the network support queue only when both are true: the description contains “network” and the case number starts with 7.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Help me with creating a case assignment rule named 'Billing Cases Assignment Rule' by assigning cases whose description contains the keyword 'billing' or whose case number starts with 5 to billing support queue. The first condition has higher priority to be evaluated.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Case Assignment Rules” and open it.
- Create a new rule:
  - Click New, set Rule Name to “Billing Cases Assignment Rule”, and Save.
- Open the newly created “Billing Cases Assignment Rule”.
- Add Rule Entry 1 (higher priority):
  - Click New.
  - Sort Order: 1
  - Field: Case: Description
  - Operator: contains
  - Value: billing
  - Assign To: Queue → billing support queue
  - Save.
- Add Rule Entry 2:
  - Click New.
  - Sort Order: 2
  - Field: Case: Case Number
  - Operator: starts with
  - Value: 5
  - Assign To: Queue → billing support queue
  - Save.

No hotkeys were used.
Sample 2:
TASK:Help me with creating a case assignment rule named 'Network Cases Assignment Rule' by assigning cases whose description contains the keyword 'network' and whose case number starts with 7 to network support queue.
EXPERIENCE:
Successful plan to create the case assignment rule:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “case assignment rules” and open Case Assignment Rules.
- Click New to create a rule; name it “Network Cases Assignment Rule” and Save.
- Open the newly created rule, then click New to add a rule entry.
- Set Sort Order to 1.
- Add criteria:
  - Case: Description — Operator: contains — Value: network
  - Case: Case Number — Operator: starts with — Value: 7
- Set assignment to Queue and choose “network support queue.”
- Save the rule entry.

## Your ultimate task
```
Create a rule called Shoes. If either condition matches—description includes “shoe” or the case number starts with 2—send the case to the shoe case support queue. Make sure the description check is evaluated first (higher priority).
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Help me with creating a case assignment rule named 'Billing Cases Assignment Rule' by assigning cases whose description contains the keyword 'billing' or whose case number starts with 5 to billing support queue. The first condition has higher priority to be evaluated.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Case Assignment Rules” and open it.
- Create a new rule:
  - Click New, set Rule Name to “Billing Cases Assignment Rule”, and Save.
- Open the newly created “Billing Cases Assignment Rule”.
- Add Rule Entry 1 (higher priority):
  - Click New.
  - Sort Order: 1
  - Field: Case: Description
  - Operator: contains
  - Value: billing
  - Assign To: Queue → billing support queue
  - Save.
- Add Rule Entry 2:
  - Click New.
  - Sort Order: 2
  - Field: Case: Case Number
  - Operator: starts with
  - Value: 5
  - Assign To: Queue → billing support queue
  - Save.

No hotkeys were used.
Sample 2:
TASK:Help me with creating a case assignment rule named 'Network Cases Assignment Rule' by assigning cases whose description contains the keyword 'network' and whose case number starts with 7 to network support queue.
EXPERIENCE:
Successful plan to create the case assignment rule:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “case assignment rules” and open Case Assignment Rules.
- Click New to create a rule; name it “Network Cases Assignment Rule” and Save.
- Open the newly created rule, then click New to add a rule entry.
- Set Sort Order to 1.
- Add criteria:
  - Case: Description — Operator: contains — Value: network
  - Case: Case Number — Operator: starts with — Value: 7
- Set assignment to Queue and choose “network support queue.”
- Save the rule entry.

## Your ultimate task
```
Add an assignment rule named ratings that assigns accounts whose Rating is anything other than Cold to Security User. Set its sort order to 1.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Help me with creating a case assignment rule named 'Billing Cases Assignment Rule' by assigning cases whose description contains the keyword 'billing' or whose case number starts with 5 to billing support queue. The first condition has higher priority to be evaluated.
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Case Assignment Rules” and open it.
- Create a new rule:
  - Click New, set Rule Name to “Billing Cases Assignment Rule”, and Save.
- Open the newly created “Billing Cases Assignment Rule”.
- Add Rule Entry 1 (higher priority):
  - Click New.
  - Sort Order: 1
  - Field: Case: Description
  - Operator: contains
  - Value: billing
  - Assign To: Queue → billing support queue
  - Save.
- Add Rule Entry 2:
  - Click New.
  - Sort Order: 2
  - Field: Case: Case Number
  - Operator: starts with
  - Value: 5
  - Assign To: Queue → billing support queue
  - Save.

No hotkeys were used.
Sample 2:
TASK:Help me with creating a case assignment rule named 'Network Cases Assignment Rule' by assigning cases whose description contains the keyword 'network' and whose case number starts with 7 to network support queue.
EXPERIENCE:
Successful plan to create the case assignment rule:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “case assignment rules” and open Case Assignment Rules.
- Click New to create a rule; name it “Network Cases Assignment Rule” and Save.
- Open the newly created rule, then click New to add a rule entry.
- Set Sort Order to 1.
- Add criteria:
  - Case: Description — Operator: contains — Value: network
  - Case: Case Number — Operator: starts with — Value: 7
- Set assignment to Queue and choose “network support queue.”
- Save the rule entry.

## Your ultimate task
```
Set up a case assignment rule titled Apples. Route cases to the fruit case support queue when both conditions are met: the description contains “apple” and the case number starts with 3. Place this rule at sort order 1.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:We need to create a case record for Alice Bob regarding her account access issue. The case status should be 'Working' and the case originated from an email. Set the priority to High, type to 'Other', case reasoning to 'Equipment Design', subject to 'Account Access Denied - Password Reset Required'.
EXPERIENCE:
Successful plan to create the case:

- Log in to Salesforce.
- Open App Launcher, search for “cases”, and open the Cases app/list.
- Click “New Case” to open the case creation form.
- Set Contact Name: search/select “Alice Bob”.
- Set required fields via dropdowns:
  - Status: Working
  - Priority: High
  - Case Origin: Email
  - Type: Other
  - Case Reason: Equipment Design
- Scroll to the Subject field and enter: “Account Access Denied - Password Reset Required”.
- Click “Save” to create the case.
Sample 2:
TASK:Please create a case record for Ethan Parker about a network connectivity problem. The case status should be 'New' and the case originated from a phone call. Set the priority to Medium, type to 'Electrical', case reasoning to 'Installation', subject to 'Network Connectivity Issues - Router Configuration'.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open the App Launcher, search for “cases,” and open the Cases app/list.
- Click “New Case.”
- Set Contact to “Ethan Parker.”
- Set Type to “Electrical.”
- Set Case Reason to “Installation.”
- Set Case Origin to “Phone.”
- Scroll if needed and enter Subject: “Network Connectivity Issues - Router Configuration.”
- Click “Save.”

Notes:
- No hotkeys were used.

## Your ultimate task
```
Hey, can you make a case for David Kim about a hardware malfunction? Set the status to 'Escalated', mark the origin as a phone call, set priority to High, type to 'Mechanical', case reasoning to 'Equipment Design', and use the subject 'Hardware Malfunction - Warranty Replacement'.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:We need to create a case record for Alice Bob regarding her account access issue. The case status should be 'Working' and the case originated from an email. Set the priority to High, type to 'Other', case reasoning to 'Equipment Design', subject to 'Account Access Denied - Password Reset Required'.
EXPERIENCE:
Successful plan to create the case:

- Log in to Salesforce.
- Open App Launcher, search for “cases”, and open the Cases app/list.
- Click “New Case” to open the case creation form.
- Set Contact Name: search/select “Alice Bob”.
- Set required fields via dropdowns:
  - Status: Working
  - Priority: High
  - Case Origin: Email
  - Type: Other
  - Case Reason: Equipment Design
- Scroll to the Subject field and enter: “Account Access Denied - Password Reset Required”.
- Click “Save” to create the case.
Sample 2:
TASK:Please create a case record for Ethan Parker about a network connectivity problem. The case status should be 'New' and the case originated from a phone call. Set the priority to Medium, type to 'Electrical', case reasoning to 'Installation', subject to 'Network Connectivity Issues - Router Configuration'.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open the App Launcher, search for “cases,” and open the Cases app/list.
- Click “New Case.”
- Set Contact to “Ethan Parker.”
- Set Type to “Electrical.”
- Set Case Reason to “Installation.”
- Set Case Origin to “Phone.”
- Scroll if needed and enter Subject: “Network Connectivity Issues - Router Configuration.”
- Click “Save.”

Notes:
- No hotkeys were used.

## Your ultimate task
```
Please log a case for Ronny Chen about a software licensing issue with the following settings: - Status: 'New' - Origin: web form submission - Priority: Medium - Type: 'Electronic' - Case Reasoning: 'Performance' - Subject: 'Software License Key Activation Required'
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:We need to create a case record for Alice Bob regarding her account access issue. The case status should be 'Working' and the case originated from an email. Set the priority to High, type to 'Other', case reasoning to 'Equipment Design', subject to 'Account Access Denied - Password Reset Required'.
EXPERIENCE:
Successful plan to create the case:

- Log in to Salesforce.
- Open App Launcher, search for “cases”, and open the Cases app/list.
- Click “New Case” to open the case creation form.
- Set Contact Name: search/select “Alice Bob”.
- Set required fields via dropdowns:
  - Status: Working
  - Priority: High
  - Case Origin: Email
  - Type: Other
  - Case Reason: Equipment Design
- Scroll to the Subject field and enter: “Account Access Denied - Password Reset Required”.
- Click “Save” to create the case.
Sample 2:
TASK:Please create a case record for Ethan Parker about a network connectivity problem. The case status should be 'New' and the case originated from a phone call. Set the priority to Medium, type to 'Electrical', case reasoning to 'Installation', subject to 'Network Connectivity Issues - Router Configuration'.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open the App Launcher, search for “cases,” and open the Cases app/list.
- Click “New Case.”
- Set Contact to “Ethan Parker.”
- Set Type to “Electrical.”
- Set Case Reason to “Installation.”
- Set Case Origin to “Phone.”
- Scroll if needed and enter Subject: “Network Connectivity Issues - Router Configuration.”
- Click “Save.”

Notes:
- No hotkeys were used.

## Your ultimate task
```
For Alice Bob, set up a case for her account access issue. Put the case in 'Working' status, note that it originated from an email, set the priority to High, choose type 'Other', set case reasoning to 'Equipment Design', and use the subject 'Account Access Denied - Password Reset Required'.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:We need to create a case record for Alice Bob regarding her account access issue. The case status should be 'Working' and the case originated from an email. Set the priority to High, type to 'Other', case reasoning to 'Equipment Design', subject to 'Account Access Denied - Password Reset Required'.
EXPERIENCE:
Successful plan to create the case:

- Log in to Salesforce.
- Open App Launcher, search for “cases”, and open the Cases app/list.
- Click “New Case” to open the case creation form.
- Set Contact Name: search/select “Alice Bob”.
- Set required fields via dropdowns:
  - Status: Working
  - Priority: High
  - Case Origin: Email
  - Type: Other
  - Case Reason: Equipment Design
- Scroll to the Subject field and enter: “Account Access Denied - Password Reset Required”.
- Click “Save” to create the case.
Sample 2:
TASK:Please create a case record for Ethan Parker about a network connectivity problem. The case status should be 'New' and the case originated from a phone call. Set the priority to Medium, type to 'Electrical', case reasoning to 'Installation', subject to 'Network Connectivity Issues - Router Configuration'.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open the App Launcher, search for “cases,” and open the Cases app/list.
- Click “New Case.”
- Set Contact to “Ethan Parker.”
- Set Type to “Electrical.”
- Set Case Reason to “Installation.”
- Set Case Origin to “Phone.”
- Scroll if needed and enter Subject: “Network Connectivity Issues - Router Configuration.”
- Click “Save.”

Notes:
- No hotkeys were used.

## Your ultimate task
```
I just got off the phone with Ethan Parker about a network connectivity problem—please file a case. Make the status 'New', priority Medium, type 'Electrical', and case reasoning 'Installation'. The subject should read 'Network Connectivity Issues - Router Configuration'.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:We need to create a case record for Alice Bob regarding her account access issue. The case status should be 'Working' and the case originated from an email. Set the priority to High, type to 'Other', case reasoning to 'Equipment Design', subject to 'Account Access Denied - Password Reset Required'.
EXPERIENCE:
Successful plan to create the case:

- Log in to Salesforce.
- Open App Launcher, search for “cases”, and open the Cases app/list.
- Click “New Case” to open the case creation form.
- Set Contact Name: search/select “Alice Bob”.
- Set required fields via dropdowns:
  - Status: Working
  - Priority: High
  - Case Origin: Email
  - Type: Other
  - Case Reason: Equipment Design
- Scroll to the Subject field and enter: “Account Access Denied - Password Reset Required”.
- Click “Save” to create the case.
Sample 2:
TASK:Please create a case record for Ethan Parker about a network connectivity problem. The case status should be 'New' and the case originated from a phone call. Set the priority to Medium, type to 'Electrical', case reasoning to 'Installation', subject to 'Network Connectivity Issues - Router Configuration'.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open the App Launcher, search for “cases,” and open the Cases app/list.
- Click “New Case.”
- Set Contact to “Ethan Parker.”
- Set Type to “Electrical.”
- Set Case Reason to “Installation.”
- Set Case Origin to “Phone.”
- Scroll if needed and enter Subject: “Network Connectivity Issues - Router Configuration.”
- Click “Save.”

Notes:
- No hotkeys were used.

## Your ultimate task
```
Open a case for Emily Johnson regarding a system performance issue. Keep the status at 'Working', set the origin to a web form submission, priority to Low, type to 'Structural', case reasoning to 'Feedback', and the subject to 'System Performance Degradation - Memory Upgrade Needed'.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:The case with the subject "Login Issues with Mobile Application" involves enterprise contract terms that require management approval. I need to change its Status to "Working" and Potential Liability to "Yes".
EXPERIENCE:
Successful plan to update the case:

- Log in to Salesforce.
- Open the App Launcher, search for “Cases,” and open the Cases app/object.
- Locate the case titled “Login Issues with Mobile Application.”
- Open the row/action dropdown for the case and select Edit.
- In the edit dialog:
  - Set Status to “Working.”
  - Set Potential Liability to “Yes.”
- Save the changes.

Notes:
- No hot-keys were used in this trajectory.
Sample 2:
TASK:The case with Subject "Feature Request: Dark Mode Support" requires specialized database expertise that exceeds my current skill level. I need to change its Status to "Pending" and SLA Violation to "Yes".
EXPERIENCE:
Successful plan to update the case:

- Log in to the system.
- Open App Launcher, search for “Cases”, and open the Cases app.
- Locate and open the case with Subject “Feature Request: Dark Mode Support”.
- Open the record’s dropdown menu and select Edit.
- Set Status to “Pending”.
- Set SLA Violation to “Yes”.
- Click Save.

## Your ultimate task
```
For the case titled 'Login Issues with Mobile Application'—since it falls under enterprise contract terms that need management sign-off—please switch the status to working and set Potential Liability to Yes.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:The case with the subject "Login Issues with Mobile Application" involves enterprise contract terms that require management approval. I need to change its Status to "Working" and Potential Liability to "Yes".
EXPERIENCE:
Successful plan to update the case:

- Log in to Salesforce.
- Open the App Launcher, search for “Cases,” and open the Cases app/object.
- Locate the case titled “Login Issues with Mobile Application.”
- Open the row/action dropdown for the case and select Edit.
- In the edit dialog:
  - Set Status to “Working.”
  - Set Potential Liability to “Yes.”
- Save the changes.

Notes:
- No hot-keys were used in this trajectory.
Sample 2:
TASK:The case with Subject "Feature Request: Dark Mode Support" requires specialized database expertise that exceeds my current skill level. I need to change its Status to "Pending" and SLA Violation to "Yes".
EXPERIENCE:
Successful plan to update the case:

- Log in to the system.
- Open App Launcher, search for “Cases”, and open the Cases app.
- Locate and open the case with Subject “Feature Request: Dark Mode Support”.
- Open the record’s dropdown menu and select Edit.
- Set Status to “Pending”.
- Set SLA Violation to “Yes”.
- Click Save.

## Your ultimate task
```
The case with Subject 'Feature Request: Dark Mode Support' requires specialized database expertise that exceeds my current skill level. I need to change its status to pending and SLA Violation to Yes.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:The case with the subject "Login Issues with Mobile Application" involves enterprise contract terms that require management approval. I need to change its Status to "Working" and Potential Liability to "Yes".
EXPERIENCE:
Successful plan to update the case:

- Log in to Salesforce.
- Open the App Launcher, search for “Cases,” and open the Cases app/object.
- Locate the case titled “Login Issues with Mobile Application.”
- Open the row/action dropdown for the case and select Edit.
- In the edit dialog:
  - Set Status to “Working.”
  - Set Potential Liability to “Yes.”
- Save the changes.

Notes:
- No hot-keys were used in this trajectory.
Sample 2:
TASK:The case with Subject "Feature Request: Dark Mode Support" requires specialized database expertise that exceeds my current skill level. I need to change its Status to "Pending" and SLA Violation to "Yes".
EXPERIENCE:
Successful plan to update the case:

- Log in to the system.
- Open App Launcher, search for “Cases”, and open the Cases app.
- Locate and open the case with Subject “Feature Request: Dark Mode Support”.
- Open the record’s dropdown menu and select Edit.
- Set Status to “Pending”.
- Set SLA Violation to “Yes”.
- Click Save.

## Your ultimate task
```
The 'Payment Processing Error' case has security compliance implications that call for a security specialist. Please update it to status Working and turn Potential Liability to Yes.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:The case with the subject "Login Issues with Mobile Application" involves enterprise contract terms that require management approval. I need to change its Status to "Working" and Potential Liability to "Yes".
EXPERIENCE:
Successful plan to update the case:

- Log in to Salesforce.
- Open the App Launcher, search for “Cases,” and open the Cases app/object.
- Locate the case titled “Login Issues with Mobile Application.”
- Open the row/action dropdown for the case and select Edit.
- In the edit dialog:
  - Set Status to “Working.”
  - Set Potential Liability to “Yes.”
- Save the changes.

Notes:
- No hot-keys were used in this trajectory.
Sample 2:
TASK:The case with Subject "Feature Request: Dark Mode Support" requires specialized database expertise that exceeds my current skill level. I need to change its Status to "Pending" and SLA Violation to "Yes".
EXPERIENCE:
Successful plan to update the case:

- Log in to the system.
- Open App Launcher, search for “Cases”, and open the Cases app.
- Locate and open the case with Subject “Feature Request: Dark Mode Support”.
- Open the record’s dropdown menu and select Edit.
- Set Status to “Pending”.
- Set SLA Violation to “Yes”.
- Click Save.

## Your ultimate task
```
Escalate the 'Data Synchronization Issue' case, as it’s a complex integration that should be reviewed by a senior developer, and bump the priority to High.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:The case with the subject "Login Issues with Mobile Application" involves enterprise contract terms that require management approval. I need to change its Status to "Working" and Potential Liability to "Yes".
EXPERIENCE:
Successful plan to update the case:

- Log in to Salesforce.
- Open the App Launcher, search for “Cases,” and open the Cases app/object.
- Locate the case titled “Login Issues with Mobile Application.”
- Open the row/action dropdown for the case and select Edit.
- In the edit dialog:
  - Set Status to “Working.”
  - Set Potential Liability to “Yes.”
- Save the changes.

Notes:
- No hot-keys were used in this trajectory.
Sample 2:
TASK:The case with Subject "Feature Request: Dark Mode Support" requires specialized database expertise that exceeds my current skill level. I need to change its Status to "Pending" and SLA Violation to "Yes".
EXPERIENCE:
Successful plan to update the case:

- Log in to the system.
- Open App Launcher, search for “Cases”, and open the Cases app.
- Locate and open the case with Subject “Feature Request: Dark Mode Support”.
- Open the record’s dropdown menu and select Edit.
- Set Status to “Pending”.
- Set SLA Violation to “Yes”.
- Click Save.

## Your ultimate task
```
I’m out of my depth on the case 'Account Billing Discrepancy.' Please move it to escalated, flag SLA Violation as Yes, and raise the Priority to High.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:According to the service level agreement (SLA), the Old Balance account has the Phone Support entitlement, which starts a week from today and expires in 1 year. Create an entitlement record named Standard Phone Support for me.
EXPERIENCE:
Successful plan to create the entitlement record

- Log in to Salesforce.
- Open the App Launcher, search for “Entitlements,” and open the Entitlements app/list.
- Click New to create a new entitlement.
- Enter Entitlement Name: “Standard Phone Support.”
- Set Account Name: search for “Old Balance” and select the matching account from the lookup results.
- Set Start Date to one week from today (in this run: 08/26/2025).
- Set End Date to one year after the start date (in this run: 08/26/2026).
- Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:
According to the service level agreement (SLA), the Greentrail Logistics account has the Web Support entitlement, which starts two weeks from today and expires in 18 months. Create an entitlement record named Standard Web Support for me.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open the App Launcher, search for “Entitlements,” and open the Entitlements object.
- Click New to create a new entitlement.
- Populate fields:
  - Entitlement Name: Standard Web Support
  - Type: Web Support
  - Account Name: Greentrail Logistics (select the matching account from results)
  - Start Date: Two weeks from today
  - End Date: 18 months after the Start Date
- Click Save.

Notes:
- No hotkeys were used.
- Dates were entered directly in the date fields (MM/DD/YYYY format in the trajectory).

## Your ultimate task
```
Per our SLA, Old Balance is eligible for Phone Support that kicks in one week from today and runs for a full year. Please create an entitlement record for that account called Standard Phone Support.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:According to the service level agreement (SLA), the Old Balance account has the Phone Support entitlement, which starts a week from today and expires in 1 year. Create an entitlement record named Standard Phone Support for me.
EXPERIENCE:
Successful plan to create the entitlement record

- Log in to Salesforce.
- Open the App Launcher, search for “Entitlements,” and open the Entitlements app/list.
- Click New to create a new entitlement.
- Enter Entitlement Name: “Standard Phone Support.”
- Set Account Name: search for “Old Balance” and select the matching account from the lookup results.
- Set Start Date to one week from today (in this run: 08/26/2025).
- Set End Date to one year after the start date (in this run: 08/26/2026).
- Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:
According to the service level agreement (SLA), the Greentrail Logistics account has the Web Support entitlement, which starts two weeks from today and expires in 18 months. Create an entitlement record named Standard Web Support for me.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open the App Launcher, search for “Entitlements,” and open the Entitlements object.
- Click New to create a new entitlement.
- Populate fields:
  - Entitlement Name: Standard Web Support
  - Type: Web Support
  - Account Name: Greentrail Logistics (select the matching account from results)
  - Start Date: Two weeks from today
  - End Date: 18 months after the Start Date
- Click Save.

Notes:
- No hotkeys were used.
- Dates were entered directly in the date fields (MM/DD/YYYY format in the trajectory).

## Your ultimate task
```
As outlined in the SLA, Greentrail Logistics should have Web Support starting two weeks from now and continuing for 18 months. Go ahead and create an entitlement record named Standard Web Support.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:According to the service level agreement (SLA), the Old Balance account has the Phone Support entitlement, which starts a week from today and expires in 1 year. Create an entitlement record named Standard Phone Support for me.
EXPERIENCE:
Successful plan to create the entitlement record

- Log in to Salesforce.
- Open the App Launcher, search for “Entitlements,” and open the Entitlements app/list.
- Click New to create a new entitlement.
- Enter Entitlement Name: “Standard Phone Support.”
- Set Account Name: search for “Old Balance” and select the matching account from the lookup results.
- Set Start Date to one week from today (in this run: 08/26/2025).
- Set End Date to one year after the start date (in this run: 08/26/2026).
- Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:
According to the service level agreement (SLA), the Greentrail Logistics account has the Web Support entitlement, which starts two weeks from today and expires in 18 months. Create an entitlement record named Standard Web Support for me.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open the App Launcher, search for “Entitlements,” and open the Entitlements object.
- Click New to create a new entitlement.
- Populate fields:
  - Entitlement Name: Standard Web Support
  - Type: Web Support
  - Account Name: Greentrail Logistics (select the matching account from results)
  - Start Date: Two weeks from today
  - End Date: 18 months after the Start Date
- Click Save.

Notes:
- No hotkeys were used.
- Dates were entered directly in the date fields (MM/DD/YYYY format in the trajectory).

## Your ultimate task
```
I checked the SLA for Next Horizon Technologies—Phone Support begins in three days and remains active for 1 year plus 30 days. Please add an entitlement record titled Premium Phone Support.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:According to the service level agreement (SLA), the Old Balance account has the Phone Support entitlement, which starts a week from today and expires in 1 year. Create an entitlement record named Standard Phone Support for me.
EXPERIENCE:
Successful plan to create the entitlement record

- Log in to Salesforce.
- Open the App Launcher, search for “Entitlements,” and open the Entitlements app/list.
- Click New to create a new entitlement.
- Enter Entitlement Name: “Standard Phone Support.”
- Set Account Name: search for “Old Balance” and select the matching account from the lookup results.
- Set Start Date to one week from today (in this run: 08/26/2025).
- Set End Date to one year after the start date (in this run: 08/26/2026).
- Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:
According to the service level agreement (SLA), the Greentrail Logistics account has the Web Support entitlement, which starts two weeks from today and expires in 18 months. Create an entitlement record named Standard Web Support for me.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open the App Launcher, search for “Entitlements,” and open the Entitlements object.
- Click New to create a new entitlement.
- Populate fields:
  - Entitlement Name: Standard Web Support
  - Type: Web Support
  - Account Name: Greentrail Logistics (select the matching account from results)
  - Start Date: Two weeks from today
  - End Date: 18 months after the Start Date
- Click Save.

Notes:
- No hotkeys were used.
- Dates were entered directly in the date fields (MM/DD/YYYY format in the trajectory).

## Your ultimate task
```
Per the SLA, White Industries account gets Web Support starting in two weeks from todayt and expiring six months later. Create an entitlement record named Enterprise Chat Support.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:According to the service level agreement (SLA), the Old Balance account has the Phone Support entitlement, which starts a week from today and expires in 1 year. Create an entitlement record named Standard Phone Support for me.
EXPERIENCE:
Successful plan to create the entitlement record

- Log in to Salesforce.
- Open the App Launcher, search for “Entitlements,” and open the Entitlements app/list.
- Click New to create a new entitlement.
- Enter Entitlement Name: “Standard Phone Support.”
- Set Account Name: search for “Old Balance” and select the matching account from the lookup results.
- Set Start Date to one week from today (in this run: 08/26/2025).
- Set End Date to one year after the start date (in this run: 08/26/2026).
- Click Save.

Notes:
- No hot-keys were used.
Sample 2:
TASK:
According to the service level agreement (SLA), the Greentrail Logistics account has the Web Support entitlement, which starts two weeks from today and expires in 18 months. Create an entitlement record named Standard Web Support for me.
EXPERIENCE:
Successful plan:

- Log in to Salesforce.
- Open the App Launcher, search for “Entitlements,” and open the Entitlements object.
- Click New to create a new entitlement.
- Populate fields:
  - Entitlement Name: Standard Web Support
  - Type: Web Support
  - Account Name: Greentrail Logistics (select the matching account from results)
  - Start Date: Two weeks from today
  - End Date: 18 months after the Start Date
- Click Save.

Notes:
- No hotkeys were used.
- Dates were entered directly in the date fields (MM/DD/YYYY format in the trajectory).

## Your ultimate task
```
According to the service level agreement (SLA), the Innovate Ltd account has the phone support type entitlement, which starts in one week from today and expires in 18 months. Create an entitlement record named Premium Email Support Package for me.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:To improve the customer service quality, we defined a new entitlement process with four milestones. The first milestone named "Acknowledgement" should be "non-recurring" and "Tracks initial acknowledgement time". The second milestone named "Analysis" is "sequential-recurring" and "Tracks problem analysis time". The third milestone named "Solution" is "non-recurring" and "Tracks solution development time". The fourth milestone named "Verification" is "independent-recurring" and "Tracks solution verification time".
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open Setup.
- In Quick Find, type “Milestones” and open the Milestones page.
- Create milestones as follows:
  - Acknowledgement:
    - Name: Acknowledgement
    - Recurrence Type: No Recurrence (non-recurring)
    - Description: Tracks initial acknowledgement time
    - Save & New
  - Analysis:
    - Name: Analysis
    - Recurrence Type: Sequential (sequential-recurring)
    - Description: Tracks problem analysis time
    - Save & New
  - Solution:
    - Name: Solution
    - Recurrence Type: No Recurrence (non-recurring)
    - Description: Tracks solution development time
    - Save & New
  - Verification:
    - Name: Verification
    - Recurrence Type: Independent (independent-recurring)
    - Description: Tracks solution verification time
    - Save

Notes:
- Save & New was used to streamline creation for the first three milestones; Save used for the last.
- No hotkeys were used.
Sample 2:
TASK:To improve the customer service quality, we defined a new entitlement process with two milestones. The first milestone named "Assessment" should be "independent-recurring" and "Tracks initial assessment time". The second milestone named "Delivery" is "non-recurring" and "Tracks final delivery time".
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Entitlement Management” and go to “Milestones.”
- Create milestone “Assessment”:
  - Name: Assessment
  - Recurrence Type: Independent (independent-recurring)
  - Description: Tracks initial assessment time
  - Click “Save & New”
- Create milestone “Delivery”:
  - Name: Delivery
  - Recurrence Type: No Recurrence (non-recurring)
  - Description: Tracks final delivery time
  - Click “Save”

Notes:
- No hot-keys were used.
- “Save & New” was used to efficiently add the second milestone after the first.

## Your ultimate task
```
Please create a new entitlement process to boost our support standards. It needs four milestones: - "acknowledgment" — set this to non-recurring and measure the time until we first acknowledge the case. - "analysis" — configure as sequential-recurring and track the time spent analyzing the problem. - "solution" — make this non-recurring and capture the time it takes to develop the solution. - "verification" — set as independent-recurring and monitor the time required to verify the solution.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:To improve the customer service quality, we defined a new entitlement process with four milestones. The first milestone named "Acknowledgement" should be "non-recurring" and "Tracks initial acknowledgement time". The second milestone named "Analysis" is "sequential-recurring" and "Tracks problem analysis time". The third milestone named "Solution" is "non-recurring" and "Tracks solution development time". The fourth milestone named "Verification" is "independent-recurring" and "Tracks solution verification time".
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open Setup.
- In Quick Find, type “Milestones” and open the Milestones page.
- Create milestones as follows:
  - Acknowledgement:
    - Name: Acknowledgement
    - Recurrence Type: No Recurrence (non-recurring)
    - Description: Tracks initial acknowledgement time
    - Save & New
  - Analysis:
    - Name: Analysis
    - Recurrence Type: Sequential (sequential-recurring)
    - Description: Tracks problem analysis time
    - Save & New
  - Solution:
    - Name: Solution
    - Recurrence Type: No Recurrence (non-recurring)
    - Description: Tracks solution development time
    - Save & New
  - Verification:
    - Name: Verification
    - Recurrence Type: Independent (independent-recurring)
    - Description: Tracks solution verification time
    - Save

Notes:
- Save & New was used to streamline creation for the first three milestones; Save used for the last.
- No hotkeys were used.
Sample 2:
TASK:To improve the customer service quality, we defined a new entitlement process with two milestones. The first milestone named "Assessment" should be "independent-recurring" and "Tracks initial assessment time". The second milestone named "Delivery" is "non-recurring" and "Tracks final delivery time".
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Entitlement Management” and go to “Milestones.”
- Create milestone “Assessment”:
  - Name: Assessment
  - Recurrence Type: Independent (independent-recurring)
  - Description: Tracks initial assessment time
  - Click “Save & New”
- Create milestone “Delivery”:
  - Name: Delivery
  - Recurrence Type: No Recurrence (non-recurring)
  - Description: Tracks final delivery time
  - Click “Save”

Notes:
- No hot-keys were used.
- “Save & New” was used to efficiently add the second milestone after the first.

## Your ultimate task
```
Can you create a fresh entitlement process with two milestones for service quality? First, add "assessment" as independent-recurring to track the initial assessment time. Then add "delivery" as non-recurring to measure the final delivery time.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:To improve the customer service quality, we defined a new entitlement process with four milestones. The first milestone named "Acknowledgement" should be "non-recurring" and "Tracks initial acknowledgement time". The second milestone named "Analysis" is "sequential-recurring" and "Tracks problem analysis time". The third milestone named "Solution" is "non-recurring" and "Tracks solution development time". The fourth milestone named "Verification" is "independent-recurring" and "Tracks solution verification time".
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open Setup.
- In Quick Find, type “Milestones” and open the Milestones page.
- Create milestones as follows:
  - Acknowledgement:
    - Name: Acknowledgement
    - Recurrence Type: No Recurrence (non-recurring)
    - Description: Tracks initial acknowledgement time
    - Save & New
  - Analysis:
    - Name: Analysis
    - Recurrence Type: Sequential (sequential-recurring)
    - Description: Tracks problem analysis time
    - Save & New
  - Solution:
    - Name: Solution
    - Recurrence Type: No Recurrence (non-recurring)
    - Description: Tracks solution development time
    - Save & New
  - Verification:
    - Name: Verification
    - Recurrence Type: Independent (independent-recurring)
    - Description: Tracks solution verification time
    - Save

Notes:
- Save & New was used to streamline creation for the first three milestones; Save used for the last.
- No hotkeys were used.
Sample 2:
TASK:To improve the customer service quality, we defined a new entitlement process with two milestones. The first milestone named "Assessment" should be "independent-recurring" and "Tracks initial assessment time". The second milestone named "Delivery" is "non-recurring" and "Tracks final delivery time".
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Entitlement Management” and go to “Milestones.”
- Create milestone “Assessment”:
  - Name: Assessment
  - Recurrence Type: Independent (independent-recurring)
  - Description: Tracks initial assessment time
  - Click “Save & New”
- Create milestone “Delivery”:
  - Name: Delivery
  - Recurrence Type: No Recurrence (non-recurring)
  - Description: Tracks final delivery time
  - Click “Save”

Notes:
- No hot-keys were used.
- “Save & New” was used to efficiently add the second milestone after the first.

## Your ultimate task
```
To improve the customer service quality, we defined a new entitlement process with three milestones. The first milestone named 'first response' should be non-recurring and tracks initial response time. The second milestone named 'escalation review' is sequential-recurring and tracks supervisor review time. The third milestone named 'resolution time' is independent-recurring and tracks final resolution time.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:To improve the customer service quality, we defined a new entitlement process with four milestones. The first milestone named "Acknowledgement" should be "non-recurring" and "Tracks initial acknowledgement time". The second milestone named "Analysis" is "sequential-recurring" and "Tracks problem analysis time". The third milestone named "Solution" is "non-recurring" and "Tracks solution development time". The fourth milestone named "Verification" is "independent-recurring" and "Tracks solution verification time".
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open Setup.
- In Quick Find, type “Milestones” and open the Milestones page.
- Create milestones as follows:
  - Acknowledgement:
    - Name: Acknowledgement
    - Recurrence Type: No Recurrence (non-recurring)
    - Description: Tracks initial acknowledgement time
    - Save & New
  - Analysis:
    - Name: Analysis
    - Recurrence Type: Sequential (sequential-recurring)
    - Description: Tracks problem analysis time
    - Save & New
  - Solution:
    - Name: Solution
    - Recurrence Type: No Recurrence (non-recurring)
    - Description: Tracks solution development time
    - Save & New
  - Verification:
    - Name: Verification
    - Recurrence Type: Independent (independent-recurring)
    - Description: Tracks solution verification time
    - Save

Notes:
- Save & New was used to streamline creation for the first three milestones; Save used for the last.
- No hotkeys were used.
Sample 2:
TASK:To improve the customer service quality, we defined a new entitlement process with two milestones. The first milestone named "Assessment" should be "independent-recurring" and "Tracks initial assessment time". The second milestone named "Delivery" is "non-recurring" and "Tracks final delivery time".
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Entitlement Management” and go to “Milestones.”
- Create milestone “Assessment”:
  - Name: Assessment
  - Recurrence Type: Independent (independent-recurring)
  - Description: Tracks initial assessment time
  - Click “Save & New”
- Create milestone “Delivery”:
  - Name: Delivery
  - Recurrence Type: No Recurrence (non-recurring)
  - Description: Tracks final delivery time
  - Click “Save”

Notes:
- No hot-keys were used.
- “Save & New” was used to efficiently add the second milestone after the first.

## Your ultimate task
```
Set up an entitlement process that has just one milestone: call it "completion." It must be sequential-recurring and should track the final completion time.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:To improve the customer service quality, we defined a new entitlement process with four milestones. The first milestone named "Acknowledgement" should be "non-recurring" and "Tracks initial acknowledgement time". The second milestone named "Analysis" is "sequential-recurring" and "Tracks problem analysis time". The third milestone named "Solution" is "non-recurring" and "Tracks solution development time". The fourth milestone named "Verification" is "independent-recurring" and "Tracks solution verification time".
EXPERIENCE:
Successful plan:

- Log in to Salesforce, open Setup.
- In Quick Find, type “Milestones” and open the Milestones page.
- Create milestones as follows:
  - Acknowledgement:
    - Name: Acknowledgement
    - Recurrence Type: No Recurrence (non-recurring)
    - Description: Tracks initial acknowledgement time
    - Save & New
  - Analysis:
    - Name: Analysis
    - Recurrence Type: Sequential (sequential-recurring)
    - Description: Tracks problem analysis time
    - Save & New
  - Solution:
    - Name: Solution
    - Recurrence Type: No Recurrence (non-recurring)
    - Description: Tracks solution development time
    - Save & New
  - Verification:
    - Name: Verification
    - Recurrence Type: Independent (independent-recurring)
    - Description: Tracks solution verification time
    - Save

Notes:
- Save & New was used to streamline creation for the first three milestones; Save used for the last.
- No hotkeys were used.
Sample 2:
TASK:To improve the customer service quality, we defined a new entitlement process with two milestones. The first milestone named "Assessment" should be "independent-recurring" and "Tracks initial assessment time". The second milestone named "Delivery" is "non-recurring" and "Tracks final delivery time".
EXPERIENCE:
Successful plan:

- Log in to Salesforce and open Setup.
- In Quick Find, search for “Entitlement Management” and go to “Milestones.”
- Create milestone “Assessment”:
  - Name: Assessment
  - Recurrence Type: Independent (independent-recurring)
  - Description: Tracks initial assessment time
  - Click “Save & New”
- Create milestone “Delivery”:
  - Name: Delivery
  - Recurrence Type: No Recurrence (non-recurring)
  - Description: Tracks final delivery time
  - Click “Save”

Notes:
- No hot-keys were used.
- “Save & New” was used to efficiently add the second milestone after the first.

## Your ultimate task
```
Please build a new entitlement process with two milestones. Start with "initial response" configured as sequential-recurring to time how long we have to provide the first reply to a customer inquiry. Then add "case closure" as a non-recurring milestone to track the maximum time allowed to fully resolve and close the case.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create an entitlement process with the name "Priority Customer Support" for the Case records. The case should enter this process based on the case created date and exit when it is closed. Include the milestone "first response to priority customers" at order 1, which gives the agent 30 minutes to provide first response to priority customers.
EXPERIENCE:
Successful plan:

- Log in, open Setup.
- In Quick Find, search for and open “Entitlement Processes”.
- Click “New Entitlement Process”.
- Select the Case object for the entitlement process and click “Next”.
- Enter Entitlement Process Name: “Priority Customer Support”.
- Leave default timing: case enters based on Created Date and exits when Case is closed.
- Save the entitlement process.
- Click “New Milestone”.
- Set Milestone Name: “first response to priority customers”.
- Set Order: 1.
- Set Time Trigger: 30 minutes.
- Save the milestone.
Sample 2:
TASK:Create an entitlement process with the name "Premium Support Process" for the Case records. The case should enter this process based on the case created date and exit when it is closed. Include the milestone "first response to priority customers" at order 1, which gives the agent 15 minutes to provide initial response to premium customers.
EXPERIENCE:
Successful plan summary:

- Log in to Salesforce and open Setup.
- Use Quick Find to search for “Entitlement Processes” and open it.
- Click “New Entitlement Process,” select Case as the process object in the wizard, and click Next.
- Enter Entitlement Process Name: “Premium Support Process.”
- Configure the process to start based on Case Created Date and exit when the Case is closed, then Save.
- Click “New Milestone” to add a milestone to the process:
  - Milestone Name: “first response to priority customers”
  - Order: 1
  - Time Trigger: 15 minutes
  - Save

Notes:
- No hot-keys were used.

## Your ultimate task
```
Please set up an entitlement process called “Priority Customer Support” for Case records. Start the process based on the Case Created Date and have it end when the case is closed. Add a milestone named “first response to priority customers” that gives agents 30 minutes to send the first response to priority customers.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create an entitlement process with the name "Priority Customer Support" for the Case records. The case should enter this process based on the case created date and exit when it is closed. Include the milestone "first response to priority customers" at order 1, which gives the agent 30 minutes to provide first response to priority customers.
EXPERIENCE:
Successful plan:

- Log in, open Setup.
- In Quick Find, search for and open “Entitlement Processes”.
- Click “New Entitlement Process”.
- Select the Case object for the entitlement process and click “Next”.
- Enter Entitlement Process Name: “Priority Customer Support”.
- Leave default timing: case enters based on Created Date and exits when Case is closed.
- Save the entitlement process.
- Click “New Milestone”.
- Set Milestone Name: “first response to priority customers”.
- Set Order: 1.
- Set Time Trigger: 30 minutes.
- Save the milestone.
Sample 2:
TASK:Create an entitlement process with the name "Premium Support Process" for the Case records. The case should enter this process based on the case created date and exit when it is closed. Include the milestone "first response to priority customers" at order 1, which gives the agent 15 minutes to provide initial response to premium customers.
EXPERIENCE:
Successful plan summary:

- Log in to Salesforce and open Setup.
- Use Quick Find to search for “Entitlement Processes” and open it.
- Click “New Entitlement Process,” select Case as the process object in the wizard, and click Next.
- Enter Entitlement Process Name: “Premium Support Process.”
- Configure the process to start based on Case Created Date and exit when the Case is closed, then Save.
- Click “New Milestone” to add a milestone to the process:
  - Milestone Name: “first response to priority customers”
  - Order: 1
  - Time Trigger: 15 minutes
  - Save

Notes:
- No hot-keys were used.

## Your ultimate task
```
Create an entitlement process with the name Premium Support Process for the Case records. The case should enter this process based on case created date and exist when it is closed. Include the milestone 'first response to priority customers', which gives the agent 15 mins to provide initial response to premium customers.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create an entitlement process with the name "Priority Customer Support" for the Case records. The case should enter this process based on the case created date and exit when it is closed. Include the milestone "first response to priority customers" at order 1, which gives the agent 30 minutes to provide first response to priority customers.
EXPERIENCE:
Successful plan:

- Log in, open Setup.
- In Quick Find, search for and open “Entitlement Processes”.
- Click “New Entitlement Process”.
- Select the Case object for the entitlement process and click “Next”.
- Enter Entitlement Process Name: “Priority Customer Support”.
- Leave default timing: case enters based on Created Date and exits when Case is closed.
- Save the entitlement process.
- Click “New Milestone”.
- Set Milestone Name: “first response to priority customers”.
- Set Order: 1.
- Set Time Trigger: 30 minutes.
- Save the milestone.
Sample 2:
TASK:Create an entitlement process with the name "Premium Support Process" for the Case records. The case should enter this process based on the case created date and exit when it is closed. Include the milestone "first response to priority customers" at order 1, which gives the agent 15 minutes to provide initial response to premium customers.
EXPERIENCE:
Successful plan summary:

- Log in to Salesforce and open Setup.
- Use Quick Find to search for “Entitlement Processes” and open it.
- Click “New Entitlement Process,” select Case as the process object in the wizard, and click Next.
- Enter Entitlement Process Name: “Premium Support Process.”
- Configure the process to start based on Case Created Date and exit when the Case is closed, then Save.
- Click “New Milestone” to add a milestone to the process:
  - Milestone Name: “first response to priority customers”
  - Order: 1
  - Time Trigger: 15 minutes
  - Save

Notes:
- No hot-keys were used.

## Your ultimate task
```
I need an entitlement process called “case email” for Case records. Kick it off using the Case Created Date and wrap it up when the case closes. Add the “Escalate case” milestone that checks whether the Case Contact Email contains “salesforce,” and set its time trigger to 1 minute.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create an entitlement process with the name "Priority Customer Support" for the Case records. The case should enter this process based on the case created date and exit when it is closed. Include the milestone "first response to priority customers" at order 1, which gives the agent 30 minutes to provide first response to priority customers.
EXPERIENCE:
Successful plan:

- Log in, open Setup.
- In Quick Find, search for and open “Entitlement Processes”.
- Click “New Entitlement Process”.
- Select the Case object for the entitlement process and click “Next”.
- Enter Entitlement Process Name: “Priority Customer Support”.
- Leave default timing: case enters based on Created Date and exits when Case is closed.
- Save the entitlement process.
- Click “New Milestone”.
- Set Milestone Name: “first response to priority customers”.
- Set Order: 1.
- Set Time Trigger: 30 minutes.
- Save the milestone.
Sample 2:
TASK:Create an entitlement process with the name "Premium Support Process" for the Case records. The case should enter this process based on the case created date and exit when it is closed. Include the milestone "first response to priority customers" at order 1, which gives the agent 15 minutes to provide initial response to premium customers.
EXPERIENCE:
Successful plan summary:

- Log in to Salesforce and open Setup.
- Use Quick Find to search for “Entitlement Processes” and open it.
- Click “New Entitlement Process,” select Case as the process object in the wizard, and click Next.
- Enter Entitlement Process Name: “Premium Support Process.”
- Configure the process to start based on Case Created Date and exit when the Case is closed, then Save.
- Click “New Milestone” to add a milestone to the process:
  - Milestone Name: “first response to priority customers”
  - Order: 1
  - Time Trigger: 15 minutes
  - Save

Notes:
- No hot-keys were used.

## Your ultimate task
```
Create an entitlement process with the name priority incident for the Incident records. The incident should enter this process based on incident created date and exit when it is closed. Include the milestones 'close case' that checks if the [Incident: Incident closed equals True] and 'first response to priority customers' which checks if [current user: about me does not contain manager] and [incident: priority not equal to High]. Set the time trigger to 1 minute for each milestone.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create an entitlement process with the name "Priority Customer Support" for the Case records. The case should enter this process based on the case created date and exit when it is closed. Include the milestone "first response to priority customers" at order 1, which gives the agent 30 minutes to provide first response to priority customers.
EXPERIENCE:
Successful plan:

- Log in, open Setup.
- In Quick Find, search for and open “Entitlement Processes”.
- Click “New Entitlement Process”.
- Select the Case object for the entitlement process and click “Next”.
- Enter Entitlement Process Name: “Priority Customer Support”.
- Leave default timing: case enters based on Created Date and exits when Case is closed.
- Save the entitlement process.
- Click “New Milestone”.
- Set Milestone Name: “first response to priority customers”.
- Set Order: 1.
- Set Time Trigger: 30 minutes.
- Save the milestone.
Sample 2:
TASK:Create an entitlement process with the name "Premium Support Process" for the Case records. The case should enter this process based on the case created date and exit when it is closed. Include the milestone "first response to priority customers" at order 1, which gives the agent 15 minutes to provide initial response to premium customers.
EXPERIENCE:
Successful plan summary:

- Log in to Salesforce and open Setup.
- Use Quick Find to search for “Entitlement Processes” and open it.
- Click “New Entitlement Process,” select Case as the process object in the wizard, and click Next.
- Enter Entitlement Process Name: “Premium Support Process.”
- Configure the process to start based on Case Created Date and exit when the Case is closed, then Save.
- Click “New Milestone” to add a milestone to the process:
  - Milestone Name: “first response to priority customers”
  - Order: 1
  - Time Trigger: 15 minutes
  - Save

Notes:
- No hot-keys were used.

## Your ultimate task
```
Configure an entitlement process called “order amount” for Work Order records. Begin tracking from the Work Order Created Date and end the process at closure. Add a milestone named “Escalate case” with conditions [work order: total price greater than 5000], [work order: tax less than 400], and [current user: country starts with U], and set its time trigger to 1 minute.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a knowledge article and publish it. The title should be “Headlight Replacement” with the question description "How can I safely replace a malfunctioning car headlight on my own, including steps for removal, installation, and precautions to avoid damage?". The answer should be "To replace a malfunctioning car headlight, first park your vehicle on level ground, turn off the ignition, and open the hood. Locate the headlight housing behind the light assembly. Disconnect the power connector by gently pulling it off, then remove the dust cover if present. Release the bulb by undoing the retaining clip or turning it counterclockwise. Avoid touching the glass of the new bulb with bare fingers, as oils may shorten its lifespan; hold it by the base instead. Insert the new bulb securely, reattach the clip and cover, then reconnect the wiring. Finally, turn on the headlights to confirm proper operation."
EXPERIENCE:
Successful plan to create and publish the knowledge article:

- Log in to the system.
- Open App Launcher, search for “Knowledge,” and open the Knowledge app.
- Click New to create a new article.
- Enter Title: “Headlight Replacement”.
- Enter Question: “How can I safely replace a malfunctioning car headlight on my own, including steps for removal, installation, and precautions to avoid damage?”
- Scroll to the Answer section and enter:
  “To replace a malfunctioning car headlight, first park your vehicle on level ground, turn off the ignition, and open the hood. Locate the headlight housing behind the light assembly. Disconnect the power connector by gently pulling it off, then remove the dust cover if present. Release the bulb by undoing the retaining clip or turning it counterclockwise. Avoid touching the glass of the new bulb with bare fingers, as oils may shorten its lifespan; hold it by the base instead. Insert the new bulb securely, reattach the clip and cover, then reconnect the wiring. Finally, turn on the headlights to confirm proper operation.”
- Click Save.
- Click Publish, then confirm Publish in the dialog.
Sample 2:
TASK:Create a knowledge article and publish it. The title should be "The Science Behind Sleep and Productivity" with the question description "How does sleep quality impact workplace productivity and cognitive function?". The answer should be "Research shows that quality sleep improves memory, decision-making, and creativity. Lack of sleep reduces focus and increases errors. Understanding sleep cycles can help optimize work schedules. Employers can support better sleep habits to boost employee performance and wellbeing."
EXPERIENCE:
Successful plan to create and publish the knowledge article:

- Log in to the system.
- Open App Launcher, search for “knowledge,” and select “Knowledge.”
- Click “New” to create a new article.
- Enter Title: “The Science Behind Sleep and Productivity.”
- Enter Question: “How does sleep quality impact workplace productivity and cognitive function?”
- Scroll to the Answer field if needed and click into it.
- Enter Answer: “Research shows that quality sleep improves memory, decision-making, and creativity. Lack of sleep reduces focus and increases errors. Understanding sleep cycles can help optimize work schedules. Employers can support better sleep habits to boost employee performance and wellbeing.”
- Click “Save.”
- Click “Publish,” then confirm by clicking “Publish” again.

## Your ultimate task
```
Create a knowledge article and publish it. The title should be Headlight Replacement with the question description be "How can I safely replace a malfunctioning car headlight on my own, including steps for removal, installation, and precautions to avoid damage?". The answer should be "To replace a malfunctioning car headlight, first park your vehicle on level ground, turn off the ignition, and open the hood. Locate the headlight housing behind the light assembly. Disconnect the power connector by gently pulling it off, then remove the dust cover if present. Release the bulb by undoing the retaining clip or turning it counterclockwise. Avoid touching the glass of the new bulb with bare fingers, as oils may shorten its lifespan; hold it by the base instead. Insert the new bulb securely, reattach the clip and cover, then reconnect the wiring. Finally, turn on the headlights to confirm proper operation.".
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a knowledge article and publish it. The title should be “Headlight Replacement” with the question description "How can I safely replace a malfunctioning car headlight on my own, including steps for removal, installation, and precautions to avoid damage?". The answer should be "To replace a malfunctioning car headlight, first park your vehicle on level ground, turn off the ignition, and open the hood. Locate the headlight housing behind the light assembly. Disconnect the power connector by gently pulling it off, then remove the dust cover if present. Release the bulb by undoing the retaining clip or turning it counterclockwise. Avoid touching the glass of the new bulb with bare fingers, as oils may shorten its lifespan; hold it by the base instead. Insert the new bulb securely, reattach the clip and cover, then reconnect the wiring. Finally, turn on the headlights to confirm proper operation."
EXPERIENCE:
Successful plan to create and publish the knowledge article:

- Log in to the system.
- Open App Launcher, search for “Knowledge,” and open the Knowledge app.
- Click New to create a new article.
- Enter Title: “Headlight Replacement”.
- Enter Question: “How can I safely replace a malfunctioning car headlight on my own, including steps for removal, installation, and precautions to avoid damage?”
- Scroll to the Answer section and enter:
  “To replace a malfunctioning car headlight, first park your vehicle on level ground, turn off the ignition, and open the hood. Locate the headlight housing behind the light assembly. Disconnect the power connector by gently pulling it off, then remove the dust cover if present. Release the bulb by undoing the retaining clip or turning it counterclockwise. Avoid touching the glass of the new bulb with bare fingers, as oils may shorten its lifespan; hold it by the base instead. Insert the new bulb securely, reattach the clip and cover, then reconnect the wiring. Finally, turn on the headlights to confirm proper operation.”
- Click Save.
- Click Publish, then confirm Publish in the dialog.
Sample 2:
TASK:Create a knowledge article and publish it. The title should be "The Science Behind Sleep and Productivity" with the question description "How does sleep quality impact workplace productivity and cognitive function?". The answer should be "Research shows that quality sleep improves memory, decision-making, and creativity. Lack of sleep reduces focus and increases errors. Understanding sleep cycles can help optimize work schedules. Employers can support better sleep habits to boost employee performance and wellbeing."
EXPERIENCE:
Successful plan to create and publish the knowledge article:

- Log in to the system.
- Open App Launcher, search for “knowledge,” and select “Knowledge.”
- Click “New” to create a new article.
- Enter Title: “The Science Behind Sleep and Productivity.”
- Enter Question: “How does sleep quality impact workplace productivity and cognitive function?”
- Scroll to the Answer field if needed and click into it.
- Enter Answer: “Research shows that quality sleep improves memory, decision-making, and creativity. Lack of sleep reduces focus and increases errors. Understanding sleep cycles can help optimize work schedules. Employers can support better sleep habits to boost employee performance and wellbeing.”
- Click “Save.”
- Click “Publish,” then confirm by clicking “Publish” again.

## Your ultimate task
```
Create a knowledge article and publish it. The title should be "The Science Behind Sleep and Productivity" with the question description be "How does sleep quality impact workplace productivity and cognitive function?". The answer should be "Research shows that quality sleep improves memory, decision-making, and creativity. Lack of sleep reduces focus and increases errors. Understanding sleep cycles can help optimize work schedules. Employers can support better sleep habits to boost employee performance and wellbeing."
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a knowledge article and publish it. The title should be “Headlight Replacement” with the question description "How can I safely replace a malfunctioning car headlight on my own, including steps for removal, installation, and precautions to avoid damage?". The answer should be "To replace a malfunctioning car headlight, first park your vehicle on level ground, turn off the ignition, and open the hood. Locate the headlight housing behind the light assembly. Disconnect the power connector by gently pulling it off, then remove the dust cover if present. Release the bulb by undoing the retaining clip or turning it counterclockwise. Avoid touching the glass of the new bulb with bare fingers, as oils may shorten its lifespan; hold it by the base instead. Insert the new bulb securely, reattach the clip and cover, then reconnect the wiring. Finally, turn on the headlights to confirm proper operation."
EXPERIENCE:
Successful plan to create and publish the knowledge article:

- Log in to the system.
- Open App Launcher, search for “Knowledge,” and open the Knowledge app.
- Click New to create a new article.
- Enter Title: “Headlight Replacement”.
- Enter Question: “How can I safely replace a malfunctioning car headlight on my own, including steps for removal, installation, and precautions to avoid damage?”
- Scroll to the Answer section and enter:
  “To replace a malfunctioning car headlight, first park your vehicle on level ground, turn off the ignition, and open the hood. Locate the headlight housing behind the light assembly. Disconnect the power connector by gently pulling it off, then remove the dust cover if present. Release the bulb by undoing the retaining clip or turning it counterclockwise. Avoid touching the glass of the new bulb with bare fingers, as oils may shorten its lifespan; hold it by the base instead. Insert the new bulb securely, reattach the clip and cover, then reconnect the wiring. Finally, turn on the headlights to confirm proper operation.”
- Click Save.
- Click Publish, then confirm Publish in the dialog.
Sample 2:
TASK:Create a knowledge article and publish it. The title should be "The Science Behind Sleep and Productivity" with the question description "How does sleep quality impact workplace productivity and cognitive function?". The answer should be "Research shows that quality sleep improves memory, decision-making, and creativity. Lack of sleep reduces focus and increases errors. Understanding sleep cycles can help optimize work schedules. Employers can support better sleep habits to boost employee performance and wellbeing."
EXPERIENCE:
Successful plan to create and publish the knowledge article:

- Log in to the system.
- Open App Launcher, search for “knowledge,” and select “Knowledge.”
- Click “New” to create a new article.
- Enter Title: “The Science Behind Sleep and Productivity.”
- Enter Question: “How does sleep quality impact workplace productivity and cognitive function?”
- Scroll to the Answer field if needed and click into it.
- Enter Answer: “Research shows that quality sleep improves memory, decision-making, and creativity. Lack of sleep reduces focus and increases errors. Understanding sleep cycles can help optimize work schedules. Employers can support better sleep habits to boost employee performance and wellbeing.”
- Click “Save.”
- Click “Publish,” then confirm by clicking “Publish” again.

## Your ultimate task
```
Create a knowledge article and publish it. The title should be "Best Practices for Remote Team Collaboration" with the question description be "What strategies help remote teams stay productive and connected?". The answer should be "Effective communication using video calls and instant messaging is key. Setting clear goals and deadlines keeps teams aligned. Regular check-ins foster accountability and morale. Using shared digital tools ensures everyone has access to the latest information. Prioritizing work-life balance prevents burnout."
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a knowledge article and publish it. The title should be “Headlight Replacement” with the question description "How can I safely replace a malfunctioning car headlight on my own, including steps for removal, installation, and precautions to avoid damage?". The answer should be "To replace a malfunctioning car headlight, first park your vehicle on level ground, turn off the ignition, and open the hood. Locate the headlight housing behind the light assembly. Disconnect the power connector by gently pulling it off, then remove the dust cover if present. Release the bulb by undoing the retaining clip or turning it counterclockwise. Avoid touching the glass of the new bulb with bare fingers, as oils may shorten its lifespan; hold it by the base instead. Insert the new bulb securely, reattach the clip and cover, then reconnect the wiring. Finally, turn on the headlights to confirm proper operation."
EXPERIENCE:
Successful plan to create and publish the knowledge article:

- Log in to the system.
- Open App Launcher, search for “Knowledge,” and open the Knowledge app.
- Click New to create a new article.
- Enter Title: “Headlight Replacement”.
- Enter Question: “How can I safely replace a malfunctioning car headlight on my own, including steps for removal, installation, and precautions to avoid damage?”
- Scroll to the Answer section and enter:
  “To replace a malfunctioning car headlight, first park your vehicle on level ground, turn off the ignition, and open the hood. Locate the headlight housing behind the light assembly. Disconnect the power connector by gently pulling it off, then remove the dust cover if present. Release the bulb by undoing the retaining clip or turning it counterclockwise. Avoid touching the glass of the new bulb with bare fingers, as oils may shorten its lifespan; hold it by the base instead. Insert the new bulb securely, reattach the clip and cover, then reconnect the wiring. Finally, turn on the headlights to confirm proper operation.”
- Click Save.
- Click Publish, then confirm Publish in the dialog.
Sample 2:
TASK:Create a knowledge article and publish it. The title should be "The Science Behind Sleep and Productivity" with the question description "How does sleep quality impact workplace productivity and cognitive function?". The answer should be "Research shows that quality sleep improves memory, decision-making, and creativity. Lack of sleep reduces focus and increases errors. Understanding sleep cycles can help optimize work schedules. Employers can support better sleep habits to boost employee performance and wellbeing."
EXPERIENCE:
Successful plan to create and publish the knowledge article:

- Log in to the system.
- Open App Launcher, search for “knowledge,” and select “Knowledge.”
- Click “New” to create a new article.
- Enter Title: “The Science Behind Sleep and Productivity.”
- Enter Question: “How does sleep quality impact workplace productivity and cognitive function?”
- Scroll to the Answer field if needed and click into it.
- Enter Answer: “Research shows that quality sleep improves memory, decision-making, and creativity. Lack of sleep reduces focus and increases errors. Understanding sleep cycles can help optimize work schedules. Employers can support better sleep habits to boost employee performance and wellbeing.”
- Click “Save.”
- Click “Publish,” then confirm by clicking “Publish” again.

## Your ultimate task
```
Create a knowledge article and publish it. The title should be "How to Reset Your Password" with the question description be "How can I reset my password if I forgot it?". The answer should be "To reset your password, go to the login page and click 'Forgot Password'. Enter your email address and follow the instructions sent to your email. The reset link expires in 24 hours for security purposes."
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:Create a knowledge article and publish it. The title should be “Headlight Replacement” with the question description "How can I safely replace a malfunctioning car headlight on my own, including steps for removal, installation, and precautions to avoid damage?". The answer should be "To replace a malfunctioning car headlight, first park your vehicle on level ground, turn off the ignition, and open the hood. Locate the headlight housing behind the light assembly. Disconnect the power connector by gently pulling it off, then remove the dust cover if present. Release the bulb by undoing the retaining clip or turning it counterclockwise. Avoid touching the glass of the new bulb with bare fingers, as oils may shorten its lifespan; hold it by the base instead. Insert the new bulb securely, reattach the clip and cover, then reconnect the wiring. Finally, turn on the headlights to confirm proper operation."
EXPERIENCE:
Successful plan to create and publish the knowledge article:

- Log in to the system.
- Open App Launcher, search for “Knowledge,” and open the Knowledge app.
- Click New to create a new article.
- Enter Title: “Headlight Replacement”.
- Enter Question: “How can I safely replace a malfunctioning car headlight on my own, including steps for removal, installation, and precautions to avoid damage?”
- Scroll to the Answer section and enter:
  “To replace a malfunctioning car headlight, first park your vehicle on level ground, turn off the ignition, and open the hood. Locate the headlight housing behind the light assembly. Disconnect the power connector by gently pulling it off, then remove the dust cover if present. Release the bulb by undoing the retaining clip or turning it counterclockwise. Avoid touching the glass of the new bulb with bare fingers, as oils may shorten its lifespan; hold it by the base instead. Insert the new bulb securely, reattach the clip and cover, then reconnect the wiring. Finally, turn on the headlights to confirm proper operation.”
- Click Save.
- Click Publish, then confirm Publish in the dialog.
Sample 2:
TASK:Create a knowledge article and publish it. The title should be "The Science Behind Sleep and Productivity" with the question description "How does sleep quality impact workplace productivity and cognitive function?". The answer should be "Research shows that quality sleep improves memory, decision-making, and creativity. Lack of sleep reduces focus and increases errors. Understanding sleep cycles can help optimize work schedules. Employers can support better sleep habits to boost employee performance and wellbeing."
EXPERIENCE:
Successful plan to create and publish the knowledge article:

- Log in to the system.
- Open App Launcher, search for “knowledge,” and select “Knowledge.”
- Click “New” to create a new article.
- Enter Title: “The Science Behind Sleep and Productivity.”
- Enter Question: “How does sleep quality impact workplace productivity and cognitive function?”
- Scroll to the Answer field if needed and click into it.
- Enter Answer: “Research shows that quality sleep improves memory, decision-making, and creativity. Lack of sleep reduces focus and increases errors. Understanding sleep cycles can help optimize work schedules. Employers can support better sleep habits to boost employee performance and wellbeing.”
- Click “Save.”
- Click “Publish,” then confirm by clicking “Publish” again.

## Your ultimate task
```
Create a knowledge article and publish it. The title should be "Troubleshooting Network Connectivity Issues" with the question description be "What should I do if I'm experiencing network connectivity problems?". The answer should be "If you're experiencing network connectivity issues, first check your cable connections. Restart your router and modem. If the problem persists, contact your internet service provider. Document any error messages you see."
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
A customer just called saying he can’t get an order through for 35 units of CollabDesign Studio. Using the knowledge article, write a brief, customer-ready note that explains what’s preventing the order.  Note: The knowledge article does exist, but you may need to switch between different list views to find it.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
While trying to buy AIOptics Vision, the customer saw that Workflow Genius and AI DesignShift were automatically added at checkout and got confused. Please use the knowledge article to provide a short, clear explanation for why those items are auto-added.  Note: The knowledge article does exist, but you may need to switch between different list views to find it.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
A Sales Rep tried to apply a 15% discount to a quote totaling $18, but the manager rejected it. Reference the knowledge article and compose a concise reply that explains the reason for the rejection.  Note: The knowledge article does exist, but you may need to switch between different list views to find it.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
A customer is upset because they can’t request a refund on an order placed 15 days ago. Based on the knowledge article, draft a short message clarifying why a refund isn’t available now.  Note: The knowledge article does exist, but you may need to switch between different list views to find it.
```

A retained prompt variant, not an additional task. The memory field contains a heading, with no demonstration example.

## Similar task and experience


## Your ultimate task
```
A customer asked for an additional discount, saying they have a competing offer from another vendor. Per the knowledge article, send a brief reply with only "Yes" or "No".  Note: The knowledge article does exist, but you may need to switch between different list views to find it.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:There are 12 new cases complaining about data corruption issues with the StorageMax Pro system, our primary data storage product. This is causing business blocking impact for customers' data operations. Create an incident record with the following details: Subject: data corruption in storage systems; Urgency: high; Impact: high; Priority: high.
EXPERIENCE:
Successful plan to create the incident:

- Log in to the system.
- Open App Launcher, search for “incidents,” and select “Incidents.”
- Click “New” to start a new incident.
- Fill in the fields:
  - Subject: Data corruption in storage systems
  - Description: 12 new cases have been reported regarding data corruption issues in the StorageMax Pro system, our primary data storage product. This is causing business-blocking impact for customers' data operations.
  - Priority: High (open the Priority dropdown and select High)
- Click “Save” to create the incident.

Notes:
- No hotkeys were used in the trajectory.
Sample 2:
TASK:There are 5 new cases complaining about login failures with the SecureAuth Pro and AccessGuard systems, our authentication products. This is causing partially business blocking impact for customers' security operations. Create an incident record with the following details: Subject: authentication failures in security systems; Urgency: medium; Impact: medium; Priority: moderate.
EXPERIENCE:
Successful plan to create the incident:

- Log in to the system.
- Open App Launcher, search for “incidents,” and select “Incidents.”
- Click “New” to create a new incident.
- Fill fields:
  - Subject: “Authentication failures in security systems”
  - Description: “5 new cases have been reported regarding login failures in the SecureAuth Pro and AccessGuard systems, our authentication products. This is causing partially business-blocking impact for customers' security operations.”
  - Set Urgency to Medium (via dropdown).
  - Set Impact to Medium (via dropdown).
  - Set Priority to Moderate (via dropdown).
- Click “Save.”

Notes:
- No hotkeys were used.

## Your ultimate task
```
Can you open an incident for widespread battery drain on our portable chargers? Multiple customers are seeing the PowerCell X1 and EnergyBoost Max losing charge quickly, disrupting daily operations. Note: PowerCell X1 is partially business blocking, while EnergyBoost Max isn’t blocking since some functions still work. Use these fields—Subject: battery performance degradation in portable charging devices; Urgency: medium; Impact: low; Priority: medium.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:There are 12 new cases complaining about data corruption issues with the StorageMax Pro system, our primary data storage product. This is causing business blocking impact for customers' data operations. Create an incident record with the following details: Subject: data corruption in storage systems; Urgency: high; Impact: high; Priority: high.
EXPERIENCE:
Successful plan to create the incident:

- Log in to the system.
- Open App Launcher, search for “incidents,” and select “Incidents.”
- Click “New” to start a new incident.
- Fill in the fields:
  - Subject: Data corruption in storage systems
  - Description: 12 new cases have been reported regarding data corruption issues in the StorageMax Pro system, our primary data storage product. This is causing business-blocking impact for customers' data operations.
  - Priority: High (open the Priority dropdown and select High)
- Click “Save” to create the incident.

Notes:
- No hotkeys were used in the trajectory.
Sample 2:
TASK:There are 5 new cases complaining about login failures with the SecureAuth Pro and AccessGuard systems, our authentication products. This is causing partially business blocking impact for customers' security operations. Create an incident record with the following details: Subject: authentication failures in security systems; Urgency: medium; Impact: medium; Priority: moderate.
EXPERIENCE:
Successful plan to create the incident:

- Log in to the system.
- Open App Launcher, search for “incidents,” and select “Incidents.”
- Click “New” to create a new incident.
- Fill fields:
  - Subject: “Authentication failures in security systems”
  - Description: “5 new cases have been reported regarding login failures in the SecureAuth Pro and AccessGuard systems, our authentication products. This is causing partially business-blocking impact for customers' security operations.”
  - Set Urgency to Medium (via dropdown).
  - Set Impact to Medium (via dropdown).
  - Set Priority to Moderate (via dropdown).
- Click “Save.”

Notes:
- No hotkeys were used.

## Your ultimate task
```
There are 12 new cases complaining about data corruption issues with the StorageMax Pro system, our primary data storage product. This is causing business blocking impact for customers' data operations. Create an incident record with the following details: Subject: data corruption in storage systems; Urgency: high; Impact: high; Priority: high.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:There are 12 new cases complaining about data corruption issues with the StorageMax Pro system, our primary data storage product. This is causing business blocking impact for customers' data operations. Create an incident record with the following details: Subject: data corruption in storage systems; Urgency: high; Impact: high; Priority: high.
EXPERIENCE:
Successful plan to create the incident:

- Log in to the system.
- Open App Launcher, search for “incidents,” and select “Incidents.”
- Click “New” to start a new incident.
- Fill in the fields:
  - Subject: Data corruption in storage systems
  - Description: 12 new cases have been reported regarding data corruption issues in the StorageMax Pro system, our primary data storage product. This is causing business-blocking impact for customers' data operations.
  - Priority: High (open the Priority dropdown and select High)
- Click “Save” to create the incident.

Notes:
- No hotkeys were used in the trajectory.
Sample 2:
TASK:There are 5 new cases complaining about login failures with the SecureAuth Pro and AccessGuard systems, our authentication products. This is causing partially business blocking impact for customers' security operations. Create an incident record with the following details: Subject: authentication failures in security systems; Urgency: medium; Impact: medium; Priority: moderate.
EXPERIENCE:
Successful plan to create the incident:

- Log in to the system.
- Open App Launcher, search for “incidents,” and select “Incidents.”
- Click “New” to create a new incident.
- Fill fields:
  - Subject: “Authentication failures in security systems”
  - Description: “5 new cases have been reported regarding login failures in the SecureAuth Pro and AccessGuard systems, our authentication products. This is causing partially business-blocking impact for customers' security operations.”
  - Set Urgency to Medium (via dropdown).
  - Set Impact to Medium (via dropdown).
  - Set Priority to Moderate (via dropdown).
- Click “Save.”

Notes:
- No hotkeys were used.

## Your ultimate task
```
Heads up—there are 5 new cases about users failing to log in on SecureAuth Pro and AccessGuard, our authentication products. Customers say it’s partially business blocking for their security workflows. Create an incident with these details—Subject: authentication failures in security systems; Urgency: medium; Impact: medium; Priority: medium.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:There are 12 new cases complaining about data corruption issues with the StorageMax Pro system, our primary data storage product. This is causing business blocking impact for customers' data operations. Create an incident record with the following details: Subject: data corruption in storage systems; Urgency: high; Impact: high; Priority: high.
EXPERIENCE:
Successful plan to create the incident:

- Log in to the system.
- Open App Launcher, search for “incidents,” and select “Incidents.”
- Click “New” to start a new incident.
- Fill in the fields:
  - Subject: Data corruption in storage systems
  - Description: 12 new cases have been reported regarding data corruption issues in the StorageMax Pro system, our primary data storage product. This is causing business-blocking impact for customers' data operations.
  - Priority: High (open the Priority dropdown and select High)
- Click “Save” to create the incident.

Notes:
- No hotkeys were used in the trajectory.
Sample 2:
TASK:There are 5 new cases complaining about login failures with the SecureAuth Pro and AccessGuard systems, our authentication products. This is causing partially business blocking impact for customers' security operations. Create an incident record with the following details: Subject: authentication failures in security systems; Urgency: medium; Impact: medium; Priority: moderate.
EXPERIENCE:
Successful plan to create the incident:

- Log in to the system.
- Open App Launcher, search for “incidents,” and select “Incidents.”
- Click “New” to create a new incident.
- Fill fields:
  - Subject: “Authentication failures in security systems”
  - Description: “5 new cases have been reported regarding login failures in the SecureAuth Pro and AccessGuard systems, our authentication products. This is causing partially business-blocking impact for customers' security operations.”
  - Set Urgency to Medium (via dropdown).
  - Set Impact to Medium (via dropdown).
  - Set Priority to Moderate (via dropdown).
- Click “Save.”

Notes:
- No hotkeys were used.

## Your ultimate task
```
Multiple customers have reported slow response times with the DataFlow X2 and ProcessEngine Max workflow systems, affecting their operational efficiency. This is causing not business blocking impact to both products as workarounds are available. Create an incident record with the following details: Subject: performance degradation in workflow systems; Urgency: low; Impact: low; Priority: low.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:There are 12 new cases complaining about data corruption issues with the StorageMax Pro system, our primary data storage product. This is causing business blocking impact for customers' data operations. Create an incident record with the following details: Subject: data corruption in storage systems; Urgency: high; Impact: high; Priority: high.
EXPERIENCE:
Successful plan to create the incident:

- Log in to the system.
- Open App Launcher, search for “incidents,” and select “Incidents.”
- Click “New” to start a new incident.
- Fill in the fields:
  - Subject: Data corruption in storage systems
  - Description: 12 new cases have been reported regarding data corruption issues in the StorageMax Pro system, our primary data storage product. This is causing business-blocking impact for customers' data operations.
  - Priority: High (open the Priority dropdown and select High)
- Click “Save” to create the incident.

Notes:
- No hotkeys were used in the trajectory.
Sample 2:
TASK:There are 5 new cases complaining about login failures with the SecureAuth Pro and AccessGuard systems, our authentication products. This is causing partially business blocking impact for customers' security operations. Create an incident record with the following details: Subject: authentication failures in security systems; Urgency: medium; Impact: medium; Priority: moderate.
EXPERIENCE:
Successful plan to create the incident:

- Log in to the system.
- Open App Launcher, search for “incidents,” and select “Incidents.”
- Click “New” to create a new incident.
- Fill fields:
  - Subject: “Authentication failures in security systems”
  - Description: “5 new cases have been reported regarding login failures in the SecureAuth Pro and AccessGuard systems, our authentication products. This is causing partially business-blocking impact for customers' security operations.”
  - Set Urgency to Medium (via dropdown).
  - Set Impact to Medium (via dropdown).
  - Set Priority to Moderate (via dropdown).
- Click “Save.”

Notes:
- No hotkeys were used.

## Your ultimate task
```
Urgent request: there are 8 new cases of overheating on the ThermalMax Pro and CoolBreeze Elite systems—our latest HVAC line—and it’s blocking facility operations for customers. Raise an incident with—Subject: overheating defects in HVAC cooling systems; Urgency: high; Impact: high; Priority: high.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:After an intensive investigation, the root cause for the incident 'network connectivity failures across regional offices' is found. We need to create a change request with the following details. Subject: upgrade network infrastructure, Description: implement redundant network connections to prevent future connectivity issues, Priority: High, Impact: Low, Risk Level: Medium. Link this change request to the incident case and update the incident status to in progress.
EXPERIENCE:
Successful plan

- Log in to the system.
- Open the App Launcher, search for “Incidents,” and navigate to the Incidents app/record.
- On the incident record, open the Related tab.
- In the Change Requests related list, click New Change Request, then select Add New Change Request if prompted. (Creating from the incident’s Related tab automatically links the change request to this incident.)
- Populate fields:
  - Subject: Upgrade network infrastructure
  - Description: Implement redundant network connections to prevent future connectivity issues
  - Priority: High
  - Impact: Low
  - Risk Level: Medium
- Save the change request. If a confirmation save is prompted, click Save again.
- Update the incident status:
  - Click Edit Incident Status
  - Set Status to In Progress
  - Click Save

Notes
- No hot-keys were used in the successful execution.
Sample 2:
TASK:After an intensive investigation, the root cause for the incident 'security breach in user authentication system' is found. We need to create a change request with the following details. Subject: enhance security protocols, Description: implement multi-factor authentication and security monitoring tools, Priority: Moderate, Impact: Medium, Risk Level: Low. Link this change request to the incident case and update the incident status to closed.
EXPERIENCE:
Successful plan:

- Log in to the platform.
- Open App Launcher, search for “Incidents,” and open the Incidents app/list.
- Open the target incident and switch to the Related tab.
- In the Change Requests related list, create a new change request (Add New Change Request), which links it to the incident automatically.
- Populate fields:
  - Subject: Enhance security protocols
  - Description: Implement multi-factor authentication and security monitoring tools.
  - Priority: Moderate
  - Impact: Medium
  - Risk Level: Low
- Save the change request.
- Edit the incident, set Status to Closed, and save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
After an intensive investigation, the root cause for the incident 'authentication service outage affecting enterprise applications' is found. We need to create a change request with the following details. Subject: upgrade authentication infrastructure, Description: implement redundant authentication servers to prevent future service outages, Priority: High, Impact: Medium, Risk Level: Low. Link this change request to the incident case and update the incident status to in progress.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:After an intensive investigation, the root cause for the incident 'network connectivity failures across regional offices' is found. We need to create a change request with the following details. Subject: upgrade network infrastructure, Description: implement redundant network connections to prevent future connectivity issues, Priority: High, Impact: Low, Risk Level: Medium. Link this change request to the incident case and update the incident status to in progress.
EXPERIENCE:
Successful plan

- Log in to the system.
- Open the App Launcher, search for “Incidents,” and navigate to the Incidents app/record.
- On the incident record, open the Related tab.
- In the Change Requests related list, click New Change Request, then select Add New Change Request if prompted. (Creating from the incident’s Related tab automatically links the change request to this incident.)
- Populate fields:
  - Subject: Upgrade network infrastructure
  - Description: Implement redundant network connections to prevent future connectivity issues
  - Priority: High
  - Impact: Low
  - Risk Level: Medium
- Save the change request. If a confirmation save is prompted, click Save again.
- Update the incident status:
  - Click Edit Incident Status
  - Set Status to In Progress
  - Click Save

Notes
- No hot-keys were used in the successful execution.
Sample 2:
TASK:After an intensive investigation, the root cause for the incident 'security breach in user authentication system' is found. We need to create a change request with the following details. Subject: enhance security protocols, Description: implement multi-factor authentication and security monitoring tools, Priority: Moderate, Impact: Medium, Risk Level: Low. Link this change request to the incident case and update the incident status to closed.
EXPERIENCE:
Successful plan:

- Log in to the platform.
- Open App Launcher, search for “Incidents,” and open the Incidents app/list.
- Open the target incident and switch to the Related tab.
- In the Change Requests related list, create a new change request (Add New Change Request), which links it to the incident automatically.
- Populate fields:
  - Subject: Enhance security protocols
  - Description: Implement multi-factor authentication and security monitoring tools.
  - Priority: Moderate
  - Impact: Medium
  - Risk Level: Low
- Save the change request.
- Edit the incident, set Status to Closed, and save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
The root cause for the incident “data sync service disruption across mobile and web platforms” is confirmed. Go ahead and raise a change request titled “implement data synchronization monitoring” with this description: deploy real-time sync monitoring tools to detect and prevent data inconsistencies. Set Priority to Medium, Impact to High, and Risk Level to Medium. Associate the CR with the incident ticket and set the incident’s status to open.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:After an intensive investigation, the root cause for the incident 'network connectivity failures across regional offices' is found. We need to create a change request with the following details. Subject: upgrade network infrastructure, Description: implement redundant network connections to prevent future connectivity issues, Priority: High, Impact: Low, Risk Level: Medium. Link this change request to the incident case and update the incident status to in progress.
EXPERIENCE:
Successful plan

- Log in to the system.
- Open the App Launcher, search for “Incidents,” and navigate to the Incidents app/record.
- On the incident record, open the Related tab.
- In the Change Requests related list, click New Change Request, then select Add New Change Request if prompted. (Creating from the incident’s Related tab automatically links the change request to this incident.)
- Populate fields:
  - Subject: Upgrade network infrastructure
  - Description: Implement redundant network connections to prevent future connectivity issues
  - Priority: High
  - Impact: Low
  - Risk Level: Medium
- Save the change request. If a confirmation save is prompted, click Save again.
- Update the incident status:
  - Click Edit Incident Status
  - Set Status to In Progress
  - Click Save

Notes
- No hot-keys were used in the successful execution.
Sample 2:
TASK:After an intensive investigation, the root cause for the incident 'security breach in user authentication system' is found. We need to create a change request with the following details. Subject: enhance security protocols, Description: implement multi-factor authentication and security monitoring tools, Priority: Moderate, Impact: Medium, Risk Level: Low. Link this change request to the incident case and update the incident status to closed.
EXPERIENCE:
Successful plan:

- Log in to the platform.
- Open App Launcher, search for “Incidents,” and open the Incidents app/list.
- Open the target incident and switch to the Related tab.
- In the Change Requests related list, create a new change request (Add New Change Request), which links it to the incident automatically.
- Populate fields:
  - Subject: Enhance security protocols
  - Description: Implement multi-factor authentication and security monitoring tools.
  - Priority: Moderate
  - Impact: Medium
  - Risk Level: Low
- Save the change request.
- Edit the incident, set Status to Closed, and save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
We’ve identified what caused the “network connectivity failures across regional offices” incident. Create a change request now: Subject—upgrade network infrastructure; Description—implement redundant network connections to prevent future connectivity issues; Priority—High; Impact—Low; Risk Level—Medium. Link the CR back to the incident and update the incident status to in progress.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:After an intensive investigation, the root cause for the incident 'network connectivity failures across regional offices' is found. We need to create a change request with the following details. Subject: upgrade network infrastructure, Description: implement redundant network connections to prevent future connectivity issues, Priority: High, Impact: Low, Risk Level: Medium. Link this change request to the incident case and update the incident status to in progress.
EXPERIENCE:
Successful plan

- Log in to the system.
- Open the App Launcher, search for “Incidents,” and navigate to the Incidents app/record.
- On the incident record, open the Related tab.
- In the Change Requests related list, click New Change Request, then select Add New Change Request if prompted. (Creating from the incident’s Related tab automatically links the change request to this incident.)
- Populate fields:
  - Subject: Upgrade network infrastructure
  - Description: Implement redundant network connections to prevent future connectivity issues
  - Priority: High
  - Impact: Low
  - Risk Level: Medium
- Save the change request. If a confirmation save is prompted, click Save again.
- Update the incident status:
  - Click Edit Incident Status
  - Set Status to In Progress
  - Click Save

Notes
- No hot-keys were used in the successful execution.
Sample 2:
TASK:After an intensive investigation, the root cause for the incident 'security breach in user authentication system' is found. We need to create a change request with the following details. Subject: enhance security protocols, Description: implement multi-factor authentication and security monitoring tools, Priority: Moderate, Impact: Medium, Risk Level: Low. Link this change request to the incident case and update the incident status to closed.
EXPERIENCE:
Successful plan:

- Log in to the platform.
- Open App Launcher, search for “Incidents,” and open the Incidents app/list.
- Open the target incident and switch to the Related tab.
- In the Change Requests related list, create a new change request (Add New Change Request), which links it to the incident automatically.
- Populate fields:
  - Subject: Enhance security protocols
  - Description: Implement multi-factor authentication and security monitoring tools.
  - Priority: Moderate
  - Impact: Medium
  - Risk Level: Low
- Save the change request.
- Edit the incident, set Status to Closed, and save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
Root cause nailed down for the “security breach in user authentication system” incident. Please do the following: 1) Create a change request with Subject: enhance security protocols. 2) Description: implement multi-factor authentication and security monitoring tools. 3) Set Priority: Medium, Impact: Medium, Risk Level: Low. 4) Link the change to the incident record and update the incident status to closed.
```

A retained prompt variant, not an additional task.

## Similar task and experience

Sample 1:
TASK:After an intensive investigation, the root cause for the incident 'network connectivity failures across regional offices' is found. We need to create a change request with the following details. Subject: upgrade network infrastructure, Description: implement redundant network connections to prevent future connectivity issues, Priority: High, Impact: Low, Risk Level: Medium. Link this change request to the incident case and update the incident status to in progress.
EXPERIENCE:
Successful plan

- Log in to the system.
- Open the App Launcher, search for “Incidents,” and navigate to the Incidents app/record.
- On the incident record, open the Related tab.
- In the Change Requests related list, click New Change Request, then select Add New Change Request if prompted. (Creating from the incident’s Related tab automatically links the change request to this incident.)
- Populate fields:
  - Subject: Upgrade network infrastructure
  - Description: Implement redundant network connections to prevent future connectivity issues
  - Priority: High
  - Impact: Low
  - Risk Level: Medium
- Save the change request. If a confirmation save is prompted, click Save again.
- Update the incident status:
  - Click Edit Incident Status
  - Set Status to In Progress
  - Click Save

Notes
- No hot-keys were used in the successful execution.
Sample 2:
TASK:After an intensive investigation, the root cause for the incident 'security breach in user authentication system' is found. We need to create a change request with the following details. Subject: enhance security protocols, Description: implement multi-factor authentication and security monitoring tools, Priority: Moderate, Impact: Medium, Risk Level: Low. Link this change request to the incident case and update the incident status to closed.
EXPERIENCE:
Successful plan:

- Log in to the platform.
- Open App Launcher, search for “Incidents,” and open the Incidents app/list.
- Open the target incident and switch to the Related tab.
- In the Change Requests related list, create a new change request (Add New Change Request), which links it to the incident automatically.
- Populate fields:
  - Subject: Enhance security protocols
  - Description: Implement multi-factor authentication and security monitoring tools.
  - Priority: Moderate
  - Impact: Medium
  - Risk Level: Low
- Save the change request.
- Edit the incident, set Status to Closed, and save.

Notes:
- No hot-keys were used.

## Your ultimate task
```
Good news—we’ve pinned down the cause behind the “database performance degradation in reporting systems” incident. Log a change request with Subject: optimize database performance and Description: implement database indexing and query optimization to improve reporting speed. Set Priority: Low, Impact: High, and Risk Level: High. Tie this change to the incident case and switch the incident status to in progress.
```