Course overview
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Priya's Thursday, two ways

9 lessons · 24 prompts

A day in the life of a Salesforce Administrator: what changes with these prompts.

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Priya, a Salesforce administrator at a mid-sized healthcare company.

Priya starts Thursday with a release note about a changed picklist behavior. She pastes the summary into ChatGPT and asks for a plain-language list of what might affect her sales team. She gets three checks to run in her sandbox before her 10 a.m. call.

A support rep sends a screenshot: a validation rule is blocking a close date edit. Priya describes the rule in Claude and asks why it might fire. Claude points to a missing permission on a related field, so she tests that first.

Her manager asks for a dashboard on open cases by region. Priya uses Gemini to compare report types and draft the dashboard layout. She adjusts the filters herself and sends the link by lunch.

With the afternoon free, she writes a short test plan for the picklist change and walks a new user through their access issue. She leaves on time and takes her daughter to swim practice.

Before

  • Release notes pile up unread
  • Users wait while I dig
  • Reports take three tries
  • Changes feel risky and rushed

After this course

  • I check release notes in minutes
  • I find the cause faster
  • Reports answer the first question
  • Changes ship with a short test plan

What you'll learn

  • Learning releases: Use prompts to summarize a release note and turn it into a short list of changes that matter to your org.
  • Formulas and rules: Ask for formula logic, error explanations, and validation rule wording you can test.
  • Flow design: Turn a business request into clear automation steps before you build in Flow.
  • Reports and dashboards: Get help choosing report types and shaping a dashboard that answers the actual question.
  • Imports and cleanup: Prepare messy data with prompts that check fields, duplicates, and load order.
  • Troubleshooting: Describe a user's problem and get a short list of where to look first.
  • Security and access: Draft an access model in plain language and spot gaps before they grow.
  • Docs, tests, messages: Produce short change notes, test cases, and user announcements that keep everyone aligned.

How this course works

  1. 9 lessonsOne task of your job each, from learning new salesforce features to working with users and stakeholders.
  2. Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
  3. Tick and completeTick the prompts you tried and mark each lesson complete.
  4. Get certifiedFinish and keep the prompts as your own library.