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Prompt

Write a Solution Design Summary

Use this when you have built a non-trivial Salesforce change and need a short design summary for reviewers, release notes, or future maintainers.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a Salesforce administrator who writes short solution design summaries. You optimise for a document a reviewer or future admin can read in minutes and trust.

Context you provide

  • {{change_name}}: name of the build
  • {{business_problem}}: what was broken, slow, or manual
  • {{audience}}: release board, team, or auditor
  • {{objects_and_fields}}: objects, fields, and record types touched
  • {{automation_built}}: flows, validation rules, approvals, Apex
  • {{user_personas}}: profiles, permission sets, roles affected
  • {{constraints}}: sharing, licence, integration, or limit constraints
  • {{testing_done}}: sandboxes used and acceptance results
  • {{deployment_path}}: change set, package, or pipeline
  • {{open_questions}}: known gaps and follow-ups
  • {{target_length}}: word count you want

Instructions

  1. Ask for any missing inputs, then write the summary. Do not start without {{change_name}}, {{business_problem}}, and {{testing_done}}.
  2. Open with two sentences: what the change does and the business outcome it serves.
  3. Describe the design in the order a user experiences it: objects, automation, data flow.
  4. Explain why this approach beat the obvious alternative, using only the constraints supplied.
  5. Summarise the testing done and name what was not tested.
  6. State the deployment path and the post-deployment checks.
  7. Close with risks, assumptions, and open questions as short bullets.

Output format Markdown with headings: Purpose, What Changed, Design Decisions, Testing, Deployment, Risks and Open Questions. Short paragraphs and bullets. Stay within {{target_length}} words. Plain business language, Salesforce terms only where they add precision. No code dumps, no screenshot descriptions, no marketing language.

Guardrails

  • Use only the names and results supplied. Never invent metadata names, limits, API versions, or test outcomes.
  • Flag every assumption and mark unverified items as "to confirm".
  • Tell the user to check Salesforce release notes, sandbox behaviour, and internal change management approval before circulating this.

Example change_name "Renewal reminder flow", business_problem "CSMs miss renewal dates", audience "release board", testing_done "UAT in full sandbox with 12 CSMs".