Claudeforce: 37 ways to start, and a much bigger picture ahead

What it does

Combines the day’s Salesforce events, opportunities nearing their close date, outstanding commitments, and available unread customer email into a practical rundown.

Business use

A useful starting point for a seller balancing delivery, prospecting, and existing accounts. Treat the briefing as a prioritisation aid and check the underlying records before acting.

Prepare

Current close dates, next steps, and calendar records; email access adds context.

Try asking“What needs my attention today, and which three things should I tackle first?”

What it does

Assesses an individual seller’s open opportunities by stage, coverage, age, and risk, using Salesforce aggregates and supporting deal records.

Business use

Use it ahead of a pipeline meeting to identify the conversations worth having. A full-looking pipeline can still depend on a few uncertain opportunities; this helps focus the review.

Prepare

Accurate opportunity stages and amounts; agreed targets make coverage more meaningful.

Try asking“Review my pipeline for this quarter and flag the deals that need attention.”

What it does

Builds a manager’s view of team opportunities, forecast exposure, and the deals most likely to move the result, with questions for individual sellers.

Business use

Useful when a sales meeting is dominated by status reporting. Let the evidence shape a shorter discussion about decisions, support, and the biggest gaps.

Prepare

Visibility of the relevant users and opportunities; clear team ownership.

Try asking“Review my team’s pipeline and suggest the coaching conversations that matter this week.”

What it does

Drafts an account of the forecast using opportunity totals, important deals, and available field history, including movements, risks, and support needed.

Business use

Useful for leaders who need to explain what changed and why. Check that the narrative distinguishes a customer’s commitment from a seller’s judgement.

Prepare

Consistent forecast categories and a shared definition of commit and best case.

Try asking“Draft my forecast update, explaining the main changes and where I need help.”

What it does

Summarises wins, losses, opportunity movements, and recent activity, drawing on Salesforce and any relevant connected communications.

Business use

Use it to prepare a manager update or spot a commitment that would otherwise disappear over the weekend. It can also give the next team meeting a useful starting point.

Prepare

Recent activity and opportunity records; connected communications improve the picture.

Try asking“Summarise my week and draft an update with priorities for next Monday.”

What it does

Presents Salesforce Event records for a chosen period, including local times, locations, and linked accounts, contacts, or opportunities.

Business use

Handy for planning a busy customer day or checking which meetings need preparation. Its Salesforce event view should not be assumed to contain every appointment in an unconnected calendar.

Prepare

Meetings recorded or synchronised into Salesforce; correct time-zone settings.

Try asking“Show my customer meetings for the next three days, with the associated accounts.”

What it does

Prepares a manager for a one-to-one using the named rep’s pipeline, activity, and current work, with suggested questions and areas needing support.

Business use

Use the time to discuss a difficult deal, workload, or next move. Treat a low activity count as a question to explore.

Prepare

Correct identification of the internal seller and permission to view their work.

Try asking“Prepare me for my one-to-one with Sam, including where I could help.”

What it does

Uses unread threads and Salesforce context to build a response queue and draft replies, with writing patterns informed by available sent email.

Business use

Useful when an important customer request is competing with a crowded inbox. Review the proposed reply and check dates, pricing, and promises before sending.

Prepare

An authorised email connection and access to the relevant customer threads.

Try asking“Which customer emails need a response today? Draft replies to the most urgent.”

What it does

Builds a scored assessment from opportunity information, stakeholders, activity, and available communications, with evidence for identified risks.

Business use

Useful before committing a deal to the forecast. A score should lead to specific questions about qualification and buyer intent; it cannot guarantee whether the customer will sign.

Prepare

Agreed qualification criteria, current deal fields, and reliable activity history.

Try asking“Review this opportunity and show the evidence behind its biggest risks.”

What it does

Examines qualification, stakeholders, activity, and stage requirements to suggest blockers, responsible people, and a sequence of next actions.

Business use

Useful when a deal has sat at the same stage for weeks. It can help replace a vague instruction to chase with a concrete conversation about what the buyer still needs.

Prepare

Meaningful stage definitions and clear records of outstanding commitments.

Try asking“What is stopping this deal progressing, and who needs to do what next?”

What it does

Creates a risk digest using close dates, activity, next steps, forecast fields, and available messages or documents.

Business use

Use it to select deals for closer inspection before the next forecast call. A quiet period may have an innocent explanation, so validate the signal with the account owner.

Prepare

Recent activity, maintained close dates, and enough history to understand change.

Try asking“Which deals have developed warning signs since our last review?”

What it does

Models a downside scenario against available pipeline and forecast information, using quota where available to show the shortfall and possible alternatives.

Business use

Useful when the quarter relies heavily on one customer. Explore contingency options early, and weigh how dependable each late-stage opportunity really is.

Prepare

A clear scenario, accurate opportunity values, and the relevant target.

Try asking“If this deal moves into next quarter, what gap does it leave and what could cover it?”

What it does

Combines opportunity context and available conversations into a customer-facing case and a dated mutual action plan.

Business use

Useful when procurement, legal, and the buyer’s internal approvals need coordinating. Dates and responsibilities only become a mutual plan once the customer has agreed to them.

Prepare

Known buyer priorities, approval steps, stakeholders, and an evidence-based target date.

Try asking“Draft a close plan covering the customer’s decision, procurement, and remaining approvals.”

What it does

Draws on the current opportunity, previous deal outcomes, and approved internal material to suggest a response or talk track.

Business use

Useful when a seller needs more than a generic rebuttal. Check that any proof point, competitive statement, or commercial concession is supported and appropriate for this customer.

Prepare

The objection in the customer’s words and access to approved supporting material.

Try asking“The buyer says the change is too disruptive. Help me prepare a relevant response.”

What it does

Uses contacts, opportunity roles, and available communications to outline influence, sentiment, relationship coverage, and possible introductions.

Business use

Useful when the whole opportunity depends on one friendly contact. Treat inferred influence or sentiment as something to validate, particularly where the buying group is poorly documented.

Prepare

Contact roles, relationship history, and communications that reveal the decision process.

Try asking“Map the buying group and show which important relationships we are missing.”

What it does

Builds an account brief from Salesforce records, contacts, and activity, supplemented by relevant connected email, documents, and Slack.

Business use

Useful when taking over an account or covering a colleague. Start with what has already been promised and what remains unresolved, so the customer does not have to repeat their history.

Prepare

A matched account and accessible activity history; optional connectors add context.

Try asking“Bring me up to speed on this account, including open commitments and current opportunities.”

What it does

Builds a prospect brief covering company facts, recent developments, possible priorities, contacts, and fit with your ideal customer profile.

Business use

Useful before a first conversation or targeted outreach. Keep confirmed facts separate from suggested buying needs; an expansion announcement does not prove that a prospect wants your product.

Prepare

The correct company identity and a clear description of your ideal customer.

Try asking“Research this company and suggest three informed questions for an introductory call.”

What it does

Retrieves or builds an account plan using Salesforce account, pipeline, activity, and relationship data, including priorities, competition, and measures of success.

Business use

Useful for strategic customers where several people contribute to the relationship. Agree the objectives and owners before treating a generated plan as the team’s operating plan.

Prepare

Account planning capability and relevant data; saving needs enabled write access.

Try asking“Build an account plan around this customer’s priorities and our next six months of work.”

What it does

Ranks a selected account list or wider book using Salesforce fit, engagement, activity, contact, and opportunity information, with suggested actions by tier.

Business use

Useful when a small team cannot give every account the same attention. Review the criteria so the ranking reflects your strategy. Customers with the most complete records will otherwise tend to rise to the top.

Prepare

Agreed fit criteria and sufficiently consistent account and engagement data.

Try asking“Tier my accounts and suggest where I should focus prospecting this month.”

What it does

Compares recorded products, contacts, and opportunities with available customer context to suggest and rank possible expansion plays.

Business use

Useful before an account review. The best next conversation should follow an evidenced customer need, with ownership information checked before proposing something the customer already has.

Prepare

Reliable product ownership and opportunity data, plus customer priorities.

Try asking“Where could we help this customer next, and what evidence supports each suggestion?”

What it does

Assesses account health using available account, renewal, case, task, and health information, supplemented by relevant connected communications.

Business use

Useful before a business review or retention discussion. A healthy sales relationship can still hide unresolved delivery issues; look at the evidence behind any overall rating.

Prepare

Accessible service and renewal information; usable records of customer outcomes.

Try asking“Prepare a customer health review, showing risks, value delivered, and questions we should ask.”

What it does

Builds a renewal brief from opportunities and available communications, considering timing, activity, potential uplift, and the next steps to take.

Business use

Useful when renewals are spread across account owners or get attention too late. Confirm contract dates and notice periods against the authoritative agreement before deciding when to act.

Prepare

Renewal opportunities and reliable contract timing; relevant agreements add context.

Try asking“Review next quarter’s renewals and identify which need an early customer conversation.”

What it does

Collects customer quotations and themes from available call transcripts and email threads across the relevant Salesforce accounts.

Business use

Useful when deciding whether a pricing objection or product issue is isolated. Check the source and sample: the customers with recorded conversations may not represent the whole customer base.

Prepare

Accessible transcripts or email; a defined topic and relevant account scope.

Try asking“What have customers said about onboarding recently? Group the feedback and show its sources.”

What it does

Uses lead and account data, research, and available engagement to propose an inbound lead’s priority, routing, and next step.

Business use

Useful when response queues are busy. Keep the routing rules explicit and review borderline cases so incomplete information does not automatically bury a potentially valuable enquiry.

Prepare

An agreed ideal customer profile, lead fields, and clear routing rules.

Try asking“Assess this new enquiry and recommend its priority, owner, and next action.”

What it does

Prepares a personalised message using contact, account, opportunity, and activity information, with relevant connected conversations or documents where available.

Business use

Useful for starting or reopening a specific conversation. Review the reason for contacting the person, the evidence, and the tone before sending; personalisation should not introduce invented familiarity.

Prepare

A verified contact, a legitimate reason for outreach, and usable relationship context.

Try asking“Draft a short re-engagement email based on our last conversation and their current priorities.”

What it does

Builds a one-page briefing from meeting, account, opportunity, contact, and activity data, supported by available email, documents, and Slack.

Business use

Useful when preparation means opening several systems and piecing together a story. Ask for unresolved commitments and discovery questions, and keep the account history brief.

Prepare

A clear meeting or account match and current customer records.

Try asking“Prep me for tomorrow’s customer review: attendees, open issues, and the questions we need answered.”

What it does

Uses a supplied meeting transcript and Salesforce context to draft a customer email and internal summary covering decisions, commitments, questions, and proposed next steps.

Business use

Useful immediately after a call, while the discussion is fresh. Check that the draft distinguishes a tentative suggestion from an agreed customer commitment before sharing it.

Prepare

A usable transcript or meeting notes, matched to the correct account and deal.

Try asking“Use these notes to draft the customer follow-up and an internal recap, with owners and dates.”

What it does

Summarises an accessible Salesforce voice or video call transcript, including customer sentiment, decisions, next steps, and related opportunities.

Business use

Useful for catching up on a recorded conversation without replaying the whole meeting. Verify critical wording against the transcript; poor transcription can change the meaning of a commitment.

Prepare

A supported recorded call and accessible transcript; record changes depend on enabled tools.

Try asking“Summarise the latest recorded call on this account and list the agreed next steps.”

What it does

Uses calendar availability and customer records to propose or book a meeting, then log the confirmed event where the necessary connections and write tools are enabled.

Business use

Useful when arranging follow-ups involves repeated calendar checks. Confirm the attendees, time zones, and agenda before any invitation is sent or customer event is created.

Prepare

Calendar access, correct attendee details, and enabled tools for booking and logging.

Try asking“Find time next week for a review with this customer’s project team and prepare the invite.”

What it does

Audits open opportunities for weak next steps, missing information, stage mismatches, and relationship gaps, producing a prioritised list of fixes.

Business use

Useful before forecasting or a wider AI pilot. Use it to find which records need attention. Correcting them remains a deliberate step for your team.

Prepare

Agreed expectations for opportunity completeness and permission to view the records.

Try asking“Audit my opportunities and prioritise the data problems that could affect this quarter’s forecast.”

What it does

Analyses closed opportunities and available history or conversations to examine win rates, loss stages, objections, and recurring deal characteristics.

Business use

Useful for improving qualification, messaging, or coaching. Check the sample and recorded loss reasons before assuming a pattern proves why customers made their decisions.

Prepare

Reliable closed-deal data and enough examples for a meaningful comparison.

Try asking“Compare our recent wins and losses and suggest two changes worth testing.”

What it does

Matches the prospect and an active Agentforce engagement or lead-nurturing agent, then supports assignment after confirmation when the required tools are enabled.

Business use

Useful for a defined qualification or outreach hand-off. It works with an agent you already have set up. Your prospecting programme and outreach rules still need defining separately.

Prepare

An active, appropriately configured Agentforce agent and relevant access and entitlements.

Try asking“Prepare to assign this contact to our active lead-nurturing agent and show me the match first.”

What it does

Turns a summary or transcript into a Salesforce Task associated with matched customer records, with confirmation before saving where writes are enabled.

Business use

Useful when useful customer knowledge stays in personal notes. Check the account, contact, and opportunity match so an accurate summary does not end up on the wrong record.

Prepare

A clear summary and correct record matches; saving needs enabled write tools.

Try asking“Draft an activity log from these notes and show which customer records it will link to.”

What it does

Builds a dated timeline from completed Salesforce Tasks and Events, including the people involved and available notes.

Business use

Useful before chasing an unanswered request or taking over an account. The result reflects recorded activity; conversations that were never logged will still need to be supplied.

Prepare

Activity recorded against the correct records and accessible to the user.

Try asking“Show the last two months of activity on this opportunity, including commitments and follow-up.”

What it does

Locates an authoritative internal source for a question, using available documents, Slack, email, and Salesforce, favouring current approved material.

Business use

Useful when a customer asks about security, commercial terms, or an unusual requirement. Confirm that the returned document is approved for the purpose and audience before sharing it externally.

Prepare

Connected internal knowledge sources with clear ownership and versioning.

Try asking“Find our current approved answer to this security question and show me the source.”

What it does

Identifies patterns such as greetings, sign-offs, tone, structure, and message length in accessible sent email to inform later drafts.

Business use

Useful when generated outreach sounds unlike the person sending it. Review the profile and examples so an old habit or a special-case message does not become the default style.

Prepare

Access to suitable sent-mail examples and a review of the resulting profile.

Try asking“Learn my email style and show the writing profile you would use for future drafts.”

What it does

Supports updates to one opportunity, such as stage, close date, value, or next step, using the org’s available fields and confirming the change before saving.

Business use

Useful after a customer conversation establishes a real change. Keep the proposed field values visible and check the saved result, especially where downstream reporting depends on the field.

Prepare

A write-capable connection, appropriate permissions, and valid required fields.

Try asking“Change this opportunity’s close date to the agreed date and show me the proposed update first.”