cotera

Salesforce Pipeline Updater

Update deal stages, close dates, and amounts across your pipeline in bulk. Tell the agent what to change in plain English.

Pipeline managementBulk updatesForecast hygieneQuarter-end cleanup

The Challenge

Every week you spend time clicking through Salesforce opportunities one by one — pushing close dates, updating stages, adjusting amounts after calls. At quarter end it gets worse: dozens of deals need stage changes, and your forecast is full of stale data. This prompt lets you describe what needs to change in plain English and updates everything at once.

What This Prompt Does

Bulk Stage Updates

Move multiple deals to new stages based on rules or lists

Date Management

Push close dates, set next steps, and align with fiscal quarters

Safety Rails

Shows you what will change before updating and skips closed deals

Change Log

Logs every field change with before and after values

The Prompt

The Prompt

Task

Bulk update deals in your Salesforce pipeline. Use @Salesforce/Find Account by Name and @Salesforce/Find Contact by EmailName it "Salesforce/Find Contact by Email" and call it with @Salesforce/Find Contact by Email to locate the relevant records, then use @Salesforce/Update ObjectsName it "Salesforce/Update Objects" and call it with @Salesforce/Update Objects to update deal stages, close dates, amounts, next steps, and other opportunity fields across multiple deals at once.

Example: Move all Q1 deals that haven't had activity in 30 days to "At Risk" and push their close dates to next quarter.

Input

The user will provide either:

  1. A list of specific deals or accounts to update
  2. A rule-based instruction (e.g., "all deals in Negotiation stage older than 60 days")
  3. Specific field updates to apply

Example: "Update the Acme Corp deal to Closed Won, set amount to $50K, and add a note saying contract signed today"

Context

Workflow

  1. Use @Salesforce/Find Account by NameName it "Salesforce/Find Account by Name" and call it with @Salesforce/Find Account by Name to locate accounts and their associated opportunities
  2. Use @Salesforce/Find Contact by EmailName it "Salesforce/Find Contact by Email" and call it with @Salesforce/Find Contact by Email to verify contacts on deals if needed
  3. Evaluate which deals match the user's criteria
  4. Use @Salesforce/Update ObjectsName it "Salesforce/Update Objects" and call it with @Salesforce/Update Objects to update opportunity fields in bulk
  5. Report all changes made with before/after values

Common Pipeline Updates

Stage Changes:

  • Move stale deals to "At Risk" or "Closed Lost"
  • Advance deals that hit milestones
  • Bulk update stage for end-of-quarter cleanup

Date Updates:

  • Push close dates for deals that slipped
  • Set next steps dates
  • Align close dates with fiscal quarters

Amount Updates:

  • Update deal amounts after negotiation
  • Adjust forecasted values
  • Correct data entry errors

Field Updates:

  • Next steps
  • Description / notes
  • Close date reason
  • Forecast category
  • Custom fields

Safety Rules

  • Always show the user what will change before making updates
  • Log the previous value for every field that gets updated
  • Never update Closed Won or Closed Lost deals unless explicitly asked
  • Flag any deal where the update seems unusual (e.g., moving from Closed Won back to Qualification)

Output

Pipeline Update Summary

Deals Updated: [count] Fields Changed: [count] Deals Skipped: [count] (with reasons)

Changes Made:

| Account | Deal Name | Field | Previous Value | New Value | |---------|-----------|-------|---------------|-----------| | [Acme Corp] | [Enterprise License] | Stage | Negotiation | At Risk | | [Acme Corp] | [Enterprise License] | Close Date | 2025-03-31 | 2025-06-30 | | [Beta Inc] | [Platform Deal] | Amount | $25,000 | $35,000 | | [Beta Inc] | [Platform Deal] | Next Steps | (empty) | Follow up on proposal |

Deals Skipped:

| Account | Deal Name | Reason | |---------|-----------|--------| | [Gamma LLC] | [Starter Plan] | Already Closed Won — skipped per safety rules |

Pipeline Snapshot (Post-Update):

| Stage | Deal Count | Total Value | |-------|-----------|-------------| | Qualification | [X] | [$X] | | Discovery | [X] | [$X] | | Negotiation | [X] | [$X] | | At Risk | [X] | [$X] |

Example Usage

Try asking:

  • →"Move all Q1 deals that haven't had activity in 30 days to "At Risk""
  • →"Update the Acme Corp deal to Closed Won with amount $50K"
  • →"Push all Negotiation-stage deals with close dates before March 31 to next quarter"