Salesforce | How To Prompt Salesforce Like A Pro Using Atolio

This guide will show you how to use Atolio’s assistant to quickly find information about your customers in Salesforce.

Let’s learn how to use Atolio to get a briefing on an account opportunity in Salesforce.

  1. Open the chat window in Atolio:

    open-the-chat

  2. Type your question: In the chat window, type “Give me a briefing for the [Account Name] opportunity in Salesforce.”

    • Replace [Account Name] with the actual name of the account you are interested in.

    type-your-question

  3. See the assistant’s response: The assistant will provide a detailed briefing about the opportunity, including relevant information from Salesforce.

    see-the-response

  4. Ask follow-up questions: Use follow-up questions to dive deeper into the details provided by the assistant, including relevant information from Salesforce.

    ask-follow-up

Atolio’s assistant makes finding and managing information about your sales opportunities easy. Use these tips to make the most of Atolio and stay on top of your sales game.

Thanks for using Atolio! Check out our user guide here for more tips and tricks.