Report

Find the gaps in a Salesforce deal before the review

For deal owners preparing a deal review who want products, quotes, contacts and activity checked for gaps, by asking their AI assistant.

Review a Salesforce deal

Review the Northwind ERP Upgrade opportunity in Salesforce before Thursday's deal review.

Northwind ERP Upgrade is in Negotiation at 185,000 USD, closing 2026-11-20, with 3 gaps. - Amount: differs from the latest quote of 172,500 USD - Quote: Q-1042 expired on 2026-09-30 - Activity: nothing logged in 18 days Want the three recommended next moves and the product and contact tables?

Salesforce

Sample figures. Your results come from your own account.

salesforce-get-opportunity

salesforce-get-opportunity-line-item

salesforce-get-quote

salesforce-get-quote-line-item

salesforce-get-opportunity-contact-role

salesforce-get-opportunity-partner

salesforce-get-opportunity-competitor

salesforce-get-task

salesforce-get-event

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Salesforce

Run it on your own Salesforce data.

Connect Salesforce, pick your AI tool and paste the prompt.

The problem

Deal gaps hiding across a dozen Salesforce tabs

Preparing for a deal review means opening the opportunity, products, quotes, contact roles, partners, competitors and activity in Salesforce. An expired quote, a mismatched amount or no primary contact is easy to miss when the data is spread out.

Without PopdockAI

Click through every related list on the opportunity
Add up line items against the amount
Check quote dates and contact roles by eye
Find the gaps during the review, not before

With PopdockAI

Products, quotes, roles, partners, competitors and activity are read together
Amount, quote expiry, primary contact and close date are checked
Gaps and three recommended next moves are listed
Read only, with missing quotes noted rather than treated as errors

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt

**Objective:** Prepare a deal review for the opportunity `{opportunity-name}` so its owner can decide how to move it forward.

**Step 1: Resolve the opportunity**

Call `salesforce-get-opportunity` with `name` set to `{opportunity-name}`, falling back to `name.contains`. If more than one matches, list them (name, account, stage, amount, close date) and stop.

**Step 2: Gather, filtering by that opportunity-id**

* `salesforce-get-opportunity-line-item`: products, quantities, sales price against list price.
* `salesforce-get-quote`: quotes, their status, expiration dates and grand totals. For the latest quote, `salesforce-get-quote-line-item` with `quote-id`.
* `salesforce-get-opportunity-contact-role`: who is involved and who is primary.
* `salesforce-get-opportunity-partner` and `salesforce-get-opportunity-competitor`.
* `salesforce-get-task` and `salesforce-get-event` with `related-to-id` set to the opportunity-id: what has happened and what is scheduled.

**Step 3: Check for gaps**

* Opportunity amount differs from the sum of line items or from the latest quote grand total.
* The latest quote has expired or none is accepted at a late stage.
* No primary contact role, or no contact role at all.
* No activity in the last 14 days, or no open task.
* Close date in the past.

**Step 4: Report**

A short brief: stage, amount, close date, next step; tables for products, quotes and contacts; competitors with their strengths; the gaps found; and three recommended next moves.

**Rules & Guidelines:**

* This prompt is read-only. Do not call any write tool: `salesforce-add-account`, `salesforce-add-contact`, `salesforce-add-lead`, `salesforce-add-opportunity`, `salesforce-add-case`, `salesforce-add-task`, `salesforce-add-asset`, `salesforce-add-campaign`, `salesforce-update-account`, `salesforce-update-contact`, `salesforce-update-lead`, `salesforce-update-opportunity`, `salesforce-update-case`, `salesforce-update-task` or `salesforce-update-asset`.

**Validation:**

* If the opportunity has no line items or quotes, say so; do not treat it as an error.

Who it's for

One answer, three teams that use it

Account executives

Prepare for deal reviews in minutes

Get a short brief with the gaps already found so you can fix them before your manager asks.

Review my Contoso Cloud Migration opportunity and tell me what is missing before Friday.

Sales managers

Inspect deals without clicking through tabs

See quote expiry, contact coverage and recent activity on any deal in one brief.

Check the Fabrikam Security Suite deal: does the amount match the quote, and is there a primary contact?

Deal desk

Catch quote and amount mismatches

Spot an expired quote or an amount that does not match the line items before the deal moves on.

Does the Northwind ERP Upgrade opportunity amount match its line items and latest quote?

How it works

What PopdockAI does when you ask

You name the opportunity, and your AI assistant reads everything attached to it and checks for gaps. It only reads, so nothing on the deal changes.

Ask

You name the opportunity.

Your AI tool

Read

It reads products, quotes, contact roles, partners, competitors and activity.

salesforce-get-opportunity

salesforce-get-opportunity-line-item

salesforce-get-quote

salesforce-get-quote-line-item

salesforce-get-opportunity-contact-role

salesforce-get-opportunity-partner

salesforce-get-opportunity-competitor

salesforce-get-task

salesforce-get-event

Check

It tests amount, quote expiry, primary contact, recent activity and close date.

No items found.

Report

You get a brief with the gaps and three recommended next moves.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Salesforce and one secure connection to your AI tool. No code, no exports.

get-data

salesforce-get-opportunity

Returns Salesforce opportunities with their account, stage, amount, probability, close date, next step, owner and whether they are closed or won. Filter by name, account, stage, owner, amount, close date and closed and won flags.

get-data

salesforce-get-opportunity-line-item

Returns the products on Salesforce opportunities, with quantity, list and sales price and total. Filter by opportunity, product, product code, date and total price.

get-data

salesforce-get-quote

Returns Salesforce quotes with their opportunity, account, contact, status, subtotal, discount and expiration date. Filter by name, quote number, opportunity, account, status, grand total, expiration date and created date.

get-data

salesforce-get-quote-line-item

Returns the lines of Salesforce quotes, with product, quantity, list and sales price, discount and total. Filter by quote, product and total price.

get-data

salesforce-get-opportunity-contact-role

Returns the contacts involved in Salesforce opportunities, with their buying role and whether they are primary. Filter by opportunity, contact, role and primary flag.

get-data

salesforce-get-opportunity-partner

Returns the partner accounts on Salesforce opportunities, with their role and whether they are primary. Filter by opportunity, partner account, role and primary flag.

get-data

salesforce-get-opportunity-competitor

Returns the competitors recorded on Salesforce opportunities, with their strengths and weaknesses. Filter by opportunity and competitor name.

get-data

salesforce-get-task

Returns Salesforce tasks with their subject, due date, priority, status, assignee and the record they relate to. Filter by subject, assigned user, account, related record, contact or lead, status, priority, closed flag and due date.

get-data

salesforce-get-event

Returns Salesforce calendar events and meetings with their subject, start and end, location, assignee and the record they relate to. Filter by subject, assigned user, account, related record, contact or lead, location and start date.

Read only.Nothing in Salesforce Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

The outcome

Walk into every deal review with the gaps already found

Related use cases

More ways to put this data to work

Salesforce account 360 review

Ask your AI for a Salesforce account 360 review and it gathers contacts, pipeline, cases, unpaid invoices, contracts, orders and activity onto one page with watch-outs.

Learn More

Salesforce rep activity review

Ask your AI to review a rep's Salesforce activity and it lists overdue and upcoming tasks, the meeting schedule and open deals with nothing planned.

Learn More

Salesforce win-loss review

Ask your AI for a Salesforce win-loss review and it compares won and lost deals by size, source and type and names the competitors seen on the largest losses.

Learn More

Check a Salesforce opportunity's contacts against Chorus calls

Ask your AI to check an opportunity's contacts against Chorus and it shows each committee member's call coverage, outside attendees and deal risks, without changing anything.

Learn More

Flag Salesforce renewal risks from Zendesk support

Ask your AI to flag renewal risks from Zendesk and it matches closing Salesforce deals to Zendesk organizations, proposes support risk tasks and creates them after you confirm.

Learn More

One prompt template with infinite possibilities.

‍

Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.