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Salesforce knowledge gaps review
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Write the support articles your Salesforce cases ask for

For support leads who want to know which case topics have no solution and which customer ideas lead, by asking their AI assistant.

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Salesforce knowledge gaps review
Where are the gaps in our Salesforce knowledge base based on the last 60 days of cases?
Of 640 cases in 60 days, 4 of the 10 biggest topics have no solution. - Top gap: invoice export errors, 58 cases, such as 00045678 - Unpublished: a draft solution on SSO login exists but is not public - Top idea: bulk user import, 42 votes Grouping by subject words is approximate. Want the five articles to write?
Salesforce
Sample figures. Your results come from your own account.
salesforce-get-case
salesforce-get-case-solution
salesforce-get-solution
salesforce-get-idea

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Salesforce

Salesforce
Run it on your own Salesforce data.

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

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The problem

Answering the same question again because nobody wrote the article

Support teams answer the same questions repeatedly because the article was never written. Working out which case topics have no solution, and which ideas are gathering votes, means reading hundreds of cases and guessing at patterns.

Without PopdockAI

  • Read through hundreds of recent cases
  • Guess at the recurring topics
  • Search for existing solutions one by one
  • Miss the ideas customers keep voting for

With PopdockAI

  • Recent cases are grouped by type and subject words
  • The largest groups are checked for linked solutions
  • Unpublished or unreviewed matches are flagged
  • Read only, with the grouping marked approximate

The prompt

Use this prompt

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

Prompt
**Objective:** Identify where support knowledge is missing, from cases created in the last `{lookback-days}` days (default 60).

**Step 1: Pull recent cases**

Call `salesforce-get-case` with `created-date.from` set to today minus `{lookback-days}` days and `max-records` 1000. Group them by type and by recurring words in the subject.

**Step 2: Check coverage**

* For the 10 largest groups, take up to 5 cases each and call `salesforce-get-case-solution` with `case-id`. A group where no case has a solution is a gap.
* For each gap, call `salesforce-get-solution` with `title.contains` set to the group's key phrase; note whether a solution exists but is not public or not reviewed.
* Call `salesforce-get-idea` with `created-date.from` the same date and `vote-total.min` 1 to list what customers are requesting, highest vote total first.

**Step 3: Report**

* Case groups ranked by volume with: case count, share with a solution, and whether a matching solution exists unpublished.
* The top five knowledge articles to write, each with example case numbers.
* The top ideas by votes, with their status.

**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`.
* Say that grouping by subject words is approximate.

**Validation:**

* If there are no cases in the window, say so and stop.

Who it's for

One answer, three teams that use it

Knowledge managers

Know which articles to write next

Get the top five articles to write, ranked by case volume, with example case numbers.

What support articles should we write based on Salesforce cases from the last 90 days?

Support managers

Cut repeat questions

See which recurring topics have no solution so the team stops answering them from scratch.

Which case topics this quarter have no linked solution in Salesforce?

Product managers

Hear what customers ask for

See the customer ideas gathering the most votes next to the problems driving cases.

List the top voted customer ideas in Salesforce and the biggest case topics from the last 30 days.

How it works

What PopdockAI does when you ask

You optionally set a lookback window, and your AI assistant finds the case topics with no solution. It also lists top voted ideas and changes nothing.

01

Ask

You optionally set a lookback window.

Your AI tool

02

Group

It groups recent cases by type and recurring subject words.

salesforce-get-case

03

Check

It samples the largest groups for linked solutions and unpublished matches.

salesforce-get-case-solution
salesforce-get-solution

04

Report

You get topics by volume, five articles to write and the top ideas.

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-case

Returns Salesforce support cases with their subject, status, priority, origin, owner, account, contact and whether they are escalated or closed. Filter by case number, subject, status, priority, owner, account, contact email, closed flag and created date.
get-data

salesforce-get-case-solution

Returns the solutions attached to Salesforce cases. Filter by case or solution.
get-data

salesforce-get-solution

Returns Salesforce solutions, the knowledge answers attached to cases, with status, whether they are reviewed and public and how many cases use them. Filter by title, solution number, status, owner and public flag.
get-data

salesforce-get-idea

Returns Salesforce ideas with their zone, categories, status, votes and comment count. Filter by title, zone, categories, status, vote total and created 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.

How Popdock AI secures your data

The outcome

A knowledge base that grows where cases come from

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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

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