Pro Tips:
Always start new chats with the Assistant for new topics
When asking about the same topic, ask more the one question, keep prompting follow-up questions to dig deeper
Leverage the data dictionary Swantide's data dictionary documents every metadata component in your environment and picks up on changes nightly. On each metadata component, you can view a comprehensive list of its references to other metadata components in your environment
Project Management
Build out a high level project plan & identify questions to clarify requirements.
Example: I want to understand how an object is used in Salesforce so I can identify and scope enhancements.
Assistant Prompts:
Can you help me come up with a detailed project plan for how we should start doing an assessment of our Lead Object?
Follow-ups:
Can you describe in detail how X flow interacts with the object?
Requirements Gathering
Use Swantide as a thought partner when outlining questions to ask stakeholders during requirements gathering.
Example: I received a vague request to create a lead scoring flow based off specific fields and I need ideas for what questions to ask stakeholders.
Assistant Prompts:
I am gathering requirements for a new flow to calculate a lead score based on X fields. My end user is a Sales leader and I need to come up with a list of questions to ask in requirements gathering, help me come up with this list.
Scoping Work
Estimate how long new configurations or changes to existing metadata will take.
Example: I want to estimate the level of effort needed to complete different projects so I can manage stakeholder expectations effectively.
Assistant Prompts:
An advanced admin with experience in relevant projects is completing X feature request or project plan. Please provide forecasted time estimates for each step that is needed.
Plan User Stories
Develop user stories to break down a proposed project plan.
Example: I want to generate user stories based on a feature request to create leads from site visit information.
Assistant Prompts:
Can you please generate a user story, with entry criteria and acceptance criteria, from the following feature description: “Ability to auto create lead using site visit form information if no lead or person account exists in the system with provided phone number and email ID."
Can you provide a step by step plan to implement this user story, with time estimates for each step, assuming the steps are completed by a moderately experienced Salesforce Admin?
*if desired, you can add in format requests for the Assistant to use in its response
Create Technical Design Documents
Create technical design documents for your solution
Example: I want to create a technical design document for merging two flows in my environment. I want to be sure I've accounted for any edge cases and communicate the scope of upcoming changes to different stakeholders.
Assistant Prompts:
Can you write me a technical design doc for merging the two flows (LIST FLOW 1) and (LIST FLOW 2) I want to ensure none of the underlying functionality is lost and it accounts for all edge cases.
*if desired, you can add in format requests for the Assistant to use in its response
Impact Analysis
Understand the full impact of each component being changed
Example: I want to understand the impact of removing the Opportunity Stage of ‘Negotiating’ so that I can make this change without unintentionally disrupting associated processes.
Leveraging Documentation: many times documentation used alongside the Assistant is the most effective way to leverage Swantide. In a use case like this, it is especially helpful to use Documentation references to understand every reference that a particular metadata component has in Salesforce. In this case, you should navigate to the Opportunity.StageName field in documentation and click on references. This will show you every metadata type that could be impacted by a change.
In this example, let's say you filter to references of type 'Flow,' then you can use assistant prompts to understand the references even more deeply.
Assistant Prompts:
How does X flow interact with the Opportunity.StageName field? Specifically, does it reference or is it triggered by the StageName value 'negotiating?'?
How does X flow need to be modified if I am planning to remove the Negotiation stage on the Opportunity.StageName field?
Code Generation
Write a rough draft of Apex code, Validation Rules, or Formulas
Example: I’ve identified an Apex class that is performing poorly, and want assistance in modifying it
Assistant Prompts:
Can you help me re-write the SendBetterEmailUtil apex class to be more efficient
Can you help me update the existing apex class X, ensuring that we have at least 80% coverage?
Can you write me a validation rule that enforces reps fill out the Amount field when an opportunity stage moves to Pricing and it is of type New Business?
Can you please provide detailed instructions on how to convert X Visualforce page to a LightningWebComponent and include the code?
Please identify any security concerns with X apex class and rewrite it to be more secure
UAT Test Script
Generate UAT test scripts based on a metadata component
Example: I want to generate a UAT test script based on a flow in my environment
Assistant Prompts:
Create a UAT test script for X flow. Include detailed test steps, expected results, and pass/fail criteria. Cover all edge cases.