Swantide

A prompt library for CPQ to Revenue Cloud Advanced discovery and design, plus a phased migration plan.

Migrating from Salesforce CPQ to Revenue Cloud Advanced

Create a Report to Export Your Current Open Opportunities

Setting Up Email to Case

Exporting and Backing up your Salesforce Data

This article walks you through how to setup and troubleshoot Einstein Activity Capture in Salesforce

Set-Up & Troubleshoot Einstein Activity Capture

This article will walk you through using page layouts to configure your Salesforce interface!

How to Update Fields on  Page Layouts

How to Add a Button to a Page Layout

Learn how to setup Einstein Activity Capture in your environment.

Setup Einstein Activity Capture

Enhancing your security and ensuring users login with MFA

Enable Multi-Factor Authentication (MFA) In Salesforce

A task-by-task set of prompts for the AI Assistant: understand your org, assess and clean up, design and build, test, deploy and document.

AI Assistant Prompts by Task

Engineering Swantide

How to perform workflows in Salesforce and its integrations

Salesforce How-Tos and Best Practices

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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