Salesforce environment
5 tasks with a model prompt, seeded environment state, and grader contract.
Task 1
Update a lead status
- Prompt
- Find the lead from the brief, set status to Qualified, and add the discovery note.
- Environment
- The leads table contains duplicate company names with unique contacts.
- Grader
- Checks lead status and note on the exact lead.
Task 2
Create an opportunity
- Prompt
- Create an opportunity from the seeded account with the amount, stage, and close date in the brief.
- Environment
- The account exists and has no open opportunity for this deal.
- Grader
- Checks opportunity fields and account relationship.
Task 3
Log a customer call
- Prompt
- Log the call summary on the matching contact and schedule the follow-up task.
- Environment
- The contact record is visible with an empty activity timeline for today.
- Grader
- Checks call log, follow-up task, due date, and contact association.
Task 4
Merge duplicate accounts
- Prompt
- Merge the two duplicate account records and keep the billing address from the primary record.
- Environment
- Two account records share the same domain with different billing addresses.
- Grader
- Checks merged state, retained billing address, and duplicate removal.
Task 5
Export pipeline view
- Prompt
- Filter opportunities to the next-quarter pipeline and export the visible table.
- Environment
- The opportunities page defaults to all open opportunities.
- Grader
- Checks filter criteria and exported row set.