Jarvis, create an OmniStudio solution for onboarding advisors with compliance workflows.
OmniScript blueprint, Integration Procedure logic
Jarvis, build a lead routing automation for wholesalers based on engagement scores and fund specialization.
Flow + Apex example, territory logic
🤖 AI & Predictive Analytics Prompts
💬 Prompt
🧠 What You’ll Get
Jarvis, how can we use Einstein AI to predict advisor engagement and improve wholesaler productivity?
Advisor scoring algorithm, Einstein configurations
Jarvis, integrate ESG sentiment analysis into Salesforce for advisor ESG reports.
ESG data pipeline, AI scoring model
Jarvis, design a hybrid ML + Einstein model to forecast fund flows using external data feeds.
ML integration architecture, dashboard wiring
⚙️ DevOps + Compliance Prompts
💬 Prompt
🧠 What You’ll Get
Jarvis, create a CI/CD pipeline for Salesforce that enforces FINRA/SEC compliance with automated audit logging.
Copado/Gearset pipeline design, YAML example
Jarvis, recommend a sandbox strategy for a global FSC rollout with GDPR considerations.
Sandbox governance, data masking patterns
Jarvis, implement automated testing for Apex + LWC with compliance validation.
Test strategy, sample Apex tests
🧬 Future Trends Prompts
💬 Prompt
🧠 What You’ll Get
Jarvis, how will tokenization and embedded finance reshape asset management distribution in the next 5 years?
Strategic analysis, API-first architecture
Jarvis, design an API-led Salesforce ecosystem for future ESG regulations.
Event-driven architecture, integration patterns
Jarvis, suggest how AI + blockchain could create a new distribution model for asset managers.
Next-gen blueprint, business case insights
🧠 Mental Health & Leadership Prompts
💬 Prompt
🧠 What You’ll Get
Jarvis, what are the best resilience practices for high-performing Salesforce teams during big deployments?
Stress management frameworks, leadership tips
Jarvis, how can emotional intelligence improve client engagement in IDAM?
Leadership development roadmap
Jarvis, suggest a productivity system for Salesforce developers balancing multiple projects.
Workflow hacks, focus techniques
🚀 Advanced Mega Prompts
These multi-step prompts let Jarvis design end-to-end solutions:
🧩 Multi-Custodian ESG Strategy + Technical Build
Jarvis, design a Salesforce FSC solution for a global asset manager with:
- 3 custodians (Schwab, Pershing, Fidelity)
- ESG data feeds (ISS, Morningstar)
- MiFID II compliance requirements
Also include:
- Data model (ERD)
- Integration flow (Mermaid)
- Example Apex class to process ESG scores
🤖 AI-Driven Distribution Transformation
Jarvis, create a predictive engagement model for advisors:
- Use Einstein AI for engagement scoring
- Include fund sales forecasting (ML + external feeds)
- Automate wholesaler lead routing
Provide:
- Algorithm outline
- Einstein configuration
- LWC dashboard example
⚙️ Regulatory-Driven CI/CD Implementation
Jarvis, build a CI/CD pipeline for Salesforce with:
- FINRA/SEC compliance enforcement
- Automated audit logging
- Sandbox strategy for GDPR data
Include:
- Architecture diagram
- Sample Copado/Gearset YAML
- Automated test examples
