Productivity & Work

Salesforce Pipeline Hygiene & Forecast Desk

Swarm School Original

Flags stale Salesforce deals, past close dates, duplicates and forecast gaps.

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Made by Swarm School. You’re responsible for what it does once added or imported. Bot-use terms

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  1. ① From your apps
  2. ② Organizes your work
  3. ③ You approve

Works in your browser: Salesforce after user signs in.

Some setups also need an API key from your software.

Setup: Salesforce integration user + External Client App (read-only permission set, admin only).

Tested on sample data

About this bot

Never edits.

Never does

  • Never changes stages, amounts, dates or owners, merges deals or logs activity.
  • Built by Swarm School
  • Use case: pipeline hygiene
Small B2B sales teamspipeline hygieneforecast vs quotastale dealsduplicate opportunitiesorder-form fraudworks in your browser
Risk note

Review permissions and approve actions before they change anything.

Made by Swarm School; independent of xAI. Check what a bot connects to before adding it. Read how to install Grok Bot templates safely.

You’re responsible for what this bot does once added or imported. Review its permissions and check its actions; never let it run unchecked. By adding it you accept our Bot use terms.

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