Below are ready-to-use prompts organised by task. Your copilot will ask clarifying questions if it needs more detail (like which org to target), then carry out the work.
For setup instructions and tips on writing effective prompts, see the Configure guide.
Create Address Blocks
“Add a custom address block on Contact for a Seasonal address with verification, lookups, and geocoding”
“Set up address validation on the Lead standard address fields”
“Create a Billing address block on our
Property__ccustom object — just core fields and verification, no geocoding”
“Wire up the
Site__ccustom object to AddressTools with full verification, lookup population, and geocoding”
Copilot will create the custom fields (with the correct picklist values), deploy them, generate the address block record, create a permission set for FLS, and assign it.
Change Settings
“Enable country standardization org-wide and store countries as ISO-2 codes”
“Disable AddressTools triggers for the System Administrator profile”
“Turn off the Contact trigger for our integration user
dataloader@acme.com”
“Enable premise-level address verification and restrict it to US and GB”
“Set the alert email to
ops@acme.comfor the whole org”
Provision Users
“Give
jane.smith@acme.comstandard AddressTools access”
“Provision
admin@acme.comwith the AddressTools admin permission set and a package license”
“Assign AddressTools to
integration@acme.combut disable all triggers for that user”
Manage Reference Data
“Add ‘Great Britain’ as an alternative country name for United Kingdom”
“Our users type ‘Calif’ for California — add it as an alternative state name for US-CA”
Inspect Your Org
“What address blocks are currently configured in this org?”
“Check whether AddressTools Premium is installed and what version”
“Which users have an AddressTools permission set assigned?”