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Turn duplicate account pairs into a merge CSV

  • For Revenue operations
  • You practice Showing an example of what you want
  • Time about 5 minutes
  • Level Intermediate

About this exercise

You're handing a merge file to the admin who runs the import. For each duplicate pair, keep the record with an open opportunity; if neither or both have one, keep the one with the latest activity. Output one CSV code block with the header keep_id,merge_id,reason and one row per pair, and a reason of at most 5 words. After the block, one sentence under 20 words. At most 6 lines of code.

Common mistakes when you ask AI for this

  • Not giving the keep rule. The AI guesses, often keeping the older or lower-numbered record. Try: Add: "Keep the record with an open opp; if neither or both, keep the latest activity."
  • Skipping the tie case. The AI keeps the bigger opp or the parent account when both have open opps. Try: Add: "If both have open opps, use latest activity."
  • No CSV header. The AI makes a table or uses its own column names. Try: Show the header: keep_id,merge_id,reason.
  • Explaining too much. The AI writes paragraphs of caveats around the file. Try: Add: "After the block, one sentence under 20 words."

What a strong prompt includes

  • Gives the keep rule
  • Covers the tie
  • Shows the header
  • Asks for a code block
  • Limits the prose

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