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Laserfocus Platform Help

Laserfocus平台帮助

Step 1 — Gather context

步骤1 — 收集上下文

If 
references/learnings.md
exists, read it first for accumulated platform knowledge.
  1. Which Laserfocus capability are you asking about?
    • A) Stacks (workflow containers, automated scheduling)
    • B) Table views & bulk editing (spreadsheet-style Salesforce editing)
    • C) Field Groups (custom field clusters by sales stage)
    • D) Task management & activity timeline
    • E) Pricing, plan selection, or comparison with another tool
    • F) Something else — describe it
  2. What's your Salesforce edition?
    • A) Professional
    • B) Enterprise
    • C) Unlimited
    • D) Not sure
  3. How big is your sales team?
    • A) Solo / under 5 reps
    • B) 5-20 reps
    • C) 20-100 reps
    • D) 100+ reps
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
如果
references/learnings.md
文件存在，请先阅读该文件以获取积累的平台知识。
  1. 您咨询的是Laserfocus的哪项功能？
    • A) Stacks（工作流容器、自动调度）
    • B) 表格视图与批量编辑（类电子表格的Salesforce编辑方式）
    • C) 字段组（按销售阶段划分的自定义字段集群）
    • D) 任务管理与活动时间线
    • E) 定价、方案选择或与其他工具的对比
    • F) 其他内容——请描述
  2. 您使用的Salesforce版本是？
    • A) Professional（专业版）
    • B) Enterprise（企业版）
    • C) Unlimited（无限版）
    • D) 不确定
  3. 您的销售团队规模是？
    • A) 单人/不足5名销售代表
    • B) 5-20名销售代表
    • C) 20-100名销售代表
    • D) 100名以上销售代表
跳过规则：如果用户的提问已包含足够上下文，直接进入步骤2。

Step 2 — Route or answer directly

步骤2 — 转接或直接解答

If the question is about...Route to...
General meeting note-taker selection
/sales-note-taker [question]
Scratchpad-specific questions
/sales-scratchpad [question]
Weflow-specific questions
/sales-weflow [question]
Revenue forecasting strategy across tools
/sales-forecast [question]
CRM data quality strategy (not Laserfocus-specific)
/sales-data-hygiene [question]
Salesforce platform configuration
/sales-salesforce [question]
Choosing a CRM
/sales-crm-selection [question]
When routing, provide the exact command: "This is a {domain} question — run: 
/sales-{skill} {user's original question}
"
如果问题涉及...转接至...
通用会议记录工具选型
/sales-note-taker [问题]
Scratchpad相关问题
/sales-scratchpad [问题]
Weflow相关问题
/sales-weflow [问题]
跨工具的收入预测策略
/sales-forecast [问题]
CRM数据质量策略（非Laserfocus专属）
/sales-data-hygiene [问题]
Salesforce平台配置
/sales-salesforce [问题]
CRM选型
/sales-crm-selection [问题]
转接时，请提供准确命令：“这属于{领域}问题——执行：
/sales-{skill} {用户原始问题}
”

Step 3 — Laserfocus platform reference

步骤3 — Laserfocus平台参考资料

Read 
references/platform-guide.md
 for the full platform reference — modules, pricing, integrations, workflows.
Answer the user's question using only the relevant section. Don't dump the full reference.
**阅读
references/platform-guide.md
**获取完整平台参考信息——包括模块、定价、集成、工作流等。
仅使用相关章节解答用户问题，不要直接输出完整参考内容。

Step 4 — Actionable guidance

步骤4 — 可落地指导

Focus on the user's specific situation:
  • Plan selection: Free tier works for trying it (2 stacks, 2 views, 3 field groups, 3-record bulk edit). Pro ($30/user/mo) unlocks unlimited everything. Team (custom) adds Salesloft/Outreach integration, signal-based tasks, and org-level templates.
  • Rollout: Start with table views + bulk editing for immediate time savings, then introduce Stacks for recurring workflows, then Field Groups for stage-specific layouts.
  • Migration from Scratchpad/Weflow: Laserfocus is simpler and lighter — a pure UI overlay with no call recording, no CI, no forecasting. Best for teams that want a cleaner Salesforce interface and nothing more.
If you discover a gotcha, workaround, or tip not covered in 
references/learnings.md
, append it there.
聚焦用户的具体场景：
  • 方案选择：免费版适合试用（2个Stacks、2个视图、3个字段组、最多3条记录批量编辑）。专业版（30美元/用户/月）解锁全部功能。团队版（定制定价）新增Salesloft/Outreach集成、基于信号的任务以及组织级模板。
  • 推广落地：先从表格视图+批量编辑入手，立即节省时间；再引入Stacks用于重复性工作流；最后推出字段组用于阶段专属布局。
  • 从Scratchpad/Weflow迁移：Laserfocus更简洁轻便——纯UI叠加工具，无通话记录、无对话智能、无预测功能。最适合仅需更简洁Salesforce界面的团队。
如果发现
references/learnings.md
未涵盖的陷阱、解决方法或技巧，请补充到该文件中。

Gotchas

注意事项

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
  • Salesforce-only — no HubSpot, Dynamics, Pipedrive, or any other CRM. If the team isn't on Salesforce, Laserfocus is not an option.
  • No public API — cannot build custom integrations or data pipelines. Data flows through the UI and into Salesforce.
  • No call recording or conversation intelligence — this is a CRM overlay, not a meeting recorder. Pair with Gong, Fathom, or Fireflies for CI.
  • No collaboration features — cannot share records or communicate within the tool. Must return to Salesforce or Slack for collaboration.
  • YC "Inactive" status — Laserfocus is a Y Combinator W20 company listed as inactive with 2-3 employees. Evaluate longevity risk before committing.
  • Limited integrations on lower tiers — Salesloft, Outreach, native phone, and custom objects are Team-only (custom pricing).
  • Free tier is very limited — 2 stacks, 2 view imports, 3 field groups, 3-record bulk edit. Useful for evaluation only.
基于研究的最佳实践——请仔细查看，尤其是关于方案限制功能和集成陷阱的内容，这些信息可能已过时。
  • 仅支持Salesforce——不支持HubSpot、Dynamics、Pipedrive或其他任何CRM。如果团队未使用Salesforce，Laserfocus不适用。
  • 无公开API——无法构建自定义集成或数据管道。数据通过UI流入Salesforce。
  • 无通话记录或对话智能——这是一款CRM叠加工具，而非会议记录器。如需对话智能功能，请搭配Gong、Fathom或Fireflies使用。
  • 无协作功能——无法在工具内共享记录或沟通。必须回到Salesforce或Slack进行协作。
  • YC“非活跃”状态——Laserfocus是Y Combinator W20期公司，目前列为非活跃状态，仅有2-3名员工。在投入使用前请评估其存续风险。
  • 低版本集成有限——Salesloft、Outreach、原生电话和自定义对象仅在团队版（定制定价）中提供。
  • 免费版限制严格——2个Stacks、2个视图导入、3个字段组、最多3条记录批量编辑。仅适用于评估。

Related skills

相关技能

  • /sales-scratchpad
    — Scratchpad platform help (primary competitor — Salesforce-native AI workspace with call recording, AI field updates, pipeline sheets)
  • /sales-weflow
    — Weflow platform help (Salesforce-native Revenue AI with activity capture, CI, forecasting)
  • /sales-note-taker
    — Comparing AI note-takers or wiring their APIs into CRM/warehouse
  • /sales-forecast
    — Revenue forecasting strategy, pipeline coverage
  • /sales-data-hygiene
    — CRM data quality, deduplication, enrichment strategy
  • /sales-salesforce
    — Salesforce platform configuration, Flows, Apex, custom objects
  • /sales-do
    — Not sure which skill to use? The router matches any sales objective to the right skill. Install: 
    npx skills add sales-skills/sales --skill sales-do
  • /sales-scratchpad
    ——Scratchpad平台帮助（主要竞品——Salesforce原生AI工作区，具备通话记录、AI字段更新、销售管道表格功能）
  • /sales-weflow
    ——Weflow平台帮助（Salesforce原生收入AI工具，具备活动捕获、对话智能、预测功能）
  • /sales-note-taker
    ——AI记录工具对比或其API与CRM/数据仓库的集成
  • /sales-forecast
    ——收入预测策略、销售管道覆盖
  • /sales-data-hygiene
    ——CRM数据质量、去重、 enrichment策略
  • /sales-salesforce
    ——Salesforce平台配置、Flows、Apex、自定义对象
  • /sales-do
    ——不确定使用哪项技能？该路由工具可将任何销售目标匹配到合适的技能。安装命令：
    npx skills add sales-skills/sales --skill sales-do

Examples

示例

Example 1: Reps avoid Salesforce because the UI is overwhelming

示例1：销售代表因UI过于复杂而不愿使用Salesforce

User says: "My reps hate updating Salesforce. They say there are too many fields and the interface is slow." Skill does:
  1. Identifies Laserfocus table views as the primary solution — spreadsheet-style editing with only relevant fields
  2. Recommends starting with Pro plan ($30/user/mo) for unlimited views and bulk editing
  3. Explains Field Groups: create stage-specific clusters so reps only see relevant fields at each deal stage
  4. Notes precache technology loads data locally for sub-100ms interactions Result: Deployment plan that simplifies the Salesforce experience for reps
用户提问：“我的销售代表讨厌更新Salesforce。他们说字段太多，界面太慢。” 技能处理：
  1. 确定Laserfocus表格视图是核心解决方案——仅显示相关字段的类电子表格编辑方式
  2. 推荐从专业版（30美元/用户/月）开始，以解锁无限视图和批量编辑功能
  3. 解释字段组：创建按阶段划分的专属字段集群，让销售代表在每个交易阶段仅看到相关字段
  4. 说明预缓存技术可将数据加载到本地，实现亚100毫秒的交互速度 结果：简化销售代表Salesforce使用体验的部署方案

Example 2: Laserfocus vs Scratchpad for a 15-person team

示例2：15人团队选择Laserfocus还是Scratchpad

User says: "We're evaluating Laserfocus and Scratchpad. Small Salesforce team, 15 reps, no Gong." Skill does:
  1. Compares: Laserfocus Pro $30/user/mo vs Scratchpad Solo $19/Team $49
  2. Notes Laserfocus is simpler — pure UI overlay, no call recording, no AI field updates
  3. Scratchpad includes Call Recorder, AI Field Updates, Hygiene Monitor, and Deal Agent
  4. Recommends Scratchpad if team needs any CI/recording features; Laserfocus if they purely want a cleaner Salesforce data entry interface Result: Clear comparison with decision criteria based on whether CI is needed
用户提问：“我们正在评估Laserfocus和Scratchpad。小型Salesforce团队，15名销售代表，未使用Gong。” 技能处理：
  1. 对比定价：Laserfocus专业版30美元/用户/月 vs Scratchpad个人版19美元/团队版49美元
  2. 指出Laserfocus更简洁——纯UI叠加工具，无通话记录、无AI字段更新
  3. Scratchpad包含通话记录器、AI字段更新、数据质量监控和交易代理功能
  4. 建议如果团队需要对话智能/记录功能则选择Scratchpad；如果仅需更简洁的Salesforce数据录入界面则选择Laserfocus 结果：基于是否需要对话智能的清晰对比和决策标准

Example 3: Setting up Stacks for weekly pipeline reviews

示例3：设置Stacks用于每周销售管道复盘

User says: "How do I set up recurring pipeline review workflows in Laserfocus?" Skill does:
  1. Explains Stacks — workflow containers that organize tasks and processes
  2. Shows how to create an automated Stack that triggers weekly
  3. Configures table view with pipeline fields, filters for the rep's deals
  4. Notes Stack Scheduling is limited to 2 on Free tier — Pro unlocks unlimited Result: Working recurring pipeline review workflow
用户提问：“如何在Laserfocus中设置重复性的销售管道复盘工作流？” 技能处理：
  1. 解释Stacks——用于组织任务和流程的工作流容器
  2. 演示如何创建每周自动触发的Stack
  3. 配置包含销售管道字段的表格视图，筛选出该代表负责的交易
  4. 说明免费版仅支持2个定时Stack——专业版解锁无限定时功能 结果：可用的重复性销售管道复盘工作流

Troubleshooting

故障排查

Stacks not showing expected Salesforce data

Stacks未显示预期的Salesforce数据

Symptom: Table views in Stacks don't display certain fields or records Solution: Laserfocus inherits Salesforce field-level security and sharing rules. Verify the user's profile has read/write access to the missing fields. Try re-importing the Salesforce view. On Free tier, only 2 view imports are allowed — upgrade to Pro for unlimited.
症状：Stacks中的表格视图未显示某些字段或记录 解决方案：Laserfocus继承Salesforce的字段级安全和共享规则。验证用户的配置文件是否对缺失字段拥有读写权限。尝试重新导入Salesforce视图。免费版仅允许2次视图导入——升级到专业版可解锁无限次导入。

Bulk editing limited to 3 records

批量编辑仅限3条记录

Symptom: Can only select and edit 3 records at once Solution: This is a Free tier limitation. Upgrade to Pro ($30/user/mo) for unlimited bulk editing. On Pro, select multiple records in table view and edit fields inline across all selected records.
症状：一次只能选择并编辑3条记录 解决方案：这是免费版的限制。升级到专业版（30美元/用户/月）可解锁无限批量编辑功能。在专业版中，可在表格视图中选择多条记录，并批量编辑所有选中记录的字段。

Slow initial load despite "sub-100ms" claim

尽管宣称“亚100毫秒”，初始加载仍缓慢

Symptom: First load after login takes several seconds Solution: Laserfocus uses precache technology that loads Salesforce data onto the user's local machine. The initial cache build takes time (especially for large Salesforce orgs), but subsequent interactions should be fast. If consistently slow, check browser memory and consider reducing the number of active Stacks/views.
症状：登录后的首次加载需要数秒时间 解决方案：Laserfocus使用预缓存技术将Salesforce数据加载到用户本地机器。初始缓存构建需要时间（尤其是大型Salesforce组织），但后续交互应会很快。如果持续缓慢，请检查浏览器内存，并考虑减少活跃Stacks/视图的数量。