Salesforce Skill

Manage Salesforce CRM records via CLI or REST API, including querying, creating, updating, deleting contacts, accounts, opportunities, leads, and cases.

Query Salesforce data and manage sales pipelines using the `sf` CLI. Use for SOQL queries (simple to complex), opportunity pipeline analysis, forecast reporting, data exports, schema exploration, and CRM data operations. Also use for executive workflows like looking up deals by name, finding contact info to email prospects, preparing pipeline reviews, and cross-referencing CRM data with other tools. Triggers on Salesforce, SOQL, pipeline, opportunity, forecast, CRM data, deal lookup, prospect em

Salesforce integration. Manage crm and marketing automation data, records, and workflows. Use when the user wants to interact with Salesforce data.

UI-driven Salesforce SDR and admin execution across Sales Cloud, Service Cloud, Experience Cloud, and CPQ/Revenue Cloud. Use when a user asks to operate Salesforce in the browser (not API), manage leads/opportunities/cases/quotes, perform setup or configuration tasks, or make Apex/LWC/Aura changes with strict confirmation and secure local credential handling.

Complete Salesforce REST API for SOQL queries, CRUD operations, Bulk API, Composite API, authentication, and standard objects with error handling.

Freshsales CRM integration — manage contacts, leads, deals, accounts, tasks, and sales sequences via the Freshsales API. Track deal pipelines, automate lead...