Use when deciding whether Salesforce Connect and External Objects are the right fit for external data access, or when reviewing OData, cross-org, and custom adapter patterns,…
Execute Salesforce CRUD operations on standard sObjects with SOQL and REST API. Use when creating, reading, updating, or deleting Accounts, Contacts, Leads, or Opportunities via…
Execute Salesforce Bulk API 2.0 and Composite API operations for high-volume data. Use when importing/exporting large datasets, performing multi-object transactions, or chaining…
Optimize Salesforce costs through API call reduction, edition selection, and license management. Use when analyzing Salesforce costs, reducing API consumption, or choosing the…
Bidirectional Salesforce integration using jsforce library and the Salesforce REST API. Performs SOQL queries via connection.query(), bulk upserts through…
Implement Salesforce data privacy, GDPR/CCPA compliance, and field-level encryption patterns. Use when handling PII in Salesforce records, implementing data subject access…
Export large Salesforce datasets to a lakehouse via Bulk API 2.0, CDC streams, or Salesforce Data Pipelines. NOT for ad-hoc exports.
Collect Salesforce debug evidence including API limits, debug logs, and org info for support tickets.
Use when the user has captured Salesforce debug logs and needs forensic analysis of runtime behavior — trigger cascades, flow interviews, LWC/Aura @AuraEnabled calls,…
Deploy Salesforce-connected applications to Heroku, Vercel, and Cloud Run with proper credential management.
Writes and debugs Apex code, builds Lightning Web Components, optimizes SOQL queries, implements triggers, batch jobs, platform events, and integrations on the Salesforce…
Expert patterns for Salesforce platform development including Lightning Web Components (LWC), Apex triggers and classes, REST/Bulk APIs, Connected Apps, and Salesforce DX with…
Use when a team needs to choose a DevOps tooling platform for Salesforce — comparing options like Gearset, Copado, Flosum, AutoRABIT, Blue Canvas, and Salesforce DevOps Center…
Salesforce DMP integration. Manage data, records, and automate workflows. Use when the user wants to interact with Salesforce DMP data.
Expert guidance for Salesforce DX development with modern tooling, source-driven development, and CI/CD best practices
Configure Salesforce Profiles, Permission Sets, and Sharing Rules for enterprise access control. Use when implementing role-based access, configuring SSO with Salesforce, or…
Salesforce ERD and architecture diagram generation: Mermaid/PlantUML data-model diagrams for Sales, Service, FSL, Commerce, Revenue Cloud; OAuth flow diagrams; integration…
Create a minimal working Salesforce example with SOQL queries and sObject CRUD. Use when starting a new Salesforce integration, testing your setup, or learning basic Salesforce…
Execute Salesforce incident response procedures with triage, mitigation, and postmortem. Use when responding to Salesforce-related outages, investigating API errors, or running…
Install and configure Salesforce SDK/CLI authentication with jsforce or Salesforce CLI. Use when setting up a new Salesforce integration, configuring OAuth flows, or initializing…
Identify and avoid Salesforce anti-patterns including SOQL N+1, governor limit violations, and API waste.
Implement Salesforce load testing, API limit capacity planning, and Bulk API scaling. Use when running performance tests against Salesforce, planning API consumption, or scaling…
Configure Salesforce local development with scratch orgs, SFDX, and testing. Use when setting up a development environment, configuring test workflows, or establishing a fast…
Use when configuring Salesforce Maps (formerly MapAnything) — territory planning, route optimization, live tracking, geo-grid visualizations, and check-in/check-out workflows for…
Automate Salesforce Marketing Cloud tasks via Rube MCP (Composio). Always search tools first for current schemas.
Salesforce MCP Server is built around Salesforce CRM platform. The underlying ecosystem is represented by jsforce/jsforce (1,452+ GitHub stars).
Execute Salesforce data migrations using Bulk API, Data Loader, and ETL patterns. Use when migrating data to/from Salesforce, performing org-to-org migrations, or re-platforming…
Configure Salesforce across Developer, Sandbox, and Production environments with proper org management.
Distinguish the six real reasons a Salesforce query can 'fail', and the protocol for diagnosing before declaring.
Set up observability for Salesforce integrations with API limit monitoring, error tracking, and alerting.
SalesForce Pardot integration. Manage Campaigns. Use when the user wants to interact with SalesForce Pardot data.
Optimize Salesforce API performance with SOQL tuning, Composite API batching, and caching. Use when experiencing slow API responses, optimizing SOQL queries, or reducing API call…
Implement Salesforce lint rules, SOQL injection prevention, and API usage guardrails. Use when enforcing Salesforce integration code quality, preventing SOQL injection, or…
Execute Salesforce production deployment checklist with sandbox testing and rollback. Use when deploying Salesforce integrations to production, preparing for launch, or…
Implement Salesforce API limit management, backoff, and quota monitoring. Use when handling REQUEST_LIMIT_EXCEEDED errors, implementing retry logic, or optimizing API request…
Implement Salesforce integration reference architecture with jsforce, SFDX, and event-driven patterns.
Use when preparing for a Salesforce seasonal release — triaging release notes, reviewing Release Updates, opting into Sandbox Preview, and communicating change impact to…
Implement Salesforce reliability patterns including circuit breakers, idempotent upserts, and fallback caching.
Run a comprehensive Salesforce RevOps health audit across five dimensions (pipeline health, data quality, forecast hygiene, deal integrity, process integrity) and produce a graded…
Apply production-ready Salesforce jsforce patterns for TypeScript and Python. Use when implementing Salesforce integrations, refactoring SDK usage, or establishing team coding…
Automate Salesforce Service Cloud tasks via Rube MCP (Composio). Always search tools first for current schemas.
Salesforce Shield as an architectural choice — Platform Encryption + Event Monitoring + Field Audit Trail as three SEPARATELY-LICENSED components, none of which ship in any…
Roll out Shield (Platform Encryption + Event Monitoring + Field Audit Trail) end-to-end, sequencing feature enablement to avoid data lockout.
Guide practitioners through opening, classifying, and escalating support cases with Salesforce Technical Support via the Help portal, including choosing the correct severity…
Use when designing, configuring, distributing, or troubleshooting Salesforce Surveys and Feedback Management.
Analyze, plan, and execute Salesforce API version upgrades and jsforce major version migrations. Use when upgrading Salesforce API versions, migrating jsforce v1 to v3, or…
Implement Salesforce Platform Events, Change Data Capture (CDC), and Outbound Messages. Use when building real-time integrations, listening for record changes, or implementing…
Salesloft integration. Manage sales data, records, and workflows. Use when the user wants to interact with Salesloft data.
Manage SalesLoft people, cadences, and email steps via the REST API. Use when building prospect management, enrolling people in cadences, or automating outbound sales sequences.
Track SalesLoft activities, emails, calls, and analytics via the REST API. Use when reading email engagement data, logging call dispositions, or building sales activity…
Designing meeting schedulers and booking experiences that qualify leads, set up calls well, and convert at higher rates than a generic Calendly link.
Use when designing, governing, or troubleshooting Slack Connect channel sharing between two independent organizations.
Tableau ↔ Salesforce integration patterns: Tableau Salesforce connector, Tableau for Salesforce, CRM Analytics alternative, Data Cloud + Tableau, embedded Tableau dashboards.
Twenty is a modern open-source CRM built to replace Salesforce, with customizable objects, workflow automation, email and calendar integration, and a GraphQL API.
First enricher skill for Syroco's company brain. Subscribes to events from granola-scribe, slack-scribe, hubspot-scribe (and any future customer-touching scribe).
Architecture pattern for assembling a zero-trust posture in Salesforce — there is no single zero-trust toggle.
Automate Zoho CRM tasks via Rube MCP (Composio): create/update records, search contacts, manage leads, and convert leads. Always search tools first for current schemas.
Plans the creative asset supply chain required for campaigns, CRM, media, content, personalization, testing, localization, and optimization.
Designs CRM journeys, lifecycle flows, segmentation logic, triggers, messages, data dependencies, measurement, and implementation requirements.
Use this skill when configuring CRM workflows, managing sales pipelines, building forecasting models, or optimizing CRM data hygiene.