Use when learning, designing, or explaining Salesforce Reports and Dashboards from first principles — report types, custom report types, groupings, bucket fields, summary…
Draft cold emails, follow-ups, and proposal templates. Creates pricing pages, case studies, and sales scripts. Use PROACTIVELY for sales outreach or lead nurturing.
Use when the call follows an earlier sales touchpoint and should keep momentum, uncover objections, and move toward a concrete next step.
Apply Salesforce advanced debugging with debug logs, SOQL query plans, and EventLogFile analysis. Use when standard troubleshooting fails, investigating SOQL performance issues,…
Queries Salesforce Telemetry & Data Management (STDM) and Data Cloud for live Agentforce session traces, faithfulness scores, answer relevance scores, action invocation telemetry,…
Generates production-grade Apex classes with Service-Selector-Domain layering, correct sharing models (with sharing / without sharing / inherited sharing per class type), async…
Retrieves and analyzes Apex debug logs from a connected Salesforce org to identify governor-limit hits, SOQL N+1 patterns, unhandled exceptions, and async job failures.
Generates Apex test classes with TestDataFactory patterns, Assert class usage, bulkification (200+ records), positive/negative/bulk test method separation, async test patterns…
Executes Apex tests against a connected SANDBOX org via sf apex run test, parses results and coverage delta, identifies failures with stack traces, and suggests fixes.
Use for org-level Salesforce architecture work — capacity planning, security/sharing review, integration patterns, multi-org strategy, tech-debt assessment.
Choose and implement Salesforce integration architecture patterns for different scales. Use when designing new Salesforce integrations, choosing between…
Automate Salesforce tasks via Rube MCP (Composio): leads, contacts, accounts, opportunities, SOQL queries. Always search tools first for current schemas.
Performs high-volume data operations using the Salesforce Bulk API 2.0. Creates ingest jobs with createJob(), uploads CSV batches, and monitors job status via getJobInfo() for…
Perform high-volume data synchronization with Salesforce using the Bulk API 2.0 for CSV-based upsert, delete, and query operations.
Generates scripts for Salesforce bulk data operations: mass owner reassignment, record deduplication (Apex MergeOpportunities pattern), mass field update, batch close stale…
Configure Salesforce CI/CD with GitHub Actions, SFDX deployments, and Apex testing. Use when setting up automated testing, configuring CI pipelines for metadata deployment, or…
Diagnose and fix Salesforce common errors, SOQL issues, and API exceptions. Use when encountering Salesforce errors, debugging failed requests, or troubleshooting integration…
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…
Design and troubleshoot Salesforce Data Cloud solutions including ingestion, identity resolution, harmonization, calculated insights, activation, segmentation, data governance,…
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.
Runs `sf project deploy validate` against a SANDBOX or non-production org to surface deployment issues, test failures, and metadata dependency problems WITHOUT committing changes.
Writes and debugs Apex code, builds Lightning Web Components, optimizes SOQL queries, implements triggers, batch jobs, platform events, and integrations on the Salesforce — from…
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
Design and troubleshoot Education Cloud solutions across student lifecycle, recruitment, advising, case management, institutional relationships, and education-domain data…
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…
Maps CSV or spreadsheet column headers to Salesforce field API names with type mismatch detection, missing-field flagging, picklist value normalization, and API name collision…
Diagnoses Salesforce Flow failures from pasted error messages or (in T1 mode) live Flow Interview logs fetched via sf CLI.
Unified graph workflow mode for codebase graphs, knowledge graphs, GraphRAG JSON, clustered communities, architecture maps, and graph-backed repo analysis inside Salesforce…
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…
Design and troubleshoot Lightning Web Components across UI architecture, LDS, UI API, Apex controllers, events, caching, accessibility, SLDS, and client-server contracts.
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. — from sales/crm-systems
Salesforce MCP Server is built around Salesforce CRM platform. The underlying ecosystem is represented by jsforce/jsforce (1,452+ GitHub stars).
Fetches Salesforce metadata (objects, fields, flows, validation rules, permission sets, profiles, Apex classes/triggers, Lightning components) live from a connected org under T1…
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…
Salesforce querying skill that adapts to each org's schema. Use when hardcoded CRM scripts keep breaking across environments and you need reliable…