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.
Create, clone, read, run, and delete Salesforce Reports from the command line via the Analytics REST API, driven by the Salesforce CLI (`sf`).
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. — from sales/crm-systems
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.
Executes read-only SOQL queries against a connected Salesforce org via the sf data query CLI under T1 least-privilege scope (api + refresh_token only, Run As service account with…
Generates SOQL queries from natural-language requirements without executing them. T0 generation skill — emits ready-to-paste SOQL with selectivity analysis, governor-limit…
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…
Converts business rules described in plain English into deployable Salesforce validation rule formula syntax, including error message copy, profile bypass logic, null handling,…
Receive and verify Salesforce Outbound Messages (the native "webhook" for Flow/Workflow). Use when setting up a Salesforce Outbound Message listener, parsing the SOAP/XML…
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.
Filters inbound deal flow against fund thesis, stage, sector, and return requirements with structured pass/advance decisions.
Build and optimize SOQL queries including relationship queries, aggregate functions, polymorphic TYPEOF, and selective filters.
Use when designing, governing, or troubleshooting Slack Connect channel sharing between two independent organizations.
Use when helping SMBcrm customers with Private Integration Tokens, REST API v2, workflows, custom webhooks, MCP, or Agent Studio API.
Use when helping SMBcrm customers with Private Integration Tokens, REST API v2, workflows, custom webhooks, MCP, or Agent Studio API.
Solo-Selbstständige: ordnet Leads, Kundenstatus, Folgeaktionen und Datenschutz im Mini-CRM; mit Abfrage von Tätigkeit, Status, Belegen, Fristen, Geldfolge und konkretem n — from…
When the user wants to write an email to an investor — cold outreach, warm intro request, follow-up after a meeting, monthly investor update, or thank-you note.
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.
Drafts comment-first then DM Reddit outreach for qualified interview leads from interview-finder/reddit-monitor, tracks state through the recruit lifecycle, surfaces stalled…
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.
Create and manage CRM opportunities (crm.lead) in Odoo 18 via XML-RPC API. Use this skill when the user asks to "create an opportunity", "add a lead", "add to CRM", "create CRM…
Use this skill when a Dynamics 365 ERP or CRM implementation is approaching go-live and must progress through mock migration, data reconciliation, cutover runbook execution,…
Creates professional follow-up emails after sales calls that capture key points and drive next steps.
HubSpot Integration workflow skill. Use this skill when the user needs Expert patterns for HubSpot CRM integration including OAuth and the operator should preserve the upstream…
This skill should be used when the user says \"sales ops mode\", \"track my deals\", \"prep for a client call\", \"log a deal update\", \"send a follow-up\", \"share a proposal\",…
Implements HubSpot CRM data access for contacts, companies, and deals using generated clients and MCP tools.
Implements Salesforce SOQL queries, sObject CRUD, and metadata exploration using generated clients and MCP tools.
This skill should be used when the user asks for "sales scripts", "belscripts", "objection handling", "sales copy", "follow-up templates", "closing techniques", or wants materials…
Use this skill when an Agentforce or Salesforce AI agent configuration must be reviewed for grounding quality, retrieval scope, action allowlist safety, human handoff design,…
Use this skill when Salesforce Apex classes, triggers, Lightning Web Components (LWC), or async jobs (Queueable, Batch, Future, Schedulable) must be reviewed for security…
Apex code quality guardrails for Salesforce development. Enforces bulk-safety rules (no SOQL/DML in loops), sharing model requirements, CRUD/FLS security, SOQL injection…
Use this skill when a Salesforce specialist agent must hand a matter to another agent and the context, uncertainty, evidence quality, privilege posture, and privacy posture must…
Quality standards for Salesforce Lightning Web Components (LWC), Aura components, and Visualforce pages.
Use this skill when a Salesforce data exposure event has been detected or is strongly suspected. Triggers include: guest-user data exposure via Experience Cloud, cross-org data…
Use this skill when Salesforce Flow XML, validation rules, approval processes, or record-triggered automation must be reviewed for correctness, safety, and maintainability.
Salesforce Flow architecture decisions, flow type selection, bulk safety validation, and fault handling standards.
Use this skill when Salesforce infrastructure security posture must be audited — covering network security policies, trusted IP ranges, login IP ranges per profile, CSP Trusted…
Use this skill when a Salesforce integration design must be reviewed for API choice, middleware position, retry and idempotency patterns, error queue design, observability, secret…
Use this skill when any proposed mutation to a live Salesforce production org must be evaluated before execution.
Use this skill when marketing data flows must be reviewed for consent capture, lawful basis, purpose limitation, preference center coverage, suppression list integrity,…
Use this skill when pasted or exported Salesforce metadata must be reviewed for over-customization, unused fields, hardcoded IDs, and deprecated metadata types.
Use this skill when a Salesforce org's overall posture must be assessed from sanitized exports — covering the object model, automation inventory, permission topology, integration…