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…
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
Set up Salesforce for B2B SaaS GTM — object model, opportunity pipelines, lead management, reports and dashboards, automation (Flows), and enrichment integration.
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…
Turn a custom CRM, Customer Hub, policy-governed Smart CRM, or CDP + CRM process objective into a working Accordo solution - discover installed packages, capabilities and…
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.
Generate finished, honest role-specific resumes, cover letters, short answers, and non-message outreach artifacts from a saved JD, source resume facts, candidate evidence bank,…
Profesyonel Türkçe e-posta yazar; resmi/samimi ton, takip, satış ve geri bildirim e-postaları için uygun hitap, konu satırı ve kapanış üretir.
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…
Plan investor outreach for startups: target investor list, warm intro paths, cold email, update cadence, CRM tracking, meeting prep, and follow-up.
First enricher skill for Syroco's company brain. Subscribes to events from granola-scribe, slack-scribe, hubspot-scribe (and any future customer-touching scribe).
Write X (Twitter) direct messages that get replies, for outreach, warm intros, partnerships, and follow-ups.
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.
Implement a deterministic cross-module CRM process with policy, trace, audit and optional human approval.
Plans the creative asset supply chain required for campaigns, CRM, media, content, personalization, testing, localization, and optimization.
Cleans up CRM data from HubSpot, Salesforce, Pipedrive, Zoho, Close, Attio, or any CRM CSV export. Finds duplicate contacts and companies with fuzzy matching (not just exact…
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…
Search, read, and modify customer and contact records safely, keeping retrieval strictly separate from modification.
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.
Use this skill for GoHighLevel CRM work for realtors: contact lookup and updates, opportunity/pipeline actions, conversation messaging, calendar slots, and workflow enrollment…
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…
Prepare for client meetings and capture post-meeting actions. Use this skill whenever someone needs to prepare for a sales call, client meeting, investor pitch, partner…
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\",…
Produce the post-discovery follow-up package after a sales call: a personalized email recap, and, when your sales process calls for it, a personalized proposal (in PandaDoc or…
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.