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CRM Systems (Page 8 of 8)

446 Claude Code skills in the CRM Systems sub-category of Sales & Outreach.

446 skills · updated 2026-11-01 · showing 421–446 of 446 by quality score

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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…
Salesforce CRM API integration with managed OAuth. Query records with SOQL, manage sObjects (Contacts, Accounts, Leads, Opportunities), and perform batch operations.
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…
Use this skill when Salesforce profiles, permission sets, permission set groups, permission set licenses, muting permission sets, sharing rules, OWD, role hierarchy, IP…
Use this skill when a Salesforce release must be evaluated for deployment readiness. Covers: sandbox refresh strategy, source tracking state, package version diff,…
Use this skill when a Salesforce matter must be assigned a standardized matter type, risk tier, or escalation gate before routing or handoff.
Use this skill when a Salesforce matter must be classified and routed to the right specialist agent, when a matter crosses multiple Salesforce domains and needs parallel review,…
Use this skill when Salesforce deployment zero-trust readiness must be evaluated against NIST SP 800-207 ZTA principles — covering continuous verification configuration, MFA and…
Use this skill when designing or troubleshooting Slack Workflow Builder workflows that call Salesforce — especially the Salesforce connector step Run a Flow, mapping…
Author a self-contained bash script that walks a human through a multi-step demo – pausing between steps so they can read output before proceeding, and asserting expected vs.
Writes a ready-to-send email from any situation description. Use this skill whenever the user needs to write, draft, compose, or reply to an email — including follow-ups, cold…
Duplicate detection, analysis, and merge for contacts and companies
Authenticate production HubSpot integrations and survive the auth-side
All Sales & Outreach skills →
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