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ClaudSkills / Sales / sales-misc

Opportunity Pipeline Migration

Category: Sales  ·  Sub-category: sales-misc  ·  Last updated:
tool:salesforce
Use when migrating historical Opportunity records into Salesforce — covering stage history recreation, amount and close date mapping, product line item load sequencing (Product2 → Price Book → OpportunityLineItem), team member (OpportunityTeamMember) and revenue split (OpportunitySplit) loading, and Pricebook2 assignment. NOT for generic multi-object data migration planning (use data-migration-planning). NOT for ongoing CRM sync or ETL pipeline architecture. NOT for opportunity record type or sales process configuration.
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About this skill (catalog notes)

Opportunity Pipeline Migration includes pricing or quota commentary. At roughly 2,782 words the SKILL.md is on the longer end of the catalog distribution.

Original author
Pranav Nagrecha
Indexed lastmod
Catalog position
Sales · sales-misc
Indexed related skills
10

How Opportunity Pipeline Migration fits the catalog

Opportunity Pipeline Migration sits in the Sales category under the sales-misc sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

This skill activates when a practitioner needs to migrate historical Opportunity records — including products, line items, team members, and revenue splits — from a legacy system into Salesforce. It covers the strict object load sequence required by Salesforce referential integrity, the read-only constraint on OpportunityHistory, Price Book assignment mechanics, and the prerequisite configuration steps for OpportunitySplit.

What this skill does

Opportunity Pipeline Migration is a community-contributed Claude Code skill in the sales-misc sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/opportunity-pipeline-migration/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when migrating historical Opportunity records into Salesforce — covering stage history recreation, amount and close date mapping, product line item load sequencing (Product2 → Price Book → OpportunityLineItem), team member (OpportunityTeamMember) and revenue split (OpportunitySplit) loading, and Pricebook2 assignment. NOT for generic multi-object data migration planning (use data-migration-planning).

Who uses this skill

The Opportunity Pipeline Migration Claude Code skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 115,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/opportunity-pipeline-migration
curl -L https://claudskills.com/skills/opportunity-pipeline-migration/SKILL.md \
  -o ~/.claude/skills/opportunity-pipeline-migration/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/opportunity-pipeline-migration/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/opportunity-pipeline-migration/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\opportunity-pipeline-migration\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Telegram

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

Frequently asked questions

How do I install the Opportunity Pipeline Migration Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/opportunity-pipeline-migration/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.
What does the Opportunity Pipeline Migration skill do?
Use when migrating historical Opportunity records into Salesforce — covering stage history recreation, amount and close date mapping, product line item load sequencing (Product2 → Price Book → OpportunityLineItem), team member (OpportunityTeamMember) and revenue split (OpportunitySplit) loading, and Pricebook2 assignment. NOT for generic multi-object data migration planning (use data-migration-planning). NOT for ongoing CRM sync or ETL pipeline architecture. NOT for opportunity record type or sales process configuration.
Is this skill free to install?
Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.
When should I use the Opportunity Pipeline Migration skill?
Use Opportunity Pipeline Migration when your Claude Code task falls under the Sales category — specifically in the sales misc area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Opportunity Pipeline Migration" or describe the task and let Claude pick). Browse related skills at /category/sales/.
What is a Claude Code skill and how does the Opportunity Pipeline Migration skill fit in?
A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Opportunity Pipeline Migration is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA
Pranav Nagrecha. (2026). Opportunity Pipeline Migration [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/opportunity-pipeline-migration/
BibTeX
@misc{opportunity-pipeline-migration-2026,
  author    = {Pranav Nagrecha},
  title     = {Opportunity Pipeline Migration [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/opportunity-pipeline-migration/}
}

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Security scan

Grade A · scanned 2026-06-13 — free static scan against the OWASP Agentic Skills Top 10.

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