ClaudSkills / Sales / sales-misc

Path And Guidance

Quality score: 70/100  ·  Category: Sales  ·  Sub-category: sales-misc
tool:salesforce
Use when setting up, customizing, or troubleshooting the Salesforce Path component on Opportunity, Lead, Case, or custom objects. Triggers: 'add guidance to stages', 'key fields on path', 'celebrate closed won', 'path not showing', 'configure path steps', 'confetti on stage change'. NOT for Sales Process configuration, validation rules that enforce required fields, or Kanban board setup.

What this skill does

Path And Guidance is a production-ready Claude Code skill (quality score 70/100) in the sales-misc sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/path-and-guidance/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when setting up, customizing, or troubleshooting the Salesforce Path component on Opportunity, Lead, Case, or custom objects. Triggers: 'add guidance to stages', 'key fields on path', 'celebrate closed won', 'path not showing', 'configure path steps', 'confetti on stage change'.

Who uses this skill

The Path And Guidance skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It is part of the open ClaudSkills registry, a community-curated catalog of 15,000+ capabilities you can install for Claude Code — the Claude CLI agent.

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/path-and-guidance
curl -L https://claudskills.com/skills/path-and-guidance/SKILL.md \
  -o ~/.claude/skills/path-and-guidance/SKILL.md

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

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

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.

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Part of ClaudSkills — the open registry for Claude Code skills.  ·  What's New  ·  Install guide  ·  About  ·  llms.txt