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ClaudSkills / Sales / crm-systems

Persona And Journey Mapping Sf

Category: Sales  ·  Sub-category: crm-systems  ·  Last updated:
tool:salesforcetype:integration
Build Salesforce-anchored personas and journey maps where every persona ties to a Permission Set Group, primary record types, list views, dashboards, automation, and a measured mobile/desktop posture, and journeys walk each task end-to-end with friction tags that drive UX decisions. NOT for stakeholder authority / RACI (use admin/stakeholder-raci-for-sf-projects), NOT for system-side process flows (use admin/process-flow-as-is-to-be), NOT for Lightning page design itself (use admin/lightning-app-builder-advanced or the lightning-record-page-auditor agent), NOT for pure design / UX research disconnected from org artifacts.

From the source SKILL.md

This skill activates when an admin, BA, or architect needs to define who actually uses the org and how, in a way that drives concrete Salesforce configuration decisions rather than abstract UX deliverables. Every persona must anchor to org artifacts the platform exposes — Permission Set Groups, record types, list views, dashboards, automation — and every journey must walk a real task with measured friction so the output feeds downstream auditing and design agents.

What this skill does

Persona And Journey Mapping Sf is a community-contributed Claude Code skill in the crm-systems sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/persona-and-journey-mapping-sf/ and loads when your prompt matches the skill's trigger.

Who uses this skill

The Persona And Journey Mapping Sf 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 69,000+ 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/persona-and-journey-mapping-sf
curl -L https://claudskills.com/skills/persona-and-journey-mapping-sf/SKILL.md \
  -o ~/.claude/skills/persona-and-journey-mapping-sf/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/persona-and-journey-mapping-sf/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/persona-and-journey-mapping-sf/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\persona-and-journey-mapping-sf\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.

Pro

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

See pricing → Download desktop app

Attribution & license

More Sales skills

Browse all Sales skills in the ClaudSkills registry, or explore these other picks from the same category:

Browse all Sales skills → Top 100 skills
Part of ClaudSkills — the open registry for Claude Skills & Claude Code Skills.  ·  What's New  ·  Install guide  ·  About  ·  llms.txt

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