Salesforce Appexchange Playbook

Q: What is a Claude Code skill and how does the Salesforce Appexchange Playbook 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. Salesforce Appexchange Playbook is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at https://claudskills.com/learn/what-is-skill-md/.

Category: Sales · Sub-category: crm-systems · Last updated: 2026-11-01

tool:salesforce type:review

Takes a B2B SaaS product onto Salesforce AppExchange (increasingly AgentExchange) as an ISV - partner entry, listing type, managed 2GP choices that can never be undone, security review prep and resubmission, PADA, Checkout, GTM app or Channel Order App pricing, LMA licensing, re-reviews, push upgrades, OAuth mandates. Use whenever a vendor mentions AppExchange, AgentExchange, the Salesforce security review, a managed package it distributes, the Salesforce ISV program or PNR revenue share. Vendor side only. Do NOT use for listing copy, search rank or reviews (use samber/developer-platform-skills@integration-listing-optimization), for reviewing apps on your own marketplace (use samber/developer-platform-skills@app-marketplace-review), or for Apex/LWC code, internal-org packages or consulting listings.

Security AStatic scan found no risk patternsHow grading works ›

From the source SKILL.md

You take a SaaS product onto AppExchange, whose newer pages say AgentExchange: a reviewed partner, a package or API integration, a security gate, and a revenue share. The expensive mistakes happen before the listing exists.

What this skill does

Salesforce Appexchange Playbook 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/salesforce-appexchange-playbook/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use whenever a vendor mentions AppExchange, AgentExchange, the Salesforce security review, a managed package it distributes, the Salesforce ISV program or PNR revenue share. Vendor side only.

Who uses this skill

The Salesforce Appexchange Playbook 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 213,000+ 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/salesforce-appexchange-playbook
curl -L https://claudskills.com/skills/salesforce-appexchange-playbook/SKILL.md \
  -o ~/.claude/skills/salesforce-appexchange-playbook/SKILL.md

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

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

📱 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.

See pricing → Download desktop app

Frequently asked questions

How do I install the Salesforce Appexchange Playbook Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/salesforce-appexchange-playbook/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.

What does the Salesforce Appexchange Playbook skill do?

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 Salesforce Appexchange Playbook skill?

Use Salesforce Appexchange Playbook when your Claude Code task falls under the Sales category — specifically in the crm systems 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 Salesforce Appexchange Playbook" or describe the task and let Claude pick). Browse related skills at /category/sales/.

What is a Claude Code skill and how does the Salesforce Appexchange Playbook 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. Salesforce Appexchange Playbook 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

Source: https://github.com/samber/developer-platform-skills/blob/HEAD/skills/salesforce-appexchange-playbook/SKILL.md
License: MIT
Author: samber

Cite this skill

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

APA

samber. (2026). Salesforce Appexchange Playbook [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/salesforce-appexchange-playbook/

BibTeX

@misc{salesforce-appexchange-playbook-2026,
  author    = {samber},
  title     = {Salesforce Appexchange Playbook [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/salesforce-appexchange-playbook/}
}

Embed this skill

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Badge

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Security scan

Grade A · scanned 2026-11-01 — free static scan against the OWASP Agentic Skills Top 10.

No risk patterns were found in any of the ten OWASP-aligned categories. How grading works ›

✓ Prompt injection
✓ Data exfiltration
✓ Supply chain
✓ Reverse shell
✓ Credentials
✓ Execution
✓ Filesystem
✓ Persistence
✓ Obfuscation
✓ Network

Show this grade on your repo (click to copy):

[![Security: A](https://img.shields.io/badge/Security-A-2e7d32)](https://claudskills.com/skills/salesforce-appexchange-playbook/#security)

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