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ClaudSkills / Sales / crm-systems

Salesforce Org Assessment Skill

Category: Sales  ·  Sub-category: crm-systems  ·  Last updated:
tool:salesforcetype:reviewtype:integration
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 map, and technical debt indicators. Produces a risk register and remediation backlog. Trigger phrases: "assess this Salesforce org", "review org health", "generate a risk register for this org", "what is the technical debt in this org", "review this metadata export for posture". Do not use when you need to review a single metadata type in depth (use salesforce-metadata-review-skill), when you need to review only permissions (use salesforce-permission-model-review-skill), or when a live production change is being proposed (use salesforce-live-change-approval-protocol). Works from sanitized exports only; never requests live org credentials or direct API access.
Security AStatic scan found no risk patternsHow grading works ›

What this skill does

Salesforce Org Assessment Skill 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-org-assessment-skill/ and loads when your prompt matches the skill's trigger.

When to invoke it: use when you need to review a single metadata type in depth (use salesforce-metadata-review-skill), when you need to review only permissions (use salesforce-permission-model-review-skill), or when a live production change is being proposed (use salesforce-live-change-approval-protocol). Works from sanitized exports only; never requests live org credentials or direct API access.

Who uses this skill

The Salesforce Org Assessment Skill 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 146,000+ 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-org-assessment-skill
curl -L https://claudskills.com/skills/salesforce-org-assessment-skill/SKILL.md \
  -o ~/.claude/skills/salesforce-org-assessment-skill/SKILL.md

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

Skills live at ~/.claude/skills/salesforce-org-assessment-skill/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\salesforce-org-assessment-skill\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 Salesforce Org Assessment Skill Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/salesforce-org-assessment-skill/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.
What does the Salesforce Org Assessment Skill skill do?
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 map, and technical debt indicators. Produces a risk register and remediation backlog. Trigger phrases: "assess this Salesforce org", "review org health", "generate a risk register for this org", "what is the technical debt in this org", "review this metadata export for posture". Do not use when you need to review a single metadata type in depth (use salesforce-metadata-review-skill), when you need to review only permissions (use salesforce-permission-model-review-skill), or when a live production change is being proposed (use salesforce-live-change-approval-protocol). Works from sanitized exports only; never requests live org credentials or direct API access.
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 Org Assessment Skill skill?
Use Salesforce Org Assessment Skill 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 Org Assessment Skill" 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 Org Assessment Skill 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 Org Assessment Skill 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
Raishin. (2026). Salesforce Org Assessment Skill [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/salesforce-org-assessment-skill/
BibTeX
@misc{salesforce-org-assessment-skill-2026,
  author    = {Raishin},
  title     = {Salesforce Org Assessment Skill [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/salesforce-org-assessment-skill/}
}

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Security scan

Grade A · scanned 2026-07-06 — 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 ›

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