Salesforce Risk Taxonomy
Use this skill when a Salesforce matter must be assigned a standardized matter type, risk tier, or escalation gate before routing or handoff. Defines all matter types (org-config, automation, code, integration, security/IAM, data, sales/CPQ, service/SLA, experience-cloud, marketing/consent, agentforce-AI, analytics-metrics, slack-governance, industry-vertical, architecture, compliance, release-deploy, live-mutation), risk tiers (Critical/High/Medium/Low/Unknown), and escalation gates (production data exposure, guest-user expansion, autonomous AI action, finance/revenue logic, regulated-vertical, mass change, irreversible deploy). Trigger phrases: "classify this Salesforce risk", "what tier is this change", "does this trigger an escalation gate", "assign a risk rating to this Salesforce matter". Do not use when you need to route a matter to an agent (use salesforce-routing-protocol), when you need a structured handoff (use salesforce-case-capsule), or when you need to approve a live change (use salesforce-live-change-approval-protocol). This skill classifies risk; it does not assess compliance or give Salesforce advice.
Security AStatic scan found no risk patternsHow grading works ›
What this skill does
Salesforce Risk Taxonomy 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-risk-taxonomy/ and loads when your prompt matches the skill's trigger.
When to invoke it: use when you need to route a matter to an agent (use salesforce-routing-protocol), when you need a structured handoff (use salesforce-case-capsule), or when you need to approve a live change (use salesforce-live-change-approval-protocol). This skill classifies risk; it does not assess compliance or give Salesforce advice.
Who uses this skill
The Salesforce Risk Taxonomy 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-risk-taxonomy
curl -L https://claudskills.com/skills/salesforce-risk-taxonomy/SKILL.md \
-o ~/.claude/skills/salesforce-risk-taxonomy/SKILL.md
Or just download SKILL.md directly and drop it into ~/.claude/skills/salesforce-risk-taxonomy/. Claude Code auto-discovers it on next session.
Skills live at ~/.claude/skills/salesforce-risk-taxonomy/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\salesforce-risk-taxonomy\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 Risk Taxonomy Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy
SKILL.md from the source repository to
~/.claude/skills/salesforce-risk-taxonomy/SKILL.md and restart Claude Code. Both flows are detailed at
claudskills.com/install/.
What does the Salesforce Risk Taxonomy skill do?
Use this skill when a Salesforce matter must be assigned a standardized matter type, risk tier, or escalation gate before routing or handoff. Defines all matter types (org-config, automation, code, integration, security/IAM, data, sales/CPQ, service/SLA, experience-cloud, marketing/consent, agentforce-AI, analytics-metrics, slack-governance, industry-vertical, architecture, compliance, release-deploy, live-mutation), risk tiers (Critical/High/Medium/Low/Unknown), and escalation gates (production data exposure, guest-user expansion, autonomous AI action, finance/revenue logic, regulated-vertical, mass change, irreversible deploy). Trigger phrases: "classify this Salesforce risk", "what tier is this change", "does this trigger an escalation gate", "assign a risk rating to this Salesforce matter". Do not use when you need to route a matter to an agent (use salesforce-routing-protocol), when you need a structured handoff (use salesforce-case-capsule), or when you need to approve a live change (use salesforce-live-change-approval-protocol). This skill classifies risk; it does not assess compliance or give Salesforce advice.
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 Risk Taxonomy skill?
Use Salesforce Risk Taxonomy 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 Risk Taxonomy" 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 Risk Taxonomy 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 Risk Taxonomy 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 Risk Taxonomy [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/salesforce-risk-taxonomy/
BibTeX
@misc{salesforce-risk-taxonomy-2026,
author = {Raishin},
title = {Salesforce Risk Taxonomy [Claude Code skill]},
year = {2026},
publisher = {ClaudSkills},
url = {https://claudskills.com/skills/salesforce-risk-taxonomy/}
}Embed this skill
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Badge
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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 ›
- ✓ Prompt injection
- ✓ Data exfiltration
- ✓ Supply chain
- ✓ Reverse shell
- ✓ Credentials
- ✓ Execution
- ✓ Filesystem
- ✓ Persistence
- ✓ Obfuscation
- ✓ Network
Show this grade on your repo (click to copy):
[](https://claudskills.com/skills/salesforce-risk-taxonomy/#security)
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