Habilidades salesforce-automation
📦

salesforce-automation

Seguro

Automate Salesforce CRM Tasks

Salesforce admins and sales teams need efficient CRM automation without manual clicks. This skill enables Claude and Codex to execute leads, contacts, accounts, opportunities, and SOQL queries through Rube MCP.

Soporta: Claude Codex Code(CC)
🥉 74 Bronce
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Subir en Claude

Ve a Configuración → Capacidades → Skills → Subir skill

3

Activa y empieza a usar

Pruébalo

Usando "salesforce-automation". Search for contacts with email containing 'gmail.com'

Resultado esperado:

Found 3 contacts matching criteria: John Smith (john@gmail.com), Sarah Johnson (sarah.j@gmail.com), Mike Brown (mbrown@gmail.com). Each contact shows LastName, FirstName, Email, Phone, and associated Account Name.

Usando "salesforce-automation". Create a new opportunity named 'Enterprise Deal' for account 'BigCorp Inc' with StageName 'Prospecting', CloseDate 2026-06-30, and Amount 250000

Resultado esperado:

Successfully created opportunity: Id='0063h00000ABC123', Name='Enterprise Deal', AccountId='0013h00000DEF456', StageName='Prospecting', CloseDate='2026-06-30', Amount=250000, CreatedDate='2026-02-24T23:54:22Z'

Usando "salesforce-automation". Run SOQL: SELECT Id, Name, Industry FROM Account WHERE Industry = 'Technology' LIMIT 10

Resultado esperado:

Query returned 10 accounts in Technology sector. Results include Account Id, Name, and Industry fields. Response indicates done=false with nextRecordsUrl for pagination if more results exist.

Auditoría de seguridad

Seguro
v1 • 2/24/2026

This skill is a documentation-only file (SKILL.md) describing Salesforce CRM operations via Rube MCP. All 67 static analyzer findings are false positives: the detected 'external_commands' are markdown backticks around tool names (e.g., SALESFORCE_SEARCH_LEADS), not shell execution. The 'network' finding references the MCP server URL in documentation. No code execution, shell commands, or network requests exist in this skill.

1
Archivos escaneados
196
Líneas analizadas
0
hallazgos
1
Auditorías totales
No se encontraron problemas de seguridad
Auditado por: claude

Puntuación de calidad

38
Arquitectura
100
Mantenibilidad
87
Contenido
50
Comunidad
100
Seguridad
91
Cumplimiento de la especificación

Lo que puedes crear

Sales Operations Manager

Automate daily lead intake by creating leads from email inquiries, assigning them to the correct campaigns, and applying lead assignment rules without manual data entry.

Account Executive

Track opportunity pipeline by querying deals at specific stages, updating close dates and amounts, and associating contacts with their respective accounts.

Salesforce Administrator

Run bulk SOQL queries to audit data quality, update task statuses across multiple records, and retrieve custom object schemas for documentation.

Prueba estos prompts

Create and Assign a Lead 
Create a new lead with LastName 'Johnson', Company 'Acme Corp', Email 'johnson@acme.com', and Phone '555-0123'. Then add this lead to the 'Q1 Campaign' and apply lead assignment rules.
Search Contacts and Associate with Account 
Search for contacts with LastName 'Smith'. For each result, check if they are associated with an account. If not, search for the account named 'Tech Solutions' and associate the contact to that account.
Query and Update Opportunities 
Run a SOQL query to find all opportunities in the 'Proposal' stage with CloseDate in the next 30 days. For each opportunity, update the StageName to 'Negotiation' and add a note to the description.
Complete Overdue Tasks and Report 
Search for all tasks with Status 'Not Started' and ActivityDate before today. Mark each task as complete with Status 'Completed'. Then query all completed tasks and provide a summary count by subject.

Mejores prácticas

  • Always call RUBE_SEARCH_TOOLS first to get current tool schemas before executing workflows
  • Verify Rube MCP connection status shows ACTIVE before running any Salesforce operations
  • Use SALESFORCE_RUN_SOQL_QUERY to validate data before bulk updates to prevent unintended changes

Evitar

  • Creating leads without checking for duplicates using SALESFORCE_SEARCH_LEADS first
  • Assuming field display labels match API names (use API names like Account.Name, not 'Account Name')
  • Ignoring pagination tokens in SOQL query results when processing large datasets

Preguntas frecuentes

How do I set up the Rube MCP connection to Salesforce?
Add https://rube.app/mcp as an MCP server in your Claude or Codex configuration. Call RUBE_MANAGE_CONNECTIONS with toolkit 'salesforce'. If the connection is not ACTIVE, follow the returned OAuth link to authorize. Confirm ACTIVE status before running workflows.
What is the difference between SALESFORCE_RUN_SOQL_QUERY and SALESFORCE_QUERY?
Both execute SOQL queries. SALESFORCE_QUERY additionally supports pagination using nextRecordsUrl for large result sets. Use SALESFORCE_QUERY when you expect results exceeding standard page limits.
Why do my SOQL queries fail with 'unknown field' errors?
SOQL uses Salesforce field API names, not display labels. For example, use Account.Name instead of 'Account Name'. Custom fields end with __c suffix. Use SALESFORCE_GET_ALL_CUSTOM_OBJECTS to discover correct API names.
Can I use this skill to delete Salesforce records?
This skill focuses on create, read, and update operations. Deletion capabilities depend on available tools in the Composio Salesforce toolkit. Check SALESFORCE_RUN_SOQL_QUERY documentation for available operations.
How do I handle Salesforce ID format differences?
Salesforce IDs are 15 characters (case-sensitive) or 18 characters (case-insensitive). Both formats work for most operations. Use 18-character IDs when performing case-insensitive matching or external integrations.
What permissions do I need in Salesforce to use this skill?
You need appropriate object and field permissions in your Salesforce profile or permission sets. The skill operates within your user's existing permissions. Contact your Salesforce admin if you encounter access errors.

Detalles del desarrollador

Autor

sickn33

Licencia

MIT

Repositorio

https://github.com/sickn33/antigravity-awesome-skills/tree/main/skills/salesforce-automation

Ref.

main

Estructura de archivos

📄 SKILL.md