Skills salesforce-automation
📦

salesforce-automation

Content revision r1 Medium Risk ⚙️ External commands🌐 Network access

Automate Salesforce CRM Workflows

Salesforce updates and lookups often require repeated manual CRM work. This skill guides Claude, Codex, and Claude Code through Rube MCP workflows for common Salesforce records.

Supports: Claude Codex Code(CC)
📊 69 Adequate

Install with my Agent

Copy this request to your Agent. It includes the canonical Skill page and manifest.

Agent request
Review the Skillstore skill "salesforce-automation" from https://skillstore.io/skills/sickn33-salesforce-automation.md and its manifest at https://skillstore.io/api/skills/sickn33-salesforce-automation/manifest. Verify the artifact. You may proceed after verification, subject to the environment's own policy.

Your Agent should still show its plan and request any confirmation required by the security policy.

Agent-readable resources

Use these links when an AI agent, crawler, or script needs clean context instead of reading the full page.

Markdown detail GET /skills/sickn33-salesforce-automation.md Signed manifest GET /api/skills/sickn33-salesforce-automation/manifest Signed lockfile GET /api/skills/sickn33-salesforce-automation/lockfile

Test it

Using "salesforce-automation". Find recent technology leads and summarize who needs follow-up.

Expected outcome:

A concise list of matching leads, key fields, follow-up status, and a note about pagination if more results exist.

Using "salesforce-automation". Create a new opportunity for an existing account after I approve details.

Expected outcome:

A confirmation checklist covering account match, opportunity name, stage, close date, amount, and submitted action.

Using "salesforce-automation". Review incomplete Salesforce tasks for this week.

Expected outcome:

A task summary grouped by owner, due date, status, and suggested completion or update actions.

Security Audit

Medium Risk
v4 • 7/7/2026 Open versioned report

The backtick and system reconnaissance static findings are false positives caused by Markdown formatting, Salesforce tool names, and SOQL examples. The only confirmed static issue is a low-severity third-party MCP endpoint, with one medium semantic risk for broad Salesforce data access and record mutation through Rube MCP.

1
Files scanned
191
Lines analyzed
1
Review items
0
False positives ignored

Confirmed security concerns (1)

Medium
SKILL.md:14-20SKILL.md:97-105SKILL.md:170-190
Third-Party Salesforce Data Access
The skill directs users to connect Rube MCP and Salesforce OAuth, then query or modify CRM records. This is intended behavior, but it creates privacy and authorization risk without clear confirmation steps.
The workflow explicitly requires Rube MCP and a Salesforce connection, then documents SOQL queries plus create, update, complete, and transfer actions. The risk is contextual data access and record mutation, not local code execution.
Capability review items (1)

These are real local capabilities that may be expected for this skill, so they require review but are not counted as confirmed malicious behavior.

Low
SKILL.md:20
Hardcoded URL
**Get Rube MCP**: Add `https://rube.app/mcp` as an MCP server in your client configuration. No API k
Line 20 tells users to add https://rube.app/mcp as an MCP server. That third-party network dependency is a real low-severity risk because Salesforce workflows rely on an external service.

Risk Factors

⚙️ External commands (53)
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🌐 Network access (1)
SKILL.md:20
Audited by: codex View Audit History →
Share & cite this report

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Open versioned report
Security Assessment

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https://skillstore.io/skills/sickn33-salesforce-automation/audits/4?utm_source=security_passport&utm_medium=share&utm_campaign=versioned_report

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Academic citations (APA · BibTeX · CFF)

APA citation

sickn33. (2026). salesforce-automation security audit report (audit version 4) [Author version unspecified]. Skillstore. https://skillstore.io/skills/sickn33-salesforce-automation/audits/4

BibTeX citation

@techreport{sickn33-sickn33-salesforce-automation-2026, author = {sickn33}, title = {salesforce-automation security audit report (audit version 4)}, institution = {Skillstore}, year = {2026}, number = {4}, url = {https://skillstore.io/skills/sickn33-salesforce-automation/audits/4}, note = {Author version unspecified} }

CITATION.cff

cff-version: 1.2.0 message: "If you use this Skill, cite its author and this versioned security audit report." title: "salesforce-automation security audit report (audit version 4)" version: "unspecified" type: report authors: - name: "sickn33" date-released: "2026-07-07" url: "https://skillstore.io/skills/sickn33-salesforce-automation/audits/4" identifiers: - type: other value: "skillstore:sickn33-salesforce-automation:audit:4" description: "Skillstore immutable audit report identifier"

Skillstore Score

Why this score Evidence Confidence: High
55
Architecture
85
Maintainability
87
Content
69
Community
83
Spec Compliance

What You Can Build

Manage Lead Intake

Create, search, list, and update leads while checking required Salesforce fields.

Maintain Account Data

Search contacts and accounts, create missing records, and associate contacts with verified accounts.

Track Pipeline Work

Find opportunities, prepare opportunity creation steps, and update related Salesforce tasks.

Try These Prompts

Check My Salesforce Connection 
Use this skill to verify Rube MCP and my Salesforce connection. Search for current Salesforce tool schemas before any action.
Create a Lead 
Use this skill to create a Salesforce lead for [person] at [company]. Confirm required fields and ask before submitting the record.
Query Contacts by Account 
Use this skill to find contacts for [account name]. Search current tool schemas, run a safe SOQL lookup, and summarize matches.
Plan a CRM Update Workflow 
Use this skill to plan updates for [records or campaign]. Identify searches, confirmations, write actions, and rollback notes before changes.

Best Practices

  • Search current Rube Salesforce tool schemas before selecting any tool.
  • Ask for confirmation before creating, updating, completing, or transferring records.
  • Use Salesforce API field names and validate required fields before submission.

Avoid

  • Do not run broad SOQL queries when a narrow filter can answer the request.
  • Do not assume display labels match Salesforce API field names.
  • Do not update records from partial matches or unverified IDs.

Frequently Asked Questions

What Salesforce areas does this skill cover?
It covers leads, contacts, accounts, opportunities, tasks, SOQL queries, custom objects, and common record workflows.
Does this skill require Rube MCP?
Yes. It is written for the Rube MCP Salesforce toolkit and requires an active Salesforce connection.
Can it create or update Salesforce records?
Yes. It documents create, update, association, completion, and ownership transfer workflows.
Can it run custom SOQL queries?
Yes. It includes SOQL examples and notes about relationship fields, date filters, and pagination.
Does it know my Salesforce custom fields?
No. It tells the assistant to search current tool schemas and discover custom objects when needed.
Should users confirm write actions?
Yes. Users should confirm record IDs and field changes before any write or transfer operation.

Developer Details

Author

sickn33

License

MIT

Skillstore revision

r1

Version notice

The author did not declare a version.

Repository

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

Ref

9f814fc6a43fd99946f2da5e0df231c65a38bc76

Maintenance freshness

7/18/2026

Usage

7 downloads · 110 views

File structure

📄 SKILL.md