admin-legacy-automation
CommunityAnalyze Salesforce legacy automation for admins.
AuthorPranavNagrecha
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill provides admins with insights into Salesforce's legacy automation layers, enabling them to understand and manage workflows, approval processes, and other automation components effectively.
Core Features & Use Cases
- Workflow Rule Analysis: Identifies and describes the rules, actions, and triggers involved in workflows.
- Approval Process Inspection: Details the active and inactive approval processes, including the approver chain and associated rules.
- Data-Driven Recommendations: Recommends moving legacy automation to Flow for modernization where applicable.
- Use Case: An admin can use this Skill to determine which workflows are still active on the 'Account' object and understand the email templates that fire as part of these workflows.
Quick Start
Use the admin-legacy-automation skill to show me the workflow rules that touch the 'Account' object.
Dependency Matrix
Required Modules
sf-intelligence
Components
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: admin-legacy-automation Download link: https://github.com/PranavNagrecha/Salesforce-Intelligence/archive/main.zip#admin-legacy-automation Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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