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PranavNagrecha
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admin-playbooks

Automate Salesforce admin routines with predefined playbooks for org checks and audits.

2|Updated Jun 17, 2026
Search Tags:#cleanup#playbooks#Salesforce#security audits#admin routines
One-click install
npx skills add https://github.com/PranavNagrecha/Salesforce-Intelligence --skill admin-playbooks
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: admin-playbooks
Source: https://github.com/PranavNagrecha/Salesforce-Intelligence/tree/main/.claude/skills/admin-playbooks
Command: npx skills add https://github.com/PranavNagrecha/Salesforce-Intelligence --skill admin-playbooks

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires sf-intelligence, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill addresses the need for streamlined, repeatable admin routines in Salesforce, enabling users to execute complex tasks like pre-deployment checks, org tours, security audits, and cleanup sweeps with ease.

Core Features & Use Cases

  • Pre-Deployment Checks: Execute a comprehensive pre-deployment checklist to ensure your org is ready for release.
  • Org Tours: Get an overview of your Salesforce org, including its structure, integrations, and permission settings.
  • Security Audits: Conduct thorough security audits to identify potential vulnerabilities and tighten access controls.
  • Cleanup Sweeps: Identify and remove unused fields, components, and code to optimize your org's performance.

Quick Start

Run the 'pre-deploy' playbook to perform a pre-deployment checklist for your Salesforce org.

Frequently Asked Questions about admin-playbooks

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate Salesforce admin routines like security audits and cleanup sweeps?▼

You can automate Salesforce admin routines by running predefined playbooks that execute org readiness checks, security audits, and cleanup operations against your org metadata to identify vulnerabilities and remove unused components.

What is the best way to perform a pre-deployment checklist for a Salesforce org?▼

The best way to perform a pre-deployment checklist is to run a pre-deploy playbook, which automates a comprehensive readiness check of your Salesforce org structure, integrations, and permission settings before a release.

Does this Salesforce admin playbooks approach require any specific dependencies to access org metadata?▼

Yes, executing these Salesforce admin playbooks requires the sf-intelligence dependency to access your org metadata and run the necessary tools for security audits and cleanup sweeps.

Can I use these playbooks to identify and remove unused fields in Salesforce?▼

Yes, you can use the cleanup sweeps playbook to automatically identify and remove unused fields, components, and code within your Salesforce org to optimize overall performance.

When do I need to run a security audit on my Salesforce org?▼

You need to run a Salesforce security audit when preparing for deployment or tightening access controls, utilizing playbooks to identify potential vulnerabilities and verify your org's permission settings.

What are the limitations of using predefined playbooks for Salesforce org tours?▼

Predefined playbooks for Salesforce org tours are limited to providing an overview of structure, integrations, and permissions based on accessible metadata, meaning they do not cover real-time transactional data or custom UI components.

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