connect-ai-salesforce

Official

Automate Salesforce data querying and manipulation.

AuthorCDataSoftware
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill simplifies the process of querying and manipulating Salesforce data, allowing users to automate common tasks and streamline their workflows.

Core Features & Use Cases

  • Salesforce Data Querying: Offers schema discovery, query construction, and execution guidance for Salesforce objects.
  • Salesforce Data Manipulation: Supports the execution of Salesforce stored procedures and batch operations.
  • Use Case: Users can leverage this Skill to automate data extraction, update records, and perform other CRUD operations on Salesforce objects.

Quick Start

Run a query to fetch the details of all Accounts with the 'Customer' Type.

Dependency Matrix

Required Modules

CData Connect AISalesforce API

Components

scriptsreferencesassets

💻 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: connect-ai-salesforce
Download link: https://github.com/CDataSoftware/connect-ai-skills/archive/main.zip#connect-ai-salesforce

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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