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customer-setup

Community

Interactive onboarding to populate customer registry

Marketing & Sales#slack#jira#confluence#salesforce#asana#customer-onboarding#customer-registry
Authoral-stev
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This skill removes manual, error-prone work of reconciling Salesforce account data with operational systems by interactively creating or updating canonical customer entries in the team's registry.

Core Features & Use Cases

  • Salesforce reconciliation: Query Salesforce for account data and map key fields such as account ID and deployment type.
  • SE overlays & verification: Prompt Solutions Engineers for Slack channels, Asana project GIDs, Jira customer mappings, and cadence details that are not present in CRM data.
  • Integration setup & idempotency: Create Confluence pages, validate Slack/Jira/Asana mappings, and perform idempotent writes to templates/customers.yaml with PLACEHOLDER fallbacks.
  • Batch and single modes: Support per-customer onboarding and bulk import of accounts where the SE is the listed Post-Sales AISE.

Quick Start

Run the customer-setup skill for a given customer name or run the customer-setup --all option to bulk-import your managed accounts from Salesforce.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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: customer-setup
Download link: https://github.com/al-stev/field-eng-skills/archive/main.zip#customer-setup

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