skills.rest
al-stev
al-stevCOMMUNITY
Explore all skills by this author →
GitHub

customer-setup

Reconcile Salesforce account data with Jira, Slack, Asana, and Confluence to populate the customers registry.

1|Updated Apr 7, 2026
Search Tags:#slack#jira#confluence#salesforce#asana#customer-onboarding#customer-registry
One-click install
npx skills add https://github.com/al-stev/field-eng-skills --skill customer-setup
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: customer-setup
Source: https://github.com/al-stev/field-eng-skills/tree/main/.claude/skills/customer-setup
Command: npx skills add https://github.com/al-stev/field-eng-skills --skill customer-setup

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about customer-setup

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

FAQPage Schema
How do I automate customer onboarding from Salesforce into our internal registry?▼

Automating customer onboarding from Salesforce involves querying account data, reconciling it with Jira, Slack, and Asana mappings, and interactively writing verified records to a canonical registry file.

What's the best way to reconcile Salesforce account data with Jira and Slack during customer setup?▼

The best way to reconcile Salesforce data with Jira and Slack during customer setup is using an interactive workflow that queries CRM fields, prompts for SE overlay details, and validates integration mappings before writing.

Can I bulk import managed Salesforce accounts into a customer registry?▼

Yes, you can bulk import managed Salesforce accounts into a customer registry by running a batch mode operation that retrieves accounts where the SE is the listed Post-Sales AISE and processes them together.

Do I need authenticated credentials for Jira and Confluence to populate customer records?▼

Yes, you need authenticated Salesforce, Jira, and Slack credentials to populate customer records, while Confluence and Asana credentials are optional but required for their respective integration setups.

What happens to missing CRM fields when creating a canonical customer entry?▼

When creating a canonical customer entry, missing CRM fields are handled by prompting the Solutions Engineer for overlay details and applying PLACEHOLDER fallbacks for any remaining gaps during idempotent writes.

Does customer onboarding support idempotent updates to avoid duplicate registry entries?▼

Yes, customer onboarding supports idempotent updates to avoid duplicate registry entries by verifying Slack, Jira, and Asana mappings and performing safe writes to the customers.yaml template file.

Related Skills

Explore More Marketing & Sales Skills→
al-steval-stev

3p-update

Synthesize Asana tasks, Jira issues, and Slack messages into Progress/Plans/Problems updates.

Community
Advanced
lloydchanglloydchang
2

progress-reporter

Generate project status reports and distribute them via Slack and email.

Community
Advanced
NimbleBrainIncNimbleBrainInc
2

asana

Manage Asana workspaces, projects, and tasks using verified GIDs.

Official
Advanced
Lobbi-DocsLobbi-Docs
18

atlassianapi

Automate Jira and Confluence REST API interactions with JSON payloads.

Official
Intermediate