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salesforce

Query Salesforce org data with SOQL via SF CLI or MCP.

239|30|Updated Jan 22, 2026
Search Tags:#automation#developer-tools#salesforce#data-query#SOQL#SF CLI#org-management
One-click install
npx skills add https://github.com/jdrhyne/agent-skills --skill salesforce
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: salesforce
Source: https://github.com/jdrhyne/agent-skills/tree/main/skills/salesforce
Command: npx skills add https://github.com/jdrhyne/agent-skills --skill salesforce

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill enables you to query and manage data in your Salesforce org efficiently using the Salesforce MCP server or SF CLI, reducing manual effort and improving data insight.

Core Features & Use Cases

  • SOQL queries: Retrieve data across core objects to drive dashboards and automation.
  • Org management: Authenticate, connect, and manage multiple orgs with aliases.
  • Data insights: Pull pipeline, ARR/ACV metrics, and object models to inform decisions.

Quick Start

  1. Install Salesforce CLI: npm install -g @salesforce/cli
  2. Authenticate your org: sf org login web --alias my-prod
  3. Run a sample query: sf data query --query "SELECT Id, Name FROM Account LIMIT 5" --target-org my-prod

Frequently Asked Questions about salesforce

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

FAQPage Schema
How do I run SOQL queries to retrieve Salesforce org data?▼

You run SOQL queries to retrieve Salesforce org data by using the SF CLI command `sf data query` with your SOQL string and target-org alias. This Skill automates pulling data across standard objects and custom fields for admin workflows.

What do I need to authenticate and manage multiple Salesforce orgs?▼

To authenticate and manage multiple Salesforce orgs, you need the Salesforce CLI installed and an initial web login using `sf org login web --alias`. This Skill enables connecting and managing multiple orgs with aliases for efficient org management.

Can I use MCP for tool-based access to query Salesforce data?▼

Yes, you can use the Salesforce MCP server for tool-based access to query and manage org data. While MCP is optional for tool-based access, the Salesforce CLI is required and must be installed with an initial org authentication.

What's the best way to pull pipeline and ARR metrics from Salesforce?▼

The best way to pull pipeline and ARR metrics from Salesforce is by executing targeted SOQL queries through this Skill. It enables efficient data discovery across core objects to inform decisions and drive dashboards without manual effort.

Does this Salesforce querying approach work with custom fields?▼

Yes, this Salesforce querying approach works with custom fields. The Skill covers SOQL querying and basic data discovery across standard objects and custom fields in typical admin and developer workflows to improve data insight.

Why is my Salesforce CLI data query not returning results?▼

Your Salesforce CLI data query may not return results if you lack an authenticated org alias or your SOQL syntax is incorrect. This Skill requires an initial `sf org login web` authentication and valid SOQL to query standard objects successfully.

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