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al-stev
al-stevCOMMUNITY
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salesforce

Query read-only Salesforce data to surface account details, fields, and team information.

1|Updated Apr 7, 2026
Search Tags:#api#queries#salesforce#read-only#account#sfdc
One-click install
npx skills add https://github.com/al-stev/field-eng-skills --skill salesforce-al-stev
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: salesforce
Source: https://github.com/al-stev/field-eng-skills/tree/main/.claude/skills/salesforce
Command: npx skills add https://github.com/al-stev/field-eng-skills --skill salesforce-al-stev

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires simple-salesforce, requests, and includes scripts (resource) components.

What problem does it solve?

This skill provides read-only access to Salesforce data, enabling quick discovery of accounts, owners, and field structures without writing custom queries.

Core Features & Use Cases

  • Describe Account fields to reveal available attributes, data types, and labels for easier integration.
  • List accounts you are associated with, and fetch account details with standard and custom fields to support onboarding and reporting.
  • Retrieve account team member information to map ownership and roles for collaboration across Salesforce environments.

Quick Start

Configure credentials with /salesforce-setup and start by describing Account fields using the accounts.py describe command.

Frequently Asked Questions about salesforce

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

FAQPage Schema
How do I query Salesforce account details and custom fields without writing SOQL?▼

You can query Salesforce account details by running the provided accounts.py scripts to fetch standard and custom fields directly. The skill surfaces account attributes and data types instantly without requiring you to write custom SOQL queries.

Can I discover available Account fields and data types in Salesforce before integration?▼

Yes, you can describe Account fields to reveal available attributes, data types, and labels. This helps map the field structure of your Salesforce environment to support easier data integration and reporting.

What credentials do I need to read Salesforce data using this approach?▼

You need to configure SFDC_USERNAME, SFDC_PASSWORD, and SFDC_SECURITY_TOKEN in a ~/.fe-skills/.env file, or use session-based authentication. Running the /salesforce-setup command prepares these credentials for the sfdc_client wrapper.

Does this Salesforce data query tool support writing or modifying records?▼

No, this skill provides strictly read-only access to Salesforce data. It is designed to surface account details, field availability, and team information without allowing any modifications to your Salesforce environment.

How do I retrieve account team members and ownership roles across Salesforce environments?▼

You can retrieve account team member information by executing the specific script commands provided. This maps ownership and roles to support collaboration and onboarding across your Salesforce environments.

Does the simple-salesforce dependency handle authentication and error handling for queries?▼

The skill uses the sfdc_client wrapper built on the simple-salesforce dependency to manage authentication and provide robust error handling. It outputs query results in JSON format for reliable data processing.

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