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salesforce-automation

Automate Salesforce CRM operations including SOQL queries and task management.

Updated Mar 18, 2026
Search Tags:#automation#crm#salesforce#soql#leads#composio#rube-mcp
One-click install
npx skills add https://github.com/dr-code/beacon --skill salesforce-automation-dr-code
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: salesforce-automation
Source: https://github.com/dr-code/beacon/tree/main/plugins/all-skills/skills/salesforce-automation
Command: npx skills add https://github.com/dr-code/beacon --skill salesforce-automation-dr-code

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates repetitive and error-prone Salesforce CRM operations by enabling programmatic creation, search, update, and querying of leads, contacts, accounts, opportunities, and tasks through Composio's Rube MCP, reducing manual UI work and schema confusion.

Core Features & Use Cases

  • Lead and Contact Management: Create, search, list, update leads and contacts, add leads to campaigns, and apply assignment rules.
  • Account & Opportunity Workflows: Create accounts, associate contacts, create and retrieve opportunities, and enforce required fields like Name, StageName, and CloseDate.
  • SOQL Queries & Reporting: Run custom SOQL queries with pagination support to power reports and ad-hoc data retrieval using API field names.
  • Task and Ownership Operations: Search, update, and complete tasks and perform mass ownership transfers when needed.
  • Use Case: Programmatically find all open opportunities over $50,000 closing this quarter and export results for pipeline review.

Quick Start

Connect Rube MCP to Salesforce with the salesforce toolkit, confirm the connection is ACTIVE via RUBE_MANAGE_CONNECTIONS, call RUBE_SEARCH_TOOLS for current schemas, and then run a SOQL query to list open opportunities over $50,000 closing this quarter.

Frequently Asked Questions about salesforce-automation

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

FAQPage Schema
How do I automate Salesforce lead creation and updates without manual UI work?▼

This Skill automates Salesforce lead and contact management by using Composio's Rube MCP to programmatically create, search, update, and assign records to campaigns without manual UI work. It requires an active Salesforce OAuth connection.

Can I run custom SOQL queries with pagination for ad-hoc Salesforce reporting?▼

Yes, this Skill supports running custom SOQL queries with pagination awareness via Composio's Rube MCP. You can retrieve large datasets using API field names for ad-hoc reporting and pipeline review without hitting result limits.

How do I find and track open Salesforce opportunities closing this quarter?▼

To find open opportunities closing this quarter, run a SOQL query filtering by CloseDate and Amount. This Skill enforces required fields like StageName and CloseDate, ensuring accurate opportunity tracking and pipeline reporting.

Do I need Composio Rube MCP to manage Salesforce tasks and ownership transfers?▼

Yes, this Skill requires an accessible Rube MCP endpoint with the Salesforce toolkit. You must confirm an ACTIVE Salesforce OAuth connection via RUBE_MANAGE_CONNECTIONS before managing tasks, updating records, or performing mass ownership transfers.

What is the best way to programmatically create Salesforce accounts and associate contacts?▼

The best way is to use this Skill to create accounts and associate contacts programmatically via Composio's Rube MCP. It enforces required fields like Name and uses RUBE_SEARCH_TOOLS to discover current tool schemas and API field names.

Why does my Salesforce automation fail with schema or API field name errors?▼

Schema errors occur when using outdated field names. Call RUBE_SEARCH_TOOLS via Rube MCP to retrieve current tool schemas and exact API field names before executing CRM operations or SOQL queries. This ensures your automation matches the live Salesforce configuration.

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