salesforce-query

Translate natural language Salesforce queries into SOQL and return markdown tables.

Updated Aug 23, 2026
One-click install
npx skills add https://github.com/rchanda1392/VibeCodeProjects --skill salesforce-query
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: salesforce-query
Source: https://github.com/rchanda1392/VibeCodeProjects/tree/main/.claude/skills/salesforce-query
Command: npx skills add https://github.com/rchanda1392/VibeCodeProjects --skill salesforce-query

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This skill lets you query Salesforce data using natural language and receive results formatted as markdown tables, reducing manual effort and enabling ad-hoc data exploration.

Core Features & Use Cases

  • Natural language to SOQL translation with transparent SOQL generation
  • On-demand schema discovery for accurate field references and relationships
  • Read-only queries across common Salesforce objects (Account, Opportunity, Contact, Lead, Case) with support for relationship fields like Account.Name and Owner.Name
  • Results displayed as clean markdown tables suitable for reports and quick analyses
  • Ambiguity handling: prompts for clarification to ensure correct results

Quick Start

Invoke the skill with a natural language Salesforce query, for example '/salesforce-query show opportunities for United Oil & Gas'.

Frequently Asked Questions about salesforce-query

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

FAQPage Schema
How do I query Salesforce data using natural language instead of writing SOQL?

You can query Salesforce data using natural language by translating your text into SOQL automatically. This approach returns results as markdown tables, reducing manual SOQL effort and enabling ad-hoc data exploration.

Can I retrieve related fields like Account.Name when querying Salesforce objects?

Yes, querying Salesforce objects supports related fields like Account.Name and Owner.Name. On-demand schema discovery ensures accurate field references and relationships across Account, Opportunity, Contact, Lead, and Case objects.

Does this natural language Salesforce query approach modify or delete records?

No, this natural language Salesforce query approach executes read-only SOQL statements only. It satisfies token-based authentication and transparent SOQL display to ensure data is retrieved safely without modifying or deleting records.

What do I need to set up to run natural language Salesforce queries?

To run natural language Salesforce queries, you need a valid Salesforce authentication token and the Python requests dependency. The environment handles on-demand schema discovery to map your plain text to standard objects accurately.

How does the tool handle ambiguous natural language requests for Salesforce data?

When handling ambiguous natural language requests for Salesforce data, the tool prompts for clarification to ensure correct results. It validates fields against the discovered schema before generating and executing the read-only SOQL query.

What is the best way to explore Salesforce Opportunity data without knowing exact field names?

The best way to explore Salesforce Opportunity data without knowing exact field names is using on-demand schema discovery. This mechanism automatically maps your natural language request to valid fields and returns formatted markdown tables.