Skills
.Work. You
Rest

using-salesforce

Community

Query Salesforce data and trigger workflows.

Data & Analytics#workflow#crm#data-analysis#salesforce#soql#dml#schema-describe
Authorncy08
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Streamline access to Salesforce data and automate CRM workflows by querying data and triggering MCP-powered tasks without switching tools.

Core Features & Use Cases

  • Run SOQL queries with Salesforce-DX to retrieve Opportunities, Accounts, Contacts, and more.
  • Use Salesforce-Search for cross-object queries and schema introspection to discover data quickly.
  • Perform DML operations and metadata actions, or retrieve details for reporting and analysis.
  • Trigger workflows such as Executive Briefs, Pipeline Analysis, and follow-up communications using guided references.

Quick Start

Ask to run a SOQL query on opportunities and generate an executive brief.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: using-salesforce
Download link: https://github.com/ncy08/clear-claude-code/archive/main.zip#using-salesforce

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
View Source Repository

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.