Search

CRM management

319 skills found, page 5.
Search results
#SkillRepositoryStarsUsed inTokensAuto-checkLicenceUpdated
193

A skill your agent uses when writing a cold email or LinkedIn DM to a stranger and its cadence: first-touch copy under a word ceiling, 4-7 step bump sequences, per-inbox volume and warm-up limits…

ericrisco/rsc-harness180—~4.1kAutomated safety check: PassMIT2 days ago
194

A skill your agent uses when building and qualifying a prospect list before anyone reaches out — a falsifiable ICP, named accounts/contacts from Apollo/ZoomInfo/Clay, deduped against the CRM, tiered…

ericrisco/rsc-harness180—~2.6kAutomated safety check: PassMIT2 days ago
195

A skill your agent uses when running LinkedIn social selling as a repeatable motion — Sales Navigator saved searches and trigger alerts, weekly request budgets, fixing a low acceptance rate, turning…

ericrisco/rsc-harness180—~2.8kAutomated safety check: PassMIT2 days ago
196

A skill your agent uses when an operator runs deals out of a spreadsheet or Notion and wants real stages, win probabilities, deal hygiene, a weekly follow-up sweep, and a defensible roll-up forecast…

ericrisco/rsc-harness180—~3.3kAutomated safety check: PassMIT2 days ago
197

When the user wants to forecast sales revenue, build a commit/upside/best-case forecast, calculate weighted pipeline, predict whether they'll hit their number, or run a forecast call.

TheCraigHewitt/skills159—~5.2kAutomated safety check: PassMIT4 mo ago
198

When the user wants to review their sales pipeline, score deals, identify risks, clean up dead deals, or prepare for a pipeline review meeting.

TheCraigHewitt/skills159—~5.7kAutomated safety check: PassMIT4 mo ago
199

Sync contacts and deals with a connected CRM, deduped, approval-gated.

indranilbanerjee/digital-marketing-pro8621 repo~3.2kAutomated safety check: PassMITyesterday
200

Integrate Salesforce B2B Commerce open source components from GitHub into B2B Commerce stores.

forcedotcom/sf-skills1.1k—~2.2kAutomated safety check: PassApache-2.0yesterday
201

ISV App Analytics metadata types — AppAnalyticsQueryRequest and AppAnalyticsSettings.

forcedotcom/sf-skills1.1k—~1.7kAutomated safety check: PassApache-2.0yesterday
202

Scaffold a new Salesforce DX project of any template — standard, empty, analytics, agent, or a React/Angular UI-bundle app — and set it up end-to-end: relocate the session, connect an org, set the…

forcedotcom/sf-skills1.1k—~4.5kAutomated safety check: NotesApache-2.0yesterday
203

Extracts, retrieves, and applies CMS brand guidelines (voice, tone, style, colors, typography) to generated content.

forcedotcom/sf-skills1.1k—~2.1kAutomated safety check: PassApache-2.0yesterday
204

Author a Salesforce Digital Experience brand (a "brand.json") so the VS Code Brand Toolkit can load, edit, and preview it.

forcedotcom/sf-skills1.1k—~2.8kAutomated safety check: PassApache-2.0yesterday
205

MUST activate when the project contains a uiBundles//src/ directory and the task involves uploading, attaching, or dropping files.

forcedotcom/sf-skills1.1k—~3kAutomated safety check: PassApache-2.0yesterday
206

Patch an existing Data Capture Flow that's already deployed in a connected Salesforce org.

forcedotcom/sf-skills1.1k—~3kAutomated safety check: PassApache-2.0yesterday
207

A skill your agent uses to enable Salesforce Change Data Capture (CDC) on a standard or custom object, configure a custom event channel, set a filter expression, or add enrichment fields.

forcedotcom/sf-skills1.1k—~3.8kAutomated safety check: PassApache-2.0yesterday
208

Create, read, update, and delete ManagedEventSubscription metadata in Salesforce.

forcedotcom/sf-skills1.1k—~2.5kAutomated safety check: PassApache-2.0yesterday
209

Use this when someone says I don't know where to start or help me get going, asks where am I?

forcedotcom/sf-skills1.1k—~1.7kAutomated safety check: NotesApache-2.0yesterday
210

A skill your agent uses when users create, generate, or validate Salesforce Custom Field metadata.

forcedotcom/sf-skills1.1k—~6kAutomated safety check: PassApache-2.0yesterday
211

A skill your agent uses when users need to create or configure Salesforce Custom Tabs.

forcedotcom/sf-skills1.1k—~1.8kAutomated safety check: PassApache-2.0yesterday
212

Validate Salesforce metadata before deploying. An agent skill from forcedotcom/sf-skills.

forcedotcom/sf-skills1.1k—~1.2kAutomated safety check: NotesApache-2.0yesterday
213

Execute the destructiveChanges.xml delete-and-deploy workflow against a Salesforce org.

forcedotcom/sf-skills1.1k—~1.4kAutomated safety check: NotesApache-2.0yesterday
214

Validate and configure the local Salesforce development environment.

forcedotcom/sf-skills1.1k—~2.6kAutomated safety check: NotesApache-2.0yesterday
215

Build complete Salesforce Lightning Experience applications from natural language descriptions.

forcedotcom/sf-skills1.1k—~4.9kAutomated safety check: PassApache-2.0yesterday
216

A skill your agent uses when users need to create, generate, or validate Salesforce List View metadata.

forcedotcom/sf-skills1.1k—~2.1kAutomated safety check: PassApache-2.0yesterday
217

Reference/contract for the Salesforce LSP MCP tools and unavailability handling.

forcedotcom/sf-skills1.1k—~3.2kAutomated safety check: NotesApache-2.0yesterday
218

Generates correct, deployable Salesforce permission set metadata (PermissionSet XML) with object, field, user, and app permissions.

forcedotcom/sf-skills1.1k—~1.5kAutomated safety check: PassApache-2.0yesterday
219

Deploy validated metadata to a Production Salesforce org without re-running tests.

forcedotcom/sf-skills1.1k—~1.2kAutomated safety check: NotesApache-2.0yesterday
220

A skill your agent uses to create, generate, or validate a Salesforce GlobalValueSet (reusable picklist shared across fields) or customize a StandardValueSet (built-in picklists like Industry, Lead…

forcedotcom/sf-skills1.1k—~4.4kAutomated safety check: PassApache-2.0yesterday
221

Confirm the customer's WhatsApp Business Account is shared with Salesforce on Meta's side.

forcedotcom/sf-skills1.1k—~3.7kAutomated safety check: PassApache-2.0yesterday
222

Create and activate an IT Service Employee agent as a Next-Gen Authoring (NGA) native agent from an ITSM Employee agent template's Agent Script, via the Salesforce CLI (sf): read the template, check…

forcedotcom/sf-skills1.1k—~7.5kAutomated safety check: NotesApache-2.0yesterday
223

Create and activate the IT Service Fulfiller agent as a Next-Gen Authoring (NGA) native agent from the shipped ITSM Fulfiller template's Agent Script, using the Salesforce CLI (sf): read the…

forcedotcom/sf-skills1.1k—~8.6kAutomated safety check: NotesApache-2.0yesterday
224

Enable Swarming for Employee Service (ITSM) in Salesforce — the Salesforce Go feature service-cloud-swarming that lets IT Desk agents pull in subject-matter experts to collaboratively resolve…

forcedotcom/sf-skills1.1k—~2.6kAutomated safety check: PassApache-2.0yesterday
225

Configure the embedded Agentforce Employee Agent so it replies inside the Microsoft Teams ITSM custom client ('Salesforce Employee Assist' / 'Ask AI Agent').

forcedotcom/sf-skills1.1k—~2.8kAutomated safety check: PassApache-2.0yesterday
226

Configure the "Set Up Salesforce IT Desk" checklist for Microsoft Teams Employee Service (ITSM) — the fulfiller/agent side, covering app enablement, marketplace install guidance, user access…

forcedotcom/sf-skills1.1k—~3.8kAutomated safety check: PassApache-2.0yesterday
227

Configure end-to-end Agency Billing on a Salesforce FSC Insurance Brokerage org via dispatch MCP calls.

forcedotcom/sf-skills1.1k—~5.8kAutomated safety check: PassApache-2.0yesterday
228
228.CRM

Operate HubSpot CRM from a terminal or agent: list and search contact records, view deal pipeline stages, and — with explicit confirmation — move deals between stages, backed by a bundled crm-cli…

magnus919/agent-skills115—~2.1kAutomated safety check: PassMITyesterday
229

Suede-owned revenue-operations discipline. An agent skill from JasonColapietro/suede-creator-skills.

JasonColapietro/suede-creator-skills127—~3.8kAutomated safety check: PassMITyesterday
230

Read lost deals and churned accounts from your CRM, extract reasons clustered by theme (missing features, pricing, competitors, UX), and write a prioritized weekly analysis with product improvement…

amplitude/builder-skills159—~871Automated safety check: PassNo licence2 mo ago
231

A skill your agent uses whenever a user wants to turn AI Visibility data into published content — whether they say "find content gaps", "what should we write about", "which topics have low…

amplitude/builder-skills159—~2.8kAutomated safety check: PassNo licence2 mo ago
232

Design or audit B2B sales pipeline — define stage names, entry/exit criteria, qualification standards, and CRM field requirements.

jeremylongshore/tons-of-skills-marketplace2.8k—~900Automated safety check: NotesMITyesterday
233

Revenue reconnaissance — audit current sales pipeline, deal patterns, ICP definition, and revenue motion to understand what's working and where the constraint is.

jeremylongshore/tons-of-skills-marketplace2.8k—~1.2kAutomated safety check: NotesMITyesterday
234

Sync Fathom meeting data to CRM and build automated follow-up workflows.

jeremylongshore/tons-of-skills-marketplace2.8k—~871Automated safety check: PassMITyesterday
235

Manage a fundraise pipeline end-to-end with Finta. An agent skill from jeremylongshore/tons-of-skills-marketplace.

jeremylongshore/tons-of-skills-marketplace2.8k—~1kAutomated safety check: PassMITyesterday
236

Set up your first fundraise pipeline in Finta with investors and deal stages.

jeremylongshore/tons-of-skills-marketplace2.8k—~893Automated safety check: PassMITyesterday
237

Reference architecture for fundraising operations with Finta CRM.

jeremylongshore/tons-of-skills-marketplace2.8k—~1.8kAutomated safety check: PassMITyesterday
238

Post-meeting note processing, sharing, and follow-up workflows in Granola.

jeremylongshore/tons-of-skills-marketplace2.8k—~1.7kAutomated safety check: PassMITyesterday
239

Automate and audit HubSpot deal pipeline operations without destroying real pipeline — covering stage automation loops, stale-deal safe-close logic, forecast reconciliation, custom property drift…

jeremylongshore/tons-of-skills-marketplace2.8k—~5.5kAutomated safety check: PassMITyesterday
240

Manage HubSpot lifecycle stages and list segmentation in production without silently destroying CRM trust.

jeremylongshore/tons-of-skills-marketplace2.8k—~5.4kAutomated safety check: NotesMITyesterday