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Agent skill

Salesforce Core Workflow A

by jeremylongshore in jeremylongshore/tons-of-skills-marketplace

Run a metadata-aware Salesforce record workflow with bounded SOQL, CRUD and field-access checks, mutation preview, and reconciliation.

MITAuto-check passedSales & Support

Install Salesforce Core Workflow A

skills CLI
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-core-workflow-a -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesforce-core-workflow-a --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/.curated/salesforce-core-workflow-a .claude/skills/salesforce-core-workflow-a && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
salesforce-core-workflow-a
GitHub stars
2.8k
Token cost
~1k tokens
SKILL.md length
414 words
Files
1
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Run a metadata-aware Salesforce record workflow with bounded SOQL, CRUD and field-access checks, mutation preview, and reconciliation.

  • Works in 7 steps: Record the business invariant, org,… → Discover a supported API version and… → Build a selective parameterized query… → …
  • Operating transactional objects
  • SKILL.md covers Overview, Prerequisites, Tool Discipline and Current Contract, plus 8 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Salesforce Core Workflow A is an agent skill from jeremylongshore/tons-of-skills-marketplace. Run a metadata-aware Salesforce record workflow with bounded SOQL, CRUD and field-access checks, mutation preview, and reconciliation. Use when operating transactional objects. Trigger with "operate Salesforce records".

Its SKILL.md is about 1k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts. Compatibility notes: Designed for Claude Code; record mutations require business object owner approval and a tested rollback or compensating action

It sits in Sales & Support, covering CRM management and Accounting and bookkeeping. It works with Salesforce. The repository describes itself as: Model-agnostic agent-skills platform with a harness-free canonical layer, verified adapters, and the ccpi package manager. Explore at tonsofskills.com. The licence is MIT.

When your agent uses it

  • Operating transactional objects
  • With operate Salesforce records

Example prompts

  • “operate Salesforce records”
  • “/salesforce-core-workflow-a”

Requirements

  • Compatibility (from SKILL.md): Designed for Claude Code; record mutations require business object owner approval and a tested rollback or compensating action
  • Pre-approved tools (allowed-tools): Read, Glob, Grep, WebFetch, Write, Edit

Workflow steps

7 steps, taken from the first numbered list in SKILL.md.

  1. Record the business invariant, org, object, fields, predicates, expected count, external key, and accountable owner.
  2. Discover a supported API version and inspect current object and field metadata for the principal.
  3. Build a selective parameterized query with explicit fields, scope, ordering, row bound, and pagination plan.
  4. Run a read-only sample and compare counts, ownership, duplicates, nullability, and sensitive-data classification.
  5. Preview create, update, upsert, or delete effects including validation, automation, sharing, and downstream integrations.
  6. After explicit approval, execute a bounded idempotent batch and retain request and result identifiers without record data.
  7. Re-query by stable key, reconcile success and failure counts, quarantine exceptions, and invoke rollback if invariants fail.

What it can do on your machine

Read from SKILL.md and the folder at commit cfae287. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • Read
    • Glob
    • Grep
    • WebFetch
    • Write
    • Edit

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Links to these hosts (documentation or services it may open):

    • developer.salesforce.com

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

  • Compatibility

    Designed for Claude Code; record mutations require business object owner approval and a tested rollback or compensating action

    From compatibility in the SKILL.md frontmatter.

Context cost

Salesforce Core Workflow A loads about 1k tokens when it runs. Until then it costs about 62 tokens; SKILL.md has 414 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~62
When it runs · the whole SKILL.md, loaded when a task matches
~1k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from jeremylongshore/tons-of-skills-marketplace at commit cfae287, republished under its MIT licence (© jeremylongshore). 414 words, ~1,040 tokens.

Download SKILL.mdSave it as .claude/skills/salesforce-core-workflow-a/SKILL.md (or your agent's skills folder).
name
salesforce-core-workflow-a
description
Run a metadata-aware Salesforce record workflow with bounded SOQL, CRUD and field-access checks, mutation preview, and reconciliation. Use when operating transactional objects. Trigger with "operate Salesforce records".
allowed-tools
Read, Glob, Grep, WebFetch, Write, Edit
compatibility
Designed for Claude Code; record mutations require business object owner approval and a tested rollback or compensating action
argument-hint
[org-alias] [object] [operation]
version
1.8.0
author
Jeremy Longshore <jeremy@intentsolutions.io>
license
MIT
tags
saas, salesforce, soql, records, metadata
model
inherit
effort
high

Governed Salesforce Record and SOQL Workflow

Overview

Turn a record request into a permission-aware, selective, idempotent, and auditable operation instead of embedding fixed object assumptions.

Prerequisites

  • Authorized org, object, business purpose, selection rule, and data owner
  • Current object metadata, CRUD and field access, sharing context, automation, and duplicate rules
  • Expected counts, external keys, mutation policy, rollback method, and reconciliation owner

Tool Discipline

Use Read, Glob, and Grep to inspect approved repository and evidence files, WebFetch to re-check current first-party Salesforce documentation, and Write or Edit only for secretless plans, fixtures, configuration, and redacted receipts.

Current Contract

REST and SOQL operations are versioned and execute in the security context of the authorized principal. Object metadata, fields, validation, triggers, flows, sharing, and duplicate behavior vary by org.

Authentication

Use the approved integration principal and OAuth contract. Prove object and field access for that principal; do not infer authorization from an administrator session or from metadata visible to another user.

Instructions

  1. Record the business invariant, org, object, fields, predicates, expected count, external key, and accountable owner.
  2. Discover a supported API version and inspect current object and field metadata for the principal.
  3. Build a selective parameterized query with explicit fields, scope, ordering, row bound, and pagination plan.
  4. Run a read-only sample and compare counts, ownership, duplicates, nullability, and sensitive-data classification.
  5. Preview create, update, upsert, or delete effects including validation, automation, sharing, and downstream integrations.
  6. After explicit approval, execute a bounded idempotent batch and retain request and result identifiers without record data.
  7. Re-query by stable key, reconcile success and failure counts, quarantine exceptions, and invoke rollback if invariants fail.
Show full SKILL.md (143 more words)Show less

Approval Boundaries

Do not mutate records, bypass validation, use broad queries, change sharing, or expose field values without object, data, and change-owner approval.

Output

Return the query and metadata evidence, expected and actual counts, permission findings, mutation preview, request IDs, exceptions, reconciliation, and rollback status.

Error Handling

ConditionResponse
Metadata changed after planningStop and rebuild the query and mutation preview from the new contract.
Partial mutation failure occursDo not blind-retry; classify records, preserve idempotency, and quarantine uncertain outcomes.
Query is non-selective or unboundedAdd supported predicates and bounds or choose an asynchronous pattern.

Example

A redacted completion receipt might look like this:

text
org=uat; object=Account; query=bounded; expected=25; approved=25; succeeded=24; quarantined=1; reconciled=yes

Resources

Next Steps

Run the workflow first in the lowest-risk authorized org and preserve its redacted receipt. Schedule a review against the next Salesforce seasonal release and the customer change calendar.

© jeremylongshore, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/.curated/salesforce-core-workflow-a of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287

Compare with similar skills

Salesforce Core Workflow A next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Salesforce Core Workflow A compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Salesforce Core Workflow A this skilljeremylongshore/tons-of-skills-marketplace2.8k—~1kAutomated safety check: PassMIT
Insurance Brokerage Agency Billing Configureforcedotcom/sf-skills1.1k—~5.8kAutomated safety check: PassApache-2.0
Soql Lib Query Builderbeyond-the-cloud-dev/soql-lib154—~4.3kAutomated safety check: PassMIT
Sf DatacloudJaganpro/sf-skills424—~2.7kAutomated safety check: PassMIT
Soql Lib Selectorbeyond-the-cloud-dev/soql-lib154—~2kAutomated safety check: PassMIT
Dev SetupPortwood-Global-Solutions/Portwood126—~1.1kAutomated safety check: PassApache-2.0

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Works with

Categories

Questions about Salesforce Core Workflow A

What does Salesforce Core Workflow A do?

Run a metadata-aware Salesforce record workflow with bounded SOQL, CRUD and field-access checks, mutation preview, and reconciliation. Salesforce Core Workflow A is an agent skill from jeremylongshore/tons-of-skills-marketplace. Run a metadata-aware Salesforce record workflow with bounded SOQL, CRUD and field-access checks, mutation preview, and reconciliation.

When should I use Salesforce Core Workflow A?

Salesforce Core Workflow A fits situations like: operating transactional objects; with operate Salesforce records.

How do I install Salesforce Core Workflow A in Claude Code?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-core-workflow-a -a claude-code`. Or copy the skill folder (skills/.curated/salesforce-core-workflow-a in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/salesforce-core-workflow-a in your project. Claude Code loads it when a task matches its description.

How do I install Salesforce Core Workflow A in Codex?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-core-workflow-a -a codex`. Or copy the skill folder (skills/.curated/salesforce-core-workflow-a in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/salesforce-core-workflow-a in your project. Codex loads it when a task matches its description.

Can I use Salesforce Core Workflow A in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-core-workflow-a -a cursor` (or -a -a, -a or -a for the others). To copy it by hand, put the folder in .cursor/skills/salesforce-core-workflow-a, .gemini/skills/salesforce-core-workflow-a, .github/skills/salesforce-core-workflow-a and .opencode/skills/salesforce-core-workflow-a in your project.

What does Salesforce Core Workflow A need to run?

SKILL.md names no scripts, command-line tools or credentials: Salesforce Core Workflow A is instructions for the agent only. Its frontmatter pre-approves these tools: Read, Glob, Grep, WebFetch, Write, Edit. Compatibility (from SKILL.md): Designed for Claude Code; record mutations require business object owner approval and a tested rollback or compensating action.

Does Salesforce Core Workflow A access the network?

SKILL.md names 1 domain. As links in the text: developer.salesforce.com. This is read from the text; nothing was executed.

Is Salesforce Core Workflow A safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Salesforce Core Workflow A use?

Salesforce Core Workflow A is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Salesforce Core Workflow A use?

About 1k tokens (SKILL.md is roughly 4.2k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Salesforce Core Workflow A?

Skills that share tags, products or a category with Salesforce Core Workflow A: Insurance Brokerage Agency Billing Configure (forcedotcom/sf-skills, 1.1k stars), Soql Lib Query Builder (beyond-the-cloud-dev/soql-lib, 154 stars), Sf Datacloud (Jaganpro/sf-skills, 424 stars) and Soql Lib Selector (beyond-the-cloud-dev/soql-lib, 154 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Salesforce Core Workflow A?

jeremylongshore (a GitHub user) maintains it in jeremylongshore/tons-of-skills-marketplace, which has 2,827 GitHub stars. The repository holds 3,342 skills in this directory. The repository was last updated on October 10, 2026.

Source: jeremylongshore/tons-of-skills-marketplace on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.