Insurance Brokerage Agency Billing Configure
forcedotcom/sf-skills
Configure end-to-end Agency Billing on a Salesforce FSC Insurance Brokerage org via dispatch MCP calls.
Agent skill
Salesforce Core Workflow B
by jeremylongshore in jeremylongshore/tons-of-skills-marketplace
Analyze and run the correct Salesforce high-volume operation using Bulk API 2.0, Composite, Graph, or sObject Collections with reconciliation.
Install Salesforce Core Workflow B
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-core-workflow-b -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesforce-core-workflow-b --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ 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-b .claude/skills/salesforce-core-workflow-b && rm -rf skills-srcUse ~/.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/
Install the "salesforce-core-workflow-b" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesforce-core-workflow-b into .claude/skills/salesforce-core-workflow-b/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesforce-core-workflow-b", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesforce-core-workflow-bType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-core-workflow-b -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesforce-core-workflow-b --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/.curated/salesforce-core-workflow-b .agents/skills/salesforce-core-workflow-b && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "salesforce-core-workflow-b" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesforce-core-workflow-b into .agents/skills/salesforce-core-workflow-b/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesforce-core-workflow-b", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-core-workflow-b -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesforce-core-workflow-b --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/.curated/salesforce-core-workflow-b .cursor/skills/salesforce-core-workflow-b && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "salesforce-core-workflow-b" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesforce-core-workflow-b into .cursor/skills/salesforce-core-workflow-b/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesforce-core-workflow-b", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/jeremylongshore/tons-of-skills-marketplace.git --path skills/.curated/salesforce-core-workflow-b--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-core-workflow-b -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesforce-core-workflow-b --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/.curated/salesforce-core-workflow-b .gemini/skills/salesforce-core-workflow-b && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "salesforce-core-workflow-b" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesforce-core-workflow-b into .gemini/skills/salesforce-core-workflow-b/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesforce-core-workflow-b", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesforce-core-workflow-bInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-core-workflow-b -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/.curated/salesforce-core-workflow-b .github/skills/salesforce-core-workflow-b && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "salesforce-core-workflow-b" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesforce-core-workflow-b into .github/skills/salesforce-core-workflow-b/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesforce-core-workflow-b", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-core-workflow-b -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesforce-core-workflow-b --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/.curated/salesforce-core-workflow-b .opencode/skills/salesforce-core-workflow-b && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "salesforce-core-workflow-b" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesforce-core-workflow-b into .opencode/skills/salesforce-core-workflow-b/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesforce-core-workflow-b", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
salesforce-core-workflow-b- GitHub stars
- 2.8k
- Token cost
- ~1.1k tokens
- SKILL.md length
- 423 words
- Files
- 1
- Skills in repo
- 3,342
- Repo updated
- First seen
- Licence
- MIT
At a glance
Analyze and run the correct Salesforce high-volume operation using Bulk API 2.0, Composite, Graph, or sObject Collections with reconciliation.
- Works in 7 steps: Profile row count, payload size,… → Inspect org entitlements, current API… → Select Bulk API 2.0 for suitable… → …
- Dependent batches
- 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 B is an agent skill from jeremylongshore/tons-of-skills-marketplace. Analyze and run the correct Salesforce high-volume operation using Bulk API 2.0, Composite, Graph, or sObject Collections with reconciliation. Use when handling large or dependent batches. Trigger with "run a Salesforce bulk workflow".
Its SKILL.md is about 1.1k 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; high-volume writes require capacity, data-owner, automation-owner, and production change approval
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
- Dependent batches
- With run a Salesforce bulk workflow
Example prompts
- “run a Salesforce bulk workflow”
- “/salesforce-core-workflow-b”
Requirements
- Compatibility (from SKILL.md): Designed for Claude Code; high-volume writes require capacity, data-owner, automation-owner, and production change approval
- Pre-approved tools (allowed-tools): Read, Glob, Grep, WebFetch, Write, Edit
Workflow steps
7 steps, taken from the first numbered list in SKILL.md.
- Profile row count, payload size, dependencies, ordering, latency, atomicity, retry, and reconciliation requirements.
- Inspect org entitlements, current API versions, limits, object metadata, automation, external IDs, and lock risks.
- Select Bulk API 2.0 for suitable asynchronous volume or the documented Composite resource for bounded dependent requests.
- Normalize and validate data, split deterministic batches, assign stable source keys, and create a quarantine ledger.
- Run a synthetic or read-only proof, then a small approved non-production write canary.
- Execute within the approved capacity window while recording job, graph, batch, request, and result identifiers.
- Download successes and failures, re-query target state, reconcile counts and keys, and retry only classified safe subsets.
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:
ReadGlobGrepWebFetchWriteEdit
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; high-volume writes require capacity, data-owner, automation-owner, and production change approval
From compatibility in the SKILL.md frontmatter.
Context cost
Salesforce Core Workflow B loads about 1.1k tokens when it runs. Until then it costs about 66 tokens; SKILL.md has 423 words of instructions outside code blocks.
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). 423 words, ~1,066 tokens.
Download SKILL.mdSave it as
.claude/skills/salesforce-core-workflow-b/SKILL.md (or your agent's skills folder).- name
- salesforce-core-workflow-b
- description
- Analyze and run the correct Salesforce high-volume operation using Bulk API 2.0, Composite, Graph, or sObject Collections with reconciliation. Use when handling large or dependent batches. Trigger with "run a Salesforce bulk workflow".
- allowed-tools
- Read, Glob, Grep, WebFetch, Write, Edit
- compatibility
- Designed for Claude Code; high-volume writes require capacity, data-owner, automation-owner, and production change approval
- argument-hint
- [org-alias] [dataset] [operation]
- version
- 1.8.0
- author
- Jeremy Longshore <jeremy@intentsolutions.io>
- license
- MIT
- tags
- saas, salesforce, bulk-api, composite-api, reconciliation
- model
- inherit
- effort
- high
Salesforce High-Volume and Composite Operation
Overview
Choose an API from workload evidence, make every batch restartable, and prove final state across partial, asynchronous, and dependent outcomes.
Prerequisites
- Dataset classification, object dependencies, operation, expected counts, external IDs, and owners
- Current Bulk API 2.0, Composite, Graph, and sObject Collections documentation
- Org limits, automation cost, error budget, maintenance window, quarantine, and rollback plans
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
Bulk API 2.0 performs asynchronous CSV ingest and large queries. Composite APIs combine supported REST subrequests with documented dependency and limit semantics; the best choice depends on volume, dependency graph, latency, and atomicity needs.
Authentication
Use a dedicated approved principal with only the required API, object, and field permissions. Keep tokens and payload data out of logs, plans, fixtures, and support bundles.
Instructions
- Profile row count, payload size, dependencies, ordering, latency, atomicity, retry, and reconciliation requirements.
- Inspect org entitlements, current API versions, limits, object metadata, automation, external IDs, and lock risks.
- Select Bulk API 2.0 for suitable asynchronous volume or the documented Composite resource for bounded dependent requests.
- Normalize and validate data, split deterministic batches, assign stable source keys, and create a quarantine ledger.
- Run a synthetic or read-only proof, then a small approved non-production write canary.
- Execute within the approved capacity window while recording job, graph, batch, request, and result identifiers.
- Download successes and failures, re-query target state, reconcile counts and keys, and retry only classified safe subsets.
Show full SKILL.md (151 more words)Show less
Approval Boundaries
Do not start high-volume jobs, select serial or parallel behavior, bypass automation, or retry uncertain writes without data, platform, and change-owner approval.
Output
Return the API decision, capacity plan, batch manifest, job identifiers, success and failure ledgers, reconciliation evidence, and rollback or resume point.
Error Handling
| Condition | Response |
|---|---|
| Job completes with failed records | Quarantine exact failures and preserve source keys; never replay the whole dataset blindly. |
| Dependent composite request fails | Use documented response status and dependency semantics to determine what committed before compensation. |
| Locks or automation exceed the stop threshold | Pause intake, preserve job state, and revise ordering, concurrency, or window with owners. |
Example
A redacted completion receipt might look like this:
mode=bulk-v2-upsert; rows=120000; key=Legacy_Id__c; canary=100-pass; success=119980; quarantine=20; reconciled=yesResources
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-b of jeremylongshore/tons-of-skills-marketplace.
Open the folder on GitHubat commit cfae287
Compare with similar skills
Salesforce Core Workflow B 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.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Salesforce Core Workflow B this skilljeremylongshore/tons-of-skills-marketplace | 2.8k | — | ~1.1k | Automated safety check: Pass | MIT | |
| Insurance Brokerage Agency Billing Configureforcedotcom/sf-skills | 1.1k | — | ~5.8k | Automated safety check: Pass | Apache-2.0 | |
| Soql Lib Query Builderbeyond-the-cloud-dev/soql-lib | 154 | — | ~4.3k | Automated safety check: Pass | MIT | |
| Sf DatacloudJaganpro/sf-skills | 424 | — | ~2.7k | Automated safety check: Pass | MIT | |
| Soql Lib Selectorbeyond-the-cloud-dev/soql-lib | 154 | — | ~2k | Automated safety check: Pass | MIT | |
| Dev SetupPortwood-Global-Solutions/Portwood | 126 | — | ~1.1k | Automated safety check: Pass | Apache-2.0 |
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Questions about Salesforce Core Workflow B
What does Salesforce Core Workflow B do?
Analyze and run the correct Salesforce high-volume operation using Bulk API 2.0, Composite, Graph, or sObject Collections with reconciliation. Salesforce Core Workflow B is an agent skill from jeremylongshore/tons-of-skills-marketplace.0, Composite, Graph, or sObject Collections with reconciliation.
When should I use Salesforce Core Workflow B?
Salesforce Core Workflow B fits situations like: dependent batches; with run a Salesforce bulk workflow.
How do I install Salesforce Core Workflow B in Claude Code?
Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-core-workflow-b -a claude-code`. Or copy the skill folder (skills/.curated/salesforce-core-workflow-b in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/salesforce-core-workflow-b in your project. Claude Code loads it when a task matches its description.
How do I install Salesforce Core Workflow B in Codex?
Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-core-workflow-b -a codex`. Or copy the skill folder (skills/.curated/salesforce-core-workflow-b in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/salesforce-core-workflow-b in your project. Codex loads it when a task matches its description.
Can I use Salesforce Core Workflow B 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-b -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/salesforce-core-workflow-b, .gemini/skills/salesforce-core-workflow-b, .github/skills/salesforce-core-workflow-b and .opencode/skills/salesforce-core-workflow-b in your project.
What does Salesforce Core Workflow B need to run?
SKILL.md names no scripts, command-line tools or credentials: Salesforce Core Workflow B 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; high-volume writes require capacity, data-owner, automation-owner, and production change approval.
Does Salesforce Core Workflow B 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 B 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 B use?
Salesforce Core Workflow B 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 B use?
About 1.1k tokens (SKILL.md is roughly 4.3k 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 B?
Skills that share tags, products or a category with Salesforce Core Workflow B: 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 B?
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.