Portfolio Management Systems
JoelLewis/finance_skills
Select, configure, and operate portfolio management systems for advisory firms, covering model portfolios, UMA/sleeve management, drift monitoring, rebalancing, and custodian data feeds.
Agent skill
Salesloft Core Workflow B
by jeremylongshore in jeremylongshore/tons-of-skills-marketplace
Reconcile Salesloft cadence membership state and engagement counts with an incremental, restartable read workflow.
Install Salesloft Core Workflow B
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesloft-core-workflow-b -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesloft-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/salesloft-core-workflow-b .claude/skills/salesloft-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 "salesloft-core-workflow-b" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesloft-core-workflow-b into .claude/skills/salesloft-core-workflow-b/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesloft-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/salesloft-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 salesloft-core-workflow-b -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesloft-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/salesloft-core-workflow-b .agents/skills/salesloft-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 "salesloft-core-workflow-b" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesloft-core-workflow-b into .agents/skills/salesloft-core-workflow-b/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesloft-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 salesloft-core-workflow-b -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesloft-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/salesloft-core-workflow-b .cursor/skills/salesloft-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 "salesloft-core-workflow-b" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesloft-core-workflow-b into .cursor/skills/salesloft-core-workflow-b/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesloft-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/salesloft-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 salesloft-core-workflow-b -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesloft-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/salesloft-core-workflow-b .gemini/skills/salesloft-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 "salesloft-core-workflow-b" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesloft-core-workflow-b into .gemini/skills/salesloft-core-workflow-b/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesloft-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 salesloft-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 salesloft-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/salesloft-core-workflow-b .github/skills/salesloft-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 "salesloft-core-workflow-b" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesloft-core-workflow-b into .github/skills/salesloft-core-workflow-b/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesloft-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 salesloft-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 salesloft-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/salesloft-core-workflow-b .opencode/skills/salesloft-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 "salesloft-core-workflow-b" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/salesloft-core-workflow-b into .opencode/skills/salesloft-core-workflow-b/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesloft-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
salesloft-core-workflow-b- GitHub stars
- 2.8k
- Token cost
- ~961 tokens
- SKILL.md length
- 368 words
- Files
- 2 (incl. references)
- Skills in repo
- 3,342
- Repo updated
- First seen
- Licence
- MIT
At a glance
Reconcile Salesloft cadence membership state and engagement counts with an incremental, restartable read workflow.
- Works in 7 steps: Define the destination key, accepted… → Start from a durable cursor with a… → Fetch memberships ordered by updated_at… → …
- Building sales outcome reporting
- SKILL.md covers Overview, Prerequisites, Tool Discipline and Current Contract, plus 7 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Salesloft Core Workflow B is an agent skill from jeremylongshore/tons-of-skills-marketplace. Reconcile Salesloft cadence membership state and engagement counts with an incremental, restartable read workflow. Use when building sales outcome reporting or downstream CRM synchronization. Trigger with "Salesloft cadence analytics", "Salesloft membership sync", or "Salesloft engagement reconciliation".
Its SKILL.md is about 960 tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/official-docs.md`). Compatibility notes: Designed for Claude Code
It sits in Business, Finance & HR, covering Accounting and bookkeeping. 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
- Building sales outcome reporting
- Downstream CRM synchronization
- With Salesloft cadence analytics
- Salesloft membership sync
Example prompts
- “Salesloft cadence analytics”
- “Salesloft membership sync”
- “Salesloft engagement reconciliation”
- “/salesloft-core-workflow-b”
Requirements
- Compatibility (from SKILL.md): Designed for Claude Code
- Pre-approved tools (allowed-tools): Read, Glob, Grep, WebFetch, Write, Edit
Workflow steps
7 steps, taken from the first numbered list in SKILL.md.
- Define the destination key, accepted fields, retention window, and team partition.
- Start from a durable cursor with a deliberate overlap window for equal timestamps.
- Fetch memberships ordered by updated_at ascending with a bounded page size.
- Upsert by stable membership ID and treat state and counts as replaceable snapshots.
- Advance the cursor only after the destination transaction succeeds.
- Deduplicate overlap records and compare source, processed, and committed counts.
- Reconcile periodic samples against Salesloft and alert on gaps or backward cursors.
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):
developers.salesloft.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
From compatibility in the SKILL.md frontmatter.
Context cost
Salesloft Core Workflow B loads about 961 tokens when it runs, and up to ~1.7k if it reads all its reference files. Until then it costs about 83 tokens; SKILL.md has 368 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). 368 words, ~961 tokens.
Download SKILL.mdSave it as
.claude/skills/salesloft-core-workflow-b/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.- name
- salesloft-core-workflow-b
- description
- Reconcile Salesloft cadence membership state and engagement counts with an incremental, restartable read workflow. Use when building sales outcome reporting or downstream CRM synchronization. Trigger with "Salesloft cadence analytics", "Salesloft membership sync", or "Salesloft engagement reconciliation".
- allowed-tools
- Read, Glob, Grep, WebFetch, Write, Edit
- compatibility
- Designed for Claude Code
- argument-hint
- [repository-path] [team-alias] [cursor]
- version
- 1.6.0
- author
- Jeremy Longshore <jeremy@intentsolutions.io>
- license
- MIT
- tags
- saas, salesloft, reconciliation
- model
- inherit
- effort
- medium
Salesloft Cadence Outcome Reconciliation
Overview
This skill synchronizes cadence membership state and its documented engagement counts without relying on obsolete activity paths. It preserves mutable-record semantics and a restartable cursor.
Prerequisites
- A named team and destination dataset
cadences:readplus any endpoint-specific read scope- A durable microsecond-precision
updated_atcursor - A documented merge key and data-retention policy
Tool Discipline
Use Read, Glob, and Grep to inspect schemas, sync checkpoints, and consumers. Use WebFetch only for current Salesloft endpoint and polling documentation. Use Write or Edit after confirming the destination contract.
Current Contract
GET /v2/cadence_membershipssupportsupdated_atfilters,sort_by=updated_at, direction, page, andper_pageup to 100.- A membership is mutable and reused when a person later returns to the same cadence.
- Current state includes processing, staged, active, scheduled, pending, completed, removed, reassigned, and archived outcomes.
- Documented counts include views, clicks, replies, calls, sent emails, and bounces.
Authentication
Use the explicit team credential with the minimum read scopes. Never mix cursors or destination partitions between teams.
Instructions
- Define the destination key, accepted fields, retention window, and team partition.
- Start from a durable cursor with a deliberate overlap window for equal timestamps.
- Fetch memberships ordered by
updated_atascending with a bounded page size. - Upsert by stable membership ID and treat state and counts as replaceable snapshots.
- Advance the cursor only after the destination transaction succeeds.
- Deduplicate overlap records and compare source, processed, and committed counts.
- Reconcile periodic samples against Salesloft and alert on gaps or backward cursors.
Show full SKILL.md (119 more words)Show less
Approval Boundaries
Keep this workflow read-only in Salesloft. Do not infer immutable cadence episodes, individual email events, or user performance conclusions from aggregate membership counts alone.
Output
Return team partition, cursor interval, pages and endpoint cost, source/upsert/deduplicated counts, reconciliation result, and next durable cursor.
Error Handling
| Condition | Response |
|---|---|
| Cursor moves backward | Stop and restore the last committed checkpoint. |
| Same timestamp repeats | Use overlap plus stable-ID deduplication; never skip blindly. |
| 429 | Preserve the page and cursor, then resume after bounded backoff. |
| Destination partial failure | Roll back or replay the page before advancing. |
Examples
The example below shows the minimum redacted evidence expected from a successful invocation of this operator workflow.
team=team-42; fetched=100; upserted=98; overlap=2; cursor=committedResources
© 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
SKILL.md and 1 other file (references) in skills/.curated/salesloft-core-workflow-b of jeremylongshore/tons-of-skills-marketplace.
- SKILL.md
- references/official-docs.md
Open the folder on GitHubat commit cfae287
Compare with similar skills
Salesloft 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 |
|---|---|---|---|---|---|---|
| Salesloft Core Workflow B this skilljeremylongshore/tons-of-skills-marketplace | 2.8k | — | ~961 | Automated safety check: Pass | MIT | |
| Portfolio Management SystemsJoelLewis/finance_skills | 206 | — | ~3.3k | Automated safety check: Pass | MIT | |
| Insurance Brokerage Agency Billing Configureforcedotcom/sf-skills | 1.1k | — | ~5.8k | Automated safety check: Pass | Apache-2.0 | |
| Agentforce Bot Upgradeforcedotcom/sf-skills | 1.1k | — | ~3.6k | Automated safety check: Pass | Apache-2.0 | |
| Sync Upstreamnyaruka/phonenumbers | 1.6k | — | ~2.8k | Automated safety check: Pass | MIT | |
| Radiology Tablehuang-sir1/radiology-skills | 1.9k | — | ~1.3k | Automated safety check: Pass | Custom licence |
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Related
Categories
Questions about Salesloft Core Workflow B
What does Salesloft Core Workflow B do?
Reconcile Salesloft cadence membership state and engagement counts with an incremental, restartable read workflow. Salesloft Core Workflow B is an agent skill from jeremylongshore/tons-of-skills-marketplace. Reconcile Salesloft cadence membership state and engagement counts with an incremental, restartable read workflow.
When should I use Salesloft Core Workflow B?
Salesloft Core Workflow B fits situations like: building sales outcome reporting; downstream CRM synchronization; with Salesloft cadence analytics; salesloft membership sync.
How do I install Salesloft Core Workflow B in Claude Code?
Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesloft-core-workflow-b -a claude-code`. Or copy the skill folder (skills/.curated/salesloft-core-workflow-b in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/salesloft-core-workflow-b in your project. Claude Code loads it when a task matches its description.
How do I install Salesloft Core Workflow B in Codex?
Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesloft-core-workflow-b -a codex`. Or copy the skill folder (skills/.curated/salesloft-core-workflow-b in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/salesloft-core-workflow-b in your project. Codex loads it when a task matches its description.
Can I use Salesloft 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 salesloft-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/salesloft-core-workflow-b, .gemini/skills/salesloft-core-workflow-b, .github/skills/salesloft-core-workflow-b and .opencode/skills/salesloft-core-workflow-b in your project.
What does Salesloft Core Workflow B need to run?
SKILL.md names no scripts, command-line tools or credentials: Salesloft 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.
Does Salesloft Core Workflow B access the network?
SKILL.md names 1 domain. As links in the text: developers.salesloft.com. This is read from the text; nothing was executed.
Is Salesloft 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 Salesloft Core Workflow B use?
Salesloft 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 Salesloft Core Workflow B use?
About 961 tokens (SKILL.md is roughly 3.8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 715 tokens, read only when the agent opens those files.
What are the alternatives to Salesloft Core Workflow B?
Skills that share tags, products or a category with Salesloft Core Workflow B: Portfolio Management Systems (JoelLewis/finance_skills, 206 stars), Insurance Brokerage Agency Billing Configure (forcedotcom/sf-skills, 1.1k stars), Agentforce Bot Upgrade (forcedotcom/sf-skills, 1.1k stars) and Sync Upstream (nyaruka/phonenumbers, 1.6k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Salesloft 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.