Agent skill

Salesforce

by refly-ai in refly-ai/refly-skills

Integrate with Salesforce for CRM operations. An agent skill from refly-ai/refly-skills.

No licenceAuto-check passedSales & Support

Install Salesforce

skills CLI
$ npx skills add refly-ai/refly-skills --skill salesforce -a claude-code

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

GitHub CLI
$ gh skill install refly-ai/refly-skills salesforce --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/refly-ai/refly-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/salesforce .claude/skills/salesforce && 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
GitHub stars
204
Token cost
~492 tokens
SKILL.md length
83 words
Files
2
Skills in repo
48
Repo updated
First seen
Licence
None found

At a glance

Integrate with Salesforce for CRM operations. An agent skill from refly-ai/refly-skills.

  • Works in 3 steps: Run the Skill and Get Run ID → Open Workflow in Browser and Wait for… → Confirm Action Status
  • Create and query Salesforce records
  • SKILL.md covers Input, Execution (Pattern C: Action), Expected Output and Rules
  • Calls jq; reaches refly.ai

What it does

Salesforce is an agent skill from refly-ai/refly-skills. Integrate with Salesforce for CRM operations. Use when you need to: (1) create and query Salesforce records, (2) manage accounts and opportunities, or (3) automate sales workflows.

Its SKILL.md is about 490 tokens, which your agent loads only when the skill is triggered. The skill folder holds 1 other file (for example `README.md`).

It sits in Sales & Support, covering CRM management. It works with Salesforce. The repository describes itself as: Refly skills repository.

When your agent uses it

  • Create and query Salesforce records
  • Manage accounts and opportunities
  • Automate sales workflows

Example prompts

  • “/salesforce”

Workflow steps

3 steps, taken from the step headings in SKILL.md.

  1. Run the Skill and Get Run ID
  2. Open Workflow in Browser and Wait for Completion
  3. Confirm Action Status

What it can do on your machine

Read from SKILL.md and the folder at commit 5a546d2. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Shell commands in SKILL.md call:

    • jq

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

  • Network

    Hosts in commands or code, which the agent is likely to contact:

    • refly.ai

    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.

Context cost

Salesforce loads about 492 tokens when it runs. Until then it costs about 48 tokens; SKILL.md has 83 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~48
When it runs · the whole SKILL.md, loaded when a task matches
~492

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

Without a licence we can't republish the file, so here is its outline and opening line. It has 83 words (~492 tokens).

“Integrate with Salesforce for CRM operations. Use when you need to: (1) create and query Salesforce records, (2) manage accounts and opportunities, or (3) automate sales workflows.”

— opening of SKILL.md by refly-ai
name
salesforce
version
1.0.0
skillId
skp-siml24dbdrn4obppygeaq8kc
workflowId
c-voxvui1zpu15a7j8zmf6mjwa
installationId
skpi-l8hjpo6mjeb871d1y8ttw0og
category
action

Read the full SKILL.md on GitHub

Files

SKILL.md and 1 other file in skills/salesforce of refly-ai/refly-skills.

  • SKILL.md
  • README.md

Open the folder on GitHubat commit 5a546d2

Compare with similar skills

Salesforce 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 compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Salesforce this skillrefly-ai/refly-skills204—~492Automated safety check: PassNone
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/Portwood125—~1.1kAutomated safety check: PassApache-2.0
Sf FlowJaganpro/sf-skills424—~1.8kAutomated safety check: PassMIT

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Works with

Categories

Questions about Salesforce

What does Salesforce do?

Integrate with Salesforce for CRM operations. An agent skill from refly-ai/refly-skills. Salesforce is an agent skill from refly-ai/refly-skills. Integrate with Salesforce for CRM operations.

When should I use Salesforce?

Salesforce fits situations like: create and query Salesforce records; manage accounts and opportunities; automate sales workflows.

How do I install Salesforce in Claude Code?

Run `npx skills add refly-ai/refly-skills --skill salesforce -a claude-code`. Or copy the skill folder (skills/salesforce in refly-ai/refly-skills) into .claude/skills/salesforce in your project. Claude Code loads it when a task matches its description.

How do I install Salesforce in Codex?

Run `npx skills add refly-ai/refly-skills --skill salesforce -a codex`. Or copy the skill folder (skills/salesforce in refly-ai/refly-skills) into .agents/skills/salesforce in your project. Codex loads it when a task matches its description.

Can I use Salesforce 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 refly-ai/refly-skills --skill salesforce -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, .gemini/skills/salesforce, .github/skills/salesforce and .opencode/skills/salesforce in your project.

What does Salesforce need to run?

Going by SKILL.md and its folder, Salesforce needs the command-line tools its instructions call (jq).

Does Salesforce access the network?

SKILL.md names 1 domain. In commands or code: refly.ai; the agent is likely to contact it when it follows the instructions. This is read from the text; nothing was executed.

Is Salesforce 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 use?

No licence was found for Salesforce or its repository. Without one, default copyright applies: ask the author before reusing or redistributing it.

How many tokens does Salesforce use?

About 492 tokens (SKILL.md is roughly 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?

Skills that share tags, products or a category with Salesforce: Soql Lib Query Builder (beyond-the-cloud-dev/soql-lib, 154 stars), Sf Datacloud (Jaganpro/sf-skills, 424 stars), Soql Lib Selector (beyond-the-cloud-dev/soql-lib, 154 stars) and Dev Setup (Portwood-Global-Solutions/Portwood, 125 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Salesforce?

refly-ai (a GitHub organization) maintains it in refly-ai/refly-skills, which has 204 GitHub stars. The repository holds 48 skills in this directory. The repository was last updated on July 20, 2026.

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