Integrations
butterbase-ai/butterbase-skills
Use BEFORE recommending or installing any third-party SaaS SDK for email (Resend, SendGrid, Postmark, Mailgun), SMS (Twilio), messaging (Slack), calendar (Google Calendar), CRM (HubSpot…
Automate Salesforce tasks via Rube MCP (Composio): leads, contacts, accounts, opportunities, SOQL queries.
Install Salesforce Automation
$ npx skills add davepoon/buildwithclaude --skill salesforce-automation -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install davepoon/buildwithclaude salesforce-automation --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/davepoon/buildwithclaude.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/all-skills/skills/salesforce-automation .claude/skills/salesforce-automation && 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-automation" agent skill from https://github.com/davepoon/buildwithclaude/tree/main/plugins/all-skills/skills/salesforce-automation into .claude/skills/salesforce-automation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesforce-automation", 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/davepoon/buildwithclaude/tree/main/plugins/all-skills/skills/salesforce-automationType 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 davepoon/buildwithclaude --skill salesforce-automation -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install davepoon/buildwithclaude salesforce-automation --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/davepoon/buildwithclaude.git skills-src && mkdir -p .agents/skills && cp -r skills-src/plugins/all-skills/skills/salesforce-automation .agents/skills/salesforce-automation && 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-automation" agent skill from https://github.com/davepoon/buildwithclaude/tree/main/plugins/all-skills/skills/salesforce-automation into .agents/skills/salesforce-automation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesforce-automation", 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 davepoon/buildwithclaude --skill salesforce-automation -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install davepoon/buildwithclaude salesforce-automation --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/davepoon/buildwithclaude.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/plugins/all-skills/skills/salesforce-automation .cursor/skills/salesforce-automation && 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-automation" agent skill from https://github.com/davepoon/buildwithclaude/tree/main/plugins/all-skills/skills/salesforce-automation into .cursor/skills/salesforce-automation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesforce-automation", 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/davepoon/buildwithclaude.git --path plugins/all-skills/skills/salesforce-automation--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 davepoon/buildwithclaude --skill salesforce-automation -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install davepoon/buildwithclaude salesforce-automation --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/davepoon/buildwithclaude.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/plugins/all-skills/skills/salesforce-automation .gemini/skills/salesforce-automation && 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-automation" agent skill from https://github.com/davepoon/buildwithclaude/tree/main/plugins/all-skills/skills/salesforce-automation into .gemini/skills/salesforce-automation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesforce-automation", 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 davepoon/buildwithclaude salesforce-automationInstalls 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 davepoon/buildwithclaude --skill salesforce-automation -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/davepoon/buildwithclaude.git skills-src && mkdir -p .github/skills && cp -r skills-src/plugins/all-skills/skills/salesforce-automation .github/skills/salesforce-automation && 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-automation" agent skill from https://github.com/davepoon/buildwithclaude/tree/main/plugins/all-skills/skills/salesforce-automation into .github/skills/salesforce-automation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesforce-automation", 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 davepoon/buildwithclaude --skill salesforce-automation -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install davepoon/buildwithclaude salesforce-automation --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/davepoon/buildwithclaude.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/plugins/all-skills/skills/salesforce-automation .opencode/skills/salesforce-automation && 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-automation" agent skill from https://github.com/davepoon/buildwithclaude/tree/main/plugins/all-skills/skills/salesforce-automation into .opencode/skills/salesforce-automation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "salesforce-automation", 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-automation- GitHub stars
- 3.6k
- Used in
- 7 other repos
- Token cost
- ~1.7k tokens
- SKILL.md length
- 694 words
- Files
- 1
- Skills in repo
- 247
- Repo updated
- First seen
- Licence
- MIT
At a glance
Automate Salesforce tasks via Rube MCP (Composio): leads, contacts, accounts, opportunities, SOQL queries.
- Works in 5 steps: Manage Leads → Manage Contacts and Accounts → Manage Opportunities → …
- Tasks that involve CRM management
- SKILL.md covers Prerequisites, Setup, Core Workflows and Common Patterns, plus 2 more sections
- Reaches rube.app
What it does
Salesforce Automation is an agent skill from davepoon/buildwithclaude. Automate Salesforce tasks via Rube MCP (Composio): leads, contacts, accounts, opportunities, SOQL queries. Always search tools first for current schemas.
Its SKILL.md is about 1.7k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
It sits in Sales & Support, covering CRM management and App automation through connectors. It works with Salesforce and Composio. The repository describes itself as: A single hub to find Claude Skills, Agents, Commands, Hooks, Plugins, and Marketplace collections to extend Claude Code, Claude Desktop, Agent SDK and OpenClaw. The licence is MIT.
When your agent uses it
- Tasks that involve CRM management
- Tasks that involve App automation through connectors
Example prompts
- “/salesforce-automation”
Workflow steps
5 steps, taken from the step headings in SKILL.md.
What it can do on your machine
Read from SKILL.md and the folder at commit 616deb5. 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
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
Hosts in commands or code, which the agent is likely to contact:
rube.app
Also links to:
composio.dev
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 Automation loads about 1.7k tokens when it runs. Until then it costs about 44 tokens; SKILL.md has 694 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 davepoon/buildwithclaude at commit 616deb5, republished under its MIT licence (© davepoon). 694 words, ~1,744 tokens.
Download SKILL.mdSave it as
.claude/skills/salesforce-automation/SKILL.md (or your agent's skills folder).- name
- salesforce-automation
- description
- Automate Salesforce tasks via Rube MCP (Composio): leads, contacts, accounts, opportunities, SOQL queries. Always search tools first for current schemas.
- requires.mcp
- rube
- category
- crm
Salesforce Automation via Rube MCP
Automate Salesforce CRM operations through Composio's Salesforce toolkit via Rube MCP.
Toolkit docs: composio.dev/toolkits/salesforce
Prerequisites
- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
- Active Salesforce connection via
RUBE_MANAGE_CONNECTIONSwith toolkitsalesforce - Always call
RUBE_SEARCH_TOOLSfirst to get current tool schemas
Setup
Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.
- Verify Rube MCP is available by confirming
RUBE_SEARCH_TOOLSresponds - Call
RUBE_MANAGE_CONNECTIONSwith toolkitsalesforce - If connection is not ACTIVE, follow the returned auth link to complete Salesforce OAuth
- Confirm connection status shows ACTIVE before running any workflows
Core Workflows
1. Manage Leads
When to use: User wants to create, search, update, or list leads
Tool sequence:
SALESFORCE_SEARCH_LEADS- Search leads by criteria [Optional]SALESFORCE_LIST_LEADS- List all leads [Optional]SALESFORCE_CREATE_LEAD- Create a new lead [Optional]SALESFORCE_UPDATE_LEAD- Update lead fields [Optional]SALESFORCE_ADD_LEAD_TO_CAMPAIGN- Add lead to campaign [Optional]SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES- Apply assignment rules [Optional]
Key parameters:
LastName: Required for lead creationCompany: Required for lead creationEmail,Phone,Title: Common lead fieldslead_id: Lead ID for updatescampaign_id: Campaign ID for campaign operations
Pitfalls:
- LastName and Company are required fields for lead creation
- Lead IDs are 15 or 18 character Salesforce IDs
2. Manage Contacts and Accounts
When to use: User wants to manage contacts and their associated accounts
Tool sequence:
SALESFORCE_SEARCH_CONTACTS- Search contacts [Optional]SALESFORCE_LIST_CONTACTS- List contacts [Optional]SALESFORCE_CREATE_CONTACT- Create a new contact [Optional]SALESFORCE_SEARCH_ACCOUNTS- Search accounts [Optional]SALESFORCE_CREATE_ACCOUNT- Create a new account [Optional]SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT- Link contact to account [Optional]
Key parameters:
LastName: Required for contact creationName: Account name for creationAccountId: Account ID to associate with contactcontact_id,account_id: IDs for association
Pitfalls:
- Contact requires at least LastName
- Account association requires both valid contact and account IDs
3. Manage Opportunities
When to use: User wants to track and manage sales opportunities
Tool sequence:
SALESFORCE_SEARCH_OPPORTUNITIES- Search opportunities [Optional]SALESFORCE_LIST_OPPORTUNITIES- List all opportunities [Optional]SALESFORCE_GET_OPPORTUNITY- Get opportunity details [Optional]SALESFORCE_CREATE_OPPORTUNITY- Create new opportunity [Optional]SALESFORCE_RETRIEVE_OPPORTUNITIES_DATA- Retrieve opportunity data [Optional]
Key parameters:
Name: Opportunity name (required)StageName: Sales stage (required)CloseDate: Expected close date (required)Amount: Deal valueAccountId: Associated account
Pitfalls:
- Name, StageName, and CloseDate are required for creation
- Stage names must match exactly what is configured in Salesforce
Show full SKILL.md (299 more words)Show less
4. Run SOQL Queries
When to use: User wants to query Salesforce data with custom SOQL
Tool sequence:
SALESFORCE_RUN_SOQL_QUERY/SALESFORCE_QUERY- Execute SOQL [Required]
Key parameters:
query: SOQL query string
Pitfalls:
- SOQL syntax differs from SQL; uses Salesforce object and field API names
- Field API names may differ from display labels (e.g.,
Account.NamenotAccount Name) - Results are paginated for large datasets
5. Manage Tasks
When to use: User wants to create, search, update, or complete tasks
Tool sequence:
SALESFORCE_SEARCH_TASKS- Search tasks [Optional]SALESFORCE_UPDATE_TASK- Update task fields [Optional]SALESFORCE_COMPLETE_TASK- Mark task as complete [Optional]
Key parameters:
task_id: Task ID for updatesStatus: Task status valueSubject: Task subject
Pitfalls:
- Task status values must match picklist options in Salesforce
Common Patterns
SOQL Syntax
Basic query:
SELECT Id, Name, Email FROM Contact WHERE LastName = 'Smith'With relationships:
SELECT Id, Name, Account.Name FROM Contact WHERE Account.Industry = 'Technology'Date filtering:
SELECT Id, Name FROM Lead WHERE CreatedDate = TODAY
SELECT Id, Name FROM Opportunity WHERE CloseDate = NEXT_MONTHPagination
- SOQL queries with large results return pagination tokens
- Use
SALESFORCE_QUERYwith nextRecordsUrl for pagination - Check
donefield in response; if false, continue paging
Known Pitfalls
Field API Names:
- Always use API names, not display labels
- Custom fields end with
__csuffix - Use SALESFORCE_GET_ALL_CUSTOM_OBJECTS to discover custom objects
ID Formats:
- Salesforce IDs are 15 (case-sensitive) or 18 (case-insensitive) characters
- Both formats are accepted in most operations
Quick Reference
| Task | Tool Slug | Key Params |
|---|---|---|
| Create lead | SALESFORCE_CREATE_LEAD | LastName, Company |
| Search leads | SALESFORCE_SEARCH_LEADS | query |
| List leads | SALESFORCE_LIST_LEADS | (filters) |
| Update lead | SALESFORCE_UPDATE_LEAD | lead_id, fields |
| Create contact | SALESFORCE_CREATE_CONTACT | LastName |
| Search contacts | SALESFORCE_SEARCH_CONTACTS | query |
| Create account | SALESFORCE_CREATE_ACCOUNT | Name |
| Search accounts | SALESFORCE_SEARCH_ACCOUNTS | query |
| Link contact | SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT | contact_id, account_id |
| Create opportunity | SALESFORCE_CREATE_OPPORTUNITY | Name, StageName, CloseDate |
| Get opportunity | SALESFORCE_GET_OPPORTUNITY | opportunity_id |
| Search opportunities | SALESFORCE_SEARCH_OPPORTUNITIES | query |
| Run SOQL | SALESFORCE_RUN_SOQL_QUERY | query |
| Query | SALESFORCE_QUERY | query |
| Search tasks | SALESFORCE_SEARCH_TASKS | query |
| Update task | SALESFORCE_UPDATE_TASK | task_id, fields |
| Complete task | SALESFORCE_COMPLETE_TASK | task_id |
| Get user info | SALESFORCE_GET_USER_INFO | (none) |
| Custom objects | SALESFORCE_GET_ALL_CUSTOM_OBJECTS | (none) |
| Create record | SALESFORCE_CREATE_A_RECORD | object_type, fields |
| Transfer ownership | SALESFORCE_MASS_TRANSFER_OWNERSHIP | records, new_owner |
Powered by Composio
© davepoon, 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 plugins/all-skills/skills/salesforce-automation of davepoon/buildwithclaude.
Open the folder on GitHubat commit 616deb5
Used in 7 other repositories
We found 17 copies of this SKILL.md (exact, near-identical or edited) in other folders, from 7 other GitHub owners. This page covers the copy in davepoon/buildwithclaude, which our catalogue first saw on October 7, 2026.
- aiskillstore/marketplaceskills/sickn33/salesforce-automation
- aAAaqwq/AGI-Super-Teamskills/salesforce-automation
- sickn33/agentic-awesome-skillsskills/salesforce-automationplugins/agentic-awesome-skills/skills/salesforce-automation+1 more
- NeverSight/learn-skills.devdata/skills-md/aaaaqwq/agi-super-skills/salesforce-automationdata/skills-md/aaaaqwq/claude-code-skills/salesforce-automation
- lingxling/awesome-skills-cnantigravity-awesome-skills/skills/salesforce-automationantigravity-awesome-skills/plugins/agentic-awesome-skills/skills/salesforce-automation+1 more
- benjaminasterA/antigravity-awesome-skillsskills/salesforce-automation
- henryalouf/ruflow.agents/skills/salesforce-automation.agents/skills/antigravity-awesome-skills/skills/salesforce-automation+4 more
Compare with similar skills
Salesforce Automation 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 Automation this skilldavepoon/buildwithclaude | 3.6k | 7 repos | ~1.7k | Automated safety check: Pass | MIT | |
| Integrationsbutterbase-ai/butterbase-skills | 534 | — | ~832 | Automated safety check: Pass | MIT | |
| Salesforce Marketing Cloud AutomationComposioHQ/awesome-claude-skills | 77k | 3 repos | ~802 | Automated safety check: Pass | None | |
| Salesforce Service Cloud AutomationComposioHQ/awesome-claude-skills | 77k | 3 repos | ~794 | Automated safety check: Pass | None | |
| Openloomi Connectorsmelandlabs/openloomi | 1k | — | ~3.3k | Automated safety check: Pass | Apache-2.0 | |
| Programmatic SEO Playbookirinabuht12-oss/marketing-skills | 4.1k | — | ~2.4k | Automated safety check: Pass | None |
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Works with
Categories
Questions about Salesforce Automation
What does Salesforce Automation do?
Automate Salesforce tasks via Rube MCP (Composio): leads, contacts, accounts, opportunities, SOQL queries. Salesforce Automation is an agent skill from davepoon/buildwithclaude. Automate Salesforce tasks via Rube MCP (Composio): leads, contacts, accounts, opportunities, SOQL queries.
When should I use Salesforce Automation?
Salesforce Automation fits situations like: tasks that involve CRM management; tasks that involve App automation through connectors.
How do I install Salesforce Automation in Claude Code?
Run `npx skills add davepoon/buildwithclaude --skill salesforce-automation -a claude-code`. Or copy the skill folder (plugins/all-skills/skills/salesforce-automation in davepoon/buildwithclaude) into .claude/skills/salesforce-automation in your project. Claude Code loads it when a task matches its description.
How do I install Salesforce Automation in Codex?
Run `npx skills add davepoon/buildwithclaude --skill salesforce-automation -a codex`. Or copy the skill folder (plugins/all-skills/skills/salesforce-automation in davepoon/buildwithclaude) into .agents/skills/salesforce-automation in your project. Codex loads it when a task matches its description.
Can I use Salesforce Automation 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 davepoon/buildwithclaude --skill salesforce-automation -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-automation, .gemini/skills/salesforce-automation, .github/skills/salesforce-automation and .opencode/skills/salesforce-automation in your project.
What does Salesforce Automation need to run?
SKILL.md names no scripts, command-line tools or credentials: Salesforce Automation is instructions for the agent only.
Does Salesforce Automation access the network?
SKILL.md names 2 domains. In commands or code: rube.app; the agent is likely to contact it when it follows the instructions. As links in the text: composio.dev. This is read from the text; nothing was executed.
Is Salesforce Automation 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 Automation use?
Salesforce Automation is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Salesforce Automation use?
About 1.7k tokens (SKILL.md is roughly 7k 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 Automation?
Skills that share tags, products or a category with Salesforce Automation: Integrations (butterbase-ai/butterbase-skills, 534 stars), Salesforce Marketing Cloud Automation (ComposioHQ/awesome-claude-skills, 77k stars), Salesforce Service Cloud Automation (ComposioHQ/awesome-claude-skills, 77k stars) and Openloomi Connectors (melandlabs/openloomi, 1k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Salesforce Automation?
davepoon (a GitHub user) maintains it in davepoon/buildwithclaude, which has 3,610 GitHub stars. The repository holds 247 skills in this directory. The repository was last updated on October 9, 2026.
Source: davepoon/buildwithclaude on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.