Best CRM management skills, page 3

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…

butterbase-ai/butterbase-skills

Retrieve Data Lake Object (DLO) and Data Model Object (DMO) schema information from Salesforce Data Cloud using REST APIs.

forcedotcom/sf-skills

Run an ApexGuru performance scan on a Salesforce Apex project via the ApexGuru SFAP Scan API.

forcedotcom/sf-skills

A skill your agent uses to manage the full lifecycle of a DevOps Center pipeline — list all pipelines, get a single pipeline's details, create a new pipeline linked to a Git repository, add or…

forcedotcom/sf-skills

A skill your agent uses to list, view, or manage DevOps Center projects in a Salesforce org — show all projects, create a project, or update an existing project's name, description, or active status.

forcedotcom/sf-skills

Compare two Salesforce orgs side-by-side and produce a comparison report with drift score, or analyze a single org to produce an inventory covering metadata components, org permissions, system…

forcedotcom/sf-skills

MUST activate before editing ANY file under uiBundles//src/ (or the bundle's index.html) for visual or UI changes to an EXISTING app — pages, components, sections, layout, styling, colors, fonts…

forcedotcom/sf-skills

A skill your agent uses when adding a front-end React or Angular UI bundle to an EXISTING SFDX project, or configuring UI bundle metadata and config files.

forcedotcom/sf-skills

Generates a minimal, ready-to-develop SFDX starter project from template instead of hand-scaffolding files.

forcedotcom/sf-skills

Review a Lightning Web Component for mobile offline compatibility — the Komaci offline static analyzer that pre-primes the data graph for Salesforce Mobile App Plus and Field Service Mobile App.

forcedotcom/sf-skills

A skill your agent uses when users create, generate, modify, or validate Salesforce Lightning pages (FlexiPages).

forcedotcom/sf-skills

A skill your agent uses when users get, create, edit, delete, or retrieve Salesforce Sharing Rules metadata for record-level access.

forcedotcom/sf-skills

Grant a user the runtime permissions an activated ITSM agent's actions need so the actions do not fail on permission errors.

forcedotcom/sf-skills

Validate the Agentforce for IT Service prerequisites for a Fulfiller or Employee agent, using the Salesforce CLI (sf).

forcedotcom/sf-skills

A skill your agent uses to report Omni-Channel Pending Service Routing usage without changing the org: query the current PendingServiceRouting count, compare it with an admin-supplied maximum or a…

forcedotcom/sf-skills

A skill your agent uses to stand up Omni-Channel setup headlessly on Salesforce: base settings, agent users, service channels, routing configs, queues (create and align) and members, presence…

forcedotcom/sf-skills

A skill your agent uses to verify or create a Queue on a Salesforce org for a routable sObject (Case | Incident | MessagingSession | VoiceCall), discovered via its QueueSobject binding rather than…

forcedotcom/sf-skills

A skill your agent uses to bind agent users into a Salesforce Queue via GroupMember Data API POSTs, with SOQL-based idempotency (safe re-run — only inserts missing bindings).

forcedotcom/sf-skills

A skill your agent uses to create or update a QueueRoutingConfig record on a Salesforce org via the Data API (idempotent SOQL detect + REST upsert).

forcedotcom/sf-skills

A skill your agent uses to assign the Salesforce-shipped standard ContactCenterSupervisor PermissionSet (default) to N existing supervisor users via PermissionSetAssignment DML.

forcedotcom/sf-skills

Hunting skill for sqli vulnerabilities. An agent skill from elementalsouls/Claude-BugHunter.

elementalsouls/Claude-BugHunter

Zoho Bigin API integration with managed OAuth. An agent skill from CraftOS-dev/CraftBot.

CraftOS-dev/CraftBot

Salesforce Industries CME EPC product-modeling skill for Product2-based catalog creation.

forcedotcom/sf-skills

A skill your agent uses to configure, set up, or repair the Sales Management agent and Agentforce Pipeline Management in a Salesforce org.

forcedotcom/sf-skills

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

refly-ai/refly-skills

Define lifecycle stages and marketing → sales / CSM handoff rules for leads captured by GTM channels during PRD v0.8 Deployment & Ops.

mattgierhart/PRD-driven-context-engineering

Generate the JSON config file that the Salesforce sandbox post-copy automation tool consumes, from a customer SOP in any format (PDF, xlsx, csv, JSON, docx, Markdown, plain text, or a screenshot of…

forcedotcom/sf-skills

Generate the JSON config file that the Salesforce sandbox post-copy automation tool consumes, from a customer SOP in any format (PDF, xlsx, csv, JSON, docx, Markdown, plain text, or a screenshot of…

forcedotcom/sf-skills

A skill your agent uses to deploy the TPM Liability Accruals data kit end to end to a Salesforce org.

forcedotcom/sf-skills

A skill your agent uses to enable the Consumer Goods Cloud TPM Promotion Business Object (BO) API framework in a Salesforce org, interview the user for the custom Workflow Step they want to add…

forcedotcom/sf-skills

Set up, configure, and troubleshoot Salesforce Code Analyzer for any project.

forcedotcom/sf-skills

Run Salesforce Code Analyzer to scan code for security, performance, best practice, and code style violations.

forcedotcom/sf-skills

Enable Dev Hub on a Salesforce org and view its scratch org allocation, using the Salesforce CLI (sf).

forcedotcom/sf-skills

Check when Salesforce orgs expire (or already expired) and what to do about it, for one org, the default org, or across all authenticated orgs, using the Salesforce CLI (sf).

forcedotcom/sf-skills

A skill your agent uses when running Salesforce Lightning Preview for an app or a single LWC component to extract the runtime DOM for inspection.

forcedotcom/sf-skills

MUST activate to localize / internationalize a uiBundles//src/ project (React or Angular): extract hardcoded user-facing strings into Custom Labels, wire a runtime i18n library over the Platform SDK…

forcedotcom/sf-skills

Configure Multi-Factor Authentication (MFA) for Salesforce Experience Site users.

forcedotcom/sf-skills

MUST activate whenever a uiBundles//src/ project reads, writes, or displays Salesforce data — INCLUDING building a page, list, table, card grid, dashboard, or form that shows, filters, counts, or…

forcedotcom/sf-skills

Salesforce Connected Apps and External Client Apps OAuth configuration with 120-point scoring.

forcedotcom/sf-skills

OmniStudio Data Mapper (formerly DataRaptor) creation and validation with 100-point scoring.

forcedotcom/sf-skills

Salesforce debug log analysis and troubleshooting with 100-point scoring.

forcedotcom/sf-skills

A skill your agent uses to create, generate, or validate Salesforce Custom Metadata Type metadata — the mdt object, fields, and deployable records.

forcedotcom/sf-skills

Data Mask end-to-end operation on a sandbox: configure a masking policy over PII, run the masking job, poll it to completion, report masked-record results, and abort an in-progress run.

forcedotcom/sf-skills

A skill your agent uses to configure or inspect Salesforce Data Cloud DataSpace access for permission sets.

forcedotcom/sf-skills

Official Salesforce documentation retrieval skill. An agent skill from forcedotcom/sf-skills.

forcedotcom/sf-skills

Configure Salesforce Shield Platform Encryption — generate deployable encryption settings and encrypted-field metadata, and answer key-model and lifecycle questions.

forcedotcom/sf-skills

Salesforce DevOps automation using sf CLI v2. An agent skill from forcedotcom/sf-skills.

forcedotcom/sf-skills

Configure (or troubleshoot) an AI coding agent or CLI to route through the Salesforce Models API using a signed OrgJWT.

forcedotcom/sf-skills