Best CRM management skills, page 4

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

Enable the Agentforce for IT Service Salesforce Go feature toggles (Agentforce Studio, Einstein Generative AI, the parent umbrella, and the Fulfiller/Employee agent templates) using the Salesforce…

forcedotcom/sf-skills

A skill your agent uses to EXECUTE Salesforce org operations immediately via the sf CLI (this skill runs them, it does NOT generate scripts): create scratch orgs (from edition, definition file…

forcedotcom/sf-skills

Comprehensive sales and revenue operations skill. An agent skill from manojbajaj95/claude-gtm-plugin.

manojbajaj95/claude-gtm-plugin

[omh] CRM pipeline or sales forecast to review: turn a supplied CRM export or pipeline snapshot into an evidence-bound pipeline health, forecast, and follow-up review.

rlaope/oh-my-hermes

Expert sales execution covering pipeline management, discovery, demos, negotiation, and deal closing.

aAAaqwq/AGI-Super-Team

Weekly, on a Friday, read only everywhere. An agent skill from markfulton/ai-employees.

markfulton/ai-employees

Maintain a personal CRM — track relationships, last-touch dates, follow-ups owed, context from past conversations, and who deserves a check-in.

TheCraigHewitt/skills

A skill your agent uses when reviewing or implementing Lightning Data Service best practices in an LWC (.js, .html, .js-meta.xml) — UIAPI vs Apex, refreshApex / notifyRecordUpdateAvailable…

forcedotcom/sf-skills

A skill your agent uses when a Lightning Web Component data need is described in ambiguous natural language — turn "get contact info" or "show account data" into a clear, PRD-ready data-requirements…

forcedotcom/sf-skills

Creates, modifies, or manages Salesforce Experience Cloud LWR sites via DigitalExperience metadata.

forcedotcom/sf-skills

MUST activate when the user wants to package, distribute, or install/upgrade/uninstall/promote a UI Bundle as a Salesforce second-generation (2GP) package (project may contain uiBundles/ or…

forcedotcom/sf-skills

MUST activate when the project contains a uiBundles//src/ directory and the task involves creating or configuring site infrastructure.

forcedotcom/sf-skills

Build a Salesforce LWC that uses native mobile device capabilities — barcode scanner, biometrics, location, NFC, calendar, contacts, document scanner, geofencing, AR space capture, app review, and…

forcedotcom/sf-skills

Salesforce Industries DataPack deployment automation using Vlocity Build.

forcedotcom/sf-skills

Get agentic setup prompt categories from a connected Salesforce org using the Connect API via sf api request rest.

forcedotcom/sf-skills

A skill your agent uses when users create, generate, or validate Salesforce Custom Object metadata.

forcedotcom/sf-skills

A skill your agent uses to create, generate, or validate Salesforce Custom Report Type metadata.

forcedotcom/sf-skills

A skill your agent uses when authoring PolicyRuleDefinition and PolicyRuleDefinitionSet metadata XML for Salesforce Data Cloud governance policies, or when editing .policyRuleDefinition /…

forcedotcom/sf-skills

A skill your agent uses when users create, generate, or validate Salesforce Lightning Report metadata (.report-meta.xml) — tabular, summary, matrix, or joined reports with columns, groupings…

forcedotcom/sf-skills

Custom Apex adapter generation for Salesforce Connect — connects any external REST API to Salesforce as live, queryable External Objects without ETL or copying.

forcedotcom/sf-skills

Single entry point for the Unified Catalog Service Process lifecycle in Salesforce — find and deploy Service Process templates, create a Service Process from scratch, activate one, or organize it…

forcedotcom/sf-skills

Provision and enable a Unified Employee License (UEL) user in Salesforce with the full entity chain — User, Person Account, PersonContact, and Employee2 — through the Salesforce-hosted headless-360…

forcedotcom/sf-skills

Salesforce Marketing Cloud / Engagement 360 message preview and test-send.

forcedotcom/sf-skills

Set up and automate lead scoring for HubSpot and other CRMs.

LeoYeAI/openclaw-master-skills

Read and manage the HubSpot CRM: contacts, contact search, deals.

Anil-matcha/awesome-muse-connectors

Pre-sales-call intelligence composite. An agent skill from gooseworks-ai/goose-skills.

gooseworks-ai/goose-skills

Pipeline analysis composite. An agent skill from gooseworks-ai/goose-skills.

gooseworks-ai/goose-skills

Design production Clay enrichment pipelines with table schemas, waterfall patterns, and CRM sync.

jeremylongshore/tons-of-skills-marketplace

Deploy Granola native integrations — Slack, Notion, HubSpot, Attio, Affinity, and Zapier.

jeremylongshore/tons-of-skills-marketplace

Manage 10-100 HubSpot portals for agency clients with credential isolation that prevents cross-portal data contamination, per-portal audit trails for billing and GDPR/CCPA attribution, and a…

jeremylongshore/tons-of-skills-marketplace

Authenticate production HubSpot integrations and survive the auth-side failures — 30-min token expiry storms, 500K daily rate-limit burnout, scope drift, token leakage in commits, multi-portal…

jeremylongshore/tons-of-skills-marketplace

Bulk-migrate CRM data into HubSpot from Salesforce, Pipedrive, or Copper — or export off HubSpot — with field mapping, ID continuity, association re-linking, dedup safety, rate-limit budgeting, and…

jeremylongshore/tons-of-skills-marketplace

Deduplicate HubSpot contacts at production scale — surviving import storms, wrong-winner merges, fuzzy-match blind spots, association orphans, rate-limit exhaustion, and silent merge failures on…

jeremylongshore/tons-of-skills-marketplace

Survive HubSpot API rate limits at production scale. An agent skill from jeremylongshore/tons-of-skills-marketplace.

jeremylongshore/tons-of-skills-marketplace

Creates, edits, and publishes Salesforce CMS content of any kind — any domain, any topic.

forcedotcom/sf-skills

Renders, embeds, or displays existing Salesforce CMS content in a React or Angular uiBundle app: installs the CMS toolkit, registers a typed reference, generates a framework-matched renderer from…

forcedotcom/sf-skills

Salesforce CMS ContentTypeBundle creation skill. An agent skill from forcedotcom/sf-skills.

forcedotcom/sf-skills

Searches for and retrieves existing content and media (articles, blogs, news, FAQs, events, products, images, logos, icons, photos, graphics, banners, hero images, audio clips, videos, documents)…

forcedotcom/sf-skills

Salesforce Industries Common Core (OmniStudio/Vlocity) Apex callable generation and review skill with 120-point scoring.

forcedotcom/sf-skills