Topic · Sales & Support
Best CRM management skills, page 4
CRM management skills, ranked
Ranked by score. Sort bymost stars,trending,newest,recently updated
| # | Skill | Repository | Stars | Used in | Tokens | Auto-check | Licence | Updated |
|---|---|---|---|---|---|---|---|---|
| 145 | 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/ | 1.1k | — | ~5.8k | Automated safety check: Notes | Apache-2.0 | today |
| 146 | 146.Dx Org Manage 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/ | 1.1k | — | ~4.6k | Automated safety check: Pass | Apache-2.0 | today |
| 147 | A skill your agent uses to build a Wave Recipe, deploy a CRM Analytics dataset or dashboard, or author the full CRMA asset stack — apps, Wave Recipes (.wdpr), datasets, and dashboards — against a… | forcedotcom/ | 1.1k | — | ~4.1k | Automated safety check: Pass | Apache-2.0 | today |
| 148 | Comprehensive sales and revenue operations skill. An agent skill from manojbajaj95/claude-gtm-plugin. | manojbajaj95/ | 105 | — | ~2.2k | Automated safety check: Pass | MIT | 22 days ago |
| 149 | [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/ | 3.2k | — | ~638 | Automated safety check: Pass | MIT | today |
| 150 | Weekly, on a Friday, read only everywhere. An agent skill from markfulton/ai-employees. | markfulton/ | 543 | — | ~19k | Automated safety check: Pass | MIT | today |
| 151 | Expert sales execution covering pipeline management, discovery, demos, negotiation, and deal closing. | aAAaqwq/ | 105 | 1 repo | ~3.4k | Automated safety check: Pass | MIT | 2 days ago |
| 152 | 152.Personal CRM Maintain a personal CRM — track relationships, last-touch dates, follow-ups owed, context from past conversations, and who deserves a check-in. | TheCraigHewitt/ | 159 | — | ~1.6k | Automated safety check: Pass | MIT | 4 mo ago |
| 153 | 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/ | 1.1k | — | ~3.4k | Automated safety check: Pass | Apache-2.0 | today |
| 154 | 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/ | 1.1k | — | ~2.5k | Automated safety check: Pass | Apache-2.0 | today |
| 155 | Creates, modifies, or manages Salesforce Experience Cloud LWR sites via DigitalExperience metadata. | forcedotcom/ | 1.1k | — | ~3.5k | Automated safety check: Pass | Apache-2.0 | today |
| 156 | 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/ | 1.1k | — | ~5.5k | Automated safety check: Pass | Apache-2.0 | today |
| 157 | MUST activate when the project contains a uiBundles//src/ directory and the task involves creating or configuring site infrastructure. | forcedotcom/ | 1.1k | — | ~3.1k | Automated safety check: Pass | Apache-2.0 | today |
| 158 | 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/ | 1.1k | — | ~2.2k | Automated safety check: Pass | Apache-2.0 | today |
| 159 | Salesforce Industries DataPack deployment automation using Vlocity Build. | forcedotcom/ | 1.1k | — | ~2k | Automated safety check: Pass | Apache-2.0 | today |
| 160 | Get agentic setup prompt categories from a connected Salesforce org using the Connect API via sf api request rest. | forcedotcom/ | 1.1k | — | ~1.2k | Automated safety check: Notes | Apache-2.0 | today |
| 161 | A skill your agent uses when users create, generate, or validate Salesforce Custom Object metadata. | forcedotcom/ | 1.1k | — | ~3.5k | Automated safety check: Pass | Apache-2.0 | today |
| 162 | A skill your agent uses to create, generate, or validate Salesforce Custom Report Type metadata. | forcedotcom/ | 1.1k | — | ~3.5k | Automated safety check: Pass | Apache-2.0 | today |
| 163 | A skill your agent uses when authoring PolicyRuleDefinition and PolicyRuleDefinitionSet metadata XML for Salesforce Data Cloud governance policies, or when editing .policyRuleDefinition /… | forcedotcom/ | 1.1k | — | ~4.8k | Automated safety check: Pass | Apache-2.0 | today |
| 164 | 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/ | 1.1k | — | ~2k | Automated safety check: Pass | Apache-2.0 | today |
| 165 | Custom Apex adapter generation for Salesforce Connect — connects any external REST API to Salesforce as live, queryable External Objects without ETL or copying. | forcedotcom/ | 1.1k | — | ~4.9k | Automated safety check: Pass | Apache-2.0 | today |
| 166 | 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/ | 1.1k | — | ~4.3k | Automated safety check: Pass | Apache-2.0 | today |
| 167 | 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/ | 1.1k | — | ~3.6k | Automated safety check: Pass | Apache-2.0 | today |
| 168 | Salesforce Marketing Cloud / Engagement 360 message preview and test-send. | forcedotcom/ | 1.1k | — | ~5.1k | Automated safety check: Pass | Apache-2.0 | today |
| 169 | 169.Lead Scoring Set up and automate lead scoring for HubSpot and other CRMs. | LeoYeAI/ | 2.2k | — | ~4.6k | Automated safety check: Pass | MIT | 2 mo ago |
| 170 | 170.Hubspot Read and manage the HubSpot CRM: contacts, contact search, deals. | Anil-matcha/ | 1.3k | — | ~558 | Automated safety check: Pass | MIT | 5 days ago |
| 171 | 171.Sales Call Prep Pre-sales-call intelligence composite. An agent skill from gooseworks-ai/goose-skills. | gooseworks-ai/ | 1.2k | 1 repo | ~9.7k | Automated safety check: Pass | MIT | yesterday |
| 172 | 172.Pipeline Review Pipeline analysis composite. An agent skill from gooseworks-ai/goose-skills. | gooseworks-ai/ | 1.2k | 1 repo | ~6.9k | Automated safety check: Pass | MIT | yesterday |
| 173 | Design production Clay enrichment pipelines with table schemas, waterfall patterns, and CRM sync. | jeremylongshore/ | 2.8k | — | ~2.1k | Automated safety check: Pass | MIT | today |
| 174 | Deploy Granola native integrations — Slack, Notion, HubSpot, Attio, Affinity, and Zapier. | jeremylongshore/ | 2.8k | — | ~1.8k | Automated safety check: Pass | MIT | today |
| 175 | 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/ | 2.8k | — | ~5.1k | Automated safety check: Pass | MIT | today |
| 176 | 176.Hubspot Auth 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/ | 2.8k | — | ~3.4k | Automated safety check: Notes | MIT | today |
| 177 | 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/ | 2.8k | — | ~3.9k | Automated safety check: Pass | MIT | today |
| 178 | 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/ | 2.8k | — | ~4.3k | Automated safety check: Pass | MIT | today |
| 179 | Survive HubSpot API rate limits at production scale. An agent skill from jeremylongshore/tons-of-skills-marketplace. | jeremylongshore/ | 2.8k | — | ~3.6k | Automated safety check: Pass | MIT | today |
| 180 | Creates, edits, and publishes Salesforce CMS content of any kind — any domain, any topic. | forcedotcom/ | 1.1k | — | ~5.9k | Automated safety check: Pass | Apache-2.0 | today |
| 181 | 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/ | 1.1k | — | ~6.3k | Automated safety check: Pass | Apache-2.0 | today |
| 182 | Salesforce CMS ContentTypeBundle creation skill. An agent skill from forcedotcom/sf-skills. | forcedotcom/ | 1.1k | — | ~11k | Automated safety check: Pass | Apache-2.0 | today |
| 183 | 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/ | 1.1k | — | ~5.8k | Automated safety check: Pass | Apache-2.0 | today |
| 184 | Salesforce Industries Common Core (OmniStudio/Vlocity) Apex callable generation and review skill with 120-point scoring. | forcedotcom/ | 1.1k | — | ~4.1k | Automated safety check: Pass | Apache-2.0 | today |
| 185 | Enable or disable the org preference that controls whether a Salesforce org can receive partner offers from the Transactable Marketplace. | forcedotcom/ | 1.1k | — | ~1.6k | Automated safety check: Pass | Apache-2.0 | today |
| 186 | Authoritative field/schema reference for 2130 STANDARD Salesforce objects — sObject and Tooling field API names, types, properties (filterable/sortable/groupable/updateable), and relationships for… | forcedotcom/ | 1.1k | — | ~6.7k | Automated safety check: Pass | Apache-2.0 | today |
| 187 | REQUIRED companion for Salesforce metadata generation — load this schema/API-context skill in the SAME turn as ANY metadata generator (if you load a generator, you ALSO load this). | forcedotcom/ | 1.1k | — | ~5.7k | Automated safety check: Pass | Apache-2.0 | today |
| 188 | A skill your agent uses to set up, configure, ground, or go live with a Salesforce Help Agent (an Agentforce Service Agent in Service Cloud) via a guided four-checkpoint flow. | forcedotcom/ | 1.1k | — | ~7.3k | Automated safety check: Notes | Apache-2.0 | today |
| 189 | Orchestrator for setting up Agentforce in Salesforce Service Cloud ITSM — Agentforce Studio enablement, the IT Service Fulfiller agent, the IT Service Employee agent, specialized employee agents… | forcedotcom/ | 1.1k | — | ~5.5k | Automated safety check: Notes | Apache-2.0 | today |
| 190 | 190.CRM Integration CRM integration patterns for Close CRM, HubSpot, and Salesforce. | manojbajaj95/ | 105 | — | ~3.8k | Automated safety check: Pass | MIT | 22 days ago |
| 191 | Expert patterns for HubSpot CRM integration including OAuth authentication, CRM objects, associations, batch operations, webhooks, and custom objects. | aiskillstore/ | 433 | 3 repos | ~5k | Automated safety check: Pass | No licence | today |
| 192 | Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. | JoelLewis/ | 206 | — | ~8.4k | Automated safety check: Pass | MIT | 2 mo ago |
