Best CRM management skills, page 5

Enable or disable the org preference that controls whether a Salesforce org can receive partner offers from the Transactable Marketplace.

forcedotcom/sf-skills

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/sf-skills

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/sf-skills

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/sf-skills

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/sf-skills

CRM integration patterns for Close CRM, HubSpot, and Salesforce.

manojbajaj95/claude-gtm-plugin

Expert patterns for HubSpot CRM integration including OAuth authentication, CRM objects, associations, batch operations, webhooks, and custom objects.

aiskillstore/marketplace

Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics.

JoelLewis/finance_skills

A skill your agent uses when writing a cold email or LinkedIn DM to a stranger and its cadence: first-touch copy under a word ceiling, 4-7 step bump sequences, per-inbox volume and warm-up limits…

ericrisco/rsc-harness

A skill your agent uses when building and qualifying a prospect list before anyone reaches out — a falsifiable ICP, named accounts/contacts from Apollo/ZoomInfo/Clay, deduped against the CRM, tiered…

ericrisco/rsc-harness

A skill your agent uses when running LinkedIn social selling as a repeatable motion — Sales Navigator saved searches and trigger alerts, weekly request budgets, fixing a low acceptance rate, turning…

ericrisco/rsc-harness

A skill your agent uses when an operator runs deals out of a spreadsheet or Notion and wants real stages, win probabilities, deal hygiene, a weekly follow-up sweep, and a defensible roll-up forecast…

ericrisco/rsc-harness

When the user wants to forecast sales revenue, build a commit/upside/best-case forecast, calculate weighted pipeline, predict whether they'll hit their number, or run a forecast call.

TheCraigHewitt/skills

When the user wants to review their sales pipeline, score deals, identify risks, clean up dead deals, or prepare for a pipeline review meeting.

TheCraigHewitt/skills

Integrate Salesforce B2B Commerce open source components from GitHub into B2B Commerce stores.

forcedotcom/sf-skills

ISV App Analytics metadata types — AppAnalyticsQueryRequest and AppAnalyticsSettings.

forcedotcom/sf-skills

Scaffold a new Salesforce DX project of any template — standard, empty, analytics, agent, or a React/Angular UI-bundle app — and set it up end-to-end: relocate the session, connect an org, set the…

forcedotcom/sf-skills

Extracts, retrieves, and applies CMS brand guidelines (voice, tone, style, colors, typography) to generated content.

forcedotcom/sf-skills

Author a Salesforce Digital Experience brand (a "brand.json") so the VS Code Brand Toolkit can load, edit, and preview it.

forcedotcom/sf-skills

MUST activate when the project contains a uiBundles//src/ directory and the task involves uploading, attaching, or dropping files.

forcedotcom/sf-skills

Patch an existing Data Capture Flow that's already deployed in a connected Salesforce org.

forcedotcom/sf-skills

A skill your agent uses to enable Salesforce Change Data Capture (CDC) on a standard or custom object, configure a custom event channel, set a filter expression, or add enrichment fields.

forcedotcom/sf-skills

Create, read, update, and delete ManagedEventSubscription metadata in Salesforce.

forcedotcom/sf-skills

Use this when someone says I don't know where to start or help me get going, asks where am I?

forcedotcom/sf-skills

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

forcedotcom/sf-skills

A skill your agent uses when users need to create or configure Salesforce Custom Tabs.

forcedotcom/sf-skills

Validate Salesforce metadata before deploying. An agent skill from forcedotcom/sf-skills.

forcedotcom/sf-skills

Execute the destructiveChanges.xml delete-and-deploy workflow against a Salesforce org.

forcedotcom/sf-skills

Validate and configure the local Salesforce development environment.

forcedotcom/sf-skills

Build complete Salesforce Lightning Experience applications from natural language descriptions.

forcedotcom/sf-skills

A skill your agent uses when users need to create, generate, or validate Salesforce List View metadata.

forcedotcom/sf-skills

Reference/contract for the Salesforce LSP MCP tools and unavailability handling.

forcedotcom/sf-skills

Generates correct, deployable Salesforce permission set metadata (PermissionSet XML) with object, field, user, and app permissions.

forcedotcom/sf-skills

Deploy validated metadata to a Production Salesforce org without re-running tests.

forcedotcom/sf-skills

A skill your agent uses to create, generate, or validate a Salesforce GlobalValueSet (reusable picklist shared across fields) or customize a StandardValueSet (built-in picklists like Industry, Lead…

forcedotcom/sf-skills

Confirm the customer's WhatsApp Business Account is shared with Salesforce on Meta's side.

forcedotcom/sf-skills

Create and activate an IT Service Employee agent as a Next-Gen Authoring (NGA) native agent from an ITSM Employee agent template's Agent Script, via the Salesforce CLI (sf): read the template, check…

forcedotcom/sf-skills

Create and activate the IT Service Fulfiller agent as a Next-Gen Authoring (NGA) native agent from the shipped ITSM Fulfiller template's Agent Script, using the Salesforce CLI (sf): read the…

forcedotcom/sf-skills

Enable Swarming for Employee Service (ITSM) in Salesforce — the Salesforce Go feature service-cloud-swarming that lets IT Desk agents pull in subject-matter experts to collaboratively resolve…

forcedotcom/sf-skills

Configure the embedded Agentforce Employee Agent so it replies inside the Microsoft Teams ITSM custom client ('Salesforce Employee Assist' / 'Ask AI Agent').

forcedotcom/sf-skills

Configure the "Set Up Salesforce IT Desk" checklist for Microsoft Teams Employee Service (ITSM) — the fulfiller/agent side, covering app enablement, marketplace install guidance, user access…

forcedotcom/sf-skills

Configure end-to-end Agency Billing on a Salesforce FSC Insurance Brokerage org via dispatch MCP calls.

forcedotcom/sf-skills

Operate HubSpot CRM from a terminal or agent: list and search contact records, view deal pipeline stages, and — with explicit confirmation — move deals between stages, backed by a bundled crm-cli…

magnus919/agent-skills

Suede-owned revenue-operations discipline. An agent skill from JasonColapietro/suede-creator-skills.

JasonColapietro/suede-creator-skills

Read lost deals and churned accounts from your CRM, extract reasons clustered by theme (missing features, pricing, competitors, UX), and write a prioritized weekly analysis with product improvement…

amplitude/builder-skills

A skill your agent uses whenever a user wants to turn AI Visibility data into published content — whether they say "find content gaps", "what should we write about", "which topics have low…

amplitude/builder-skills

Design or audit B2B sales pipeline — define stage names, entry/exit criteria, qualification standards, and CRM field requirements.

jeremylongshore/tons-of-skills-marketplace

Revenue reconnaissance — audit current sales pipeline, deal patterns, ICP definition, and revenue motion to understand what's working and where the constraint is.

jeremylongshore/tons-of-skills-marketplace