Best CRM management skills, page 6

Sync Fathom meeting data to CRM and build automated follow-up workflows.

jeremylongshore/tons-of-skills-marketplace

Manage a fundraise pipeline end-to-end with Finta. An agent skill from jeremylongshore/tons-of-skills-marketplace.

jeremylongshore/tons-of-skills-marketplace

Set up your first fundraise pipeline in Finta with investors and deal stages.

jeremylongshore/tons-of-skills-marketplace

Reference architecture for fundraising operations with Finta CRM.

jeremylongshore/tons-of-skills-marketplace

Post-meeting note processing, sharing, and follow-up workflows in Granola.

jeremylongshore/tons-of-skills-marketplace

Automate and audit HubSpot deal pipeline operations without destroying real pipeline — covering stage automation loops, stale-deal safe-close logic, forecast reconciliation, custom property drift…

jeremylongshore/tons-of-skills-marketplace

Manage HubSpot lifecycle stages and list segmentation in production without silently destroying CRM trust.

jeremylongshore/tons-of-skills-marketplace

Sync backend product events into HubSpot contact and company custom properties using idempotent batched updates — the Segment integration pattern without Segment.

jeremylongshore/tons-of-skills-marketplace

Sync HubSpot CRM data to a data warehouse (BigQuery, Snowflake, or Postgres) for analytics and reporting.

jeremylongshore/tons-of-skills-marketplace

Build and harden HubSpot v3 webhook handlers that survive production: HMAC-SHA256 signature verification, Redis SET NX deduplication, async batch processing with immediate 200 ACK, dead-letter…

jeremylongshore/tons-of-skills-marketplace

Analyze complex Salesforce integration failures across request traces, metadata, query plans, automation, locks, jobs, events, and limits.

jeremylongshore/tons-of-skills-marketplace

Analyze Salesforce direct API, middleware, event-driven, replicated-data, and hybrid integration architectures against explicit constraints.

jeremylongshore/tons-of-skills-marketplace

Build fork-safe Salesforce CI with secretless static and fixture gates, protected non-production validation, and separately approved production promotion.

jeremylongshore/tons-of-skills-marketplace

Analyze Salesforce authorization, permission, schema, validation, locking, limit, async-job, and event-delivery failures from evidence.

jeremylongshore/tons-of-skills-marketplace

Run a metadata-aware Salesforce record workflow with bounded SOQL, CRUD and field-access checks, mutation preview, and reconciliation.

jeremylongshore/tons-of-skills-marketplace

Analyze and run the correct Salesforce high-volume operation using Bulk API 2.0, Composite, Graph, or sObject Collections with reconciliation.

jeremylongshore/tons-of-skills-marketplace

Analyze Salesforce license, add-on, storage, event, API, support, middleware, and operating costs from current customer evidence.

jeremylongshore/tons-of-skills-marketplace

Review Salesforce data classification, minimum access, extraction, transformation, retention, subject requests, deletion, legal hold, and evidence.

jeremylongshore/tons-of-skills-marketplace

Build a privacy-safe Salesforce support bundle with request, limits, metadata, job, event, and change evidence.

jeremylongshore/tons-of-skills-marketplace

Deploy a Salesforce-connected application through immutable artifacts, environment binding, canary traffic, reconciliation, and rollback.

jeremylongshore/tons-of-skills-marketplace

Review and govern Salesforce enterprise access across profiles, permission sets and groups, sharing, field access, OAuth apps, SSO, and privileged roles.

jeremylongshore/tons-of-skills-marketplace

Verify a Salesforce org connection with version discovery, identity evidence, and a read-only resource probe before previewing any mutation.

jeremylongshore/tons-of-skills-marketplace

Run evidence-led Salesforce integration incident response from detection through containment, recovery, reconciliation, and prevention.

jeremylongshore/tons-of-skills-marketplace

Select and document a supported Salesforce authorization path using an External Client App or an approved existing Connected App.

jeremylongshore/tons-of-skills-marketplace

Review a Salesforce integration for fixed API versions, unsafe auth, N-plus-one queries, shared-limit blindness, stale metadata, blind retries, event gaps, and missing reconciliation.

jeremylongshore/tons-of-skills-marketplace

Test Salesforce integration capacity in an authorized non-production org with synthetic data, bounded load, org limits, and business-invariant checks.

jeremylongshore/tons-of-skills-marketplace

Build a repeatable Salesforce DX development loop using source format, synthetic tests, and an authorized scratch org or sandbox.

jeremylongshore/tons-of-skills-marketplace

Run a dependency-ordered Salesforce data migration with mapping, external IDs, Bulk API selection, quarantine, cutover, reconciliation, and rollback.

jeremylongshore/tons-of-skills-marketplace

Build Salesforce development, scratch-org, sandbox, staging, and production environments with explicit promotion and drift controls.

jeremylongshore/tons-of-skills-marketplace

Build Salesforce integration observability across application traces, platform status, limits, async jobs, events, logs, and business reconciliation.

jeremylongshore/tons-of-skills-marketplace

Analyze and tune Salesforce query, pagination, batching, caching, automation, and asynchronous performance using measured org evidence.

jeremylongshore/tons-of-skills-marketplace

Gate Salesforce code and configuration for SOQL injection, secret exposure, unsafe API versions, missing access checks, destructive writes, and unreviewed org changes.

jeremylongshore/tons-of-skills-marketplace

Gate a Salesforce integration or metadata change for production with contract, security, capacity, validation, canary, reconciliation, and rollback evidence.

jeremylongshore/tons-of-skills-marketplace

Analyze and govern Salesforce API, asynchronous, bulk, and event capacity from current org allocations and usage evidence.

jeremylongshore/tons-of-skills-marketplace

Design a governed Salesforce integration architecture with explicit authority, identity, API, event, data, evidence, limit, and recovery boundaries.

jeremylongshore/tons-of-skills-marketplace

Build Salesforce integration reliability with idempotency, bounded retries, durable state, dead letters, reconciliation, backfill, and tested recovery.

jeremylongshore/tons-of-skills-marketplace

Build a version-negotiated Salesforce adapter around the customer-selected CLI or client library with typed boundaries and contract tests.

jeremylongshore/tons-of-skills-marketplace

Secure a Salesforce integration across OAuth, principals, permissions, sharing, fields, secrets, encryption, logging, and revocation.

jeremylongshore/tons-of-skills-marketplace

Migrate Salesforce API, seasonal release, CLI, client-library, metadata, and integration contracts under compatibility and rollback controls.

jeremylongshore/tons-of-skills-marketplace

Select and govern Salesforce change delivery across Pub/Sub API, Change Data Capture, Platform Events, event relay, Streaming API, Outbound Messages, or polling.

jeremylongshore/tons-of-skills-marketplace

Automate survey deployment, data collection, and pipeline management

wentorai/research-plugins

A skill your agent uses to set up Salesforce Consumer Goods (CG) Cloud Mobile Sync end-to-end for the Sync Management App managed package — it runs all three acts in order (Act 1 Setup Sync, Act 2…

forcedotcom/sf-skills

A skill your agent uses when a Salesforce Administrator needs to create OR maintain an institutional hierarchy for Education Cloud by parsing organizational structure from a PDF, URL, text, or CSV.

forcedotcom/sf-skills

A skill your agent uses to analyze a Salesforce Aura component bundle (.cmp, .app, .evt, .intf, Controller.js, Helper.js, Renderer.js) and produce a framework-agnostic migration blueprint (PRD.yaml…

forcedotcom/sf-skills

A skill your agent uses when the user wants to retrieve or update Organization-Wide Default (OWD) sharing settings for Salesforce objects.

forcedotcom/sf-skills

ALWAYS USE THIS SKILL for anything involving Salesforce Archive (also called Trusted Services Archive) — search, view, unarchive, analyze, mask, and erase (RTBF) archived records via the Archive…

forcedotcom/sf-skills

Reads and toggles the master Incident Management setting on a Salesforce ITSM org — the org-level switch that turns Incident Management on or off.

forcedotcom/sf-skills

Jenkins CI/CD pipeline management — monitor builds, trigger pipelines, analyze logs, and track SCM changes for network automation workflows.

automateyournetwork/netclaw