Salesforce Automation
Automates Salesforce tasks like lead assignment, opportunity updates, and report generation based on defined rules.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add salesforce-automation npx -- -y @trustedskills/salesforce-automation
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"salesforce-automation": {
"command": "npx",
"args": [
"-y",
"@trustedskills/salesforce-automation"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
This skill automates tasks within Salesforce. It can create, update, and delete records in Salesforce, streamlining workflows and reducing manual data entry. The skill is designed to interact with Salesforce using its API, enabling programmatic control over your CRM data.
When to use it
- Automate lead creation from external sources like website forms or marketing campaigns.
- Update opportunity stages based on specific criteria or events.
- Generate reports and dashboards by automatically updating record fields.
- Clean up stale or inaccurate data in Salesforce through automated deletion processes.
Key capabilities
- Create Salesforce records (e.g., Leads, Accounts, Opportunities)
- Update existing Salesforce records
- Delete Salesforce records
- Interact with Salesforce API
Example prompts
- "Create a new Lead in Salesforce with the following information: First Name=John, Last Name=Doe, Email=[email protected]."
- "Update the Opportunity 'Acme Corp' to Stage='Proposal'."
- "Delete all Leads created before January 1st, 2023."
Tips & gotchas
This skill requires appropriate Salesforce API credentials and permissions to function correctly. Ensure your AI agent has access to a connected Salesforce environment with the necessary user rights.
Tags
TrustedSkills Verification
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
🌐 Community
Passed automated security scans.