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Salesforce Automation

Checked
davepoon·vlatest·marketing·MIT

Automates Salesforce tasks like lead assignment, opportunity updates, and report generation based on defined rules.

Repository

Install on your platform

Showing Claude Code. One command installs this skill into any of the agents below.

  1. 1

    Run this in your project

    terminal
    $ npx skills add davepoon/buildwithclaude --skill salesforce-automation -a claude-code

  2. Uses the open-source skills CLI and needs Node.js. Add -g to install it for your user instead of this project.

What we know about this skill

Publisher

davepoon

Taken from the source listing. We haven't verified who controls this account.

Install target

Live repository

Not pinned. Installing fetches whatever the repository holds at the time you run the command.

No human has reviewed this code. The checks below are a static scan of the files at one commit — nobody has run this skill or judged whether it works. A skill runs with whatever access you give your agent, so read the source before you install it.

Automated safety checks

scanned

This skill passed all 6 checks. We read its files at one commit and looked for the things that make a skill dangerous to run — not for whether it works.

  • Declares what it does: passed

    SKILL.md parses and declares a name and a description.

    SKILL.md exists, its frontmatter parses, and it declares a name and a description.

  • No undeclared network calls: passed

    Makes no network calls.

    Every host the skill dials — from its scripts, its config endpoints or the commands it tells the agent to run — is either well-known package and API infrastructure or declared in its own frontmatter. Links in documentation are not counted.

  • No obfuscated payloads: passed

    No encoded or obfuscated payloads.

    No base64, hex or compressed blob is decoded and then executed, and no encoded shell commands.

  • No credential access: passed

    Reads no keys, tokens, keychains or credential files.

    Neither the code nor the SKILL.md instructions read SSH keys, cloud credentials, keychains, token stores, browser cookie databases or dotfiles that hold secrets.

  • No pipe-to-shell installers: passed

    No pipe-to-shell or download-and-run installers.

    No `curl … | sh` pattern, in the code or in the instructions, that runs code fetched at run time.

  • Pinned to a commit: passed

    Scanned davepoon/buildwithclaude at fc03a95b41.

    The exact upstream commit SHA that was scanned is recorded, so the result refers to specific bytes.

Commit
fc03a95b41
Manifest
plugins/all-skills/skills/salesforce-automation/SKILL.md
Scanned
1 file, 191 lines
This is a static scan, not a review. It reads the skill's files; it does not run them, and it cannot tell you whether the skill is any good or whether the code does what its description says. A skill runs with whatever access you give your agent.
What each check looks for →

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.