Salesforce Developer

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by jeffallan · vlatest · Repository

This Salesforce Developer skill helps automate complex Salesforce development tasks, boosting efficiency and accelerating project timelines.

Install on your platform

We auto-selected Claude Code based on this skill’s supported platforms.

1

Run in terminal (recommended)

terminal
claude mcp add salesforce-developer npx -- -y @trustedskills/salesforce-developer
2

Or manually add to ~/.claude/settings.json

~/.claude/settings.json
{
  "mcpServers": {
    "salesforce-developer": {
      "command": "npx",
      "args": [
        "-y",
        "@trustedskills/salesforce-developer"
      ]
    }
  }
}

Requires Claude Code (claude CLI). Run claude --version to verify your install.

About This Skill

What it does

This skill allows AI agents to interact with Salesforce, enabling tasks like retrieving customer data, updating records, and creating new opportunities. It provides a bridge between natural language requests and Salesforce's API, simplifying complex operations for users without technical expertise. The agent can perform actions based on user instructions related to Salesforce objects and fields.

When to use it

  • Customer Service: Quickly find customer information in Salesforce to assist with inquiries or resolve issues.
  • Sales Operations: Create new leads or opportunities directly from a conversation, streamlining the sales process.
  • Data Analysis: Retrieve specific data sets from Salesforce for reporting and analysis purposes.
  • Record Updates: Update existing records (e.g., contact information, opportunity stages) based on user input.

Key capabilities

  • Salesforce API interaction
  • Retrieval of customer data
  • Record creation
  • Record updates

Example prompts

  • "Find all open opportunities for Acme Corp."
  • "Create a new lead with the name John Doe and email [email protected]."
  • "Update the status of opportunity ID 12345 to 'Closed Won'."

Tips & gotchas

The skill requires appropriate Salesforce API credentials and permissions to function correctly. Ensure the AI agent has access to the necessary Salesforce objects and fields for optimal performance.

Tags

🛡️

TrustedSkills Verification

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Security Audits

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Details

Version
vlatest
License
Author
jeffallan
Installs
0

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Passed automated security scans.