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All Skills — automation

5 skills in "automation" matching "salesforce"

Query Salesforce data and manage sales pipelines using the `sf` CLI. Use for SOQL queries (simple to complex), opportunity pipeline analysis, forecast reporting, data exports, schema exploration, and CRM data operations. Also use for executive workflows like looking up deals by name, finding contact info to email prospects, preparing pipeline reviews, and cross-referencing CRM data with other tools. Triggers on Salesforce, SOQL, pipeline, opportunity, forecast, CRM data, deal lookup, prospect em

Salesforce CRM API integration with managed OAuth. Query records with SOQL, manage sObjects (Contacts, Accounts, Leads, Opportunities), and perform batch operations. Use this skill when users want to interact with Salesforce data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).

will help you integrate tools for analytics (ex. Mixpanel, Google Analytics, Kissmetrics) and marketing (ex. Mailchimp, Salesforce) via one place, one single API. It's like a “hub” through which all data flows. These 2 videos explain [What is Segment](https://www.youtube.com/watch?v=Hkk2f9GwyNg) and

Standardize deal pipelines, remove test deals, and address deals with missing amounts or close dates. Coordinates with Salesforce sync if applicable.

Salesforce integration. Manage crm and marketing automation data, records, and workflows. Use when the user wants to interact with Salesforce data.