Salesforce Skill

Query and manage Salesforce CRM data via the Salesforce CLI (`sf`). Run SOQL/SOSL queries, inspect object schemas, create/update/delete records, bulk import/export, execute Apex, deploy metadata, and make raw REST API calls.

Cleanup Deals

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

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 SDR Admin (Browser)

UI-driven Salesforce SDR and admin execution across Sales Cloud, Service Cloud, Experience Cloud, and CPQ/Revenue Cloud. Use when a user asks to operate Salesforce in the browser (not API), manage leads/opportunities/cases/quotes, perform setup or configuration tasks, or make Apex/LWC/Aura changes with strict confirmation and secure local credential handling.

Salesforce AI Agentforce Observability

Agentforce session tracing extraction and analysis. TRIGGER when: user extracts STDM data from Data Cloud, analyzes agent session traces, debugs agent conver...

Pans Crm Sync

AI算力销售 CRM 同步工具。对接 Salesforce 和 HubSpot 双平台， 自动同步客户状态、更新 Pipeline、生成 CRM 报表，支持双向/增量同步 和冲突检测与解决。 触发词：CRM同步, 客户同步, Salesforce, HubSpot, pipeline同步, 客户状态更新, CRM...