How does the Salesforce skill authenticate?

The skill uses the Salesforce MCP (Model Context Protocol) server, which leverages your existing Salesforce CLI authentication to securely access your org.

Can I use this skill to update or delete records?

Yes, it supports full CRUD operations. However, the skill is programmed to show you the affected records and ask for explicit confirmation before any data is modified.

What is the benefit of the 'knowledge/' directory integration?

It allows the skill to understand your specific business logic and naming conventions, reducing errors by checking your local documentation before running queries.

Does it support custom objects and fields?

Absolutely. It uses metadata describe tools to identify custom API names (__c) and can even store these details in a local knowledge base for faster future reference.

Salesforce Assistant

Name: Salesforce Assistant
Author: alephventures

byalephventures

0•

データベース管理

Connects Claude to Salesforce environments for executing SOQL queries, exploring metadata, and performing data operations via natural language.

The Salesforce Skill transforms Claude Code into a powerful CRM assistant, allowing developers and admins to interact with their Salesforce orgs directly from the terminal. By integrating with the Salesforce MCP server, it enables users to query records using natural language, inspect complex object schemas, and manage metadata. The skill uniquely emphasizes 'Knowledge First' workflows, consulting local documentation to ensure that SOQL queries and data operations respect org-specific naming conventions, picklist values, and business logic, making it an essential tool for maintaining high-quality Salesforce implementations.

主な機能

01Interactive teaching mode to save discovered patterns for future use

020 GitHub stars

03Detailed metadata inspection for standard and custom objects

04Natural language to SOQL query translation and execution

05Safe record management with mandatory user confirmation for write operations

06Local knowledge base integration for org-specific context

ユースケース

01Exploring custom field API names and relationships during development or debugging

02Auditing org-specific SOQL patterns and documenting them in a shared knowledge base

03Quickly querying record data like 'open opportunities over $100k' without leaving the terminal

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add alephventures/alephventures-claude-skills salesforce

For use in Claude.ai and ChatGPT

Download Skill