Manage and query Salesforce CRM data directly through Claude Code using the simple-salesforce Python library.
This skill enables Claude to interact seamlessly with your Salesforce organization, allowing for advanced querying of standard and custom objects, lead management, and opportunity tracking. It leverages the simple-salesforce Python library to execute SOQL queries, SOSL searches, and record updates, providing a powerful interface for developers and sales operations to analyze data, generate reports, and manage CRM records without leaving the terminal environment.
主な機能
01Automated environment checks for Python dependencies and credentials
020 GitHub stars
03Execute SOQL queries to retrieve accounts, contacts, and opportunities
04Create, update, and delete CRM records with explicit user authorization
05Describe object schemas to inspect fields, relationships, and data types
06Perform global searches across all Salesforce fields using SOSL
ユースケース
01Generating reports on opportunities closing within the current month
02Batch updating account industries or status fields via command-line scripts
03Quickly searching for lead contact information across the entire CRM
