How does the skill handle large data sets?

The skill supports SOQL pagination. If a query returns a large result set, it provides pagination tokens that can be used with the query tool to retrieve subsequent records.

Can I query custom Salesforce objects with this skill?

Yes, you can use the SALESFORCE_RUN_SOQL_QUERY tool to query custom objects, and use SALESFORCE_GET_ALL_CUSTOM_OBJECTS to discover your schema.

What is required to set up the Salesforce skill?

You need to add the Rube MCP server (https://rube.app/mcp) to your Claude configuration and have an active Salesforce account to complete the OAuth process.

Do I need a Salesforce API key to use this skill?

No, you connect via Rube MCP using the RUBE_MANAGE_CONNECTIONS tool, which initiates a standard Salesforce OAuth flow for secure access.

Can I trigger Salesforce assignment rules automatically?

Yes, the skill includes the SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES tool specifically for triggering your organization's existing lead logic.

Salesforce CRM Automation

Name: Salesforce CRM Automation
Author: davepoon

bydavepoon

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2,589

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Marketing Automation

Automates Salesforce CRM workflows including lead management, opportunity tracking, and complex SOQL data queries directly through Claude.

This skill empowers developers and sales operations teams to interact with Salesforce environments without leaving the Claude interface. By leveraging the Rube MCP and Composio toolkit, it provides a comprehensive suite of tools for managing leads, accounts, contacts, and tasks. Users can perform advanced SOQL queries to extract specific datasets, automate record creation, and manage sales pipelines with standardized patterns. It simplifies the complexity of the Salesforce API by providing clear tool sequences for common CRM operations and automated OAuth handling through the Rube MCP server.

Key Features

01Opportunity Pipeline Tracking: Manage sales stages, close dates, and deal values with structured tool sequences.

02Task Automation: Search, update, and complete tasks to maintain CRM hygiene and sales momentum.

032,589 GitHub stars

04Comprehensive Lead Management: Create, search, update, and assign leads to campaigns or assignment rules.

05Advanced SOQL Query Execution: Run custom Salesforce Object Query Language (SOQL) queries with full pagination support.

06Account & Contact Linking: Streamline the creation of contacts and their association with specific account records.

Use Cases

01Generating custom data reports and exports using complex SOQL queries for business intelligence.

02Streamlining daily sales operations by bulk-updating opportunity stages and task statuses.

03Automating lead ingestion and data enrichment from development logs or external sources.

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add davepoon/buildwithclaude salesforce-automation

For use in Claude.ai and ChatGPT

Download Skill