What libraries does this skill require?

This skill requires Python 3 and the 'simple-salesforce' library. The skill includes automated checks to help you install these if they are missing.

Does it support Salesforce custom objects?

Yes, it can query and describe any custom object in your Salesforce organization, provided the object is marked as queryable in your org settings.

How do I set up Salesforce credentials for this skill?

You must set the SF_USERNAME, SF_PASSWORD, and SF_SECURITY_TOKEN environment variables in your shell profile (e.g., .zshrc or .bashrc) before use.

Can I perform write operations like Create or Update?

Yes, but the skill follows a read-only-by-default policy. Claude will always ask for your explicit permission before attempting to create, update, or delete any record.

Is my Salesforce data secure with Claude Code?

The skill uses local environment variables and never echoes your credentials to the screen. It is designed to query only the specific fields needed for your task.

Salesforce Integration

Name: Salesforce Integration
Author: ASU-LE

byASU-LE

营销自动化

Manage and query Salesforce CRM data directly through Claude Code using the simple-salesforce Python library.

关于

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.

主要功能

Automated environment checks for Python dependencies and credentials
0 GitHub stars
Execute SOQL queries to retrieve accounts, contacts, and opportunities
Create, update, and delete CRM records with explicit user authorization
Describe object schemas to inspect fields, relationships, and data types
Perform global searches across all Salesforce fields using SOSL

使用场景

Generating reports on opportunities closing within the current month
Batch updating account industries or status fields via command-line scripts
Quickly searching for lead contact information across the entire CRM

关于

主要功能

Automated environment checks for Python dependencies and credentials
0 GitHub stars
Execute SOQL queries to retrieve accounts, contacts, and opportunities
Create, update, and delete CRM records with explicit user authorization
Describe object schemas to inspect fields, relationships, and data types
Perform global searches across all Salesforce fields using SOSL

使用场景

Generating reports on opportunities closing within the current month
Batch updating account industries or status fields via command-line scripts
Quickly searching for lead contact information across the entire CRM