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gt-salesforce-admin

Administer Salesforce orgs through 52 playbooks covering audits, data hygiene, Flow automation, and security.

3|2|Updated Jul 9, 2026
Search Tags:#deduplication#data hygiene#salesforce#revops#flow automation#org audit#crm administration
One-click install
npx skills add https://github.com/Growth-Today/claude-skills --skill gt-salesforce-admin-growth-today
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: gt-salesforce-admin
Source: https://github.com/Growth-Today/claude-skills/tree/main/gt-salesforce-admin
Command: npx skills add https://github.com/Growth-Today/claude-skills --skill gt-salesforce-admin-growth-today

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires simple-salesforce, python-dotenv.

What problem does it solve? Salesforce orgs accumulate duplicates, bounced records, inactive owners, broken stages, and legacy automation that degrade reporting, routing, and AI readiness. This Skill gives Claude a structured master router and playbook library to diagnose and fix these RevOps problems systematically. ## Core Features & Use Cases - Full Org Audit: Runs SOQL-based diagnostics across eight dimensions (database size, deliverability, completeness, engagement, duplicates, ownership, configuration, pipeline) with letter grades and a prioritized skill prescription. - 52 Playbooks Across 8 Sub-Skills: Covers data hygiene, data model, segmentation, opportunities & sales, Flow automation, reporting, security & access, and governance/integrations including Salesforce↔HubSpot sync and Agentforce readiness. - Use Case: A RevOps lead inherits a messy org. They ask Claude to audit the Salesforce org; the skill runs COUNT() queries via simple-salesforce, grades each dimension, and prescribes an ordered cleanup plan starting with suppressing hard bounces and reassigning inactive-owner records. ## Quick Start Ask Claude to audit my Salesforce org and generate a prioritized cleanup plan using the gt-salesforce-admin skill.

Frequently Asked Questions about gt-salesforce-admin

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I audit a Salesforce org for data quality issues?▼

Run the salesforce-audit playbook, which queries eight dimensions via SOQL COUNT() queries using simple-salesforce: database size, deliverability, completeness, engagement, duplicates, owner health, configuration, and pipeline. It grades each dimension A-F and outputs a prioritized markdown report.

How to deduplicate leads and contacts in Salesforce?▼

Use the matching-and-duplicate-rules playbook to define matching rules (email, name+company, website) and duplicate rules that alert or block on create/edit. Start with Alert mode, then move high-confidence rules to Block, and merge existing duplicates first.

What credentials does this Salesforce skill need?▼

It reads SF_USERNAME, SF_PASSWORD, SF_SECURITY_TOKEN, and SF_DOMAIN from a .env file, using simple-salesforce and python-dotenv installed via requirements.txt. Use domain 'test' for sandbox orgs. No credentials are stored in the skill itself.

Does this skill work with HubSpot or other CRMs?▼

No, it is scoped strictly to Salesforce org administration and explicitly excludes HubSpot, Pipedrive, and other CRMs. It does include one playbook for managing the Salesforce-HubSpot sync integration from the Salesforce side.

Why do converted leads cause double-counting in Salesforce audits?▼

Salesforce splits people into Lead (pre-conversion) and Contact (post-conversion) objects. Queries must filter IsConverted = false on Leads and report both objects separately, or converted people get counted twice in people metrics.

Can Salesforce automation playbooks run without API access?▼

Yes, many playbooks are Setup-only or guided, such as Flow Builder patterns, validation rules, and forecasting setup, which are configured declaratively in the Salesforce UI. Each playbook states its automation level: fully automated, hybrid, or guided.

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