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salesforce-actions

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Manage Salesforce data with ease.

Marketing & Sales#automation#cli#data management#crm#salesforce#opportunities#accounts
AuthorLaurentPRAT-DB
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines interactions with Salesforce by enabling users to read and update critical business data directly, reducing the need for manual data entry and complex CRM navigation.

Core Features & Use Cases

  • Data Management: Read and update Accounts, Opportunities, Cases, and more.
  • Workflow Automation: Automate routine CRM tasks like updating opportunity stages or logging support cases.
  • Use Case: A sales representative can quickly update an Opportunity's stage and amount after a client call, or a support agent can log a new customer issue directly into Salesforce.

Quick Start

Use the salesforce-actions skill to find all accounts in the 'Technology' industry.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: salesforce-actions
Download link: https://github.com/LaurentPRAT-DB/LPT_claude_config/archive/main.zip#salesforce-actions

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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