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Salesforce Skill

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Access Salesforce data

Marketing & Sales#crm#salesforce#sales data#opportunity tracking#account intelligence#customer data
Authornveer
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill provides access to Salesforce data for account intelligence, crucial for sales workflows like call preparation and account summarization.

Core Features & Use Cases

  • Account Intelligence: Retrieve detailed information about customer accounts, including their stage, tier, and associated Brightcove products.
  • Opportunity Tracking: Access recent sales opportunities linked to an account.
  • Use Case: Before a sales call, use this Skill to get a comprehensive overview of the customer's relationship with Brightcove, including their contract status and past opportunities.

Quick Start

Use the salesforce skill to get full details for the account 'Acme Corporation'.

Dependency Matrix

Required Modules

None required

Components

scripts

💻 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 Skill
Download link: https://github.com/nveer/goose/archive/main.zip#salesforce-skill

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