salesforce Skill
Use when a focused Sales workflow needs Salesforce-backed CRM reads, links, drafts, notes, account plans, Agentforce assignments, or explicitly requested Salesforce connector/query guidance. Do not use for generic CRM app construction or when another CRM is authoritative. Published by openai in role-specific-plugins.
What is salesforce Skill?
Use when a focused Sales workflow needs Salesforce-backed CRM reads, links, drafts, notes, account plans, Agentforce assignments, or explicitly requested Salesforce connector/query guidance. Do not use for generic CRM app construction or when another CRM is authoritative. Published by openai in role-specific-plugins. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Writing
- Writing use cases
Technical details
- Install or run with Copy skill directory
When to use salesforce Skill
- Use it for writing.
Built with
Editorial notes
Source
- Creator: openai
- Repository: openai/role-specific-plugins
- Skill file: plugins/sales/skills/salesforce/SKILL.md
What it does
Use when a focused Sales workflow needs Salesforce-backed CRM reads, links, drafts, notes, account plans, Agentforce assignments, or explicitly requested Salesforce connector/query guidance. Do not use for generic CRM app construction or when another CRM is authoritative.
Skill instructions
Salesforce User Guide Prepare a sales person with trustworthy Salesforce context or a safely reviewed Salesforce action, while keeping the surrounding Sales workflow authoritative for the business task. Common Skill Instructions MANDATORY: If not already in context, read and adhere closely to plugins/sales/skills/index/SKILL.md Cross-Skill Best Practices. Salesforce Operation Ranking Use this priority order when the requested Salesforce job or record is ambiguous. 1. Explicit user request, named record, Salesforce id, account, opportunity, contact, lead, or stated action 2. Read-only context that helps the active Sales workflow make a decision 3. Exact record or high-confidence candidate resolved from the user's words and business context 4. The smallest field set, activity history, account plan, event, or transcript context that answers the request 5. A reviewed draft of proposed Salesforce changes 6. An explicitly approved, supported Salesforce write followed by verification Do not s
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Frequently asked questions
What is salesforce?
salesforce is a open-source AI agent skill with Copy skill directory. Use when a focused Sales workflow needs Salesforce-backed CRM reads, links, drafts, notes, account plans, Agentforce assignments, or explicitly requested Salesforce connector/query guidance.
Who is salesforce best for?
salesforce is best for reusing agent instructions, scripts, and references, writing workflows.
How do I install salesforce?
Install or run salesforce using Copy skill directory. Check salesforce for the latest setup command.
Is salesforce actively maintained?
salesforce may need a closer maintenance check before production use.
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