salesforce-for-sales

Plugin salesforce-for-sales from marketplace Salesforce in salesforce/salesforce-skills. Commands read from the repo's manifest — 24 days ago.

Skills (40)

• account-context

  Build a 360-degree brief on a company already in Salesforce: CRM state, key contacts, recent email, documents and internal Slack. Use when asked to tell about, catch up on, or give the full picture on an existing account. Not in CRM: research-prospect.

• account-plan

  Build or retrieve an account plan from Salesforce Account, AccountPlan, pipeline, activity, and relationship data, covering vision, priorities, competition, KPIs, and relationship risks. Use to review an existing plan or create one for a customer account.

• account-tiering

  Rank an account list or full book into action tiers from Salesforce ICP fit, engagement, activity, contact, and opportunity data. Use to score accounts, prioritize coverage, decide where to focus, or identify accounts to activate, qualify, or deprioritize.

• assign-target-to-sdr

  Assign a Salesforce Lead or Contact to an active Agentforce Engagement Agent using target records and Agentforce agent definitions, after confirming both. Use to hand a prospect to Agentforce for automated qualification and email outreach.

• calendar-events

  Show a schedule from Salesforce Event data with local times, subjects, locations, and linked contacts, accounts or deals. Use to review today's calendar, upcoming meetings, or a past or future schedule; for a broader morning rundown, use daily-briefing.

• call-follow-up

  Create a customer follow-up email and internal recap from a meeting transcript plus Salesforce account and opportunity history. Use after a customer call to capture decisions, commitments, objections, open questions, next steps, and proposed CRM updates.

• call-prep

  Build a call brief from Salesforce meeting, account, opportunity, contact, and activity data plus email, documents, and Slack. Use before a customer meeting to understand attendees, deal history, open threads, and discovery needs; rep one-on-one: rep-context.

• close-plan

  Build a customer-facing business case and dated mutual action plan from Salesforce opportunity data plus transcripts, email, documents, and Slack. Use to frame why buy and why now, quantify return, map the path to signature, or test the close date.

• configure

  Set up the Sales Cloud plugin — show the "How I can help you sell" overview, offer a "Where do you want to start?" chooser, and (on request) build Your Sales Intelligence, a live view of the user's book of business, then offer to schedule the daily refresh. Use when the user says "configure", "confi

• customer-health

  Assess customer health from Salesforce account, renewal, case, task, and health data plus email, calendar, documents, and Slack. Use to judge risk, explain engagement or value trends, or prepare a business review; prospect meeting prep: call-prep.

• customer-voice

  Compile attributable customer quotes and themes from call transcripts and email threads across Salesforce-scoped accounts. Use to understand feedback on a feature, objection, competitor, or emerging issue, compare accounts, or surface recurring themes.

• daily-briefing

  Create today's sales briefing from Salesforce events, near-term and overdue deals, account context, commitments, and unread customer email. Use for a morning rundown combining meetings, pipeline, and inbox priorities; schedule-only requests: calendar-events.

• deal-advance-gap

  Map an opportunity's path to advance or close from Salesforce stage, stakeholder, activity, qualification, and risk data plus email, documents, and Slack. Use to diagnose a stuck deal, identify blockers and owners, or test whether its close date is credible.

• deal-review

  Build a scored deal-health assessment from Salesforce fields, contacts and activity plus email, documents and Slack, with evidence-backed risks. Use to judge whether one deal will close; for stage-exit gaps and a sequenced path, use deal-advance-gap.

• deal-signals

  Build a deal-risk digest from Salesforce close dates, activity, next steps and forecast fields plus email, documents and Slack. Use to find quiet or overdue deals, close-date danger, renewal windows, competitor mentions or other risks needing attention.

• deal-slip-scenario

  Model the impact of a deal slipping, shrinking or being lost from Salesforce pipeline and forecast data plus an available quota, including the gap and substitutes. Use to test downside scenarios, plan a backfill or judge whether the number still holds.

• draft-outreach

  Create a personalized email draft from Salesforce contact, account, opportunity and activity data plus prior email, documents and Slack. Use when starting, following up with or re-engaging one prospect or customer. For batch inbox replies, use inbox-sweep.

• expansion-whitespace

  Identify ranked expansion plays for one customer from Salesforce contacts, owned products and opportunities plus recent email, documents and Slack. Use to find evidence-backed whitespace, upsell paths or adjacent teams and products ready for outreach.

• find-internal-answer

  Find a concise answer with authoritative sources from internal documents, Slack, email and Salesforce, prioritizing the newest canonical material. Use when locating a policy, approver, deck, security asset, prior precedent or teammate with relevant experience.

• forecast-narrative

  Build a forecast-call brief from Salesforce opportunity aggregates, top-deal samples and field history, covering the number, bucket movement, risks and asks. Use to explain a rep or team's forecast; for a broader pipeline and coaching view, use team-pipeline.

• handle-objection

  Build a grounded response to a customer objection from the current deal, win-loss history, customer evidence and approved internal documents. Use when interpreting pricing, timing, trust or competitive pushback and preparing a talk track or written reply.

• inbox-sweep

  Create a prioritized response queue and email drafts from unread threads, sent-mail voice patterns and Salesforce account and opportunity context. Use when sweeping or triaging an inbox, finding messages needing replies or drafting several customer responses.

• lead-triage

  Produce an inbound-lead priority and routing recommendation from Salesforce Lead and Account data, research and email engagement. Use when qualifying a new lead, assessing ICP fit and intent, choosing an owner or deciding the response speed and next step.

• log-activity

  Draft and, after confirmation, log a completed Salesforce Task from a user's summary or transcript and the matched account, opportunity and contact. Use when recording a past call, meeting or email exchange. For existing timelines, use query-activity-history.

• pipeline-review

  Build one rep's current pipeline assessment from Salesforce stage aggregates, deal samples and closed-deal history, covering coverage, hygiene and risks. Use when reviewing pipeline health and stage distribution; for changes over time, use deal-signals.

• query-activity-history

  Build an interaction timeline from closed Salesforce Tasks and Events on one Account, Contact, Lead or Opportunity, with dates, people and notes. Use when inspecting what happened on a record or reviewing its activity. To create an entry, use log-activity.

• renewal-radar

  Build a renewal risk brief from Salesforce opportunities, email, documents and Slack, covering timing, activity, uplift and next moves. Use to scan upcoming renewals or prepare one renewal motion; for overall account health or QBR prep, use customer-health.

• rep-context

  Catch a manager up on one of their sales reps before a 1:1: the rep's pipeline, recent activity, what they are working on, and where they need help, with suggested questions. Use when the person named is an internal rep, not a customer contact.

• research-prospect

  Build a prospect brief from web research and Salesforce, covering company facts, recent signals, likely priorities, contacts and ICP fit. Use to research a net-new company or person before outreach. Existing accounts: account-context.

• salesforce-hygiene-check

  Audit open Salesforce opportunities for missing fields, stale dates, weak next steps, stage mismatches and single-threading, producing prioritized fixes. Use to check pipeline data quality, find incomplete deals or plan CRM cleanup without changing records.

• schedule-meeting

  Book a customer meeting from calendar availability and Salesforce account, contact and opportunity data, then log the confirmed event in Salesforce. Use to find times, draft an invitation, schedule a follow-up, demo or review, or place a call on the calendar.

• stakeholder-map

  Build a stakeholder map from Salesforce contacts and roles plus email, calendar, calls and Slack, showing influence, stance, gaps and access paths. Use to identify decision makers, assess single-threading or plan introductions. Account brief: account-context.

• summarize-conversation-transcript

  Build a call brief from a Salesforce VoiceCall or VideoCall transcript, covering customer sentiment, decisions, next steps and related opportunities. Use to recall or summarize a recorded Salesforce call. External transcripts: call-follow-up.

• team-pipeline

  Build a team pipeline brief from Salesforce users and opportunities, showing closed revenue, forecast, swing deals and coaching needs by rep. Use to review a manager's team, prepare a pipeline meeting or find where reps need help. One rep: pipeline-review.

• update-opportunity

  Update one Salesforce opportunity from its current values and org field metadata, applying only confirmed changes and verifying the saved record. Use to change a deal's stage, close date, amount, currency, next step, forecast category or another requested field.

• update

  Version-aware maintenance for the Sales Cloud plugin — keeps the daily refresh schedule current at the installed plugin version so new versions, migrations, and features get picked up. This is the skill the daily schedule runs. Also use when the user says "update", "run my plugin update", or after i

• using-display-widget

  Render assembled Salesforce data as a styled widget using either a hydrated dynamic definition or a registered widget with props. Use when a skill needs a composed visual presentation or guidance on rendering mode, structure and supported tiles.

• voice-profile

  Build a reusable voice profile from recent sent emails to capture a user's greetings, sign-offs, length, structure, tone and recurring phrases. Use during setup or when outreach drafts should sound more like the user; requires access to sent mail.

• weekly-wrap

  Build a weekly sales recap from Salesforce opportunity and calendar activity plus email, documents and Slack, covering wins, losses, deal activity and next week's priorities. Use to review a rep's or team's week, prepare for Monday or draft an internal update.

• win-loss-review

  Build a win-loss analysis from closed Salesforce opportunities, stage history, call transcripts and email, showing win rates, loss stages, objections and deal patterns. Use to explain wins and losses, compare segments or identify coaching and process changes.

MCP servers (2)

• salesforce-h360

  connects to: https://api.salesforce.com/platform/mcp/v1/platform/headless-360

• slack

  connects to: https://mcp.slack.com/mcp