AI Skills for Salesforce

Secure OAuth token management via Scalekit. Handles token storage, refresh, and retrieval for third-party services (Gmail, Slack, GitHub, etc.). Never stores tokens locally - always fetches fresh tokens from Scalekit.

Query and manage Salesforce CRM data via the Salesforce CLI (`sf`). Run SOQL/SOSL queries, inspect object schemas, create/update/delete records, bulk import/export, execute Apex, deploy metadata, and make raw REST API calls.

API gateway for calling third-party APIs with managed OAuth connections, provided by Maton (https://maton.ai). Use this skill when users want to interact with external services like Slack, HubSpot, Salesforce, Google Workspace, Stripe, and more. Access is scoped to connections you explicitly auth...

Salesforce CRM API integration with managed OAuth. Query records with SOQL, manage sObjects (Contacts, Accounts, Leads, Opportunities), and perform batch operations. Use this skill when users want to interact with Salesforce data. For other third party apps, use the api-gateway skill (https://cla...

When the user wants to create, optimize, or analyze a referral program, affiliate program, or word-of-mouth strategy. Also use when the user mentions 'referral,' 'affiliate,' 'ambassador,' 'word of mouth,' 'viral loop,' 'refer a friend,' or 'partner program.' This skill covers program design, inc...

Context retrieval layer for AI agents across users' applications. Search and retrieve context from Airweave collections. Airweave indexes and syncs data from user applications to enable optimal context retrieval by AI agents. Supports semantic, keyword, and agentic search. Use when users ask abou...

CRM integration, lead tracking, outreach automation, and pipeline management. Transform your AI agent into a sales assistant that never lets leads slip through the cracks.

Query Salesforce data and manage sales pipelines using the `sf` CLI. Use for SOQL queries (simple to complex), opportunity pipeline analysis, forecast reporting, data exports, schema exploration, and CRM data operations. Also use for executive workflows like looking up deals by name, finding cont...

OneShot SDK for AI agent commercial transactions. Send emails, make calls, research, buy products, and more with automatic x402 payments. Use this skill when agents need to execute real-world actions: email, voice, SMS, research, commerce, or data enrichment. Requires ONESHOT_WALLET_PRIVATE_KEY e...

Shopify integration - currently under maintenance. Contact [email protected] for assistance.

UI-driven Salesforce SDR and admin execution across Sales Cloud, Service Cloud, Experience Cloud, and CPQ/Revenue Cloud. Use when a user asks to operate Salesforce in the browser (not API), manage leads/opportunities/cases/quotes, perform setup or configuration tasks, or make Apex/LWC/Aura change...

Secure OAuth token management via Scalekit. Handles token storage, refresh, and retrieval for third-party services (Gmail, Slack, GitHub, etc.). Never stores tokens locally - always fetches fresh tokens from Scalekit.

Main skill definition with frontmatter, CLI reference, SOQL patterns

Эксперт ABM. Используй для account-based marketing, target account selection и personalized campaigns.

AI агент для ABM. Используй для автоматизации ABM кампаний и персонализации outreach.

Salesforce Agentforce AI agents and autonomous automation (2025)

Analyzes venture capital, investment trends, funding rounds, investor strategies, M&A activity, and funding patterns in specific markets or industries. Use when the user requests funding analysis, VC landscape research, investment trend analysis, or wants to understand investor activity and fundi...

When the user wants to create, optimize, or analyze a referral program, affiliate program, or word-of-mouth strategy. Also use when the user mentions 'referral,' 'affiliate,' 'ambassador,' 'word of mouth,' 'viral loop,' 'refer a friend,' or 'partner program.' This skill covers program design, inc...

Synthesize audience insights from multiple data sources into unified personas and segments. Use when relevant to the task.

A framework to evaluate the market potential and strategic direction of B2B products based on workflow frequency and organizational breadth. Use it when validating a new startup idea, evaluating a product's "ceiling," or planning a pivot to increase market share.