AgentSkillsCN

salesforce-connector

实现 Salesforce CRM 的双向集成，助力销售数据管理。

SKILL.md
--- frontmatter
name: salesforce-connector
description: Bi-directional Salesforce CRM integration for sales data management
allowed-tools:
  - Read
  - Write
  - Glob
  - Grep
  - Bash
  - WebFetch
metadata:
  specialization: sales
  domain: business
  priority: P0
  integration-points:
    - Salesforce REST API
    - Bulk API 2.0
    - Streaming API

Salesforce Connector

Overview

The Salesforce Connector skill provides comprehensive bi-directional integration with Salesforce CRM, enabling automated data retrieval, manipulation, and synchronization. This skill handles SOQL queries, CRUD operations on standard and custom objects, bulk data operations with governor limit awareness, and real-time event processing.

Capabilities

Data Operations

  • •Execute SOQL queries for data retrieval
  • •Perform CRUD operations on Leads, Contacts, Accounts, and Opportunities
  • •Access and map custom objects and fields
  • •Handle bulk data operations while respecting governor limits
  • •Extract data from reports and dashboards

Real-Time Integration

  • •Process webhook events in real-time
  • •Subscribe to platform events and change data capture
  • •Handle streaming API connections for live updates

Advanced Features

  • •Field-level security awareness
  • •Record type handling
  • •Multi-org support
  • •Sandbox vs production environment management
  • •OAuth 2.0 authentication flow management

Usage

Basic Query Execution

code
Execute a SOQL query to retrieve all open opportunities for a specific account, including related contact information and activity history.

Bulk Data Operations

code
Perform a bulk update of lead status for all leads from a specific campaign, ensuring proper handling of governor limits.

Real-Time Event Processing

code
Set up a listener for opportunity stage changes and trigger appropriate follow-up actions based on the new stage.

Enhances Processes

  • •crm-data-quality
  • •lead-routing-assignment
  • •opportunity-stage-management
  • •pipeline-review-forecast

Dependencies

  • •Salesforce Connected App with appropriate OAuth scopes
  • •API-enabled Salesforce edition
  • •Proper user permissions for accessed objects