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Found 168 Skills
CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization
CRM integration patterns for Close CRM, HubSpot, and Salesforce. Use when: Close CRM, HubSpot, Salesforce, CRM API, lead sync, deal sync, activity logging, CRM webhook, pipeline automation, contact enrichment.
Official Salesforce documentation retrieval skill. Prefer locally indexed Salesforce docs via qmd when available; otherwise use Salesforce-aware scraping and guide/PDF discovery strategies for developer.salesforce.com and help.salesforce.com.
OmniStudio Data Mapper (formerly DataRaptor) creation and validation with 100-point scoring. Use when building Extract, Transform, Load, or Turbo Extract Data Mappers, mapping Salesforce object fields, or reviewing existing Data Mapper configurations. TRIGGER when: user creates Data Mappers, configures field mappings, works with OmniDataTransform metadata, or asks about DataRaptor/Data Mapper patterns. DO NOT TRIGGER when: building Integration Procedures (use sf-integration-procedure), authoring OmniScripts (use sf-omniscript), or analyzing cross-component dependencies (use sf-omnistudio-analyze).
OmniStudio Data Mapper (formerly DataRaptor) creation and validation with 100-point scoring. Use when building Extract, Transform, Load, or Turbo Extract Data Mappers, mapping Salesforce object fields, or reviewing existing Data Mapper configurations. TRIGGER when: user creates Data Mappers, configures field mappings, works with OmniDataTransform metadata, or asks about DataRaptor/Data Mapper patterns. DO NOT TRIGGER when: building Integration Procedures (use sf-industry-commoncore-integration-procedure), authoring OmniScripts (use sf-industry-commoncore-omniscript), or analyzing cross-component dependencies (use sf-industry-commoncore-omnistudio-analyze).
Salesforce Data Cloud Prepare phase. TRIGGER when: user creates or manages Data Cloud data streams, DLOs, transforms, or Document AI configurations, or asks about ingestion into Data Cloud. DO NOT TRIGGER when: the task is connection setup only (use sf-datacloud-connect), DMOs and identity resolution (use sf-datacloud-harmonize), or query/search work (use sf-datacloud-retrieve).
Salesforce Industries Common Core (OmniStudio/Vlocity) Apex callable generation and review with 120-point scoring. TRIGGER when: user creates or reviews System.Callable classes, migrates `VlocityOpenInterface` / `VlocityOpenInterface2`, or builds Industries callable extensions used by OmniStudio, Integration Procedures, or DataRaptors. DO NOT TRIGGER when: generic Apex classes/triggers (use sf-apex), building Integration Procedures (use sf-industry-commoncore-integration-procedure), authoring OmniScripts (use sf-industry-commoncore-omniscript), configuring Data Mappers (use sf-industry-commoncore-datamapper), or analyzing namespace/dependency issues (use sf-industry-commoncore-omnistudio-analyze).
Salesforce Data Cloud Harmonize phase. TRIGGER when: user works with DMOs, mappings, relationships, identity resolution, unified profiles, data graphs, or universal IDs. DO NOT TRIGGER when: the task is only about streams/DLOs (use sf-datacloud-prepare), segments/insights (use sf-datacloud-segment), retrieval/search (use sf-datacloud-retrieve), or STDM/session tracing (use sf-ai-agentforce-observability).
Salesforce Data Cloud product orchestrator for connect→prepare→harmonize→segment→act workflows. TRIGGER when: user needs a multi-step Data Cloud pipeline, asks to set up or troubleshoot Data Cloud across phases, manages data spaces or data kits, or wants a cross-phase `sf data360` workflow. DO NOT TRIGGER when: work is isolated to a single phase (use the matching sf-datacloud-* skill), the task is STDM/session tracing/parquet telemetry (use sf-ai-agentforce-observability), standard CRM SOQL (use sf-soql), or Apex implementation (use sf-apex).
Salesforce Data Cloud Act phase. TRIGGER when: user manages activations, activation targets, data actions, or downstream delivery of Data Cloud audiences and data. DO NOT TRIGGER when: the task is segment creation (use sf-datacloud-segment), data retrieval/search work (use sf-datacloud-retrieve), or STDM/session tracing (use sf-ai-agentforce-observability).
Salesforce Data Cloud Segment phase. TRIGGER when: user creates or publishes segments, manages calculated insights, inspects segment counts or membership, or troubleshoots audience SQL in Data Cloud. DO NOT TRIGGER when: the task is DMO/mapping/identity-resolution work (use sf-datacloud-harmonize), activation work (use sf-datacloud-act), query/search-index work (use sf-datacloud-retrieve), or STDM/session tracing (use sf-ai-agentforce-observability).
Salesforce Data Cloud Connect phase. TRIGGER when: user manages Data Cloud connections, connectors, connector metadata, tests a connection, browses source objects or databases, or sets up a new source system. DO NOT TRIGGER when: the task is about data streams or DLOs (use sf-datacloud-prepare), DMOs or identity resolution (use sf-datacloud-harmonize), retrieval/search (use sf-datacloud-retrieve), or STDM telemetry (use sf-ai-agentforce-observability).