salesforce-setup

Was der Skill vermittelt

An agent skill from LeadMagic for configuring Salesforce for the sales and revenue-operations side of a B2B software company. It guides the agent through the object model from lead to opportunity, when to use leads or contacts, opportunity pipeline stages, lead handling, automation with Flows, reports and dashboards, and hooking up data enrichment. It relies on a companion crm-toolkit skill that it tells the agent to load first. The skill folder also holds references, templates and scripts. Its metadata names many supported agents, among them Claude Code, Codex, Cursor and Gemini CLI.

Funktionen

Details