salesforce-setup
An agent skill from LeadMagic for configuring Salesforce for the sales and revenue-operations side of a B2B software company.
What the skill teaches
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.
Capabilities
- Design a B2B Salesforce object model
- Set up opportunity pipelines and lead management
- Plan Flow automation, reports and dashboards
Install
The project doesn't document install steps that we could confirm. See the project's own instructions
What's inside
- references/framework-notes.md
- scripts/check-output.py
- templates/output-template.md
Details
| Fact | Value | Source |
|---|---|---|
| Type | Skill | |
| Tool | Salesforce | |
| Publisher | LeadMagic | source |
| Official status | Community (not published by the tool's vendor) | source |
| Needs an API key or sign-in | Not stated in its documentation | |
| Includes scripts | Yes | source |
| Platforms | Not stated in its documentation | |
| AI clients | Claude Code, Cursor, Codex, Gemini CLI, Devin Desktop, Zed | source |
| Licence | MIT | source |
| Pricing | Not stated in its documentation | |
| Activity | Last commit Oct 14, 202677 GitHub starsDownload data not available (not on npm or PyPI) | source |
| Links | Repository Website |
Sources
- Skill file (SKILL.md)github.com/leadmagic/gtm-skills · Backs: AI clients, Licence, PublisherNov 12, 2026
- GitHub repositorygithub.com/leadmagic/gtm-skills · Backs: Official status, Activity, LicenceNov 11, 2026
- Folder in the repository (salesforce-setup)github.com/leadmagic/gtm-skills · Backs: Includes scriptsNov 12, 2026
- Skill file (SKILL.md)github.com/LeadMagic/gtm-skillsNov 10, 2026
- Folder in the repository (salesforce-setup)github.com/LeadMagic/gtm-skills · Backs: Includes scriptsNov 10, 2026