Skills

Claude skills for Salesforce

Agent skills for a connected Salesforce org: opportunity context, stage exit criteria, and what belongs in each standard field.

Other integrations

Frequently asked questions

Does this work with a custom object model?

Yes — describe your objects and their meaning in the skill body. The skill is documentation the model reads, so it adapts to whatever your org looks like.

Can a skill enforce stage exit criteria?

It can define them and make an agent report against them. Hard enforcement belongs in Salesforce validation rules.

What about reporting fields nobody fills in?

That is the case a field-conventions skill exists for — it names what must be evidenced before a field is written at all.

Skills, in your workspace

Write it once. Every agent follows it.

Twelve built-in skills ship with every workspace, and you can draft your own with AI or import any public SKILL.md from GitHub.

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