Use Case
Salesforce isn't just for solo use β teams can share skills and build consistent AI workflows across the organization. Query Salesforce data and manage sales pipelines using the `sf` CLI. Use for SOQL queries (simple to complex), opportunity pipeline analysis, forecast reporting, data exports, schema exploration, and CRM data operations. Also use for executive workflows like looking up deals by name, finding contact info to email prospects, preparing pipeline reviews, and cross-referencing CRM data with other tools. Triggers on Salesforce, SOQL, pipeline, opportunity, forecast, CRM data, deal lookup, prospect email, account info, or sf CLI questions. This guide covers how to deploy Salesforce for your team, standardize prompts, and create shared workflows that everyone can use.
Install Salesforce in your project directory: .claude/skills/salesforce-dx/
Commit the skill folder to your repository so the whole team has access
Document your team's standard prompts in a shared README
Use Salesforce in code reviews, standups, and planning sessions
Iterate: collect feedback from the team and refine your prompts
Copy these prompts and use them with your AI agent after installing Salesforce
How can my team use Salesforce together?
Set up Salesforce for our project so everyone can use it
Create a shared workflow using Salesforce for our team
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install salesforce-dxOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install salesforce-dxβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/salesforce-dx/π‘Extract and place the folder at the path above, then restart your agent.