Use Case
Salesforce SDR Admin (Browser) isn't just for solo use β teams can share skills and build consistent AI workflows across the organization. UI-driven Salesforce SDR and admin execution across Sales Cloud, Service Cloud, Experience Cloud, and CPQ/Revenue Cloud. Use when a user asks to operate Salesforce in the browser (not API), manage leads/opportunities/cases/quotes, perform setup or configuration tasks, or make Apex/LWC/Aura changes with strict confirmation and secure local credential handling. This guide covers how to deploy Salesforce SDR Admin (Browser) for your team, standardize prompts, and create shared workflows that everyone can use.
Install Salesforce SDR Admin (Browser) in your project directory: .claude/skills/salesforce-sdr-admin/
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 SDR Admin (Browser) 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 SDR Admin (Browser)
How can my team use Salesforce SDR Admin (Browser) together?
Set up Salesforce SDR Admin (Browser) for our project so everyone can use it
Create a shared workflow using Salesforce SDR Admin (Browser) 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-sdr-adminOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install salesforce-sdr-adminβ 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-sdr-admin/π‘Extract and place the folder at the path above, then restart your agent.