Use Case
Salesforce Skill isn't just for solo use β teams can share skills and build consistent AI workflows across the organization. Query and manage Salesforce CRM data via the Salesforce CLI (`sf`). Run SOQL/SOSL queries, inspect object schemas, create/update/delete records, bulk import/export, execute Apex, deploy metadata, and make raw REST API calls. This guide covers how to deploy Salesforce Skill for your team, standardize prompts, and create shared workflows that everyone can use.
Install Salesforce Skill in your project directory: .claude/skills/salesforce/
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 Skill 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 Skill
How can my team use Salesforce Skill together?
Set up Salesforce Skill for our project so everyone can use it
Create a shared workflow using Salesforce Skill for our team
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install salesforceOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install salesforceβ 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/π‘Extract and place the folder at the path above, then restart your agent.