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This skill should be used when creating UAT (User Acceptance Testing) test cases in Excel format for Salesforce CRM projects. It generates standardized test case documents with summary sheets and detailed test case lists, following a specific format structure with test case ID, priority, category, scenario, preconditions, test steps, expected results, and acceptance criteria.

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This skill should be used when generating Salesforce CLI commands for tasks like authenticating to orgs, querying data with SOQL, retrieving metadata (profiles, permission sets, security settings), deploying configuration changes, or automating security audits. Use when the user describes what they want to accomplish with Salesforce and needs the specific CLI command syntax.

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Expert guidance for Salesforce system development and operations management. Use this skill when working with Salesforce configuration, customization, bug analysis, troubleshooting access/permission issues, designing system architecture, or implementing custom Apex/LWC development. Covers sharing settings, approval processes, trigger patterns, integration design, and data modeling best practices.

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Expert guidance for Salesforce Flow implementation from design through deployment. Use this skill when building Screen Flows, Record-Triggered Flows, Schedule-Triggered Flows, or Autolaunched Flows. Covers Flow design patterns, metadata XML generation, variable/element reference validation, governor limit optimization, and sf CLI deployment. Critical for preventing reference errors (undeclared variables, invalid element references) and deployment failures. Use when creating new Flows, debugging Flow errors, optimizing Flow performance, or deploying Flows to production.

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SF CLI経由でSalesforceレポートを作成するスキル。Metadata APIとREST APIの使い分け、フィールド命名規則、列数制限、レポートタイプ設定を網羅。カスタムオブジェクトレポート作成時の注意点も含む。Use when creating Salesforce reports via CLI, deploying report types, or automating report generation.

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Add or define specific fields in a collection's readSchema. Use when fields are missing from materialization field selection, pruned by complexity limit, need type refinement, need to be protected from future inference changes, or need to be required for downstream consumers. Use when user says "missing fields", "pruned fields", "field not showing up", "complexity limit", "define field in read schema", "restrict field type", or "protect field from inference".

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Create a capture for ANY Estuary connector using dynamic schema discovery. Use when the user wants to capture from a source that doesn't have a dedicated skill (e.g., Kafka, Salesforce, HubSpot, Stripe, S3, GCS, Kinesis, or any of the 148+ connectors). Use when user says "capture from <source>", "stream from <source>", "connect <source> to Estuary", or "set up <source> capture" and no connector-specific skill exists.

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CRM Specialist IA — Expert en CRM (HubSpot, Salesforce, Supabase CRM, pipelines, automation).

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Expert en implémentation CRM (HubSpot, Salesforce, customization, data migration, DZ)

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Expert en CRM avancé (HubSpot, Salesforce, pipeline, automation, reporting, contexte DZ, intégrations, data quality)

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Expert en prospection à froid avancé (email sequences, LinkedIn, personalization, CRM sync, DZ market)

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Expert patterns for Salesforce platform development including Lightning Web Components (LWC), Apex triggers and classes, REST/Bulk APIs, Connected Apps, and Salesforce DX with scratch orgs and 2nd generation packages (2GP). Use when: salesforce, sfdc, apex, lwc, lightning web components.

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Convert the canonical markdown+JSON deliverable of any SfSkills runtime agent into Excel, PDF, CSV, Notion card, ServiceNow ticket, or similar downstream format WITHOUT polluting the consumer's project with new dependencies or regenerating from the agent's source logic. NOT for authoring new agent output formats (use DELIVERABLE_CONTRACT.md). NOT for data-export SOQL (use bulk-api-2-patterns).

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Pre-production security checklist for Agentforce deployments: permission scope, data exposure, authentication, logging. NOT for general Salesforce security review (see security-health-check).

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Authoring and managing Agentforce agent definitions using the declarative Agent Script DSL (.agent files) and associated metadata types. Use when creating agents in source control, debugging agent metadata, or understanding the metadata lifecycle of GenAiPlugin/GenAiPlanner/BotVersion types. Triggers: 'how do I deploy an Agentforce agent using source control', 'what metadata types make up an Agentforce agent', 'agent test run command failing in CI pipeline', 'GenAiPlugin vs GenAiPlanner metadata relationship'. NOT for Apex-based agent actions (use custom-agent-actions-apex). NOT for UI-based agent creation (use agentforce-agent-creation).

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Use when writing or auditing the conversational copy layer of a Salesforce bot or Agentforce agent: utterance authoring strategy, fallback message copy, escalation-criteria phrasing, and persona-consistent dialog scripting across channels. NOT for platform configuration (bot builder setup, topic metadata wiring, action mapping, or Agentforce deployment) — see architect/einstein-bot-architecture and agentforce/agentforce-persona-design for those concerns.

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Use when designing how an Agentforce agent extracts structured input parameters (slots) from a user's natural-language utterance to invoke an action. Triggers: 'agent extract date from user', 'agent action argument extraction', 'agentforce slot filling', 'agent invocable input mapping', 'agent fails to fill required parameter'. NOT for action authoring (use agentforce/agent-actions) or for prompt-template variable binding (use agentforce/prompt-builder-templates).

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This skill should be used when the user says "add a billing agent", "add a bookkeeping agent", "set up a support tier-1 agent", "add a recruiting agent", "add a compliance agent", "add a CRM agent", "add a contracts agent", "add an analytics agent", "add a marketing email agent", "add a CMS agent", "scaffold a function-specific agent", or wants to add a single business-function agent backed by a verified-write MCP integration. Each agent ships with explicit scope, "what this will NOT do" constraints, and recommended human-in-the-loop checkpoints.

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Generates the monthly revenue-accountable marketing report that B2B SaaS marketing leaders deliver to CEOs, CFOs, executive teams, and boards. Use when preparing the monthly CEO report, drafting the marketing section of a board deck, defending budget decisions, diagnosing pipeline gaps, or transitioning marketing from MQL/SQO reporting to revenue, CAC payback, and forward pipeline coverage. Designed for B2B SaaS demand generation leaders who own pipeline targets across segments, geos, and motions, and need to explain marketing's revenue contribution in executive language.

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Use when the user asks about revenue, payments, subscriptions, billing, CRM deals, support tickets, production database tables, or other data that PostHog does not collect natively. Also use when a query fails because a table does not exist or returns no results for expected external data. The data warehouse can import from SaaS tools (Stripe, Hubspot, etc.), production databases (Postgres, MySQL, BigQuery, Snowflake), and other arbitrary data sources. Covers checking existing sources, identifying the right source type, and guiding the setup.

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Guide the user through connecting a new data warehouse source — Postgres, MySQL, Stripe, Hubspot, MongoDB, Salesforce, BigQuery, Snowflake, and so on. Use when the user wants to "connect Stripe", "import data from Postgres", "add a new data source", "sync my warehouse tables", or wants to pick sync methods for each table. Walks through source-type discovery, credential validation, table discovery, per-table sync_type selection, and the final create call. Also covers picking a good prefix and what to do right after creation.

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When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'lead routing,' 'MQL,' 'SQL,' 'pipeline stages,' 'deal desk,' 'CRM automation,' 'marketing-to-sales handoff,' 'data hygiene,' 'leads aren't getting to sales,' 'pipeline management,' 'lead qualification,' or 'when should marketing hand off to sales.' Use this for anything involving the systems and processes that connect marketing to revenue. For cold outreach emails, see cold-email. For email drip campaigns, see email-sequence. For pricing decisions, see pricing-strategy.

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Use this skill when the user asks how to build + manage direct shipper relationships — moving from spot market to dedicated lanes, customer scoring + credit assessment, contract terms, dedicated capacity agreements, KPI reporting, and how to handle customer disputes. Reference standard customer-carrier contract terms.

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Passthrough proxy for direct access to third-party APIs using managed OAuth connections, provided by [Maton](https://maton.ai). The API gateway lets y Connect to 100+ APIs (Google Workspace, Microsoft 365, GitHub, Notion, Slack, Airtable, HubSpot, etc.) with managed OAuth. Use this skill when users want to interact with external services. Security: The MATON_API_KEY authenticates with Maton.ai but grants NO access to third-party services by itself. Each service requires explicit OAuth authorization by the user through Maton's connect flow. Access is strictly scoped to connections the user has authorized. Provided by Maton (https://maton.ai).

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