Agent Skills
› davepoon/buildwithclaude
› salesforce-automation
salesforce-automation
GitHub通过Rube MCP自动化Salesforce CRM操作，涵盖线索、联系人、账户及商机管理。需先验证连接并搜索工具Schema，按流程执行创建、查询、更新及关联任务。
Trigger Scenarios
用户需要创建或管理Salesforce线索
用户需要管理联系人和账户信息
用户需要追踪和销售机会
用户需要进行SOQL查询或数据检索
Install
npx skills add davepoon/buildwithclaude --skill salesforce-automation -g -y
SKILL.md
Frontmatter
{
"name": "salesforce-automation",
"category": "crm",
"requires": {
"mcp": [
"rube"
]
},
"description": "Automate Salesforce tasks via Rube MCP (Composio): leads, contacts, accounts, opportunities, SOQL queries. Always search tools first for current schemas."
}
Salesforce Automation via Rube MCP
Automate Salesforce CRM operations through Composio's Salesforce toolkit via Rube MCP.
Toolkit docs: composio.dev/toolkits/salesforce
Prerequisites
- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
- Active Salesforce connection via
RUBE_MANAGE_CONNECTIONSwith toolkitsalesforce - Always call
RUBE_SEARCH_TOOLSfirst to get current tool schemas
Setup
Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.
- Verify Rube MCP is available by confirming
RUBE_SEARCH_TOOLSresponds - Call
RUBE_MANAGE_CONNECTIONSwith toolkitsalesforce - If connection is not ACTIVE, follow the returned auth link to complete Salesforce OAuth
- Confirm connection status shows ACTIVE before running any workflows
Core Workflows
1. Manage Leads
When to use: User wants to create, search, update, or list leads
Tool sequence:
SALESFORCE_SEARCH_LEADS- Search leads by criteria [Optional]SALESFORCE_LIST_LEADS- List all leads [Optional]SALESFORCE_CREATE_LEAD- Create a new lead [Optional]SALESFORCE_UPDATE_LEAD- Update lead fields [Optional]SALESFORCE_ADD_LEAD_TO_CAMPAIGN- Add lead to campaign [Optional]SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES- Apply assignment rules [Optional]
Key parameters:
LastName: Required for lead creationCompany: Required for lead creationEmail,Phone,Title: Common lead fieldslead_id: Lead ID for updatescampaign_id: Campaign ID for campaign operations
Pitfalls:
- LastName and Company are required fields for lead creation
- Lead IDs are 15 or 18 character Salesforce IDs
2. Manage Contacts and Accounts
When to use: User wants to manage contacts and their associated accounts
Tool sequence:
SALESFORCE_SEARCH_CONTACTS- Search contacts [Optional]SALESFORCE_LIST_CONTACTS- List contacts [Optional]SALESFORCE_CREATE_CONTACT- Create a new contact [Optional]SALESFORCE_SEARCH_ACCOUNTS- Search accounts [Optional]SALESFORCE_CREATE_ACCOUNT- Create a new account [Optional]SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT- Link contact to account [Optional]
Key parameters:
LastName: Required for contact creationName: Account name for creationAccountId: Account ID to associate with contactcontact_id,account_id: IDs for association
Pitfalls:
- Contact requires at least LastName
- Account association requires both valid contact and account IDs
3. Manage Opportunities
When to use: User wants to track and manage sales opportunities
Tool sequence:
SALESFORCE_SEARCH_OPPORTUNITIES- Search opportunities [Optional]SALESFORCE_LIST_OPPORTUNITIES- List all opportunities [Optional]SALESFORCE_GET_OPPORTUNITY- Get opportunity details [Optional]SALESFORCE_CREATE_OPPORTUNITY- Create new opportunity [Optional]SALESFORCE_RETRIEVE_OPPORTUNITIES_DATA- Retrieve opportunity data [Optional]
Key parameters:
Name: Opportunity name (required)StageName: Sales stage (required)CloseDate: Expected close date (required)Amount: Deal valueAccountId: Associated account
Pitfalls:
- Name, StageName, and CloseDate are required for creation
- Stage names must match exactly what is configured in Salesforce
4. Run SOQL Queries
When to use: User wants to query Salesforce data with custom SOQL
Tool sequence:
SALESFORCE_RUN_SOQL_QUERY/SALESFORCE_QUERY- Execute SOQL [Required]
Key parameters:
query: SOQL query string
Pitfalls:
- SOQL syntax differs from SQL; uses Salesforce object and field API names
- Field API names may differ from display labels (e.g.,
Account.NamenotAccount Name) - Results are paginated for large datasets
5. Manage Tasks
When to use: User wants to create, search, update, or complete tasks
Tool sequence:
SALESFORCE_SEARCH_TASKS- Search tasks [Optional]SALESFORCE_UPDATE_TASK- Update task fields [Optional]SALESFORCE_COMPLETE_TASK- Mark task as complete [Optional]
Key parameters:
task_id: Task ID for updatesStatus: Task status valueSubject: Task subject
Pitfalls:
- Task status values must match picklist options in Salesforce
Common Patterns
SOQL Syntax
Basic query:
SELECT Id, Name, Email FROM Contact WHERE LastName = 'Smith'
With relationships:
SELECT Id, Name, Account.Name FROM Contact WHERE Account.Industry = 'Technology'
Date filtering:
SELECT Id, Name FROM Lead WHERE CreatedDate = TODAY
SELECT Id, Name FROM Opportunity WHERE CloseDate = NEXT_MONTH
Pagination
- SOQL queries with large results return pagination tokens
- Use
SALESFORCE_QUERYwith nextRecordsUrl for pagination - Check
donefield in response; if false, continue paging
Known Pitfalls
Field API Names:
- Always use API names, not display labels
- Custom fields end with
__csuffix - Use SALESFORCE_GET_ALL_CUSTOM_OBJECTS to discover custom objects
ID Formats:
- Salesforce IDs are 15 (case-sensitive) or 18 (case-insensitive) characters
- Both formats are accepted in most operations
Quick Reference
| Task | Tool Slug | Key Params |
|---|---|---|
| Create lead | SALESFORCE_CREATE_LEAD | LastName, Company |
| Search leads | SALESFORCE_SEARCH_LEADS | query |
| List leads | SALESFORCE_LIST_LEADS | (filters) |
| Update lead | SALESFORCE_UPDATE_LEAD | lead_id, fields |
| Create contact | SALESFORCE_CREATE_CONTACT | LastName |
| Search contacts | SALESFORCE_SEARCH_CONTACTS | query |
| Create account | SALESFORCE_CREATE_ACCOUNT | Name |
| Search accounts | SALESFORCE_SEARCH_ACCOUNTS | query |
| Link contact | SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT | contact_id, account_id |
| Create opportunity | SALESFORCE_CREATE_OPPORTUNITY | Name, StageName, CloseDate |
| Get opportunity | SALESFORCE_GET_OPPORTUNITY | opportunity_id |
| Search opportunities | SALESFORCE_SEARCH_OPPORTUNITIES | query |
| Run SOQL | SALESFORCE_RUN_SOQL_QUERY | query |
| Query | SALESFORCE_QUERY | query |
| Search tasks | SALESFORCE_SEARCH_TASKS | query |
| Update task | SALESFORCE_UPDATE_TASK | task_id, fields |
| Complete task | SALESFORCE_COMPLETE_TASK | task_id |
| Get user info | SALESFORCE_GET_USER_INFO | (none) |
| Custom objects | SALESFORCE_GET_ALL_CUSTOM_OBJECTS | (none) |
| Create record | SALESFORCE_CREATE_A_RECORD | object_type, fields |
| Transfer ownership | SALESFORCE_MASS_TRANSFER_OWNERSHIP | records, new_owner |
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Version History
- 502fc01 Current 2026-07-05 15:07
