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Salesforce Sales Workflow

Lets the agent read, link, draft and carefully write Salesforce CRM records for sales tasks.

Source Download skill
Repository
XiaomiMiMo/MiMo-Code
Stars
13,743
Licence
MIT
Files
2 files

What it does

When installed, the agent treats Salesforce as the source of trusted customer data for a sales task. It can look up accounts, contacts, opportunities and activity history, build clickable record links, draft account plans, and summarize call transcripts. It is designed to ask the user to pick when a record is ambiguous, to show a reviewed draft before any change, and to write to Salesforce only after explicit approval, then verify the result.

Great for

  • Sales reps and account executives who work from Salesforce and want an assistant to prepare account context
  • Sales operations staff who need careful, reviewed updates to CRM records
  • Teams using Agentforce Sales connectors who want guardrails on reads and writes

Skip it if

  • Teams whose authoritative CRM is not Salesforce, since the skill says it should defer to another CRM
  • Building custom Salesforce apps or generic CRM software, which the skill explicitly excludes
  • Large data exports, analytics, or high-volume record changes, which the skill states are unsupported

Try asking

  • “Pull the open opportunities and last activity for the Acme Corp account and give me a link to each record”
  • “Draft an account plan for our top three accounts this quarter and show me the fields before saving anything”
  • “Summarize the most recent VoiceCall for the Jones deal and ask me which call to use if there are several”
  • “Update the close date on opportunity 006XXXXXXXX after showing me the proposed change for approval”
Step-by-step guide: how to use Salesforce Sales WorkflowInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 2 original files, the MIT licence and an attribution note.

    salesforce.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip salesforce.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip salesforce.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Give exact record names, Salesforce ids, or account names so the agent does not need to guess among candidates.
  • Ask for a draft first; approve the specific field changes explicitly before any write happens.
  • Confirm the connector is actually connected, because the skill says it will label answers as not Salesforce-backed if the CRM is unavailable.

What's inside

  • agents/openai.yaml
  • SKILL.md

Redistributed unmodified from XiaomiMiMo/MiMo-Code under the MIT licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.