salesforce-revops-audit

salesforce-revops-audit is a skill for Claude Code, Codex from elijeangilles/revops-skills. It costs 98 tokens per session (3,120 once invoked), scanned A, original, MIT.

A Salesforce revenue-operations health audit. Revenue operations covers the systems and processes used to manage sales pipelines, forecasts, and deals.

In plain words
What is it for?
It checks pipeline health, data quality, forecast hygiene, deal integrity, and process integrity, then produces grades and a prioritized list of remediation work.
Why use it?
It gives a broad assessment of a Salesforce organization before teams tackle individual data or sales-process problems.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit It checks pipeline health, data quality, forecast hygiene, deal integrity, and process integrity, then produces grades and a prioritized list of remediation work.

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Install with agentmods
npx agentmods add skills/elijeangilles/revops-skills/salesforce-revops-audit
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add elijeangilles/revops-skills --skill salesforce-revops-audit
Clone the repo
git clone --depth 1 https://github.com/elijeangilles/revops-skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for salesforce-revops-audit

README.md
[![agentmods](https://agentmods.dev/badge/skills/elijeangilles/revops-skills/salesforce-revops-audit/github.svg)](https://agentmods.dev/skills/elijeangilles/revops-skills/salesforce-revops-audit)
Your own site
<a href="https://agentmods.dev/skills/elijeangilles/revops-skills/salesforce-revops-audit"><img src="https://agentmods.dev/badge/skills/elijeangilles/revops-skills/salesforce-revops-audit/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for salesforce-revops-audit

Your own site · 80×15
<a href="https://agentmods.dev/skills/elijeangilles/revops-skills/salesforce-revops-audit"><img src="https://agentmods.dev/badge/skills/elijeangilles/revops-skills/salesforce-revops-audit.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 98 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,120 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00098 $0.03120
Opus 5 $0.00049 $0.01560
Sonnet 5 $0.00020 $0.00624
Haiku 4.5 $0.00010 $0.00312

Measured 12d ago against content hash a09e21929a37, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

salesforce-revops-audit scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/salesforce-revops-audit/SKILL.md · 269 lines

How it starts

The opening of the file, as written. The whole thing — 269 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Salesforce RevOps Audit

What this skill does

Diagnoses a Salesforce org's RevOps health across five dimensions, grades each one A through F, and outputs a prioritized remediation queue mapped to the specific skills in this pack that fix each issue.

Designed as the entry point for the rest of the pack. Most users should run this audit first, then execute the recommended remediation skills in the order the audit specifies.

This is the skill a Director of Revenue Operations would run on day one of a new role, or quarterly as a recurring health check, or before any major sales planning cycle.

When to invoke

Invoke when the user says any of:

  • "run the audit"
  • "audit my Salesforce org"
  • "RevOps health check"
  • "where do we stand on Salesforce"
  • "new role, where do I start"
  • "quarterly health check"
  • "is our pipeline in good shape"
  • "assess the state of our RevOps"

Do not invoke for:

  • Single-deal investigation (use deal-investigator)
  • Targeted hygiene cleanup (use pipeline-hygiene-audit)
  • Forecast call preparation (use forecast-call-prep)
  • Anything narrower than a full-org assessment

If the user wants something narrower, recommend the specific remediation skill and skip the audit.

Data sources, in order of preference

  1. Salesforce MCP: query opportunities, accounts, and forecast history with the SOQL in Appendix A.
  2. CSV or JSON: parse opportunities.csv, forecast_history.csv, and quarterly_actuals.json matching the schema in docs/data_schema.md.
  3. Sample data: bundled synthetic dataset at data/ in this repo.

Column discernment

Real Salesforce exports rarely match canonical names exactly. Custom suffixes (__c), renamed fields, and different cases are normal. Before parsing any data file, read docs/column_mapping.md and use it to map the export's actual headers to the canonical fields this skill needs.

Procedure (full detail in docs/column_mapping.md):

  1. Normalize each header in the export (lowercase, strip __c, replace _ and . with space, drop noise tokens).
  2. Score each header by token overlap against the canonical field's header_tokens, subtracting for exclusion_tokens hits.
  3. Confirm the top candidate with a value fingerprint (pull two or three sample rows and check the values against the catalog's value_fingerprint).
  4. If two headers tie above threshold, ask the user one question to disambiguate. If no header passes for a required field, ask the user to name the column. Do not guess.

Read the full file on GitHub · 269 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 269 lines · 98 tokens per session scan A a09e21929a37

Subscribe to this mod's changes

salesforce-revops-audit is a skill published in the GitHub repository elijeangilles/revops-skills (8 stars, last pushed 3mo ago), licensed MIT. It adds 98 tokens to every session and 3,120 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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