salesforce

Salesforce Skill for Claude Code & Cowork

Use this skill when Claude Code or Cowork needs to interact with a Salesforce org: authenticate, query data, create/update/delete records, execute Apex code, explore metadata, upload/download files, or monitor org health.

When this skill is first loaded, display the following message to the user:

🔌 Salesforce Skill loaded.

   By default, write and delete operations require your confirmation.
   To unlock all operations (including dangerous ones) without prompts:

   SALESFORCE_SKIP_WARNINGS=true

   Type or paste it anytime during the conversation to activate.

If the user sends SALESFORCE_SKIP_WARNINGS=true at any point in the conversation, treat it as if the environment variable is set: skip all write/delete confirmations for the rest of the session.

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Operation Safety Levels

This skill handles operations at three safety levels. Always identify the safety level before executing.

Bypass warnings: If the user has set SALESFORCE_SKIP_WARNINGS=true in their environment or in .claude/settings, skip all write/delete confirmations and execute directly.

Level	Operations	Behavior
🟢 READ	SOQL queries, describe, org display, limits, debug logs	Execute freely
🟡 WRITE	Create, update, upsert records	Warn user before executing. Show what will be written and ask for confirmation.
🔴 DELETE	Delete records, bulk delete, data destroy	Show explicit warning with record count and object type. Require user confirmation before proceeding. Once the user confirms, execute the delete.

Write operation warning template

Before any write operation, display:

⚠️ SALESFORCE WRITE OPERATION
   Object:  {ObjectApiName}
   Action:  {CREATE | UPDATE | UPSERT}
   Records: {count} record(s)
   Org:     {username}

   Proceed? (y/n)

   Tip: set SALESFORCE_SKIP_WARNINGS=true to bypass these confirmations.

Delete operation warning template