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.
npx agentmods add skills/leadmagic/gtm-skills/salesforce-setupnpx skills add LeadMagic/gtm-skills --skill salesforce-setupgit clone --depth 1 https://github.com/LeadMagic/gtm-skillsWrote 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.
[](https://agentmods.dev/skills/leadmagic/gtm-skills/salesforce-setup)<a href="https://agentmods.dev/skills/leadmagic/gtm-skills/salesforce-setup"><img src="https://agentmods.dev/badge/skills/leadmagic/gtm-skills/salesforce-setup.svg" alt="Measured on agentmods" height="20"></a>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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00082 | $0.01613 |
| Opus 5 | $0.00041 | $0.00807 |
| Sonnet 5 | $0.00016 | $0.00323 |
| Haiku 4.5 | $0.00008 | $0.00161 |
Grade A, and why
salesforce-setup 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 yesterday.
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.
How it starts
The opening of the file, as written. The whole thing — 173 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Salesforce Setup
Overview
Salesforce is the enterprise CRM standard. It's infinitely customizable and infinitely misconfigurable. This skill covers GTM-specific Salesforce setup: object model for B2B SaaS, opportunity pipelines, lead management, Flows automation, reporting, and enrichment integration. Designed for teams that have outgrown HubSpot or require enterprise-grade customization.
Authoritative Foundations
- Salesforce Architecture — Lead/Account/Contact/Opportunity — Opportunity stages, forecasting categories, and RevOps object hygiene.
- Marc Benioff — Trust selling, land-and-expand, customer success in CRM — Trust selling, land-and-expand, customer success in CRM
- Force.com Platform — Flows, validation, reporting — Flows, validation, reporting
When to Use
- "Set up Salesforce for our sales team"
- "Configure Salesforce opportunity pipeline"
- "Set up Salesforce Flows automation"
- "Build Salesforce reports and dashboards"
- "Migrate from HubSpot to Salesforce"
Step-by-Step Process
Load crm-toolkit first — crm-selection, contacts-vs-leads (Lead vs Contact decision), salesforce-blueprint, and implementation-partners (Salesforce almost always needs SI help).
Phase 1: Object Model
Standard B2B SaaS object hierarchy: Lead → Account → Contact → Opportunity.
Contacts vs leads: Use the Lead object when SDRs qualify inbound before opportunities exist. Convert Lead → Account + Contact + (optional) Opportunity. Skip Leads only for low-volume founder-led motions — see crm-toolkit contacts-vs-leads reference. Do not mirror HubSpot lifecycle as custom Lead fields without a conversion path.
Enterprise motion: Load crm-toolkit → benioff-enterprise-playbook — land-and-expand opp structure, CS fields, trust/commitment logging on Opportunity.
Custom objects for SaaS-specific needs: Subscription (track recurring revenue), Customer Success Plan (health score, QBRs), Integration (partner tracking).
Key custom fields on Opportunity: MEDDICC dimensions (Economic Buyer, Decision Criteria, Champion, etc.), ICP fit score, enrichment status, lead source detail, competitors in deal.
What ships with it
3 files 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.
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.
- yesterday Changed 085262861caa
- 5d ago First seen · 173 lines · 82 tokens per session scan A 3fe5391fa181
salesforce-setup is a skill published in the GitHub repository LeadMagic/gtm-skills (48 stars, last pushed 3d ago), licensed MIT. It adds 82 tokens to every session and 1,613 once invoked, about $0.0004 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 2026-08-30.
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