customer360-correlation

customer360-correlation is a skill for Claude Code, Codex from ozgurkarahan/salesforce-meta-tool-identity-propagation. It costs 59 tokens per session (465 once invoked), scanned A, original, MIT.

A set of instructions for combining Salesforce customer records with ServiceNow support and IT records into one customer view. It also matches customer cases with related IT incidents.

In plain words
What is it for?
It helps answer questions about a company’s open sales opportunities, support cases, IT incidents, problems, and planned changes. It is also for checking whether a customer-facing case and an internal incident describe the same problem.
Why use it?
Customer information is often split between sales and service systems, making it hard to see the full situation. These rules provide a consistent way to join the records and identify related issues.

Skill for Claude CodeCodex

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

Good fit It helps answer questions about a company’s open sales opportunities, support cases, IT incidents, problems, and planned changes. It is also for checking whether a customer-facing case and an internal incident describe the same problem.

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Install with agentmods
npx agentmods add skills/ozgurkarahan/salesforce-meta-tool-identity-propagation/customer360-correlation
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 ozgurkarahan/salesforce-meta-tool-identity-propagation --skill customer360-correlation
Clone the repo
git clone --depth 1 https://github.com/ozgurkarahan/salesforce-meta-tool-identity-propagation

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 customer360-correlation

README.md
[![agentmods](https://agentmods.dev/badge/skills/ozgurkarahan/salesforce-meta-tool-identity-propagation/customer360-correlation/github.svg)](https://agentmods.dev/skills/ozgurkarahan/salesforce-meta-tool-identity-propagation/customer360-correlation)
Your own site
<a href="https://agentmods.dev/skills/ozgurkarahan/salesforce-meta-tool-identity-propagation/customer360-correlation"><img src="https://agentmods.dev/badge/skills/ozgurkarahan/salesforce-meta-tool-identity-propagation/customer360-correlation/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 customer360-correlation

Your own site · 80×15
<a href="https://agentmods.dev/skills/ozgurkarahan/salesforce-meta-tool-identity-propagation/customer360-correlation"><img src="https://agentmods.dev/badge/skills/ozgurkarahan/salesforce-meta-tool-identity-propagation/customer360-correlation.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 59 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 465 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 $0.00059 $0.00465
Opus 5.5 $0.00024 $0.00186
Sonnet 5.5 $0.00012 $0.00093
Haiku 4.5 $0.00006 $0.00047

Measured today against content hash 5654f6e17145, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

customer360-correlation 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 today.

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/customer360-correlation/SKILL.md · 39 lines

What it actually says

Customer 360 correlation

Uses the salesforce-crm and servicenow-itsm skills for query rules.

Steps

  1. Tell the user the plan: what you will query in each system.
  2. Salesforce (one SOQL query where possible): SELECT Id, Name, Industry, Type, AnnualRevenue, (SELECT Name, Amount, StageName, CloseDate FROM Opportunities WHERE IsClosed = false), (SELECT CaseNumber, Subject, Priority, Status FROM Cases WHERE IsClosed = false) FROM Account WHERE Name LIKE '%<company>%' LIMIT 5
  3. ServiceNow (one query per table, company names combined with ^OR): open incident, open problem, upcoming change_request for the company.
  4. Correlate using the keys below and present one unified view.

Correlation keys

  • Company: Salesforce Account.Name ↔ ServiceNow company.name. Treat legal-suffix variants as the same company ("Contoso" = "Contoso Ltd").
  • Issue: a Salesforce Case and a ServiceNow Incident for the same company whose Subject/short_description share keywords (e.g. "API gateway", "SSO", "payment") and were opened within a few days of each other are likely the same issue seen from the customer side and the IT side.

Presentation

  • Sections: Account snapshot · Open pipeline (total + deals) · Open cases · Open incidents/problems · Upcoming changes · Correlations · Suggested next steps.
  • For every correlation, state what matched (company, keywords, dates) and how confident you are. Never invent a link.
  • Lead with monetary amounts when pipeline is involved.
  • If one system has no data for the company, say so explicitly rather than omitting it.
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. today First seen · 39 lines · 59 tokens per session scan A 5654f6e17145

Subscribe to this mod's changes

customer360-correlation is a skill published in the GitHub repository ozgurkarahan/salesforce-meta-tool-identity-propagation (4 stars, last pushed today), licensed MIT. It adds 59 tokens to every session and 465 once invoked, about $0.0002 per session on Opus 5.5. 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 2026-10-17.