agentforce skills

68 tagged agentforce, measured the same way as everything else here.

Browse within: apex 85admin 65ai-coding-assistant 65ai-coding 41DAST 14appexchange 14claude-code-plugin 14claude-code-plugins 14crm-analytics 10einstein 6b2b-commerce 5

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when planning user adoption, structuring Salesforce training materials, drafting release communications, or running a change impact assessment for a Salesforce rollout or update. Triggers: user adoption plan, training materials, release announcement, change impact, go-live communication. NOT for org…

not rated 16 today A 94 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when admins are governing the Chatter group lifecycle — creation policy, public/private/unlisted visibility decisions, group ownership transfer when owners leave, archived vs inactive vs deleted state changes, auto-archive behavior, naming conventions, group templates (Information Templates), and orphan-group…

not rated 16 today A 201 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when admins are reducing Chatter signal-to-noise across an org — covers org-level Chatter Email Settings, per-user Email Settings preferences, group-level email digest frequency (Daily / Weekly / Limited / Never), bell-icon Custom Notifications vs Chatter feed-post tradeoffs, automated-feed suppression on record…

not rated 16 today A 198 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Migrating Classic email templates (Text, HTML with Letterhead, Custom HTML, Visualforce email) to Lightning Email Templates (LET) and the Email Template Builder. Covers merge-field translation, Letterhead-to-Enhanced-Letterhead conversion, Visualforce email retention strategy, folder reorganization, sender-context…

not rated 16 today A 115 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when designing the FSC client onboarding process — mapping document collection touchpoints, approval steps, compliance checkpoint sequencing, and welcome journey handoffs. Trigger keywords: client onboarding design, onboarding workflow requirements, document collection flow, compliance checkpoint…

not rated 16 today A 98 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when defining clinical data model requirements for Health Cloud: HL7/FHIR data mapping, interoperability requirements, FHIR R4-aligned object activation, CodeableConcept constraints, and middleware translation requirements. NOT for the field-level mapping work itself — use data/fhir-data-mapping. NOT…

not rated 16 today A 88 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Set up, configure or troubleshoot Salesforce Collaborative Forecasts: forecast types, forecast categories, rollup methods, quota management, forecast hierarchy, manager adjustments, pipeline inspection integration. Trigger keywords: forecast type, forecast category, cumulative rollup, individual rollup, quota…

not rated 16 today A 118 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when designing a product catalog taxonomy, planning attribute strategy, or determining search and navigation structure for a B2B or B2C/D2C Commerce store. Triggers on: taxonomy design questions, attribute planning, search index strategy, category navigation structure, or merchandising hierarchy…

not rated 16 today A 114 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill for Salesforce Order Management (OMS) tasks: order lifecycle, OrderSummary creation and status, FulfillmentOrder creation and routing, returns, exchanges, cancellations, and platform event subscriptions. Trigger keywords: order management, OrderSummary, FulfillmentOrder, ReturnOrder, ensure-funds…

not rated 16 today A 112 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Configure pricebooks, tiered pricing, promotions, coupon codes, and cart discounts for B2B or D2C Commerce stores. Trigger keywords: WebStorePricebook, BuyerGroupPricebook, PriceAdjustmentSchedule, PromotionsCartCalculator, commerce coupon, cart-level discount, tiered price, Commerce promotion. NOT for Sales Cloud…

not rated 16 today A 106 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when configuring or troubleshooting the B2B/B2C Commerce product catalog — ProductCatalog, ProductCategory, ProductCategoryProduct, WebStoreCatalog, CommerceEntitlementPolicy, product attributes, and product variants. Trigger keywords: product catalog, product category, commerce catalog, entitlement policy…

not rated 16 today A 116 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Design the engagement model for an Experience Cloud community: reputation levels, ideation, and content contribution strategy. Triggers: 'community engagement strategy', 'gamification Experience Cloud', 'reputation levels setup', 'ideation community portal', 'member recognition program'. NOT for blocking, flagging or…

not rated 16 today A 99 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when setting up or auditing how compliance documentation is structured, collected, and preserved for regulatory audit in Salesforce FSC — covering KYC data collection workflows, AML screening integration setup, audit trail configuration, and regulatory reporting readiness. Triggers: KYC form setup, AML integration…

not rated 16 today A 148 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Declarative setup of Compliant Data Sharing (CDS) in Financial Services Cloud: enabling CDS per-object in IndustriesSettings, configuring OWDs, creating CDS permissions, adding the Financial Deal Participants related list, and defining Participant Roles. Trigger keywords: ethical walls, compliant data sharing setup…

not rated 16 today A 111 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Compound fields (Name, Address, Geolocation): SOQL access rules, DML semantics, component access in Apex/LWC, reporting column behavior, formula field restrictions. NOT for creating a new custom field — use admin/custom-field-creation. NOT for formula syntax and functions — use admin/formula-fields.

not rated 16 today A 67 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Author the Salesforce Configuration Workbook — the structured, reviewable handoff document an admin uses to execute a feature across Objects/Fields, Page Layouts, Profiles/PSGs, Sharing, Validation, Automation, List Views, Reports, Integrations, and Data. Triggers: 'salesforce configuration workbook', 'admin handoff…

not rated 16 today A 171 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Troubleshooting Connected App OAuth flows — IP relaxation vs IP restriction, refresh token policy traps (default kills the connection on first refresh), session-revocation semantics, the OAuth error-code catalog (invalidgrant, invalidclientid, unsupportedgranttype), per-user vs admin-pre-approved flows, and the…

not rated 16 today A 135 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when designing, reviewing, or troubleshooting Salesforce connected apps, External Client Apps, Named Credentials, External Credentials, and OAuth-based integration access. Triggers: 'connected app', 'OAuth flow', 'client credentials', 'JWT bearer', 'Named Credential', 'External Credential', 'integration user', 'IP…

not rated 16 today A 106 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Email consent management in Marketing Cloud: configuring Subscription Centers, building Preference Centers on CloudPages, enforcing CAN-SPAM and GDPR requirements, and handling opt-out propagation. Trigger keywords: unsubscribe handling, CAN-SPAM compliance, GDPR consent tracking, publication lists, subscription…

not rated 16 today A 113 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Consumer Goods Cloud setup: visit execution, retail execution, route planning, in-store task management, compliance checks, off-shelf detection, image recognition. NOT for territory planning and route optimization for sales reps - use integration/salesforce-maps-setup. NOT for B2B Commerce storefronts - use…

not rated 16 today A 77 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when configuring or troubleshooting Salesforce CPQ contract creation, subscription management, amendment quotes, or renewal quotes. Trigger keywords: contract, amendment, renewal, subscription, co-termination, SBQQSubscriptionc. NOT for designing the amendment/renewal architecture or swap pattern — use…

not rated 16 today A 90 tokens

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Configuring or troubleshooting Salesforce CPQ Advanced Approvals: SBAAApprovalRulec, SBAAApprovalVariablec for cross-line aggregation, SBAAApprovalChainc for ordered approver sequences, escalation timeouts, Smart Approvals for re-quote skip logic, and the managed package's permission sets. Trigger keywords: CPQ…

not rated 16 today A 145 tokens

cpq-guided-selling

47

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when configuring or troubleshooting the Salesforce CPQ Guided Selling wizard: Quote Process records, ProcessInput questions that filter products by field value, mapping answers to Product2 classification fields, and search type choice (Standard, Enhanced, Custom). Trigger keywords: CPQ guided selling…

not rated 16 today A 139 tokens

cpq-pricing-rules

48

PranavNagrecha/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when configuring or troubleshooting Salesforce CPQ pricing: Price Rules, Price Conditions, Price Actions, Lookup Queries, Discount Schedules, Block Pricing, Percent of Total, and Contracted Prices. Trigger keywords: CPQ price rule, price action, discount schedule, block pricing, percent of total, contracted price…

not rated 16 today A 116 tokens

At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: