Sales Cloud

Partner, reviewed

Sales workflows for account executives and sales leaders, including account research, call prep, follow-up, pipeline review, forecasting, deal-slippage scenarios, lead triage, outreach drafting, approval-gated Salesforce updates and much more. Both the plugin and the Salesforce connector are Beta…

Plugin · by salesforce · runs in Claude Code, Cowork, claude.ai · 32 skills, 2 MCP servers · listed 2026-09-25

Claude Code

claude plugin install sales-cloud

Source

Skills (32)

Skill account-context

Build a 360-degree brief on a company already in Salesforce: CRM state, key contacts, recent email, documents and internal Slack.

Any agent
```
npx skills add salesforce/salesforce-skills --skill account-context
```
Skill account-tiering

Rank an account list or full book into action tiers from Salesforce ICP fit, engagement, activity, contact, and opportunity data.

Any agent
```
npx skills add salesforce/salesforce-skills --skill account-tiering
```
Skill calendar-events

Show a schedule from Salesforce Event data with local times, subjects, locations, and linked contacts, accounts or deals.

Any agent
```
npx skills add salesforce/salesforce-skills --skill calendar-events
```
Skill call-follow-up

Create a customer follow-up email and internal recap from a meeting transcript plus Salesforce account and opportunity history.

Any agent
```
npx skills add salesforce/salesforce-skills --skill call-follow-up
```
Skill call-prep

Build a call brief from Salesforce meeting, account, opportunity, contact, and activity data plus email, documents, and Slack.

Any agent
```
npx skills add salesforce/salesforce-skills --skill call-prep
```
Skill close-plan

Build a customer-facing business case and dated mutual action plan from Salesforce opportunity data plus transcripts, email, documents, and Slack.

Any agent
```
npx skills add salesforce/salesforce-skills --skill close-plan
```
Skill customer-health

Assess customer health from Salesforce account, renewal, case, task, and health data plus email, calendar, documents, and Slack.

Any agent
```
npx skills add salesforce/salesforce-skills --skill customer-health
```
Skill customer-voice

Compile attributable customer quotes and themes from call transcripts and email threads across Salesforce-scoped accounts.

Any agent
```
npx skills add salesforce/salesforce-skills --skill customer-voice
```
Skill daily-briefing

Create today's sales briefing from Salesforce events, near-term and overdue deals, account context, commitments, and unread customer email.

Any agent
```
npx skills add salesforce/salesforce-skills --skill daily-briefing
```
Skill deal-advance-gap

Map an opportunity's path to advance or close from Salesforce stage, stakeholder, activity, qualification, and risk data plus email, documents, and Slack.

Any agent
```
npx skills add salesforce/salesforce-skills --skill deal-advance-gap
```
Skill deal-review

Build a scored deal-health assessment from Salesforce fields, contacts and activity plus email, documents and Slack, with evidence-backed risks.

Any agent
```
npx skills add salesforce/salesforce-skills --skill deal-review
```
Skill deal-signals

Build a deal-risk digest from Salesforce close dates, activity, next steps and forecast fields plus email, documents and Slack.

Any agent
```
npx skills add salesforce/salesforce-skills --skill deal-signals
```
Skill deal-slip-scenario

Model the impact of a deal slipping, shrinking or being lost from Salesforce pipeline and forecast data plus an available quota, including the gap and substitutes.

Any agent
```
npx skills add salesforce/salesforce-skills --skill deal-slip-scenario
```
Skill draft-outreach

Create a personalized email draft from Salesforce contact, account, opportunity and activity data plus prior email, documents and Slack.

Any agent
```
npx skills add salesforce/salesforce-skills --skill draft-outreach
```
Skill expansion-whitespace

Identify ranked expansion plays for one customer from Salesforce contacts, owned products and opportunities plus recent email, documents and Slack.

Any agent
```
npx skills add salesforce/salesforce-skills --skill expansion-whitespace
```
Skill find-internal-answer

Find a concise answer with authoritative sources from internal documents, Slack, email and Salesforce, prioritizing the newest canonical material.

Any agent
```
npx skills add salesforce/salesforce-skills --skill find-internal-answer
```
Skill forecast-narrative

Build a forecast-call brief from Salesforce opportunity aggregates, top-deal samples and field history, covering the number, bucket movement, risks and asks.

Any agent
```
npx skills add salesforce/salesforce-skills --skill forecast-narrative
```
Skill handle-objection

Build a grounded response to a customer objection from the current deal, win-loss history, customer evidence and approved internal documents.

Any agent
```
npx skills add salesforce/salesforce-skills --skill handle-objection
```
Skill inbox-sweep

Create a prioritized response queue and email drafts from unread threads, sent-mail voice patterns and Salesforce account and opportunity context.

Any agent
```
npx skills add salesforce/salesforce-skills --skill inbox-sweep
```
Skill lead-triage

Produce an inbound-lead priority and routing recommendation from Salesforce Lead and Account data, research and email engagement.

Any agent
```
npx skills add salesforce/salesforce-skills --skill lead-triage
```
Skill pipeline-review

Build one rep's current pipeline assessment from Salesforce stage aggregates, deal samples and closed-deal history, covering coverage, hygiene and risks.

Any agent
```
npx skills add salesforce/salesforce-skills --skill pipeline-review
```
Skill query-activity-history

Build an interaction timeline from closed Salesforce Tasks and Events on one Account, Contact, Lead or Opportunity, with dates, people and notes.

Any agent
```
npx skills add salesforce/salesforce-skills --skill query-activity-history
```
Skill renewal-radar

Build a renewal risk brief from Salesforce opportunities, email, documents and Slack, covering timing, activity, uplift and next moves.

Any agent
```
npx skills add salesforce/salesforce-skills --skill renewal-radar
```
Skill rep-context

Catch a manager up on one of their sales reps before a 1:1: the rep's pipeline, recent activity, what they are working on, and where they need help, with suggested questions.

Any agent
```
npx skills add salesforce/salesforce-skills --skill rep-context
```
Skill research-prospect

Build a prospect brief from web research and Salesforce, covering company facts, recent signals, likely priorities, contacts and ICP fit. Use to research a net-new company or person before outreach.

Any agent
```
npx skills add salesforce/salesforce-skills --skill research-prospect
```
Skill salesforce-hygiene-check

Audit open Salesforce opportunities for missing fields, stale dates, weak next steps, stage mismatches and single-threading, producing prioritized fixes.

Any agent
```
npx skills add salesforce/salesforce-skills --skill salesforce-hygiene-check
```
Skill stakeholder-map

Build a stakeholder map from Salesforce contacts and roles plus email, calendar, calls and Slack, showing influence, stance, gaps and access paths.

Any agent
```
npx skills add salesforce/salesforce-skills --skill stakeholder-map
```
Skill team-pipeline

Build a team pipeline brief from Salesforce users and opportunities, showing closed revenue, forecast, swing deals and coaching needs by rep.

Any agent
```
npx skills add salesforce/salesforce-skills --skill team-pipeline
```
Skill using-display-widget

Render assembled Salesforce data as a styled widget using either a hydrated dynamic definition or a registered widget with props.

Any agent
```
npx skills add salesforce/salesforce-skills --skill using-display-widget
```
Skill voice-profile

Build a reusable voice profile from recent sent emails to capture a user's greetings, sign-offs, length, structure, tone and recurring phrases.

Any agent
```
npx skills add salesforce/salesforce-skills --skill voice-profile
```
Skill weekly-wrap

Build a weekly sales recap from Salesforce opportunity and calendar activity plus email, documents and Slack, covering wins, losses, deal activity and next week's priorities.

Any agent
```
npx skills add salesforce/salesforce-skills --skill weekly-wrap
```
Skill win-loss-review

Build a win-loss analysis from closed Salesforce opportunities, stage history, call transcripts and email, showing win rates, loss stages, objections and deal patterns.

Any agent
```
npx skills add salesforce/salesforce-skills --skill win-loss-review
```

From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.