Systems Lab

Agent skill

gt-salesforce-admin

Comprehensive Salesforce CRM administration toolkit by Growth Today (growthtoday.co).

activeNeeds a keyActs undeclared470 words

Filed under CRM and RevOps.

From Growth-Today/claude-skills · 12 skills · 3 · pushed 2026-09-11

What it does when it runs

Comprehensive Salesforce CRM administration toolkit by Growth Today (growthtoday.co). Use when the user asks about auditing a Salesforce org, CRM cleanup or data hygiene, RevOps maintenance, suppressing bounced or opted-out leads and contacts, enriching lead/contact/account data, fixing lead status or opportunity stages, building list views, reports, dashboards, lead scoring or ICP tiers, deduplicating with matching/duplicate rules, profiles/permission sets/roles/sharing and field-level security, validation rules, record types, Flow automation, lead routing, products/forecasting, Data Loader imports, Salesforce↔HubSpot sync, or Agentforce/AI readiness. Also triggers on "salesforce audit", "sfdc cleanup", "permission sets", "sharing rules", "validation rules", "record types", "salesforce flow", "opportunity stages", "forecasting", "data loader", "salesforce hubspot sync", "agentforce". Do NOT use for non-Salesforce CRMs (HubSpot, Pipedrive) — Salesforce org administration only.

Read from the skill and the 65 files bundled beside it. A skill’s own description is written to be selected by an agent, so it describes the job and not the dependencies.

Keys and connectors you must supply
  • SECURITY_TOKEN
  • SF_PASSWORD
  • SF_SECURITY_TOKEN
Hosts it reaches
  • www.growthtoday.co
  • www.linkedin.com
Tool permissions it declares
No allowed-tools in the frontmatter. It does act, so it runs under whatever permissions your session already grants.
Actions present in the files
shellwrites files

Ask about gt-salesforce-admin

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Install it

View source on GitHub ↗
git clone --depth 1 --filter=blob:none --sparse https://github.com/Growth-Today/claude-skills.git /tmp/claude-skills
git -C /tmp/claude-skills sparse-checkout set "gt-salesforce-admin"
mkdir -p ~/.claude/skills/gt-salesforce-admin
cp -R "/tmp/claude-skills/gt-salesforce-admin/." ~/.claude/skills/gt-salesforce-admin/

Picked up without a restart. A project skill of the same name is shadowed by your personal one. For one repository only, swap ~/.claude/skills for .claude/skills. Claude Code docs ↗

The folder is the same in every client that implements the format — 46 of them — so if yours is not above, only the destination changes.

Before you install: this skill will not complete its job on a bare agent. It needs SECURITY_TOKEN, SF_PASSWORD, SF_SECURITY_TOKEN, which you have to obtain separately.

The skill

Source on GitHub ↗

Reproduced in full from Growth-Today/claude-skills/blob/506d174be93e8e3d53d7b93908b2439ff3e996cd/gt-salesforce-admin/SKILL.md, which is licensed MIT (skill frontmatter). 470 words, 8 headings.

GT Salesforce Admin — Master Router

Master orchestrator for Salesforce CRM administration & RevOps: 52 playbooks across 8 sub-skills covering audit, data hygiene, data model, segmentation, opportunities & sales, automation, reporting, security & access, and governance/integrations.

Setup (run once per session)

  1. Use Glob to find **/gt-salesforce-admin/SKILL.md.
  2. The directory containing it is SKILL_BASE.
  3. Sub-skills live at {SKILL_BASE}/.claude/skills/<sub-skill>/gt-SKILL.md.
  4. Playbooks live at {SKILL_BASE}/playbooks/<name>/playbook.md (shared — sub-skills route to them).

Always resolve SKILL_BASE dynamically — never hardcode a path.

The Salesforce object model (read before any playbook)

  • Lead — pre-conversion person; Status, Rating, IsConverted. Does not exist in HubSpot.
  • Contact — post-conversion person, tied to an Account via AccountId.
  • Account — company (OwnerId, Industry, BillingCountry).
  • Opportunity — deal (StageName, Amount, CloseDate, IsClosed, IsWon).
  • User — the owner; OwnerId points here; deactivated = IsActive=false.
  • Lead/Contact split: when auditing "people," query BOTH Lead and Contact. HubSpot "contacts" map to "Leads AND Contacts" here.

How routing works

  1. Read the request. 2. Match to ONE OR MORE sub-skills below. 3. Read that sub-skill's gt-SKILL.md (its playbook index + guidance). 4. Read the specific {SKILL_BASE}/playbooks/<name>/playbook.md before acting. 5. Full-org / recurring requests → use the cross-cutting playbooks.

Sub-skill routing

User intentSub-skillPath
Dedup, suppression, deliverability, enrichment, cleanup, form cleanupsf-data-hygiene{SKILL_BASE}/.claude/skills/sf-data-hygiene/gt-SKILL.md
Validation rules, record types/layouts, formula/rollup, matching/duplicate rules, custom objects, field cleanupsf-data-model{SKILL_BASE}/.claude/skills/sf-data-model/gt-SKILL.md
List views, reports-as-segments, ICP tiers, lead scoringsf-segmentation{SKILL_BASE}/.claude/skills/sf-segmentation/gt-SKILL.md
Sales process/stages, lead conversion, products/price books, forecasting, campaignssf-opportunities-sales{SKILL_BASE}/.claude/skills/sf-opportunities-sales/gt-SKILL.md
Flow patterns, lead routing, lifecycle & hygiene flows, flow cleanupsf-automation-flow{SKILL_BASE}/.claude/skills/sf-automation-flow/gt-SKILL.md
Custom report types, RevOps reports & dashboardssf-reporting{SKILL_BASE}/.claude/skills/sf-reporting/gt-SKILL.md
Profiles, permission sets, roles, OWD/sharing, field-level securitysf-security-access{SKILL_BASE}/.claude/skills/sf-security-access/gt-SKILL.md
Users/ownership, Data Loader/imports, SF↔HubSpot sync, Agentforce/AI readinesssf-governance-integrations{SKILL_BASE}/.claude/skills/sf-governance-integrations/gt-SKILL.md

Cross-cutting playbooks (full-org / recurring)

  • salesforce-audit — full diagnostic audit. Read {SKILL_BASE}/playbooks/salesforce-audit/playbook.md
  • salesforce-implementation-plan — phased plan from an audit. Read {SKILL_BASE}/playbooks/salesforce-implementation-plan/playbook.md
  • weekly-cleanup-routine — 5-minute weekly health check. Read {SKILL_BASE}/playbooks/weekly-cleanup-routine/playbook.md
  • quarterly-org-cleanup — comprehensive quarterly audit. Read {SKILL_BASE}/playbooks/quarterly-org-cleanup/playbook.md

Prerequisites (apply to most playbooks)

  • Salesforce auth in .env: SF_USERNAME, SF_PASSWORD, SF_SECURITY_TOKEN, SF_DOMAIN (login|test). See .env.example + requirements.txt at the skill root.
  • Python with simple-salesforce + python-dotenv (pip install -r requirements.txt).
  • API Enabled + read/edit on the relevant objects/fields.
  • Destructive ops: export a backup first (Recycle Bin is ~15 days only).

Notes

  • All playbooks are company-agnostic. Some are fully API-automated (SOQL/Bulk); many are Flow/Setup (UI) — each states its automation level.

Created by Growth Today — AI-native GTM engineering firm. Maintained and updated by Brigitta Ruha. More open Claude Skills for go-to-market teams: https://www.growthtoday.co/claude-skills

Files bundled with it

These load only when the skill asks for them, so they cost nothing until it runs.

Other skills for the same job

Different authors, same problem. Matched on the words in the skill name, across every library in the catalogue except this one.

Need help setting it up?

This page tells you what gt-salesforce-admin does and what it needs. Cheetah builds the agent setup it runs inside: data, CRM, sequencing and the guardrails.

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