Salesforce MCP and agent skills: what each one reads, writes and sends

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

- Python with `simple-salesforce` + `python-dotenv` (`pip install -r requirements.txt`).

- **CRM access** — relationship checks (HubSpot, Salesforce, Supabase)

connector: "{{SALESFORCE | HUBSPOT}}"

**On Salesforce** the credential lives in the `sf` CLI keychain under the

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

1. **Salesforce MCP**: query Task and Event records with the SOQL in Appendix A.

1. **Salesforce MCP**: query the specific opportunity, its account, recent activity, and comparable closed opportunities (SOQL in Appendix A).

1. **Salesforce MCP**: if a Salesforce MCP server is connected, query opportunities with the SOQL in Appendix A and forecast history from the `Forecast__c` custom object or equivalent.

…d, and generate a messaging matrix. Connect your HubSpot or Salesforce or upload your materials; it outputs a ready-to-use Excel workbook. Also triggers on: GTM playbook, GTM strategy, go-to-market …

1. **Salesforce MCP**: query Lead records with the SOQL in Appendix A.

1. **Salesforce MCP**: query open opportunities with the SOQL in Appendix A.

| **Salesforce** | API / CSV export | SOQL query or user uploads CSV export |

| CRM | HubSpot, Salesforce | Name the providers, object families and account, deal, opportunity, case or project filters |

In Claude Code, an already installed Salesforce CLI or Ramp CLI can be a

connector: "{{SALESFORCE | HUBSPOT}}"

…workflow node needs. Triggers: \"connect my HubSpot\", \"is Salesforce connected\", \"what integrations do you support\", \"can Cargo talk to <tool>\", \"what actions does <provider> have\", \"I nee…

pasted; on Salesforce through the `sf` CLI, whose keychain holds the

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

"tool": "Supabase | HubSpot | Salesforce | CSV export | none",

"source_tool": "HubSpot | Salesforce | Typeform | CSV | other",

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

connector: "{{SALESFORCE | HUBSPOT}}"

…tion: "CRM integration patterns for Close CRM, HubSpot, and Salesforce. Use when: Close CRM, HubSpot, Salesforce, CRM API, lead sync, deal sync, activity logging, CRM webhook, pipeline automation, c…

**Salesforce:**

name: revops-salesforce

| Where does your company list come from? | CSV file / Salesforce / HubSpot / Supabase / Manual list | `company_source` |

connector: "{{SALESFORCE | HUBSPOT}}"

- "Find companies hiring Salesforce admins where the job post mentions migration"

**Worked example.** "Salesforce is the system of record" is one decision.

tool directory: Google Workspace, Salesforce with three paid add-ons, an AWS

| Keywords | `Salesforce, HubSpot, Outreach (boolean signal)` |

- CRM platform (Salesforce, HubSpot, etc.)

| CRM integration | Salesforce, HubSpot, Marketo native |

| CRM/private | Salesforce, HubSpot, Attio | Deepline OAuth/private connector | Query customer-authorized APIs, no…

- CRM setup or data hygiene → `gt-hubspot-admin` / `gt-salesforce-admin`.

├── Current: Specific skill targeting (e.g., "Salesforce")

(a) **Clean canonical match.** An unambiguous value is returned for the user's phrasing (e.g. "Software Development" for SaaS; "Salesforce CRM" for a Salesforce filter). Commit and proceed.

--company "Salesforce" --ad-status all

…es about (for example "cold call", "outbound prospecting", "Salesforce"). Triggers on "they're hiring", "job posting language", "who is hiring SDRs", "companies hiring for X", "find the hiring signa…

- Not: "They worked at Salesforce"

- What comparison phrases appear? (e.g., "compared to Salesforce", "vs HubSpot")

- **Tool-specific requirements**: "Experience with Salesforce required" or "Proficiency in HubSpot"

- **Job postings**: Search their careers page and job boards for tool-specific requirements (e.g., "Experience with Salesforce" in a job description)

2. Check job postings for tool/platform requirements (e.g., "Salesforce experience required")

| **Integration pages** | Listed integrations and partners | Integrates with Salesforce, HubSpot, Slack |

name: salesforce-revops-audit

| **Question** | Asks a specific question about product/offering | "Does this integrate with Salesforce?" |

| **CRM** | HubSpot, Salesforce (via SPF, website pixels, DNS) |

- Plan data migration from other platforms (Klaviyo, Iterable, Salesforce MC)

- Bought Salesforce → Need Salesforce add-ons

You don't need Salesforce. You need a system that tracks your pipeline so opportunities don't fall through the cracks. The best CRM is the one your team actually uses.

Map directly to the pains identified above. Be specific — "saves time" is not a pain reliever; "eliminates the 2-hour weekly manual export from Salesforce" is.

where experiences.any(is_current = true and job_title is_similar_to ("engineer") and company.technographics.any(vendor = "Salesforce"))

**Configuration in lemlist:** Signals → "Technology change" → specify which technology (e.g., "adopted HubSpot", "dropped Salesforce")

> 3. **CRM system** — which CRM did this come from? (HubSpot, Salesforce, Pipedrive, or other)

and Salesforce together", "post-merger CRM", "CRM integration plan", "deduplication before

- Rep submits quote request via Salesforce with structured fields: account name, ACV, discount %, non-standard terms (true/false), renewal terms (standard vs custom).

- **CRM used** — Salesforce, HubSpot, Pipedrive, etc.

- **"Predictable Revenue" by Aaron Ross** — The outbound sales playbook that built Salesforce's pipeline. Foundation for Task 4 (Outbound Campaign).

…s. Use when running a data quality audit on a CRM (HubSpot, Salesforce, Pipedrive, Close, Attio), scoring a contact data layer across 10 dimensions (coverage, accuracy, freshness, cost, governance, …

…stomer might appear in five places: email signup, LinkedIn, Salesforce account, support ticket, billing record. Identity resolution is the mechanism that says "these are all the same person."…

| Core platform | Salesforce vs. HubSpot vs. no CRM | Indicates maturity and integration needs |

**Good ICP**: "Series A SaaS, 25–75 employees, US-based, hiring first SDR, using Salesforce but no SEP"

| Technographic | Uses Salesforce | 6 | 3 | 1 |

├─ Salesforce (native OAuth integration)

- CRM integration (Salesforce for client relationship tracking)

| **Switching Costs** | Painful to leave | Salesforce, Workday |

- **HubSpot/Salesforce**: Native lead scoring with intent integration

- Product: Data health status, definition change log, reverse ETL activation status (which signals route to which systems: Salesforce, email platforms, messaging tools)

Example: HubSpot Solutions Partner, Salesforce Consulting Partner.

| **5** | Behavioral Signal | "Saw you just posted about switching from HubSpot to Salesforce" | High | Highest |

… and create room for product objections ("Does it work with Salesforce?"). Track by keyword in deal records and call notes.…

- Salesforce: `{!Contact.FirstName}`

| Integration | "{tool A} + {tool B} integration" | "Slack Salesforce integration" | Tools x Tools |

- **Salesforce Agentforce** (current 2026 standard) replaces Flow-based automation with agentic workflows. Workflow Rules and Process Builder reach end of support 31 December 2025. Data 360 (formerl…

| **Salesforce** | Enterprise CRM, pipeline management, reporting | [salesforce.md](../../tools/integrations/salesforce.md) |

- **Streaming data pipelines:** Supabase or similar warehouse ingests CRM changes in real-time. Fivetran syncs from Salesforce, HubSpot, finance systems continuously.

- **Salesforce Agentforce 360:** Forecast AI via Data 360, autonomous deal scoring and next-best-action recommendations, integrated into Slack.

- Platform shift to outcome-based agent pricing (HubSpot Breeze Agents; Salesforce Agentforce): Architect reviews cost model and automation ROI.

Common choices: HubSpot, Salesforce, Pipedrive

- Examples: uses `Salesforce`, uses `HubSpot`, runs on `AWS`.

| **Evaluation criteria** | What are they comparing on? | "Integration with Salesforce is non-negotiable" |

# Example: US SaaS companies, 100-1000 employees, using Salesforce

17. **CRM** -- "What CRM do you use? (Google Sheets, HubSpot, Salesforce, Pipedrive)"

| **Salesforce** | CRM as revenue source of truth | - | [salesforce.md](../../tools/integrations/salesforce.md) |

How do I detect tech stack changes for companies using Salesforce?

- Example: "New VP Sales + hiring SDRs + uses Salesforce + posted about scaling outbound"

- **Integration** = external service type (HubSpot, Clearbit, Salesforce, …)

- CRM export (Salesforce, HubSpot) — pull closed-won contacts, active users, power users

…edits", "Claygent", "Clayscript", "Clay + HubSpot", "Clay + Salesforce", "Clay table", "Clay providers", "enrich in Clay", "Clay API", "Clay column", "Clay formulas", "find emails", "email waterfall…

| CRM (HubSpot, Salesforce) | Reporting access | Client | Day 2-3 |

**Example 3:** "I imported 30K companies from Salesforce with only names, no domains"

- For CRM-specific enrichment implementation → see **revops-hubspot** or **revops-salesforce**

…tgres,predictleads,prospeo,quickenrich,redshift,rocketreach,salesforce,salesforge,salesloft,scrapecreators,searchbug,sec_edgar,sentrion,serper,slack,smartlead,snowflake,socrata,…."…

Predictive next-best-action scoring (Salesforce Agentforce expansion recommendation scoring)

- Via Partner integration (Salesforce, HubSpot, etc.)

… Clay credits, Claygent, Clayscript, Clay + HubSpot, Clay + Salesforce, Clay table, Clay providers, enrich in Clay, Clay API, Clay column, Clay formulas, find emails, email waterfall, phone waterfal…

# v1.1.0 (2026-07-22): Phase 1 — HubSpot+Salesforce CRM-attribution reference (ECL, GCLID, Data Manager

…arterly database cleanup". Do NOT use for non-HubSpot CRMs (Salesforce, Pipedrive) — HubSpot portal administration only.…

# v2.1.0 (2026-07-21): P1 additions — CRM-attribution reference (HubSpot + Salesforce, offline

| `{SKILL_BASE}/resources/references/crm-attribution.md` | HubSpot + Salesforce offline-conversion loop (Meta CAPI, fbclid matching, models) |

- **Label evidence sources:** `[CRM]` for Salesforce data, `[Call Transcript]` for recorded calls, `[Email]` for email threads, `[Rep Notes]` for logged notes, `[Inferred]` for reasonable deductions…

- Salesforce skill → Salesforce add-ons

17. Are there tech stack signals that qualify or disqualify? (e.g., "uses Salesforce" = good fit)

revops-salesforce. For enrichment that feeds routing, see data-enrichment.

Add skill-based targeting for technical roles (e.g., "Salesforce" skill for CRM buyers).

- **Partner connectors**: Facebook Ads, Microsoft Ads, LinkedIn Ads, HubSpot, Salesforce, Shopify, Klaviyo, Semrush

- CRM analytics (Salesforce reporting, custom dashboards showing pipeline/forecast)

| Pardot | Salesforce-native B2B | Medium–High | $$$$ |

86. **App store / marketplace presence** -- Get listed on Shopify App Store, HubSpot Marketplace, Salesforce AppExchange, etc.

- Has Salesforce but no SEP → manual outreach pain

| <$5M ARR | No dedicated tooling. Track in CRM (HubSpot/Salesforce). | $0 |

4. **CRM Import** -- pull existing contacts from HubSpot/Salesforce

implementation, see revops-hubspot or revops-salesforce. For forecast

- **Agentforce Revenue Management:** Salesforce's forward path (CPQ end of sale March 2025). Native data model, agent-driven. Requires Salesforce org.

- **Company technology** (e.g., "Salesforce", "HubSpot")

include?: string[]; // e.g., ["Salesforce", "HubSpot"]

HubSpot Breeze and Salesforce Agentforce shift how metrics are collected and populated:

- Salesforce Agentforce Revenue Management (successor to CPQ) includes predictive forecasting and pipeline shaping

…mes the single source of truth. No more batch syncs between Salesforce and your marketing platform. Both systems query the warehouse; enrichments (intent, firmographic, technographic) live once and …

| Where do you track deals? | Salesforce / HubSpot / Pipedrive / Close / Supabase / None | `crm_tool` |

| Where is your pipeline? | Salesforce / HubSpot / Pipedrive / Close / Supabase | `crm_tool` |

- CRM system (Salesforce, HubSpot, Pipedrive) with standardized opportunity data

…ls/platforms they likely use that indicate fit (e.g., "Uses Salesforce + HubSpot but NOT enterprise tools like SAP"). Group by category (CRM, marketing, analytics, infrastructure).…

5. **Required tech stack** (e.g., uses Salesforce, runs on AWS)

> You mentioned needing a unified target account list. Our platform lets you define and sync target accounts across your Salesforce instance, eliminating overlap and rep confusion.

- "Create a comparison article: HubSpot vs Salesforce"

- Job descriptions mentioning competitor tools ("experience with Salesforce required")

| HubSpot/Salesforce sync | CRM-connected workflows |

2. **CRM Import** -- HubSpot, Salesforce, Pipedrive, Close

- **CRM / deal MCP present?** (HubSpot/Salesforce/Pipedrive) · **Airtable MCP?** · **Stripe?**

- "Experience with Salesforce" when they currently use HubSpot = CRM switch

Examples: "Notion just raised a Series C", "I see that my prospect just got promoted", "this company is hiring 5 SDRs", "they switched from Salesforce to HubSpot"

- **No CRM MCP** → ask "What do you track deals in?" (HubSpot / Salesforce / Sheets / other / none).