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Found 127 Skills
Revenue.io platform help — Salesforce-native revenue orchestration with RingDNA dialer, Guided Selling cadences, Moments real-time coaching, conversation intelligence, and Revenue Intelligence dashboards. Use when calls not logging to Salesforce from Revenue.io, setting up Guided Selling cadences and task prioritization, configuring Moments real-time coaching notifications, choosing between Activate vs Engage vs Orchestrate tiers, dialer call dispositions not syncing to Salesforce, or Revenue.io vs Gong for conversation intelligence. Do NOT use for general conversation intelligence strategy (use /sales-note-taker) or building a coaching program (use /sales-coaching).
Veloxy platform help — Salesforce-native field sales enablement with predictive intelligence, geolocation route planning, email tracking, and mobile CRM. Use when configuring Veloxy for a field sales team, Veloxy emails stopped sending or email sync breaking, Veloxy geolocation not showing nearby leads, Veloxy mobile app crashing or lead status not updating, comparing Veloxy to Scratchpad or Weflow or Badger Maps for Salesforce field reps, Veloxy Lite drip campaigns not triggering, or evaluating field sales software for outside reps on Salesforce. Do NOT use for conversation intelligence or meeting recording (use /sales-note-taker) or general CRM selection (use /sales-crm-selection).
Solution architecture for Salesforce platform — multi-cloud design, integration patterns, governor limits, deployment strategy, and data model governance for enterprise-scale orgs
Research, qualify, and suggest outreach for PostHog big fish product-led leads — large companies (500+ or 1000+ employees) using PostHog on free tier without a payment method. Use this skill when a TAE needs to work a big fish alert from Salesforce. Triggers on 'work this big fish lead', 'research this product-led lead', 'big fish alert', '500+ employees no payment method', '1000+ employees no payment method', or any request involving a large-company product-led lead that needs research, qualification, and an outreach recommendation. Also trigger when a TAE pastes Salesforce lead details with matching criteria like 'Big fish alert' or '500+ employees, no payment method'.
Generates and queries Salesforce metadata with 120-point scoring. Use when creating custom objects, fields, profiles, permission sets, validation rules, or querying org metadata structures via sf CLI.
Lightning Web Components development skill with PICKLES architecture methodology, component scaffolding, wire service patterns, event handling, Apex integration, GraphQL support, and Jest test generation. Build modern Salesforce UIs with proper reactivity, accessibility, dark mode compatibility, and performance patterns.
Creates and validates Salesforce flows with 110-point scoring and Winter '26 best practices. Use when building record-triggered flows, screen flows, autolaunched flows, scheduled flows, or reviewing existing flow performance.
Comprehensive Salesforce testing skill with test execution, code coverage analysis, and agentic test-fix loops. Run Apex tests, analyze coverage, generate test patterns, and automatically fix failing tests with 120-point scoring.
Extract and analyze Agentforce session tracing data from Salesforce Data 360. Supports high-volume extraction (1-10M records/day), Polars-based analysis, and debugging workflows for agent sessions.
Creates Salesforce architecture diagrams using Mermaid with ASCII fallback. Use when visualizing OAuth flows, data models (ERDs), integration sequences, system landscapes, role hierarchies, or Agentforce agent architectures.
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, contact enrichment.
SalesForce Pardot integration. Manage Campaigns. Use when the user wants to interact with SalesForce Pardot data.