Browse the skills available in Salesforce in Claude, organized by use case.
Required Editions
| Available in: Lightning Experience, Salesforce Classic, and the Salesforce mobile
app |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
| Requires Claude Enterprise |
Skills are pre-built prompts that specify exactly what data to pull and what action to take.
Claude automatically matches your request to the right skill. You don't need to know a skill's
name or invoke it directly, though you can invoke one directly using "/" followed by the skill
ID. See How Skills Work and Use AI Skills for Salesforce Development for more
details.
Jump to category:
Account Intelligence and Research
| Skill |
What It Does |
Try Asking |
See Account Context (account-context) |
Get a 360° view of your accounts, including ownership, open activity, and
recent messaging context. |
Prep me for my Acme call tomorrow. |
Research New Prospects (research-prospect) |
Build a research brief on a target company, including overview, news, and fit
against your best customers, grounded in your CRM. |
Research Acme Corp before our first call. |
Build Account Plans * (account-plan) |
View, create, or update an account plan to manage strategic accounts, map
stakeholders, and track goals. |
Create an account plan for Acme Corp. |
Prioritize Your Accounts (account-tiering) |
Score and bucket your accounts by fit and engagement, with a recommended motion
per tier. |
Tier my accounts for this quarter. |
Map Deal Stakeholders (stakeholder-map) |
See who's involved in a deal or account and learn about their roles, influence,
and sentiment. |
Who should I be talking to at Acme? |
Find Expansion Opportunities (expansion-whitespace) |
Spot what a customer owns vs. what they could own, and surface possible
expansion plays. |
Are there any upsell opportunities for Acme Corp? |
Deals and Opportunities
| Skill |
What It Does |
Try Asking |
Review Deal Health (deal-review) |
Get the latest on an upcoming deal, including health score, risks, and
recommended next actions. |
Review the Acme deal. |
See What's Blocking This Deal (deal-advance-gap) |
See what needs to happen to move a deal to the next stage, including who needs
to do what and by when. |
What's missing to advance the Acme Corp deal? |
Track Deal Signals (deal-signals) |
Get an alert digest of pipeline changes: slipping dates, new risks,
conversations gone quiet. |
What changed in my pipeline this week? |
See What Happens If a Deal Slips (deal-slip-scenario) |
See the forecast impact if a deal slips or shrinks. |
What happens if Acme pushes to next quarter? |
Build Close Plans (close-plan) |
Draft the business case and mutual action plan to guide a late-stage deal to
signature. |
Build a close plan for the Acme deal. |
Update Opportunities * (update-opportunity) |
Move a close date, update next steps, or make other approved changes to an
opportunity. |
Move the Acme deal to negotiation. |
Handle Objections (handle-objection) |
Get a grounded response to a live objection or competitive threat, backed by
your own track record. |
They said we're too expensive. Help me respond. |
Pipelines and Forecasting
| Skill |
What It Does |
Try Asking |
Review My Pipeline (pipeline-review) |
Check stage-by-stage health across your open pipeline, including coverage,
aging, and at-risk deals. |
Review my pipeline. |
Review Team Pipeline (team-pipeline) |
View your team's pipeline by rep and stage, with at-risk deals and coaching
moments flagged. |
Show my team's pipeline. |
Write My Forecast Story (forecast-narrative) |
Generate the commit, best-case, or pipeline story for your next forecast
call. |
Write my forecast narrative. |
Audit CRM Hygiene (sfdc-hygiene-check) |
Catch missing fields, stale dates, and stage mismatches across your
opportunities. |
Check my Salesforce records for consistency. |
Wrap Up the Week (weekly-wrap) |
See a summary of what closed, moved, and slipped this week, plus what's coming
up Monday. |
Give me my weekly wrap. |
Analyze Win/Loss Patterns (win-loss-review) |
Find patterns in recently closed deals: where you're losing, what's working,
and why. |
Why are we losing deals this quarter? |
Customer Success and Renewals
| Skill |
What It Does |
Try Asking |
Check Customer Health (customer-health) |
Get a health score and review prep for an account, including risk signals,
engagement, and value delivered. |
How healthy is the Acme account? |
Track Renewals (renewal-radar) |
View upcoming renewals, along with timing, risk, and uplift potential. |
What renewals are coming up this quarter? |
Surface Customer Feedback (customer-voice) |
Pull direct, attributed quotes from calls and emails on any topic, grouped by
theme. |
What are customers saying about our new pricing? |
Leads and Prospecting
| Skill |
What It Does |
Try Asking |
Triage Inbound Leads (lead-triage) |
Score a lead against your ideal customer profile to get a priority tier and
recommended next action. |
Triage this lead from the demo request form. |
Assign Contacts and Leads to an Agent *
(assign-target-to-sdr) |
Hand a contact or lead to an Agentforce Lead Nurturing agent to qualify and run
outreach. |
Assign this lead to the SDR agent. |
Draft Prospect Outreach (draft-outreach) |
Get a personalized outreach email drafted and ready for review before you send
it. |
Draft outreach to the VP of Sales at Acme. |
Meetings and Calls
| Skill |
What It Does |
Try Asking |
Prep for Customer Calls (call-prep) |
Get a one-page brief before a meeting: attendees, history, and suggested
discovery questions. |
Prep me for my call with Acme. |
Follow Up After Calls (call-follow-up) |
Turn a meeting transcript into a customer-facing recap email and an internal
team summary. |
Follow up on the meeting from this transcript. |
Summarize Call Transcripts *
(summarize-conversation-transcript) |
Get a summary, customer impression, and next steps from a recorded Salesforce
call. |
Summarize my call with Acme. |
Schedule Meetings * (schedule-meeting) |
Find a time that works for all attendees and draft, create, or update a meeting
invite and Salesforce log entry. |
Schedule a follow-up with the Acme team. |
View My Calendar (calendar-events) |
See your meetings for any date range in one view. |
What's on my calendar today? |
Daily Workflow and Productivity
| Skill |
What It Does |
Try Asking |
Start My Day (daily-briefing) |
Start the day with a summary of scheduled meetings, deals closing soon, and
customer emails that need addressing. |
What's my day look like? |
Sweep My Inbox (inbox-sweep) |
Classify, prioritize, and draft replies to your unread customer emails. |
Sweep my inbox. |
Log Customer Activity * (log-activity) |
Draft, create or update a call, meeting, or email log entry for the associated
account and contact. |
Log my call with Acme. |
See Activity History (query-activity-history) |
Pull a timeline of everything that's happened recently on an account, contact,
or deal. |
What's the recent activity on Acme? |
Prep for Rep One-on-Ones (rep-context) |
Catch up on a rep's pipeline, activity, and recent work before your
one-on-one. |
Prep me for my 1:1 with Jordan. |
Find Internal Answers (find-internal-answer) |
Get the answer to your question from an approved internal source rather than a
generated summary. |
What's our policy on non-standard discounts? |
Personalization
| Skill |
What It Does |
Try Asking |
Set Up My Voice Profile (voice-profile) |
Learn how you actually write, so drafts and outreach sound like you. |
Learn my voice. |
