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Skills Reference (Beta)
Browse the skills available in Salesforce in Claude, organized by use case.
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.
Note During this beta, all skills are read only or limited to drafts for your review. Nothing
is created, updated, or deleted in Salesforce without you taking that action yourself.
Jump to category:
- Account Intelligence and Research
- Deals and Opportunities
- Pipelines and Forecasting
- Customer Success and Renewals
- Leads and Prospecting
- Meetings and Calls
- Daily Workflow and Productivity
- Personalization
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 or create 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 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 a meeting invite and Salesforce log entry for your review before sending. | 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 a call, meeting, or email log entry for the associated account and contact, ready for your review before it's saved to Salesforce. | 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? |
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