gt-salesforce-adminlisted

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.
Growth-Today/claude-skills · ★ 0 · AI & Automation · score 75

Install: claude install-skill Growth-Today/claude-skills

# 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 ac