salesforce-setuplisted

Set up Salesforce for B2B SaaS GTM — object model, opportunity pipelines, lead management, reports and dashboards, automation (Flows), and enrichment integration. Use when configuring Salesforce for sales or revops. Triggers on: "Salesforce setup", "configure Salesforce", "Salesforce CRM", "Salesforce pipeline", "Salesforce automation", or any Salesforce configuration request.
LeadMagic/gtm-skills · ★ 3 · AI & Automation · score 82

Install: claude install-skill LeadMagic/gtm-skills

# Salesforce Setup ## Overview Salesforce is the enterprise CRM standard. It's infinitely customizable and infinitely misconfigurable. This skill covers GTM-specific Salesforce setup: object model for B2B SaaS, opportunity pipelines, lead management, Flows automation, reporting, and enrichment integration. Designed for teams that have outgrown HubSpot or require enterprise-grade customization. ## Frameworks Referenced This skill is grounded in public frameworks and source material relevant to the task: - **Salesforce Architecture.** Use the relevant method or published guidance where it improves the requested deliverable; do not cite it as decoration. - **Opportunity Pipeline Model.** Use the relevant method or published guidance where it improves the requested deliverable; do not cite it as decoration. - **Force.com Platform.** Use the relevant method or published guidance where it improves the requested deliverable; do not cite it as decoration. ## When to Use - "Set up Salesforce for our sales team" - "Configure Salesforce opportunity pipeline" - "Set up Salesforce Flows automation" - "Build Salesforce reports and dashboards" - "Migrate from HubSpot to Salesforce" ## Step-by-Step Process ### Phase 1: Object Model Standard B2B SaaS object hierarchy: Lead → Account → Contact → Opportunity. Custom objects for SaaS-specific needs: Subscription (track recurring revenue), Customer Success Plan (health score, QBRs), Integration (partner tracking). Key custom fields on