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salesforce-revops-auditlisted

Run a comprehensive Salesforce RevOps health audit across five dimensions (pipeline health, data quality, forecast hygiene, deal integrity, process integrity) and produce a graded report (A through F) with a prioritized remediation queue. Use as the entry point for any new Salesforce org assessment, before a new RevOps leader's first forecast call, before a QBR cycle, or quarterly as a recurring health check. The audit recommends which remediation skills to run next.
Unifying-sheeptick539/revops-skills · ★ 0 · AI & Automation · score 72
Install: claude install-skill Unifying-sheeptick539/revops-skills
# Salesforce RevOps Audit ## What this skill does Diagnoses a Salesforce org's RevOps health across five dimensions, grades each one A through F, and outputs a prioritized remediation queue mapped to the specific skills in this pack that fix each issue. Designed as the entry point for the rest of the pack. Most users should run this audit first, then execute the recommended remediation skills in the order the audit specifies. This is the skill a Director of Revenue Operations would run on day one of a new role, or quarterly as a recurring health check, or before any major sales planning cycle. ## When to invoke Invoke when the user says any of: - "run the audit" - "audit my Salesforce org" - "RevOps health check" - "where do we stand on Salesforce" - "new role, where do I start" - "quarterly health check" - "is our pipeline in good shape" - "assess the state of our RevOps" Do not invoke for: - Single-deal investigation (use `deal-investigator`) - Targeted hygiene cleanup (use `pipeline-hygiene-audit`) - Forecast call preparation (use `forecast-call-prep`) - Anything narrower than a full-org assessment If the user wants something narrower, recommend the specific remediation skill and skip the audit. ## Data sources, in order of preference 1. **Salesforce MCP**: query opportunities, accounts, and forecast history with the SOQL in Appendix A. 2. **CSV or JSON**: parse `opportunities.csv`, `forecast_history.csv`, and `quarterly_actuals.json` matching the schema in `docs