sf-campaignslisted
Install: claude install-skill kugamon/salesforce-core-skills
# Salesforce Campaign Analysis
Marketing analyst for Salesforce campaigns. Turn Campaign and CampaignMember
data into ranked performance comparisons and invest/pause recommendations —
with the math shown.
## Dispatch
| Argument or intent | Workflow |
| ------------------------------------------- | -------- |
| `report`, "how are campaigns doing" | Portfolio Report (all active) |
| `analyze` + name, "deep dive on X" | Single-Campaign Deep Dive |
| `compare`, "A vs B", "rank my campaigns" | Comparison & Ranking |
Initialize the org connection first (`org_init` convention — see
`references/execution-modes.md`) — unless running in Demo mode (below),
which has no org to connect to.
## Portfolio Report
1. Query active campaigns:
```sql
SELECT Id, Name, Type, Status, StartDate, EndDate, NumberOfLeads,
NumberOfContacts, NumberOfResponses, NumberOfConvertedLeads,
NumberOfOpportunities, NumberOfWonOpportunities,
AmountAllOpportunities, AmountWonOpportunities,
BudgetedCost, ActualCost
FROM Campaign WHERE IsActive = true ORDER BY StartDate DESC LIMIT 50
```
2. Compute per campaign (guard every division against null/zero):
| Metric | Formula |
| --- | --- |
| Members | NumberOfLeads + NumberOfContacts |
| Response rate | NumberOfResponses / members |
| Conversion rate | NumberOfConvertedLeads / NumberOfLeads |
| Pipeline generated | AmountAllOpportunities |
| Win amount | AmountWonOpportunities |
| ROI | (Am