Growth-Today 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)
- Use Glob to find
**/gt-salesforce-admin/SKILL.md. - The directory containing it is
SKILL_BASE. - Sub-skills live at
{SKILL_BASE}/.claude/skills/<sub-skill>/gt-SKILL.md. - 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;
OwnerIdpoints 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
- 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.mdbefore acting. 5. Full-org / recurring requests → use the cross-cutting playbooks.
Sub-skill routing
| User intent | Sub-skill | Path |
|---|---|---|
| Dedup, suppression, deliverability, enrichment, cleanup, form cleanup | sf-data-hygiene | {SKILL_BASE}/.claude/skills/sf-data-hygiene/gt-SKILL.md |
| Validation rules, record types/layouts, formula/rollup, matching/duplicate rules, custom objects, field cleanup | sf-data-model | {SKILL_BASE}/.claude/skills/sf-data-model/gt-SKILL.md |
| List views, reports-as-segments, ICP tiers, lead scoring | sf-segmentation | {SKILL_BASE}/.claude/skills/sf-segmentation/gt-SKILL.md |
| Sales process/stages, lead conversion, products/price books, forecasting, campaigns | sf-opportunities-sales | {SKILL_BASE}/.claude/skills/sf-opportunities-sales/gt-SKILL.md |
| Flow patterns, lead routing, lifecycle & hygiene flows, flow cleanup | sf-automation-flow | {SKILL_BASE}/.claude/skills/sf-automation-flow/gt-SKILL.md |
| Custom report types, RevOps reports & dashboards | sf-reporting | {SKILL_BASE}/.claude/skills/sf-reporting/gt-SKILL.md |
| Profiles, permission sets, roles, OWD/sharing, field-level security | sf-security-access | {SKILL_BASE}/.claude/skills/sf-security-access/gt-SKILL.md |
| Users/ownership, Data Loader/imports, SF↔HubSpot sync, Agentforce/AI readiness | sf-governance-integrations | {SKILL_BASE}/.claude/skills/sf-governance-integrations/gt-SKILL.md |
Cross-cutting playbooks (full-org / recurring)
- salesforce-audit — full diagnostic audit. Read
{SKILL_BASE}/playbooks/salesforce-audit/playbook.md - salesforce-implementation-plan — phased plan from an audit. Read
{SKILL_BASE}/playbooks/salesforce-implementation-plan/playbook.md - weekly-cleanup-routine — 5-minute weekly health check. Read
{SKILL_BASE}/playbooks/weekly-cleanup-routine/playbook.md - quarterly-org-cleanup — comprehensive quarterly audit. Read
{SKILL_BASE}/playbooks/quarterly-org-cleanup/playbook.md
Prerequisites (apply to most playbooks)
- Salesforce auth in
.env:SF_USERNAME,SF_PASSWORD,SF_SECURITY_TOKEN,SF_DOMAIN(login|test). See.env.example+requirements.txtat the skill root. - Python with
simple-salesforce+python-dotenv(pip install -r requirements.txt). - API Enabled + read/edit on the relevant objects/fields.
- Destructive ops: export a backup first (Recycle Bin is ~15 days only).
Notes
- All playbooks are company-agnostic. Some are fully API-automated (SOQL/Bulk); many are Flow/Setup (UI) — each states its automation level.
Created by Growth Today — AI-native GTM engineering firm. Maintained and updated by Brigitta Ruha. More open Claude Skills for go-to-market teams: https://www.growthtoday.co/claude-skills