Salesforce Crm Ops

Salesforce CRM ops

When to use

Use this skill when you need to:

• Create or update Leads/Accounts/Opportunities for dealflow
• Log meetings, diligence calls, and next steps as Activities/Tasks
• Query Salesforce for pipeline, duplicates, and coverage
• Automate basic CRM hygiene via scripts
• Validate your field mappings before running in production

Compatibility / assumptions

This skill assumes:

• You have Salesforce REST API access and a Connected App.
• You can obtain an access token via OAuth (client credentials or another flow).
• You know your instance base URL (e.g., https://yourdomain.my.salesforce.com).

Required environment variables

Set:

• SF_BASE_URL (e.g., https://yourdomain.my.salesforce.com)
• SF_CLIENT_ID
• SF_CLIENT_SECRET

Optional:

• SF_API_VERSION (default v59.0 if omitted)
• SF_ACCESS_TOKEN (if you already have one)

Configuration files (REQUIRED for production use)

config/field_map.yaml

Every org has different field names and custom objects. Before running any create/update operations, create this file:

# Field mappings: skill field name -> Salesforce API field name
lead:
  email: Email
  first_name: FirstName
  last_name: LastName
  company: Company
  title: Title
  website: Website
  status: Status
  source: LeadSource
  thesis_tag: Thesis_Tag__c  # Custom field - adjust to your org
  signal_score: Signal_Score__c  # Custom field - adjust to your org
  must_be_true: Must_Be_True__c  # Custom field - adjust to your org
  pass_reason: Pass_Reason__c  # Custom field - adjust to your org

account:
  name: Name
  website: Website
  description: Description
  thesis_tag: Thesis_Tag__c

opportunity:
  name: Name
  stage: StageName
  close_date: CloseDate
  amount: Amount
  next_step: NextStep
  probability: Probability

task:
  subject: Subject
  due_date: ActivityDate
  status: Status
  priority: Priority
  what_id: WhatId
  who_id: WhoId

activity:
  subject: Subject
  description: Description
  what_id: WhatId
  who_id: WhoId

config/stages.yaml

Map your firm's deal stages to Salesforce picklist values:

# Stage mappings: logical stage -> Salesforce StageName picklist value
opportunity_stages:
  sourced: "Sourced"
  first_meeting: "First Meeting"
  diligence: "Diligence"
  ic_scheduled: "IC Scheduled"
  term_sheet: "Term Sheet"
  closed_won: "Closed Won"
  passed: "Passed"

lead_statuses:
  new: "Open - Not Contacted"
  contacted: "Working - Contacted"
  qualified: "Qualified"
  meeting_scheduled: "Meeting Scheduled"
  passed: "Closed - Not Converted"

task_statuses:
  not_started: "Not Started"
  in_progress: "In Progress"
  completed: "Completed"
  waiting: "Waiting on someone else"

config/required_fields.yaml

Document required fields for your org to prevent API errors:

# Required fields per object (discover these with schema command)
lead:
  - LastName
  - Company
  - Status

opportunity:
  - Name
  - StageName
  - CloseDate

task:
  - Subject

Core workflows

0) Schema discovery (RUN THIS FIRST)

Before creating any records, discover your org's schema:

# Describe Lead object - shows all fields, required fields, picklist values
python3 scripts/sf_describe.py Lead

# Describe Opportunity object
python3 scripts/sf_describe.py Opportunity

# Describe all relevant objects and save to file
python3 scripts/sf_describe.py Lead Account Opportunity Task Event --output config/schema.json

This will show:

• All available fields
• Required fields
• Picklist values (for Status, StageName, etc.)
• Field types and constraints

Use this output to populate your config/*.yaml files.

1) Dry-run mode (ALWAYS USE FIRST)

Every write operation supports --dry-run flag:

# See what would be created without actually creating
python3 scripts/sf_upsert_lead.py --dry-run \
  --email founder@company.com \
  --first "Ada" --last "Lovelace" \
  --company "ExampleAI"

# Validate opportunity creation
python3 scripts/sf_create_opportunity.py --dry-run \
  --name "ExampleAI Seed" \
  --stage "Qualification" \
  --close-date "2026-03-31"

Dry-run will:

• Validate all required fields are present
• Check picklist values against schema
• Show the exact API request that would be made
• NOT create or modify any records

2) Get an access token (OAuth client credentials)

Preferred for server-to-server integrations:

• POST to: https://<mydomain>.my.salesforce.com/services/oauth2/token
• Use grant type client_credentials (or whatever your org allows)

If your org uses a different OAuth flow, adapt accordingly.

3) Query Salesforce (SOQL)

Use the Query resource:

• GET /services/data/vXX.X/query/?q=<SOQL>

Reminder: encode spaces as + or %20 in URLs.

4) Upsert by external ID (PREFERRED)

To avoid duplicates, upsert by a stable external ID rather than creating blind:

# Upsert by email (if Email is an external ID field)
python3 scripts/sf_upsert_lead.py --external-id Email \
  --email founder@company.com \
  --first "Ada" --last "Lovelace" \
  --company "ExampleAI"

# Upsert by custom external ID field
python3 scripts/sf_upsert_lead.py --external-id External_ID__c \
  --external-id-value "company-123" \
  --first "Ada" --last "Lovelace" \
  --company "ExampleAI"

5) Create an Opportunity for a deal

Minimum fields depend on your org (check config/required_fields.yaml):

python3 scripts/sf_create_opportunity.py \
  --name "ExampleAI Seed" \
  --stage "First Meeting" \
  --close-date "2026-03-31" \
  --account-id "001XXXXXXXXXXXX"

6) Log Activities / Tasks

Create a Task with next step:

python3 scripts/sf_create_task.py \
  --subject "Follow up: send customer intro" \
  --due-date "2026-02-05" \
  --what-id "006XXXXXXXXXXXX" \
  --status "Not Started"

Scripts

Core scripts

• scripts/sf_oauth_client_credentials.py - Get access token
• scripts/sf_query.py - Run SOQL queries
• scripts/sf_describe.py - Schema discovery (NEW)
• scripts/sf_upsert_lead.py - Create/update Lead
• scripts/sf_create_opportunity.py - Create Opportunity
• scripts/sf_create_task.py - Create Task

Script flags (all scripts support these)

• --dry-run - Validate without executing
• --config - Path to config directory (default: ./config)
• --verbose - Show detailed API requests/responses

Safety / hygiene rules

• Always run --dry-run first when testing new operations.
• Run schema discovery before configuring a new org.
• Prefer upsert by stable identifiers (email, domain) to avoid duplicates.
• Keep notes factual (assume audits).
• Record next step with a due date; otherwise the CRM is dead.
• Every pass must have a pass reason and "what would change our mind."

Examples

First-time setup for a new org

# 1. Get token
python3 scripts/sf_oauth_client_credentials.py

# 2. Discover schema
python3 scripts/sf_describe.py Lead Account Opportunity Task --output config/schema.json

# 3. Review output and create config files
# Edit config/field_map.yaml, config/stages.yaml, config/required_fields.yaml

# 4. Test with dry-run
python3 scripts/sf_upsert_lead.py --dry-run --email test@example.com --first "Test" --last "User" --company "TestCo"

# 5. Run for real
python3 scripts/sf_upsert_lead.py --email test@example.com --first "Test" --last "User" --company "TestCo"

Query leads by email

python3 scripts/sf_query.py "SELECT Id, Name, Email, Company FROM Lead WHERE Email='founder@company.com' LIMIT 5"

Upsert a lead with thesis tagging

python3 scripts/sf_upsert_lead.py \
  --email founder@company.com \
  --first "Ada" --last "Lovelace" \
  --company "ExampleAI" \
  --title "CEO" \
  --website "https://example.ai" \
  --status "Open - Not Contacted" \
  --thesis-tag "AI Security" \
  --signal-score 4 \
  --must-be-true "Enterprise buyers will pay for automated security posture management"

Create an opportunity with full context

python3 scripts/sf_create_opportunity.py \
  --name "ExampleAI Seed" \
  --stage "First Meeting" \
  --close-date "2026-03-31" \
  --next-step "Schedule diligence calls" \
  --amount 2000000

Troubleshooting

"Required field missing" error

Run schema discovery to see what's required:

python3 scripts/sf_describe.py Lead | grep -A5 "required"

"Invalid picklist value" error

Run schema discovery to see valid picklist values:

python3 scripts/sf_describe.py Opportunity | grep -A20 "StageName"

"Duplicate detected" error

Use upsert with external ID instead of create:

python3 scripts/sf_upsert_lead.py --external-id Email --email founder@company.com ...