Salesforce

Salesforce Skill

Query and manage your Salesforce org with full context of your business logic.

Setup

Prerequisites

1. Salesforce CLI installed: npm install -g @salesforce/cli
2. Authenticated org: sf org login web --alias my-prod
3. MCP Server (optional): Salesforce MCP for tool-based access

Configuration

Update the connection info below with your org details:

Org Alias: my-prod
Username: your-user@company.com
Org ID: 00Dxxxxxxxxx

Reference Documentation

See SALESFORCE_STRUCTURE.md for a template covering:

• Object relationships and hierarchy
• Field definitions and API names
• Business logic (multi-year deals, renewals, usage-based pricing)
• Record types and their purposes
• Org-specific customizations

Tip: Fill in SALESFORCE_STRUCTURE.md with your org's actual objects, fields, and business logic. The more context you provide, the better the AI can write queries and understand your data.

Key Concepts (Customize These)

Lines of Business

Update with your company's product lines:

• Product A — Description
• Product B — Description
• Product C — Description

Opportunity Record Types

Common record types (adjust to your org):

• New — First-time purchase
• Renewal — Subscription continuation
• Upsell — Adding to existing subscription
• Expansion — Similar to upsell
• Professional Services — Services deals

Critical Custom Fields

Document your key custom fields:

• ACV (Annual Contract Value) — API name: ACV__c
• ARR (Annual Recurring Revenue) — API name: ARR__c
• TCV (Total Contract Value) — API name: TCV__c
• LOB (Line of Business) — API name: LOB__c

Quick Commands

Run SOQL Query via MCP

mcporter call salesforce.run_soql_query \
  query="SELECT Id, Name FROM Account LIMIT 10" \
  usernameOrAlias="my-prod" \
  directory="$HOME"

Run SOQL Query via SF CLI

sf data query \
  --query "SELECT Id, Name FROM Account LIMIT 5" \
  --target-org my-prod

Common Queries

Open opportunities by stage:

SELECT Id, Name, StageName, Amount, CloseDate, Account.Name
FROM Opportunity
WHERE IsClosed = false
ORDER BY CloseDate

Renewals closing this quarter:

SELECT Id, Name, Amount, CloseDate, Account.Name
FROM Opportunity
WHERE RecordType.Name = 'Renewal'
  AND IsClosed = false
  AND CloseDate = THIS_QUARTER
ORDER BY CloseDate

New deals by product line:

SELECT LOB__c, COUNT(Id), SUM(Amount)
FROM Opportunity
WHERE RecordType.Name = 'New'
  AND StageName = 'Closed Won'
  AND CloseDate = THIS_YEAR
GROUP BY LOB__c

ARR by Account (Top 20):

SELECT Account.Name, SUM(ARR__c)
FROM Opportunity
WHERE StageName = 'Closed Won'
GROUP BY Account.Name
ORDER BY SUM(ARR__c) DESC
LIMIT 20

Recent closed-won deals:

SELECT Id, Name, Amount, CloseDate, Account.Name
FROM Opportunity
WHERE StageName = 'Closed Won'
  AND CloseDate = LAST_N_DAYS:30
ORDER BY CloseDate DESC

Account search:

SELECT Id, Name, Industry, AnnualRevenue, Website
FROM Account
WHERE Name LIKE '%SearchTerm%'

Contact lookup:

SELECT Id, Name, Email, Title, Account.Name
FROM Contact
WHERE Email = 'user@example.com'

MCP Tools Available

When using the Salesforce MCP server:

• run_soql_query — Run SOQL queries against your org
• list_all_orgs — List configured Salesforce orgs
• open_org — Open org in browser
• get_username — Resolve org username/alias

Tips

Writing Good SOQL

• Always include Account.Name in opportunity queries for context
• Use date literals: TODAY, THIS_WEEK, THIS_QUARTER, THIS_YEAR, LAST_N_DAYS:30
• Use RecordType.Name to filter by record type
• LIMIT your queries to avoid timeouts on large orgs
• Use COUNT() and GROUP BY for aggregations

Common Patterns

• Pipeline report: Filter by IsClosed = false and group by StageName
• Revenue analysis: Sum Amount or ACV__c grouped by time period or product
• Customer health: Join Opportunities with Cases or custom health objects
• Renewal tracking: Filter RecordType.Name = 'Renewal' with CloseDate ranges

Multi-Year Deal Handling

If your org uses multi-year deals:

• Track subscription start/end dates separately from contract end
• TCV (Total Contract Value) = full multi-year value
• ACV (Annual Contract Value) = annualized value
• Consider creating annual recognition events for revenue recognition

Extending This Skill

Add your own reference docs alongside this SKILL.md:

• SALESFORCE_STRUCTURE.md — Your org's complete object/field documentation
• BUSINESS_LOGIC.md — How your org uses Salesforce (deal flow, approval processes)
• COMMON_QUERIES.md — Frequently used queries specific to your team