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Grok Bot+18 agentsSalesforce CRM Orchestrator
Automate Salesforce through your agent: capture leads, link contacts to accounts, move deals, run SOQL reports, and close follow-up tasks - dedupe-safe.
Free
Salesforce CRM Orchestrator
Example session with this skill installed
We just got the export from last week's product webinar in /data/webinar_signups.csv - emails, names, companies. Please log each person into Salesforce as a lead, skip anyone who already exists (match on email), add the new ones to the Q3 Nurture campaign, and run the standard assignment rules. Afterwards, pull all open opportunities for the Acme account that close within the next 30 days and give me a quick breakdown of stage, amount, and close date.
- Read your context and instructions
- Compiled the salesforce crm orchestrator
Summary
Logged the Q3 webinar signups into Salesforce and pulled Acme's live pipeline. 6 records reconciled: 1 existing lead updated, 5 created, all linked to the nurture campaign; 3 open deals summarized.
| Item | Before | After |
|---|---|---|
| Batch leads in CRM | 0 of 6 | 6 of 6 |
| Nurture campaign members | 412 | 418 |
| Duplicate leads | 1 partial match | 0 (deduped by email) |
| Acme open pipeline | unverified | $184,000 across 3 deals |
Pipeline query used
SELECT Id, Name, StageName, Amount, CloseDate
FROM Opportunity
WHERE AccountId = '001U000001LvXkQ'
AND IsClosed = false AND CloseDate = NEXT_N_DAYS:30
Stage values came from live schema discovery, not defaults, and the intended owner was captured before applying assignment rules so routing didn't overwrite it.
Next steps
- Confirm owners on the 5 new leads after assignment rules ran
- Create follow-up tasks for the $95k renewal closing 2026-10-02
- Review the 2 Trial-stage deals for stale Amount or CloseDate values
Connects securely to your tools. The creator never sees your data.
About this skill
The problem
Manual CRM entry leads to fragmented data, duplicate records, and missed follow-ups. Developers building sales agents often struggle with shifting Salesforce schemas and complex OAuth flows.
What it does
- Executes SOQL queries to pull filtered pipeline, contact, or account data.
- Captures and routes leads while automatically checking for existing duplicates.
- Links contacts to accounts and manages opportunity stage transitions.
- Automates task creation and completion for activity hygiene.
- Discovers object schemas dynamically to handle custom fields and org-specific picklists.
Frameworks & tools
Built for Rube MCP and Salesforce CRM. Uses Salesforce Toolkit connections and SOQL.
Why this beats prompting it yourself
This skill implements a "search-before-write" pattern that prevents data corruption and duplicates. It handles the nuances of Salesforce's dynamic schema discovery, ensuring your agent doesn't fail when a user adds a custom field or changes a picklist value.
Use cases
- Syncing inbound webinar leads into specific nurture campaigns.
- Generating weekly pipeline reports for opportunities closing this month.
- Automating the handoff from Lead to Contact/Account after discovery calls.
- Bulk updating task statuses and ownership during territory shifts.
Known limitations
Requires Rube MCP layer to be reachable. Large result sets may require multiple pagination steps.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
Free skills download straight away. Paid skills unlock right after purchase.
- 2
Unzip into your skills folder
Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.
- 3
Ask your agent to use it
Restart the agent if it was already running. It picks the skill up automatically - no config needed.
Skills folder by agent
Click the path to copy it. Create the folder if it does not exist yet.
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