agentsclimarketplace

Gt salesforce admin

Skill Growth-Today/claude-skills/gt-salesforce-admin

Claude Skills for go-to-market teams — ready-to-install HubSpot, Salesforce, LinkedIn & outbound skills. AI-native GTM engineering by Growth Today. Install via npx skills add.

Install
npx -y skills add Growth-Today/claude-skills --skill gt-salesforce-admin

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

2 things to look at

  • 29 days oldThe repository was created 29 days ago. New is not bad, but a brand new repository carrying a familiar-sounding name is the shape a typosquat arrives in, and there has been no time for anyone else to find a problem with it.
  • 0 stars0 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.

What its author says it does

Copied from the file, not written here

Comprehensive Salesforce CRM administration toolkit by Growth Today (growthtoday.co). Use when the user asks about auditing a Salesforce org, CRM cleanup or data hygiene, RevOps maintenance, suppressing bounced or opted-out leads and contacts, enriching lead/contact/account data, fixing lead status or opportunity stages, building list views, reports, dashboards, lead scoring or ICP tiers, deduplicating with matching/duplicate rules, profiles/permission sets/roles/sharing and field-level security, validation rules, record types, Flow automation, lead routing, products/forecasting, Data Loader imports, Salesforce↔HubSpot sync, or Agentforce/AI readiness. Also triggers on "salesforce audit", "sfdc cleanup", "permission sets", "sharing rules", "validation rules", "record types", "salesforce flow", "opportunity stages", "forecasting", "data loader", "salesforce hubspot sync", "agentforce". Do NOT use for non-Salesforce CRMs (HubSpot, Pipedrive) — Salesforce org administration only.

The file declares its own license as MIT. That is the author’s claim about this one file, and it is not the same thing as the license GitHub reports for the repository, which is listed with the other numbers below.

SKILL.md

5.4 KB, ~1.2k tokens by cl100k_base, as published. Nobody here has run it

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)

  1. Use Glob to find **/gt-salesforce-admin/SKILL.md.
  2. The directory containing it is SKILL_BASE.
  3. Sub-skills live at {SKILL_BASE}/.claude/skills/<sub-skill>/gt-SKILL.md.
  4. 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; OwnerId points 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

  1. 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.md before acting. 5. Full-org / recurring requests → use the cross-cutting playbooks.

Sub-skill routing

User intentSub-skillPath
Dedup, suppression, deliverability, enrichment, cleanup, form cleanupsf-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 cleanupsf-data-model{SKILL_BASE}/.claude/skills/sf-data-model/gt-SKILL.md
List views, reports-as-segments, ICP tiers, lead scoringsf-segmentation{SKILL_BASE}/.claude/skills/sf-segmentation/gt-SKILL.md
Sales process/stages, lead conversion, products/price books, forecasting, campaignssf-opportunities-sales{SKILL_BASE}/.claude/skills/sf-opportunities-sales/gt-SKILL.md
Flow patterns, lead routing, lifecycle & hygiene flows, flow cleanupsf-automation-flow{SKILL_BASE}/.claude/skills/sf-automation-flow/gt-SKILL.md
Custom report types, RevOps reports & dashboardssf-reporting{SKILL_BASE}/.claude/skills/sf-reporting/gt-SKILL.md
Profiles, permission sets, roles, OWD/sharing, field-level securitysf-security-access{SKILL_BASE}/.claude/skills/sf-security-access/gt-SKILL.md
Users/ownership, Data Loader/imports, SF↔HubSpot sync, Agentforce/AI readinesssf-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.txt at 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

What ships with it: 65 files

144.2 KB alongside SKILL.md, 1 of them executable

.claude/

playbooks/

25 more files not listed here. See all 65 in the repository.

Keep looking

Skills are one crate of 328,083. Ordering is by how many stacks a row turns up in, so the top of any crate is what has actually been picked rather than what has the most stars.