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

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