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home / skills / a5c-ai / babysitter / salesforce-connector

salesforce-connector skill

/plugins/babysitter/skills/babysit/process/specializations/domains/business/sales/skills/salesforce-connector

This skill enables bidirectional Salesforce integration to automate data retrieval, synchronization, and real-time updates across leads, opportunities, and

npx playbooks add skill a5c-ai/babysitter --skill salesforce-connector

Review the files below or copy the command above to add this skill to your agents.

Files (1)
SKILL.md
2.1 KB
---
name: salesforce-connector
description: Bi-directional Salesforce CRM integration for sales data management
allowed-tools:
  - Read
  - Write
  - Glob
  - Grep
  - Bash
  - WebFetch
metadata:
  specialization: sales
  domain: business
  priority: P0
  integration-points:
    - Salesforce REST API
    - Bulk API 2.0
    - Streaming API
---

# Salesforce Connector

## Overview

The Salesforce Connector skill provides comprehensive bi-directional integration with Salesforce CRM, enabling automated data retrieval, manipulation, and synchronization. This skill handles SOQL queries, CRUD operations on standard and custom objects, bulk data operations with governor limit awareness, and real-time event processing.

## Capabilities

### Data Operations
- Execute SOQL queries for data retrieval
- Perform CRUD operations on Leads, Contacts, Accounts, and Opportunities
- Access and map custom objects and fields
- Handle bulk data operations while respecting governor limits
- Extract data from reports and dashboards

### Real-Time Integration
- Process webhook events in real-time
- Subscribe to platform events and change data capture
- Handle streaming API connections for live updates

### Advanced Features
- Field-level security awareness
- Record type handling
- Multi-org support
- Sandbox vs production environment management
- OAuth 2.0 authentication flow management

## Usage

### Basic Query Execution
```
Execute a SOQL query to retrieve all open opportunities for a specific account, including related contact information and activity history.
```

### Bulk Data Operations
```
Perform a bulk update of lead status for all leads from a specific campaign, ensuring proper handling of governor limits.
```

### Real-Time Event Processing
```
Set up a listener for opportunity stage changes and trigger appropriate follow-up actions based on the new stage.
```

## Enhances Processes

- crm-data-quality
- lead-routing-assignment
- opportunity-stage-management
- pipeline-review-forecast

## Dependencies

- Salesforce Connected App with appropriate OAuth scopes
- API-enabled Salesforce edition
- Proper user permissions for accessed objects

Overview

This skill provides bi-directional integration between an agent and Salesforce CRM for automated sales data management. It supports SOQL queries, CRUD on standard and custom objects, bulk operations with governor-limit awareness, and real-time event handling. The connector manages OAuth flows and multi-org environments to safely move data between systems.

How this skill works

The connector executes SOQL queries and maps Salesforce records to the agent’s internal data model, handling field-level security and record types. It performs single-record and bulk CRUD operations while throttling requests to respect Salesforce governor limits. Real-time features include webhook processing, platform event subscriptions, and streaming API listeners to react to opportunity and lead changes. Authentication and environment selection (sandbox vs production) are managed via OAuth 2.0 and configurable connected app settings.

When to use it

  • Synchronize leads, contacts, accounts, and opportunities between Salesforce and other systems
  • Automate bulk updates or imports while avoiding governor limits
  • Trigger follow-up workflows when opportunity stages or lead status changes
  • Extract report or dashboard data for analytics and forecasting
  • Manage multi-org deployments or sandbox testing before production rollouts

Best practices

  • Provision a Salesforce Connected App with least-privilege OAuth scopes and distinct credentials per environment
  • Respect API and governor limits by batching operations and using bulk endpoints when possible
  • Honor field-level security and profile permissions when mapping or writing records
  • Use change data capture or platform events for efficient real-time synchronization instead of polling
  • Test integrations thoroughly in a sandbox org and use separate credentials for production

Example use cases

  • Execute SOQL to pull all open opportunities with related contacts and activity for a given account
  • Perform a bulk update of lead statuses from a campaign while handling retries and limits
  • Subscribe to opportunity stage-change events and launch tailored outreach workflows
  • Extract sales report data nightly to populate a forecasting model or BI tool
  • Support multi-org deployments with environment selection and per-org credential management

FAQ

What authentication does the connector use?

OAuth 2.0 via a Salesforce Connected App; configure separate apps/credentials for sandbox and production.

How does it handle Salesforce governor limits?

It batches operations, uses bulk APIs for large volumes, implements backoff/retry, and throttles requests based on limit feedback.