Dbochman/exploring-accounts
.claude/skills/exploring-accounts/SKILL.md
Explores Salesforce account data with 360-degree views including contacts, opportunities, and cases. Use when researching accounts, preparing for customer meetings, onboarding to a territory, or analyzing account health.
$ install --global
skillsauthnpx skillsauth add Dbochman/dotfiles exploring-accountsInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
Security Scan Results
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
3
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9
Scanners in report
Clean
TrivyContainer and dependency vulnerability scanner
95%
Clean
SemgrepStatic code analysis for vulnerabilities
95%
Clean
mcp-scan (Snyk)Model Context Protocol security validation
95%
Skipped
Snyk (dep)Open source security scanning
50%
Skipped
Socket.devSupply chain security analysis
50%
Skipped
VirusTotalMulti-engine malware detection
50%
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CrowdStrikeAdvanced threat intelligence
50%
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OSV-ScannerOpen Source Vulnerability database check
50%
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OWASP Dep-Check
50%
Last scanned: Apr 17, 2026, 1:49 AM8.1s1 file scanned
SKILL.md
- name:
- exploring-accounts
- description:
- Explores Salesforce account data with 360-degree views including contacts, opportunities, and cases. Use when researching accounts, preparing for customer meetings, onboarding to a territory, or analyzing account health.
Account Explorer
Explore Salesforce accounts and related records via sf CLI.
Setup
# Requires: sf (Salesforce CLI)
sf org login web --alias nvcrm-dev --instance-url https://test.salesforce.com
Quick Reference
All commands require --target-org nvcrm-dev (or -o nvcrm-dev).
Search Accounts
# By name
sf data query -o nvcrm-dev --query "SELECT Id, Name, Industry, Type, Website, Phone FROM Account WHERE Name LIKE '%nvidia%'"
# By industry
sf data query -o nvcrm-dev --query "SELECT Id, Name, Type, Website FROM Account WHERE Industry = 'Healthcare' LIMIT 30"
# By type
sf data query -o nvcrm-dev --query "SELECT Id, Name, Industry FROM Account WHERE Type = 'ISV' LIMIT 30"
# By location
sf data query -o nvcrm-dev --query "SELECT Id, Name, Industry, BillingCity, BillingCountry FROM Account WHERE BillingCountry = 'United States' AND BillingState = 'California' LIMIT 30"
Account Details
# Full account record
sf data query -o nvcrm-dev --query "SELECT Id, Name, Type, Industry, Website, Phone, BillingCity, BillingState, BillingCountry, Description FROM Account WHERE Id = '001xxxx'"
# With parent account
sf data query -o nvcrm-dev --query "SELECT Id, Name, Parent.Name, Industry, Type FROM Account WHERE Id = '001xxxx'"
Related Contacts
# All contacts for account
sf data query -o nvcrm-dev --query "SELECT Id, Name, Title, Email, Phone FROM Contact WHERE AccountId = '001xxxx'"
# Key contacts (by title)
sf data query -o nvcrm-dev --query "SELECT Id, Name, Title, Email FROM Contact WHERE AccountId = '001xxxx' AND (Title LIKE '%VP%' OR Title LIKE '%Director%' OR Title LIKE '%Manager%')"
Related Opportunities
# All opportunities
sf data query -o nvcrm-dev --query "SELECT Id, Name, StageName, Amount, CloseDate, IsWon FROM Opportunity WHERE AccountId = '001xxxx' ORDER BY CloseDate DESC"
# Open opportunities
sf data query -o nvcrm-dev --query "SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunity WHERE AccountId = '001xxxx' AND IsClosed = false"
# Win/loss history
sf data query -o nvcrm-dev --query "SELECT Id, Name, Amount, CloseDate, IsWon FROM Opportunity WHERE AccountId = '001xxxx' AND IsClosed = true ORDER BY CloseDate DESC LIMIT 10"
Related Cases
# Open cases
sf data query -o nvcrm-dev --query "SELECT Id, Subject, Status, Priority, CreatedDate FROM Case WHERE AccountId = '001xxxx' AND IsClosed = false ORDER BY Priority"
# Recent cases
sf data query -o nvcrm-dev --query "SELECT Id, Subject, Status, Priority, CreatedDate FROM Case WHERE AccountId = '001xxxx' ORDER BY CreatedDate DESC LIMIT 10"
Account Types Overview
# Count by type
sf data query -o nvcrm-dev --query "SELECT Type, COUNT(Id) cnt FROM Account WHERE Type != null GROUP BY Type ORDER BY cnt DESC"
# Count by industry
sf data query -o nvcrm-dev --query "SELECT Industry, COUNT(Id) cnt FROM Account WHERE Industry != null GROUP BY Industry ORDER BY cnt DESC"
Workflows
Account 360 View
Progress:
- [ ] Get account details
- [ ] List contacts
- [ ] Review opportunities
- [ ] Check open cases
# 1. Account details
sf data query -o nvcrm-dev --query "SELECT Id, Name, Type, Industry, Website, Phone, BillingCity, BillingCountry FROM Account WHERE Id = '001xxxx'"
# 2. Contacts
sf data query -o nvcrm-dev --query "SELECT Id, Name, Title, Email, Phone FROM Contact WHERE AccountId = '001xxxx'"
# 3. Opportunities
sf data query -o nvcrm-dev --query "SELECT Id, Name, StageName, Amount, CloseDate, IsWon FROM Opportunity WHERE AccountId = '001xxxx' ORDER BY CloseDate DESC LIMIT 10"
# 4. Cases
sf data query -o nvcrm-dev --query "SELECT Id, Subject, Status, Priority FROM Case WHERE AccountId = '001xxxx' AND IsClosed = false"
Meeting Prep
Progress:
- [ ] Account overview
- [ ] Key stakeholders
- [ ] Current deals
- [ ] Recent issues
# 1. Account summary
sf data query -o nvcrm-dev --query "SELECT Name, Industry, Type, Website, Description FROM Account WHERE Id = '001xxxx'"
# 2. Decision makers
sf data query -o nvcrm-dev --query "SELECT Name, Title, Email, Phone FROM Contact WHERE AccountId = '001xxxx' AND (Title LIKE '%VP%' OR Title LIKE '%CTO%' OR Title LIKE '%Director%')"
# 3. Active opportunities
sf data query -o nvcrm-dev --query "SELECT Name, StageName, Amount, CloseDate, NextStep FROM Opportunity WHERE AccountId = '001xxxx' AND IsClosed = false"
# 4. Recent cases
sf data query -o nvcrm-dev --query "SELECT Subject, Status, Priority, Description FROM Case WHERE AccountId = '001xxxx' ORDER BY CreatedDate DESC LIMIT 5"
Territory Analysis
Progress:
- [ ] List accounts by region
- [ ] Summarize by type
- [ ] Identify whitespace
# Accounts in territory
sf data query -o nvcrm-dev --query "SELECT Id, Name, Type, Industry FROM Account WHERE BillingState = 'California' LIMIT 50"
# By type in territory
sf data query -o nvcrm-dev --query "SELECT Type, COUNT(Id) cnt FROM Account WHERE BillingState = 'California' GROUP BY Type"
# No recent opportunities
sf data query -o nvcrm-dev --query "SELECT Id, Name, Type FROM Account WHERE BillingState = 'California' AND Id NOT IN (SELECT AccountId FROM Opportunity WHERE CreatedDate = THIS_YEAR) LIMIT 30"
Notes
Account Types: ISV (40K+), Reseller, OEM, End User, Academic Institution, Venture Capital Firm
Confirm before: Merging duplicates, changing ownership, deleting accounts
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