Dbochman/querying-salesforce
.claude/skills/querying-salesforce/SKILL.md
Query and explore Salesforce CRM data including accounts, leads, opportunities, contacts, cases, campaigns, and products. Use when users mention salesforce, CRM, accounts, leads, opportunities, pipeline, contacts, cases, support tickets, campaigns, or need to search/query customer data.
$ install --global
skillsauthnpx skillsauth add Dbochman/dotfiles querying-salesforceInstall 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
Scanners Passed
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%
Skipped
CrowdStrikeAdvanced threat intelligence
50%
Skipped
OSV-ScannerOpen Source Vulnerability database check
50%
Skipped
OWASP Dep-Check
50%
Last scanned: Apr 17, 2026, 1:49 AM5.9s1 file scanned
SKILL.md
- name:
- querying-salesforce
- description:
- Query and explore Salesforce CRM data including accounts, leads, opportunities, contacts, cases, campaigns, and products. Use when users mention salesforce, CRM, accounts, leads, opportunities, pipeline, contacts, cases, support tickets, campaigns, or need to search/query customer data.
Salesforce CLI Skill
Query and explore Salesforce CRM data via the sf CLI (Salesforce CLI).
Setup
# Requires: sf (Salesforce CLI)
sf org login web --alias nvcrm-dev --instance-url https://test.salesforce.com
Quick Reference
Always include --target-org nvcrm-dev (or -o nvcrm-dev).
Accounts
sf data query --query "SELECT Id, Name, Industry, Type FROM Account ORDER BY CreatedDate DESC LIMIT 20" -o nvcrm-dev
sf data query --query "SELECT Id, Name, Industry FROM Account WHERE Name LIKE '%nvidia%'" -o nvcrm-dev
sf data query --query "SELECT COUNT() FROM Account" -o nvcrm-dev
Leads
sf data query --query "SELECT Id, Name, Status, Company, Email FROM Lead ORDER BY CreatedDate DESC LIMIT 20" -o nvcrm-dev
sf data query --query "SELECT Id, Name, Company FROM Lead WHERE Status = 'Sales Qualified'" -o nvcrm-dev
sf data query --query "SELECT Status, COUNT(Id) cnt FROM Lead GROUP BY Status" -o nvcrm-dev
Opportunities
sf data query --query "SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunity ORDER BY CreatedDate DESC LIMIT 20" -o nvcrm-dev
sf data query --query "SELECT Id, Name, Amount, CloseDate FROM Opportunity WHERE CloseDate = THIS_MONTH" -o nvcrm-dev
sf data query --query "SELECT Id, Name, Amount, StageName FROM Opportunity WHERE Amount > 100000 ORDER BY Amount DESC" -o nvcrm-dev
Contacts
sf data query --query "SELECT Id, Name, Email, Account.Name FROM Contact ORDER BY CreatedDate DESC LIMIT 20" -o nvcrm-dev
sf data query --query "SELECT Id, Name, Email, Account.Name FROM Contact WHERE Name LIKE '%smith%'" -o nvcrm-dev
Cases (Support)
sf data query --query "SELECT Id, Subject, Status, Priority FROM Case ORDER BY CreatedDate DESC LIMIT 20" -o nvcrm-dev
sf data query --query "SELECT Id, Subject, Priority FROM Case WHERE Status != 'Closed' ORDER BY Priority" -o nvcrm-dev
Campaigns & Products
sf data query --query "SELECT Id, Name, Status, StartDate FROM Campaign ORDER BY CreatedDate DESC LIMIT 20" -o nvcrm-dev
sf data query --query "SELECT Id, Name, IsActive FROM Product2 WHERE Name LIKE '%vGPU%'" -o nvcrm-dev
Describe Objects
sf sobject list -o nvcrm-dev # List all objects
sf sobject describe --sobject Account -o nvcrm-dev # Describe fields
sf sobject list --sobject-type custom -o nvcrm-dev # Custom objects
Common Workflows
Account 360 View
# Get account, then related contacts, opportunities, and cases
sf data query --query "SELECT Id, Name, Industry, Type, Website FROM Account WHERE Id = '001xxx'" -o nvcrm-dev
sf data query --query "SELECT Id, Name, Email, Title FROM Contact WHERE AccountId = '001xxx'" -o nvcrm-dev
sf data query --query "SELECT Id, Name, StageName, Amount FROM Opportunity WHERE AccountId = '001xxx'" -o nvcrm-dev
sf data query --query "SELECT Id, Subject, Status, Priority FROM Case WHERE AccountId = '001xxx'" -o nvcrm-dev
Lead Qualification Review
sf data query --query "SELECT Id, Name, Company, Email, LeadSource FROM Lead WHERE Status = 'Sales Qualified' ORDER BY CreatedDate DESC LIMIT 50" -o nvcrm-dev
sf data query --query "SELECT Id, Name FROM Account WHERE Name LIKE '%CompanyName%'" -o nvcrm-dev
Pipeline Review
sf data query --query "SELECT StageName, COUNT(Id) cnt FROM Opportunity GROUP BY StageName" -o nvcrm-dev
sf data query --query "SELECT Id, Name, StageName, LastModifiedDate FROM Opportunity WHERE LastModifiedDate < LAST_N_DAYS:30 AND IsClosed = false" -o nvcrm-dev
SOQL Query Patterns
Date Filters
CreatedDate = TODAY | THIS_WEEK | THIS_MONTH | LAST_N_DAYS:30
CreatedDate > 2024-01-01
Text Search
Name LIKE '%keyword%'
Email LIKE '%nvidia.com'
Relationships
SELECT Contact.Name, Contact.Email FROM Account
SELECT Account.Name FROM Contact WHERE AccountId != null
Aggregations
SELECT Status, COUNT(Id) FROM Lead GROUP BY Status
SELECT SUM(Amount) FROM Opportunity WHERE StageName = 'Closed Won'
Notes
- Read-only by default: Confirm with user before create/update operations
- Sandbox:
nvcrm-devis dev sandbox, not production - Auth errors: Re-run
sf org login web --alias nvcrm-dev --instance-url https://test.salesforce.com
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