Sales workflows for account executives and sales leaders, including account research, call prep, follow-up, pipeline review, forecasting, deal-slippage scenarios, lead triage, outreach drafting, approval-gated Salesforce updates and much more.
Both the plugin and the Salesforce connector are Beta services, their use is governed by the [Beta terms](https://www.salesforce.com/en-us/wp-content/uploads/sites/4/documents/legal/Agreements/beta-agreements/Beta-Services-Agreement.pdf).
MCP connector Server URL https://api.salesforce.com/platform/mcp/v1/platform/headless-360Copy Login OAuth Skills 32 in the Claude listing
Account context Build a 360-degree brief on a company already in Salesforce: CRM state, key contacts, recent email, documents and internal Slack. Account tiering Rank an account list or full book into action tiers from Salesforce ICP fit, engagement, activity, contact, and opportunity data. Calendar events Show a schedule from Salesforce Event data with local times, subjects, locations, and linked contacts, accounts or deals. Call follow up Create a customer follow-up email and internal recap from a meeting transcript plus Salesforce account and opportunity history. Call prep Build a call brief from Salesforce meeting, account, opportunity, contact, and activity data plus email, documents, and Slack. Close plan Build a customer-facing business case and dated mutual action plan from Salesforce opportunity data plus transcripts, email, documents, and Slack. Customer health Assess customer health from Salesforce account, renewal, case, task, and health data plus email, calendar, documents, and Slack. Customer voice Compile attributable customer quotes and themes from call transcripts and email threads across Salesforce-scoped accounts. Daily briefing Create today's sales briefing from Salesforce events, near-term and overdue deals, account context, commitments, and unread customer email. Deal advance gap Map an opportunity's path to advance or close from Salesforce stage, stakeholder, activity, qualification, and risk data plus email, documents, and Slack. Deal review Build a scored deal-health assessment from Salesforce fields, contacts and activity plus email, documents and Slack, with evidence-backed risks. Deal signals Build a deal-risk digest from Salesforce close dates, activity, next steps and forecast fields plus email, documents and Slack. Deal slip scenario Model the impact of a deal slipping, shrinking or being lost from Salesforce pipeline and forecast data plus an available quota, including the gap and substitutes. Draft outreach Create a personalized email draft from Salesforce contact, account, opportunity and activity data plus prior email, documents and Slack. Expansion whitespace Identify ranked expansion plays for one customer from Salesforce contacts, owned products and opportunities plus recent email, documents and Slack. Find internal answer Find a concise answer with authoritative sources from internal documents, Slack, email and Salesforce, prioritizing the newest canonical material. Forecast narrative Build a forecast-call brief from Salesforce opportunity aggregates, top-deal samples and field history, covering the number, bucket movement, risks and asks. Handle objection Build a grounded response to a customer objection from the current deal, win-loss history, customer evidence and approved internal documents. Inbox sweep Create a prioritized response queue and email drafts from unread threads, sent-mail voice patterns and Salesforce account and opportunity context. Lead triage Produce an inbound-lead priority and routing recommendation from Salesforce Lead and Account data, research and email engagement. Pipeline review Build one rep's current pipeline assessment from Salesforce stage aggregates, deal samples and closed-deal history, covering coverage, hygiene and risks. Query activity history Build an interaction timeline from closed Salesforce Tasks and Events on one Account, Contact, Lead or Opportunity, with dates, people and notes. Renewal radar Build a renewal risk brief from Salesforce opportunities, email, documents and Slack, covering timing, activity, uplift and next moves. Rep context Catch a manager up on one of their sales reps before a 1:1: the rep's pipeline, recent activity, what they are working on, and where they need help, with suggested questions. Research prospect Build a prospect brief from web research and Salesforce, covering company facts, recent signals, likely priorities, contacts and ICP fit. Salesforce hygiene check Audit open Salesforce opportunities for missing fields, stale dates, weak next steps, stage mismatches and single-threading, producing prioritized fixes. Stakeholder map Build a stakeholder map from Salesforce contacts and roles plus email, calendar, calls and Slack, showing influence, stance, gaps and access paths. Team pipeline Build a team pipeline brief from Salesforce users and opportunities, showing closed revenue, forecast, swing deals and coaching needs by rep. Using display widget Render assembled Salesforce data as a styled widget using either a hydrated dynamic definition or a registered widget with props. Voice profile Build a reusable voice profile from recent sent emails to capture a user's greetings, sign-offs, length, structure, tone and recurring phrases. Weekly wrap Build a weekly sales recap from Salesforce opportunity and calendar activity plus email, documents and Slack, covering wins, losses, deal activity and next week's priorities. Win loss review Build a win-loss analysis from closed Salesforce opportunities, stage history, call transcripts and email, showing win rates, loss stages, objections and deal patterns.