salesforce-setup
Installation
SKILL.md
Salesforce Setup
Overview
Salesforce is the enterprise CRM standard. It's infinitely customizable and infinitely misconfigurable. This skill covers GTM-specific Salesforce setup: object model for B2B SaaS, opportunity pipelines, lead management, Flows automation, reporting, and enrichment integration. Designed for teams that have outgrown HubSpot or require enterprise-grade customization.
Authoritative Foundations
- Salesforce Architecture — Lead/Account/Contact/Opportunity — Opportunity stages, forecasting categories, and RevOps object hygiene.
- Marc Benioff — Trust selling, land-and-expand, customer success in CRM — Trust selling, land-and-expand, customer success in CRM
- Force.com Platform — Flows, validation, reporting — Flows, validation, reporting