Salesforce User Guide

Prepare a sales person with trustworthy Salesforce context or a safely reviewed Salesforce action, while keeping the surrounding Sales workflow authoritative for the business task.

Common Skill Instructions

MANDATORY: If not already in context, read and adhere closely to plugins/sales/skills/index/SKILL.md## Cross-Skill Best Practices.

Salesforce Operation Ranking

Use this priority order when the requested Salesforce job or record is ambiguous.

1. Explicit user request, named record, Salesforce id, account, opportunity, contact, lead, or stated action
2. Read-only context that helps the active Sales workflow make a decision
3. Exact record or high-confidence candidate resolved from the user's words and business context
4. The smallest field set, activity history, account plan, event, or transcript context that answers the request
5. A reviewed draft of proposed Salesforce changes
6. An explicitly approved, supported Salesforce write followed by verification