Antigravity-awesome-skills salesforce-automation

Automate Salesforce tasks via Rube MCP (Composio): leads, contacts, accounts, opportunities, SOQL queries. Always search tools first for current schemas.

install

source · Clone the upstream repo

git clone https://github.com/benjaminasterA/antigravity-awesome-skills

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/benjaminasterA/antigravity-awesome-skills "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/salesforce-automation" ~/.claude/skills/benjaminastera-antigravity-awesome-skills-salesforce-automation && rm -rf "$T"

manifest: skills/salesforce-automation/SKILL.md

source content

Salesforce Automation via Rube MCP

Automate Salesforce CRM operations through Composio's Salesforce toolkit via Rube MCP.

Prerequisites

Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
Active Salesforce connection via
```
RUBE_MANAGE_CONNECTIONS
```
with toolkit
```
salesforce
```
Always call
```
RUBE_SEARCH_TOOLS
```
first to get current tool schemas

Setup

Get Rube MCP: Add

https://rube.app/mcp

as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

Verify Rube MCP is available by confirming
```
RUBE_SEARCH_TOOLS
```
responds
Call
```
RUBE_MANAGE_CONNECTIONS
```
with toolkit
```
salesforce
```
If connection is not ACTIVE, follow the returned auth link to complete Salesforce OAuth
Confirm connection status shows ACTIVE before running any workflows

Core Workflows

1. Manage Leads

When to use: User wants to create, search, update, or list leads

Tool sequence:

```
SALESFORCE_SEARCH_LEADS
```
- Search leads by criteria [Optional]
```
SALESFORCE_LIST_LEADS
```
- List all leads [Optional]
```
SALESFORCE_CREATE_LEAD
```
- Create a new lead [Optional]
```
SALESFORCE_UPDATE_LEAD
```
- Update lead fields [Optional]
```
SALESFORCE_ADD_LEAD_TO_CAMPAIGN
```
- Add lead to campaign [Optional]
```
SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES
```
- Apply assignment rules [Optional]

Key parameters:

```
LastName
```
: Required for lead creation
```
Company
```
: Required for lead creation
```
Email
```
,
```
Phone
```
,
```
Title
```
: Common lead fields
```
lead_id
```
: Lead ID for updates
```
campaign_id
```
: Campaign ID for campaign operations

Pitfalls:

LastName and Company are required fields for lead creation
Lead IDs are 15 or 18 character Salesforce IDs

2. Manage Contacts and Accounts

When to use: User wants to manage contacts and their associated accounts

Tool sequence:

```
SALESFORCE_SEARCH_CONTACTS
```
- Search contacts [Optional]
```
SALESFORCE_LIST_CONTACTS
```
- List contacts [Optional]
```
SALESFORCE_CREATE_CONTACT
```
- Create a new contact [Optional]
```
SALESFORCE_SEARCH_ACCOUNTS
```
- Search accounts [Optional]
```
SALESFORCE_CREATE_ACCOUNT
```
- Create a new account [Optional]
```
SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT
```
- Link contact to account [Optional]

Key parameters:

```
LastName
```
: Required for contact creation
```
Name
```
: Account name for creation
```
AccountId
```
: Account ID to associate with contact
```
contact_id
```
,
```
account_id
```
: IDs for association

Pitfalls:

Contact requires at least LastName
Account association requires both valid contact and account IDs

3. Manage Opportunities

When to use: User wants to track and manage sales opportunities

Tool sequence:

```
SALESFORCE_SEARCH_OPPORTUNITIES
```
- Search opportunities [Optional]
```
SALESFORCE_LIST_OPPORTUNITIES
```
- List all opportunities [Optional]
```
SALESFORCE_GET_OPPORTUNITY
```
- Get opportunity details [Optional]
```
SALESFORCE_CREATE_OPPORTUNITY
```
- Create new opportunity [Optional]
```
SALESFORCE_RETRIEVE_OPPORTUNITIES_DATA
```
- Retrieve opportunity data [Optional]

Key parameters:

```
Name
```
: Opportunity name (required)
```
StageName
```
: Sales stage (required)
```
CloseDate
```
: Expected close date (required)
```
Amount
```
: Deal value
```
AccountId
```
: Associated account

Pitfalls:

Name, StageName, and CloseDate are required for creation
Stage names must match exactly what is configured in Salesforce

4. Run SOQL Queries

When to use: User wants to query Salesforce data with custom SOQL

Tool sequence:

SALESFORCE_RUN_SOQL_QUERY

SALESFORCE_QUERY

- Execute SOQL [Required]

Key parameters:

```
query
```
: SOQL query string

Pitfalls:

SOQL syntax differs from SQL; uses Salesforce object and field API names
Field API names may differ from display labels (e.g.,
```
Account.Name
```
not
```
Account Name
```
)
Results are paginated for large datasets

5. Manage Tasks

When to use: User wants to create, search, update, or complete tasks

Tool sequence:

```
SALESFORCE_SEARCH_TASKS
```
- Search tasks [Optional]
```
SALESFORCE_UPDATE_TASK
```
- Update task fields [Optional]
```
SALESFORCE_COMPLETE_TASK
```
- Mark task as complete [Optional]

Key parameters:

```
task_id
```
: Task ID for updates
```
Status
```
: Task status value
```
Subject
```
: Task subject

Pitfalls:

Task status values must match picklist options in Salesforce

Common Patterns

SOQL Syntax

Basic query:

SELECT Id, Name, Email FROM Contact WHERE LastName = 'Smith'

With relationships:

SELECT Id, Name, Account.Name FROM Contact WHERE Account.Industry = 'Technology'

Date filtering:

SELECT Id, Name FROM Lead WHERE CreatedDate = TODAY
SELECT Id, Name FROM Opportunity WHERE CloseDate = NEXT_MONTH

Pagination

SOQL queries with large results return pagination tokens
Use
```
SALESFORCE_QUERY
```
with nextRecordsUrl for pagination
Check
```
done
```
field in response; if false, continue paging

Known Pitfalls

Field API Names:

Always use API names, not display labels
Custom fields end with
```
__c
```
suffix
Use SALESFORCE_GET_ALL_CUSTOM_OBJECTS to discover custom objects

ID Formats:

Salesforce IDs are 15 (case-sensitive) or 18 (case-insensitive) characters
Both formats are accepted in most operations

Quick Reference

Task	Tool Slug	Key Params
Create lead	SALESFORCE_CREATE_LEAD	LastName, Company
Search leads	SALESFORCE_SEARCH_LEADS	query
List leads	SALESFORCE_LIST_LEADS	(filters)
Update lead	SALESFORCE_UPDATE_LEAD	lead_id, fields
Create contact	SALESFORCE_CREATE_CONTACT	LastName
Search contacts	SALESFORCE_SEARCH_CONTACTS	query
Create account	SALESFORCE_CREATE_ACCOUNT	Name
Search accounts	SALESFORCE_SEARCH_ACCOUNTS	query
Link contact	SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT	contact_id, account_id
Create opportunity	SALESFORCE_CREATE_OPPORTUNITY	Name, StageName, CloseDate
Get opportunity	SALESFORCE_GET_OPPORTUNITY	opportunity_id
Search opportunities	SALESFORCE_SEARCH_OPPORTUNITIES	query
Run SOQL	SALESFORCE_RUN_SOQL_QUERY	query
Query	SALESFORCE_QUERY	query
Search tasks	SALESFORCE_SEARCH_TASKS	query
Update task	SALESFORCE_UPDATE_TASK	task_id, fields
Complete task	SALESFORCE_COMPLETE_TASK	task_id
Get user info	SALESFORCE_GET_USER_INFO	(none)
Custom objects	SALESFORCE_GET_ALL_CUSTOM_OBJECTS	(none)
Create record	SALESFORCE_CREATE_A_RECORD	object_type, fields
Transfer ownership	SALESFORCE_MASS_TRANSFER_OWNERSHIP	records, new_owner

When to Use

This skill is applicable to execute the workflow or actions described in the overview.