salesforce - Salesforce CRM Management Skill
Manage enterprise CRM using Salesforce's sales and customer platform.
Tags
Updated: 2026-02-23Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Create leads
- Update opportunities
- Manage accounts
- Handle support cases
- Generate sales reports
Inputs
- Client ID
- Client secret
- Username
- Password
- Security token
- Instance URL
- Lead information
- Opportunity data
- Account details
- Case information
- Query parameters
Outputs
- Lead created
- Opportunity updated
- Account list returned
- Case status changed
- Report generated
- API responses
Requirements
- Salesforce Connected App
- OAuth 2.0 authorization
- Valid credentials
- Salesforce instance
- API access permissions