Agent skill · marketing growth · aiskillstore
salesforce-automation
Automate Salesforce tasks via Rube MCP (Composio): leads, contacts, accounts, opportunities, SOQL queries. Always search tools first for current schemas.
Why this skill is useful
Provides specific automation workflows and commands for managing Salesforce entities that the AI wouldn't reliably generate on its own.
What it needs
Requires salesforce account access. About 4k tokens when loaded. Last updated 2026-08-07. 405 stars on the source repository.
What this skill does
Salesforce Automation via Rube MCP Automate Salesforce CRM operations through Composio's Salesforce toolkit via Rube MCP. Prerequisites Rube MCP must be connected (RUBESEARCHTOOLS available) Active Salesforce connection via RUBEMANAGECONNECTIONS with toolkit salesforce Always call RUBESEARCHTOOLS 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. 1. Verify Rube MCP is available by confirming RUBESEARCHTOOLS responds 2. Call RUBEMANAGECONNECTIONS with toolkit salesforce 3. If connection is not ACTIVE, follow the returned auth link to complete Salesforce OAuth 4. 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: 1. SALESFORCESEARCHLEADS - Search leads by criteria [Optional] 2. SALESFORCELISTLEADS - List all leads [Optional] 3. SALESFORCECREATELEAD - Create a new lead [Optional] 4. SALESFORCEUPDATELEAD - Update lead fields [Optional] 5. SALESFORCEADDLEADTOCAMPAIGN - Add lead to campaign [Optional] 6. SALESFORCEAPPLYLEADASSIGNMENTRULES - Apply assignment rules [Optional] Key parameters: LastName: Required for lead creation Company: Required for lead creation Email, Phone, Title: Common lead fields leadid: Lead ID for updates campaignid: 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: 1. SALESFORCESEARCHCONTACTS - Search contacts [Optional] 2. SALESFORCELISTCONTACTS - List contacts [Optional] 3. SALESFORCECREATECONTACT - Create a new contact [Optional] 4. SALESFORCESEARCHACCOUNTS - Search accounts [Optional] 5. SALESFORCECREATEACCOUNT - Create a new account [Optional] 6. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills aiskillstore/salesforce-automation