Skills/Business Operations/Salesforce CRM Integration Assistant

Salesforce CRM Integration Assistant

MCP Ready

Work with Salesforce CRM data and automation correctly -- object model (Leads/Accounts/Contacts/Opportunities), SOQL queries, Flow automation, and the API choices that avoid governor-limit and data-integrity mistakes.

Business Operationsv1.0.0
salesforcecrmsoqlsales-automationbusiness-operations

Zero CRM platform coverage exists in the catalog -- checked by name and function, not just category -- despite Salesforce being the most widely deployed enterprise CRM. Covers the Lead-to-Account/Contact/Opportunity object model and why deleting-and-recreating records breaks conversion history, SOQL's relationship-query model and the synchronous Apex governor limits that bound it (50K query rows and 100 SOQL statements per transaction -- distinct from REST/SOAP/Bulk API and DML limits), Flow-over-Apex automation discipline and trigger/flow recursion risk, the REST/Bulk API/Platform Events decision table, and deduplication before creation via an approved external ID or duplicate rule rather than email domain or name matching alone. Priced to match Business Operations' enterprise-platform tier, Jira Cloud Integration ($69).

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