CRM & RevOps
52 Playbooks
Advanced

Claude Skills for Salesforce

July 23, 2026

Audit, clean, and run your whole Salesforce org from one master router: 8 sub-skills, 52 runnable playbooks.

About

GT Salesforce Admin is a master router for Salesforce CRM and RevOps. It reads your request and sends it to the right playbook across 8 sub-skills: data hygiene, data model, segmentation, opportunities and sales, automation with Flow, reporting, security and access, and governance and integrations. 52 playbooks in total, many with runnable Python scripts over the Salesforce API, and it handles Leads, Contacts, Accounts, and Opportunities together so nothing slips through.

Who it is for

RevOps leaders, sales ops, and Salesforce admins who run on Salesforce and want a repeatable system instead of manual sweeps across a messy org.

Sub-skills

Ongoing Maintenance

Weekly checks, quarterly sweeps, cleanup jobs

Automation (Flow)

Bounce, engagement, lead lifecycle, new-record hygiene

Segmentation & Scoring

ICP tiers, lead scoring on Rating, list views

Data Enrichment

Fill account, industry, geo, lead status, and stage gaps

Database Hygiene

Suppress bounces, merge accounts, reassign inactive owners

Audit & Planning

Score the org across 8 dimensions, turn it into a plan
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