Salesforce

Organization

refly-ai

salesforce

Integrate with Salesforce for CRM operations. Use when you need to: (1) create and query Salesforce records, (2) manage accounts and opportunities, or (3) automate sales workflows.

Overview

Publisher	refly-ai
Repository	`refly-skills`
Skill name	`salesforce`
Stars	204
Forks	26
Bundled files	Instructions only
Links	Skill source Repository

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
Self-contained
Everything the model needs lives in the instructions — no extra files to sync.
Open source
Published by refly-ai on GitHub. Read the source before you install it.

Installation

Install the Salesforce AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
https://github.com/refly-ai/refly-skills/tree/main/skills/salesforce
Enable the skill in any chat where you want it available.

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/refly-ai/refly-skills.git /tmp/refly-skills
mkdir -p .claude/skills
cp -r /tmp/refly-skills/skills/salesforce .claude/skills/salesforce

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Salesforce in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Salesforce on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Salesforce is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

Salesforce

Integrate with Salesforce for CRM operations. Use when you need to: (1) create and query Salesforce records, (2) manage accounts and opportunities, or (3) automate sales workflows.

Input

Provide input as JSON:

json
{
  "record_type": "Type of CRM record to create (e.g., Lead, Contact, Account, Opportunity)",
  "record_data": "JSON data for the new record (e.g., {\"FirstName\": \"John\", \"LastName\": \"Doe\", \"Company\": \"Acme Corp\", \"Email\": \"john@acme.com\"})",
  "query_criteria": "Search criteria for querying records (e.g., company name, email domain, date range)"
}

Execution (Pattern C: Action)

Step 1: Run the Skill and Get Run ID

bash
RESULT=$(refly skill run --id skpi-l8hjpo6mjeb871d1y8ttw0og --input '{
  "object_type": "Lead",
  "first_name": "John",
  "last_name": "Doe",
  "company": "Tech Corp"
}')
RUN_ID=$(echo "$RESULT" | jq -r '.payload.workflowExecutions[0].id')
# RUN_ID is we-xxx format, use this for workflow commands

Step 2: Open Workflow in Browser and Wait for Completion

bash
open "https://refly.ai/workflow/c-voxvui1zpu15a7j8zmf6mjwa"
refly workflow status "$RUN_ID" --watch --interval 30000

Step 3: Confirm Action Status

bash
# Confirm record created
STATUS=$(refly workflow detail "$RUN_ID" | jq -r '.payload.status')
echo "Action completed with status: $STATUS"

Expected Output

Type: API Response
Format: JSON CRM data (record ID)
Action: Confirm record created/updated successfully

Rules

Follow base skill workflow: ~/.claude/skills/refly/SKILL.md

Frequently asked questions

What does the Salesforce AI skill do?

Integrate with Salesforce for CRM operations. Use when you need to: (1) create and query Salesforce records, (2) manage accounts and opportunities, or (3) automate sales workflows.

Why use Salesforce on TypingMind?

Because you install it once and use it with any model. Salesforce is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Salesforce in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/refly-ai/refly-skills/tree/main/skills/salesforce. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Salesforce?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Salesforce?

As many as you like. As long as a model supports skills, you can use Salesforce with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Salesforce AI skill free?

It is published on GitHub by refly-ai. Check the repository for licensing terms. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

Salesforce

Input

Execution (Pattern C: Action)

Step 1: Run the Skill and Get Run ID

Step 2: Open Workflow in Browser and Wait for Completion

Step 3: Confirm Action Status

Expected Output

Rules

Frequently asked questions

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