salesforce-setup SKILL.md skillA
salesforce-setup from leadmagic/gtm-skills is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add leadmagic/gtm-skills/salesforce-setup@v1.2.0Pins v1.2.0 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- leadmagic/gtm-skills
- Path
skills/automation/salesforce-setup/SKILL.md- Versions recorded
- 6
- Latest version
- v1.2.0, committed Oct 1, 2026
- First version recorded
- Jun 8, 2026
- Size
- 7,397 bytes
- Repository stars
- 76
- License
- MIT
Set up Salesforce for B2B SaaS GTM — object model, opportunity pipelines, lead management, reports and dashboards, automation (Flows), and enrichment integration. Use when configuring Salesforce for sales or revops. Triggers on: "Salesforce setup", "configure Salesforce", "Salesforce CRM", "Salesforce pipeline", "Salesforce automation", or any Salesforce configuration request.
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# Salesforce Setup ## Overview Salesforce is the enterprise CRM standard. It's infinitely customizable and infinitely misconfigurable. This skill covers GTM-specific Salesforce setup: object model for B2B SaaS, opportunity pipelines, lead management, Flows automation, reporting, and enrichment integration. Designed for teams that have outgrown HubSpot or require enterprise-grade customization. ## Authoritative Foundations - **Salesforce Architecture — Lead/Account/Contact/Opportunity** — Opportunity stages, forecasting categories, and RevOps object hygiene. - **Marc Benioff** — Trust selling, land-and-expand, customer success in CRM - **Force.com Platform** — Flows, validation, reporting ## When to Use - "Set up Salesforce for our sales team" - "Configure Salesforce opportunity pipeline" - "Set up Salesforce Flows automation" - "Build Salesforce reports and dashboards" - "Migrate from HubSpot to Salesforce" ## Step-by-Step Process Load **crm-toolkit** first — crm-selection, contacts-vs-leads (**Lead vs Contact** decision), salesforce-blueprint, and implementation-partners (Salesforce almost always needs SI help). ### Phase 1: Object Model …
Read the whole file at its exact version.
How to install
mdr add leadmagic/gtm-skills/salesforce-setup@sha256:0b7d9d2b5c9f8b3aThe line at the top of this page pins the label v1.2.0, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_4p2tj3djjuytsc4w)
3 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 6 versions of this file, between Jun 8, 2026 and Oct 1, 2026, about one every 23 days.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| v1.2.0 latest | 2026-10-01 | ca0d2ec | 7,397 B | A | view · diff |
| v1.2.0 | 2026-09-02 | a19750a | 7,497 B | A | view · diff |
| v1.2.0 | 2026-06-10 | e030e67 | 7,491 B | A | view · diff |
| v1.2.0 | 2026-06-10 | 17b6e1f | 7,658 B | A | view · diff |
| v1.2.0 | 2026-06-10 | 9f00d65 | 7,659 B | A | view · diff |
| v1.0.0 | 2026-06-08 | 07ce0cd | 6,584 B | A | view |
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (7397 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
leadmagic/gtm-skills · 76 stars · license MIT · pushed 2026-10-14 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_4p2tj3djjuytsc4w GET https://markdownregistry.com/api/v1/resolve?ref=leadmagic/gtm-skills/salesforce-setup GET https://markdownregistry.com/api/v1/blob/0b7d9d2b5c9f8b3a703b5bc30309728f32088ee4c9785a6123a5999fe0bfce11
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.