# Salesforce

> Salesforce customer operations

Skills for Salesforce account context, sales activity, customer follow-up, and CRM workflows.

## Profile stats

- Skills: 30
- Stars: 510
- Best skill: account-context

## Links

- HTML page: https://omgskills.com/library/salesforce/
- GitHub: https://github.com/salesforce

## Featured skills

- [account-context](https://omgskills.com/skills/salesforce/salesforce-skills/salesforce-for-sales/skills/account-context/index.md) — Used to build a 360-degree brief on a company already in Salesforce: CRM state, key contacts, recent email, documents...
   - [@salesforce](https://omgskills.com/library/salesforce/index.md) · 17 stars
- [account-tiering](https://omgskills.com/skills/salesforce/salesforce-skills/salesforce-for-sales/skills/account-tiering/index.md) — Rank an account list or full book into action tiers from Salesforce ICP fit, engagement, activity, contact, and...
   - [@salesforce](https://omgskills.com/library/salesforce/index.md) · 17 stars
- [calendar-events](https://omgskills.com/skills/salesforce/salesforce-skills/salesforce-for-sales/skills/calendar-events/index.md) — Show a schedule from Salesforce Event data with local times, subjects, locations, and linked contacts, accounts or...
   - [@salesforce](https://omgskills.com/library/salesforce/index.md) · 17 stars
- [call-follow-up](https://omgskills.com/skills/salesforce/salesforce-skills/salesforce-for-sales/skills/call-follow-up/index.md) — Used to create a customer follow-up email and internal recap from a meeting transcript plus Salesforce account and...
   - [@salesforce](https://omgskills.com/library/salesforce/index.md) · 17 stars
- [call-prep](https://omgskills.com/skills/salesforce/salesforce-skills/salesforce-for-sales/skills/call-prep/index.md) — Used to build a call brief from Salesforce meeting, account, opportunity, contact, and activity data plus email,...
   - [@salesforce](https://omgskills.com/library/salesforce/index.md) · 17 stars
- [close-plan](https://omgskills.com/skills/salesforce/salesforce-skills/salesforce-for-sales/skills/close-plan/index.md) — Used to build a customer-facing business case and dated mutual action plan from Salesforce opportunity data plus...
   - [@salesforce](https://omgskills.com/library/salesforce/index.md) · 17 stars
- [customer-health](https://omgskills.com/skills/salesforce/salesforce-skills/salesforce-for-sales/skills/customer-health/index.md) — Assess customer health from Salesforce account, renewal, case, task, and health data plus email, calendar, documents,...
   - [@salesforce](https://omgskills.com/library/salesforce/index.md) · 17 stars
- [customer-voice](https://omgskills.com/skills/salesforce/salesforce-skills/salesforce-for-sales/skills/customer-voice/index.md) — Compile attributable customer quotes and themes from call transcripts and email threads across Salesforce-scoped...
   - [@salesforce](https://omgskills.com/library/salesforce/index.md) · 17 stars
- [daily-briefing](https://omgskills.com/skills/salesforce/salesforce-skills/salesforce-for-sales/skills/daily-briefing/index.md) — Used to create today's sales briefing from Salesforce events, near-term and overdue deals, account context,...
   - [@salesforce](https://omgskills.com/library/salesforce/index.md) · 17 stars
- [deal-advance-gap](https://omgskills.com/skills/salesforce/salesforce-skills/salesforce-for-sales/skills/deal-advance-gap/index.md) — Map an opportunity's path to advance or close from Salesforce stage, stakeholder, activity, qualification, and risk...
   - [@salesforce](https://omgskills.com/library/salesforce/index.md) · 17 stars
- [deal-review](https://omgskills.com/skills/salesforce/salesforce-skills/salesforce-for-sales/skills/deal-review/index.md) — Used to build a scored deal-health assessment from Salesforce fields, contacts and activity plus email, documents and...
   - [@salesforce](https://omgskills.com/library/salesforce/index.md) · 17 stars
- [deal-signals](https://omgskills.com/skills/salesforce/salesforce-skills/salesforce-for-sales/skills/deal-signals/index.md) — Used to build a deal-risk digest from Salesforce close dates, activity, next steps and forecast fields plus email,...
   - [@salesforce](https://omgskills.com/library/salesforce/index.md) · 17 stars

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