Download for MacApple silicon, macOS 14+
Skill

call-follow-up

@salesforce Updated 2026-10-19

Create a customer follow-up email and internal recap from a meeting transcript plus Salesforce account and opportunity history. Use after a customer call to capture decisions, commitments, objections, open questions, next steps, and proposed CRM updates.

Install

With your agent

Install OMGSkills skill "salesforce/salesforce-skills:salesforce-for-sales/skills/call-follow-up" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.

Manual command

git clone https://github.com/salesforce/salesforce-skills /tmp/salesforce-skills && ln -s /tmp/salesforce-skills/salesforce-for-sales/skills/call-follow-up ~/.claude/skills/call-follow-up

From README

Global Rules Execute silently between tool calls. Do not output planning, progress, transition, waiting, or tool-result narration between calls. Execute tool calls silently and proceed directly to the next call. Parallelize independent tasks by batching tool calls into one turn whenever possible. Before the final output, speak only when the skill explicitly requires user input, approval, an exact notice, or material error/blocked reporting. Do not invent checkpoints. Keep the final output concise. Return only the requested result or deliverable. Omit process recaps, tool-call details, redundant preambles or conclusions, and data already shown in a widget. Ground dynamic or custom relationship and field names before relying on them. Fixed standard fields that this skill explicitly marks as requiring no grounding need no extra grounding call.