Download for MacApple silicon, macOS 14+
Skill

close-plan

@salesforce Updated 2026-10-19

Build a customer-facing business case and dated mutual action plan from Salesforce opportunity data plus transcripts, email, documents, and Slack. Use to frame why buy and why now, quantify return, map the path to signature, or test the close date.

Install

With your agent

Install OMGSkills skill "salesforce/salesforce-skills:salesforce-for-sales/skills/close-plan" 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/close-plan ~/.claude/skills/close-plan

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. ⛔ WIDGET OUTPUT ONLY after data assembly. Once all queries return, immediately call displaywidget — at most a single one-line render-wait notice before it, and no summaries, transitions, or narration. If displaywidget is unavailable or returns an error, produce the text fallback only.