Redeep Download

Skills / salesforce-ops

Get more customers

Keep Leads Moving and Follow Up Faster

Technical skill: Salesforce Ops

See which leads and deals need attention, why they are stalled, and what to do next. Your Salesforce data becomes pipeline health checks, account briefs, follow-up drafts, and a weekly sales digest.

Version 1.0.0Redeep 0.2.8+Publisher Redeep

What you need to get started.

Best for
Small sales teams already using Salesforce to manage leads, accounts, and opportunities.
You provide
An authorized Salesforce org and the pipeline, accounts, owners, and time window to review.
Technical name
Salesforce Ops
Also known as
  • sales operations
  • pipeline management
  • CRM follow-up
Software
Redeep 0.2.8 or newer on macOS · Claude Desktop / Claude Code · Codex CLI
MCP connectors
  • salesforce — registry lookup required
Credential checklist
  • Salesforce per-user OAuth — salesforce (browser-assisted OAuth)
Setup after install
  1. Connect Salesforce's official Hosted SObject Reads/All MCP or official @salesforce/mcp package as server id salesforce; do not substitute a third-party gateway.
  2. Authenticate with per-user Salesforce OAuth, select the target org, and verify production versus sandbox before any query.
  3. Optional: bind Slack for digest delivery and Google Workspace for Gmail drafts; neither is required for Salesforce-only reports.
Artifact SHA-25645d13e1c1d7ed6a5c1190c7452fc6283aa627b08af47022933b449af1ab307b3
View the skill