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Governed Salesforce record workflow v1.0.0

Use this resource to operate Salesforce records in a governed way

New

  • 459 downloads
  • 195 likes
  • 176 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install salesforce-governed-record-workflow

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent checks CRUD rights, field access and metadata, writes selective SOQL queries, previews changes and reconciles the result. You get an idempotent, traceable operation on your Salesforce objects.

Mostly picked by

Updated November 2, 2026

Card for the “Governed Salesforce record workflow” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md : checks on rights and metadata
  • SKILL.md : bounded SOQL queries, change preview and reconciliation

Good fit for

  • You need to correct customer records in bulk
  • You want to extract a subset of records using precise criteria

Not for

    Tags

    • salesforce
    • soql
    • records

    About

    You say

    “Update the status of last month's closed opportunities, after previewing the changes.”

    Card for the “Governed Salesforce record workflow” skill

    Skill published by Jeremy Longshore <jeremy@intentsolutions.io> under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to operate Salesforce records in a governed way
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md4.1 KB

    Origin and licence

    Listed unmodified

    Author
    Jeremy Longshore <jeremy@intentsolutions.io>
    Source
    github.com/jeremylongshore/tons-of-skills-marketplace/tree/ab85a061f7bcc039dac13ee193de7a4cd4388571/skills/.curated/salesforce-core-workflow-a
    Licence
    MIT

    Notice

    « salesforce-core-workflow-a » (Jeremy Longshore <jeremy@intentsolutions.io>, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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