--- name: salesforce-dx-c132c2471551 description: Query Salesforce data and manage sales pipelines using the `sf` CLI. Use for SOQL queries (simple to complex), opportunity pipeline analysis, forecast reporting, data exports, schema exploration, and CRM data operations. Also use for executive workflows like looking up deals by name, finding contact info to email prospects, preparing pipeline reviews, and cross-referencing CRM data with other tools. Triggers on Salesforce, SOQL, pipeline, opportunity, forecast, CRM data, deal lookup, prospect email, account info, or sf CLI questions. --- # Salesforce DX — Data & Pipeline Query data and manage pipelines with the `sf` CLI. ## Prerequisites ```bash # Verify CLI and auth sf --version sf org list ``` If no orgs listed, authenticate: ```bash sf org login web --alias my-org --set-default ``` ## Schema Discovery Before querying, explore available objects and fields: ```bash # List all objects sf sobject list --target-org my-org # Describe object fields sf sobject describe --sobject Opportunity --target-org my-org # Quick field list (names only) sf sobject describe --sobject Opportunity --target-org my-org | grep -E "^name:|^type:" ``` ## SOQL Queries ### Basic Patterns ```bash # Simple query sf data query -q "SELECT Id, Name, Amount FROM Opportunity LIMIT 10" # With WHERE clause sf data query -q "SELECT Id, Name FROM Opportunity WHERE StageName = 'Closed Won'" # Date filtering sf data query -q "SELECT Id, Name FROM Opportunity WHERE CloseDate = THIS_QUARTER" # Export to CSV sf data query -q "SELECT Id, Name, Amount FROM Opportunity" --result-format csv > opps.csv ``` ### Relationships ```bash # Parent lookup (Account from Opportunity) sf data query -q "SELECT Id, Name, Account.Name, Account.Industry FROM Opportunity" # Child subquery (Opportunities from Account) sf data query -q "SELECT Id, Name, (SELECT Id, Name, Amount FROM Opportunities) FROM Account LIMIT 5" ``` ### Aggregations ```bash # COUNT sf data query -q "SELECT COUNT(Id) total FROM Opportunity WHERE IsClosed = false" # SUM and GROUP BY sf data query -q "SELECT StageName, SUM(Amount) total FROM Opportunity GROUP BY StageName" # Multiple aggregates sf data query -q "SELECT StageName, COUNT(Id) cnt, SUM(Amount) total, AVG(Amount) avg FROM Opportunity GROUP BY StageName" ``` ### Bulk Queries (Large Datasets) ```bash # Use --bulk for >2000 records sf data query -q "SELECT Id, Name, Amount FROM Opportunity" --bulk --wait 10 ``` ## Pipeline Management ### Pipeline Snapshot ```bash # Open pipeline by stage sf data query -q "SELECT StageName, COUNT(Id) cnt, SUM(Amount) total FROM Opportunity WHERE IsClosed = false GROUP BY StageName ORDER BY StageName" # Pipeline by owner sf data query -q "SELECT Owner.Name, SUM(Amount) total FROM Opportunity WHERE IsClosed = false GROUP BY Owner.Name ORDER BY SUM(Amount) DESC" # Pipeline by close month sf data query -q "SELECT CALENDAR_MONTH(CloseDate) month, SUM(Amount) total FROM Opportunity WHERE IsClosed = false AND CloseDate = THIS_YEAR GROUP BY CALENDAR_MONTH(CloseDate) ORDER BY CALENDAR_MONTH(CloseDate)" ``` ### Win/Loss Analysis ```bash # Win rate by stage sf data query -q "SELECT StageName, COUNT(Id) FROM Opportunity WHERE IsClosed = true GROUP BY StageName" # Closed won this quarter sf data query -q "SELECT Id, Name, Amount, CloseDate FROM Opportunity WHERE StageName = 'Closed Won' AND CloseDate = THIS_QUARTER ORDER BY Amount DESC" # Lost deals with reasons sf data query -q "SELECT Id, Name, Amount, StageName, Loss_Reason__c FROM Opportunity WHERE StageName = 'Closed Lost' AND CloseDate = THIS_QUARTER" ``` ### Forecast Queries ```bash # Weighted pipeline (assumes Probability field) sf data query -q "SELECT StageName, SUM(Amount) gross, SUM(ExpectedRevenue) weighted FROM Opportunity WHERE IsClosed = false GROUP BY StageName" # Deals closing this month sf data query -q "SELECT Id, Name, Amount, StageName, CloseDate FROM Opportunity WHERE CloseDate = THIS_MONTH AND IsClosed = false ORDER BY Amount DESC" # Stale deals (no activity in 30 days) sf data query -q "SELECT Id, Name, Amount, LastActivityDate FROM Opportunity WHERE IsClosed = false AND LastActivityDate < LAST_N_DAYS:30" ``` ## Data Operations ### Create Records ```bash sf data create record -s Opportunity -v "Name='New Deal' StageName='Prospecting' CloseDate=2024-12-31 Amount=50000" ``` ### Update Records ```bash # By ID sf data update record -s Opportunity -i 006xx000001234 -v "StageName='Negotiation'" # Bulk update via CSV sf data upsert bulk -s Opportunity -f updates.csv -i Id --wait 10 ``` ### Export/Import ```bash # Export with relationships sf data export tree -q "SELECT Id, Name, (SELECT Id, Subject FROM Tasks) FROM Account WHERE Industry = 'Technology'" -d ./export # Import sf data import tree -f ./export/Account.json ``` ## JSON Output for Scripting Add `--json` for structured output: ```bash sf data query -q "SELECT Id, Name, Amount FROM Opportunity WHERE IsClosed = false" --json ``` Parse with jq: ```bash sf data query -q "SELECT Id, Name FROM Opportunity LIMIT 5" --json | jq '.result.records[].Name' ``` ## Common Date Literals | Literal | Meaning | |---------|---------| | TODAY | Current day | | THIS_WEEK | Current week | | THIS_MONTH | Current month | | THIS_QUARTER | Current quarter | | THIS_YEAR | Current year | | LAST_N_DAYS:n | Past n days | | NEXT_N_DAYS:n | Next n days | | LAST_QUARTER | Previous quarter | ## Troubleshooting **"Malformed query"** — Check field API names (not labels). Use `sf sobject describe` to verify. **"QUERY_TIMEOUT"** — Add filters, use `--bulk`, or add `LIMIT`. **"INVALID_FIELD"** — Field may not exist on that object or your profile lacks access. **Large result sets** — Use `--bulk` flag for queries returning >2000 records. ## Executive Workflows ### Quick Deal Lookup Find a deal by name or account: ```bash # By opportunity name (fuzzy) sf data query -q "SELECT Id, Name, Amount, StageName, CloseDate, Owner.Name, Account.Name FROM Opportunity WHERE Name LIKE '%Acme%' ORDER BY Amount DESC" # By account name sf data query -q "SELECT Id, Name, Amount, StageName, CloseDate FROM Opportunity WHERE Account.Name LIKE '%Microsoft%' AND IsClosed = false" # Recent deals I own sf data query -q "SELECT Id, Name, Amount, StageName, CloseDate, Account.Name FROM Opportunity WHERE OwnerId = '' AND IsClosed = false ORDER BY CloseDate" ``` ### Get Contact Info for Outreach Find someone to email at a company: ```bash # Contacts at an account sf data query -q "SELECT Id, Name, Email, Phone, Title FROM Contact WHERE Account.Name LIKE '%Acme%'" # Decision makers (by title) sf data query -q "SELECT Name, Email, Title, Account.Name FROM Contact WHERE Title LIKE '%CEO%' OR Title LIKE '%VP%' OR Title LIKE '%Director%'" # Contacts on a specific deal sf data query -q "SELECT Contact.Name, Contact.Email, Contact.Title, Role FROM OpportunityContactRole WHERE Opportunity.Name LIKE '%Acme%'" ``` ### Prep for Pipeline Review Get a quick executive summary: ```bash # Top 10 deals closing this quarter sf data query -q "SELECT Name, Account.Name, Amount, StageName, CloseDate, Owner.Name FROM Opportunity WHERE CloseDate = THIS_QUARTER AND IsClosed = false ORDER BY Amount DESC LIMIT 10" # Deals by rep (for 1:1s) sf data query -q "SELECT Owner.Name, COUNT(Id) deals, SUM(Amount) total FROM Opportunity WHERE IsClosed = false GROUP BY Owner.Name ORDER BY SUM(Amount) DESC" # Deals needing attention (stale) sf data query -q "SELECT Name, Amount, StageName, LastActivityDate, Owner.Name FROM Opportunity WHERE IsClosed = false AND LastActivityDate < LAST_N_DAYS:14 ORDER BY Amount DESC LIMIT 10" ``` ### Account Intelligence Before a call or meeting: ```bash # Account overview sf data query -q "SELECT Id, Name, Industry, BillingCity, Website, OwnerId FROM Account WHERE Name LIKE '%Acme%'" # All open deals with account sf data query -q "SELECT Name, Amount, StageName, CloseDate FROM Opportunity WHERE Account.Name LIKE '%Acme%' AND IsClosed = false" # Recent activities sf data query -q "SELECT Subject, Status, ActivityDate FROM Task WHERE Account.Name LIKE '%Acme%' ORDER BY ActivityDate DESC LIMIT 5" ``` ### Cross-Tool Workflows **Salesforce + Email (via gog/gmail):** 1. Find contact email: `sf data query -q "SELECT Email FROM Contact WHERE Account.Name LIKE '%Acme%'"` 2. Draft email using that address with your email tool **Salesforce + Calendar:** 1. Find deals closing soon: `sf data query -q "SELECT Name, Account.Name, CloseDate FROM Opportunity WHERE CloseDate = THIS_WEEK"` 2. Cross-reference with calendar to ensure follow-ups scheduled **Quick CRM Update After Call:** ```bash # Log a task sf data create record -s Task -v "Subject='Call with John' WhatId='' Status='Completed' ActivityDate=$(date +%Y-%m-%d)" # Update opportunity stage sf data update record -s Opportunity -i -v "StageName='Negotiation' NextStep='Send proposal'" ``` ### Finding Your User ID Needed for "deals I own" queries: ```bash sf data query -q "SELECT Id, Name FROM User WHERE Email = 'your.email@company.com'" ``` Store this in your local config for quick reference. ## References - **[soql-patterns.md](references/soql-patterns.md)** — Advanced SOQL patterns (polymorphic, semi-joins, formula fields) - **[pipeline-queries.md](references/pipeline-queries.md)** — Ready-to-use pipeline and forecast queries --- Source attribution: kbarbel640-del Original project: https://github.com/kbarbel640-del/skills/blob/e7e336ac628c3e3bd771aff1aaa469c93778f94a/skills/rjmcgirr-pl/salesforce-dx/SKILL.md License: MIT License information: https://opensource.org/license/mit Original upstream instructions; downloaded from Mega AI Hub. ## Upstream license notice MIT License Copyright (c) 2026 clawdbot Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. # Mega AI Hub resource metadata Creator / publisher: kbarbel640-del Original project: https://github.com/kbarbel640-del/skills/blob/e7e336ac628c3e3bd771aff1aaa469c93778f94a/skills/rjmcgirr-pl/salesforce-dx/SKILL.md Attribution basis: Source repository record Fields of work: Marketing, Sales Roles: Account Executive, Business Development, Customer Success Manager, Marketing Analyst, Sales Operations Specialties: API Tools: Sf Cli, Salesforce Country applicability: Country not specified Classification basis: Source catalog labels Instruction SHA-256: 2a70a41a64d4dd02b1a715f2725254f9248fe1d789d7ef022f4d0c32c7984f8f