--- name: salesloft-core-workflow-b description: >- Reconcile Salesloft cadence membership state and engagement counts with an incremental, restartable read workflow. Use when building sales outcome reporting or downstream CRM synchronization. Trigger with "Salesloft cadence analytics", "Salesloft membership sync", or "Salesloft engagement reconciliation". argument-hint: "[repository-path] [team-alias] [cursor]" allowed-tools: Read, Glob, Grep, WebFetch, Write, Edit version: 1.6.0 author: Jeremy Longshore license: MIT tags: - saas - salesloft - reconciliation model: inherit effort: medium compatibility: Designed for Claude Code --- # Salesloft Cadence Outcome Reconciliation ## Overview This skill synchronizes cadence membership state and its documented engagement counts without relying on obsolete activity paths. It preserves mutable-record semantics and a restartable cursor. ## Prerequisites - A named team and destination dataset - `cadences:read` plus any endpoint-specific read scope - A durable microsecond-precision `updated_at` cursor - A documented merge key and data-retention policy ## Tool Discipline Use `Read`, `Glob`, and `Grep` to inspect schemas, sync checkpoints, and consumers. Use `WebFetch` only for current Salesloft endpoint and polling documentation. Use `Write` or `Edit` after confirming the destination contract. ## Current Contract - `GET /v2/cadence_memberships` supports `updated_at` filters, `sort_by=updated_at`, direction, page, and `per_page` up to 100. - A membership is mutable and reused when a person later returns to the same cadence. - Current state includes processing, staged, active, scheduled, pending, completed, removed, reassigned, and archived outcomes. - Documented counts include views, clicks, replies, calls, sent emails, and bounces. ## Authentication Use the explicit team credential with the minimum read scopes. Never mix cursors or destination partitions between teams. ## Instructions 1. Define the destination key, accepted fields, retention window, and team partition. 2. Start from a durable cursor with a deliberate overlap window for equal timestamps. 3. Fetch memberships ordered by `updated_at` ascending with a bounded page size. 4. Upsert by stable membership ID and treat state and counts as replaceable snapshots. 5. Advance the cursor only after the destination transaction succeeds. 6. Deduplicate overlap records and compare source, processed, and committed counts. 7. Reconcile periodic samples against Salesloft and alert on gaps or backward cursors. ## Approval Boundaries Keep this workflow read-only in Salesloft. Do not infer immutable cadence episodes, individual email events, or user performance conclusions from aggregate membership counts alone. ## Output Return team partition, cursor interval, pages and endpoint cost, source/upsert/deduplicated counts, reconciliation result, and next durable cursor. ## Error Handling | Condition | Response | |---|---| | Cursor moves backward | Stop and restore the last committed checkpoint. | | Same timestamp repeats | Use overlap plus stable-ID deduplication; never skip blindly. | | 429 | Preserve the page and cursor, then resume after bounded backoff. | | Destination partial failure | Roll back or replay the page before advancing. | ## Examples The example below shows the minimum redacted evidence expected from a successful invocation of this operator workflow. ```text team=team-42; fetched=100; upserted=98; overlap=2; cursor=committed ``` ## Resources - [Skill-specific official documentation](references/official-docs.md) - [List cadence memberships](https://developers.salesloft.com/docs/api/cadence-memberships-index/) - [Efficient cursor poller](https://developers.salesloft.com/docs/platform/guides/building-an-efficient-cursor-poller/) --- Source attribution: jeremylongshore Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/salesloft-pack/skills/salesloft-core-workflow-b/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) 2025 Jeremy Longshore 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: jeremylongshore Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/salesloft-pack/skills/salesloft-core-workflow-b/SKILL.md Attribution basis: Source repository record Fields of work: Marketing, Sales Roles: Account Executive, Growth Marketer, Marketing Analyst, Sales Operations, Sales Development Rep (SDR) Specialties: API, Design, Frontend, Mobile Tools: Salesloft, Salesforce Country applicability: Country not specified Classification basis: Source catalog labels Instruction SHA-256: 8baefce0ceaccfaaaf9312a91dae9afc21ed0e1c4ef32abd146acbe65d6786c7