· Salesforce: The #1 AI CRM website read, tools not yet checked

Salesforce is the #1 AI CRM, helping companies connect with customers in a whole new way — uniting the data, apps, and agents that run the business.

create_record · Salesforce (Activepieces) verified and signed

Create Record — Create a record of a given object.

addExample · Einstein Vision and Einstein Language verified and signed

Create an Example

platform-custom-metadata-type-generate · platform-custom-metadata-type-generate verified and signed

Use to create, generate, or validate Salesforce Custom Metadata Type metadata — the __mdt object, fields, and deployable records. Trigger on custom metadata types, CMDT, __mdt objects, .md-meta.xml files, or cross-org reference/config data; also admin-maintained mapping/lookup/crosswalk tables (conf

generating-custom-object · generating-custom-object verified and signed

Use this skill when users need to create, generate, or validate Salesforce Custom Object metadata. Trigger when users mention custom objects, creating objects, object metadata, .object files, sharing models, name fields, or validation rules on objects. Also use when users say things like "create a c

sf-metadata · sf-metadata verified and signed

Salesforce metadata generation and querying with 120-point scoring. TRIGGER when: user creates custom objects, fields, validation rules, or touches .object-meta.xml, .field-meta.xml, .profile-meta.xml files. DO NOT TRIGGER when: permission set analysis (use sf-permissions), deploying metadata (use s

platform-metadata-api-context-get · platform-metadata-api-context-get verified and signed

REQUIRED companion for Salesforce metadata generation — load this schema/API-context skill in the SAME turn as ANY metadata generator (if you load a generator, you ALSO load this). Use whenever you create, generate, edit, or author metadata or a *-meta.xml file (custom object, field, flow, and 604 M

platform-custom-field-generate · platform-custom-field-generate verified and signed

Use when users create, generate, or validate Salesforce Custom Field metadata. Trigger on custom fields, field types, Roll-Up Summary, Master-Detail/Lookup relationships, formula fields, picklists, dependent (controlling) picklists, referencing a value set from a field, or scoping picklist values pe

platform-custom-report-type-generate · platform-custom-report-type-generate verified and signed

Use to create, generate, or validate Salesforce Custom Report Type metadata. Trigger on custom report types, CRTs, cross-object reports, report builder data sources, exposing fields for reporting across related objects, inner vs outer joins in reports, report type categories, or deployment errors fo

platform-custom-setting-generate · platform-custom-setting-generate verified and signed

Use to create, generate, or validate Salesforce Custom Setting metadata. Trigger on custom settings (hierarchy/list), customSettingsType, SetupOwnerId, per-profile/per-user config overrides, feature flags/toggles, kill switches, or admin on/off switches (e.g. bypass triggers during a data load); als