# salesforce-setup

> Set up Salesforce for B2B SaaS GTM — object model, opportunity pipelines, lead management, reports and dashboards, auto…

Set up Salesforce for B2B SaaS GTM — object model, opportunity pipelines, lead management, reports and dashboards, automation (Flows), and enrichment integration. Use when configuring Salesforce for sales or revops. Triggers on: "Salesforce setup", "configure Salesforce", "Salesforce CRM", "Salesforce pipeline", "Salesforce automation", or any Salesforce configuration request.

- Type: Skill
- Made by: LeadMagic
- Category: Sales
- Formats: Skills
- Version: 1.2.0
- Source: https://github.com/leadmagic/gtm-skills/tree/HEAD/skills/automation/salesforce-setup
- Page: https://pluginboard.ai/skills/salesforce-setup

## Works with

- ChatGPT
- Claude
- Gemini
- GitHub Copilot
- Cursor
- Claude Code
- Codex
- Antigravity
- Gemini CLI
- Replit
- OpenClaw
- OpenCode
- Hermes Agent

## Install

### ChatGPT

In ChatGPT: Download the salesforce-setup folder and zip it, then Plugins → Skills → Create → Upload from your computer. Business and Enterprise plans.

View the folder on GitHub: https://github.com/LeadMagic/gtm-skills/tree/HEAD/skills/automation/salesforce-setup

### Claude

In Claude (web or desktop): Download the salesforce-setup folder and zip the folder itself, then upload it in Customize → Skills.

View the folder on GitHub: https://github.com/LeadMagic/gtm-skills/tree/HEAD/skills/automation/salesforce-setup

### Gemini

In Gemini: Download the salesforce-setup folder, then at gemini.google.com click Customize → Skills → Create → Upload and pick the folder (or a .zip of it).

View the folder on GitHub: https://github.com/LeadMagic/gtm-skills/tree/HEAD/skills/automation/salesforce-setup

### GitHub Copilot

Run in your terminal:

```shell
npx -y degit LeadMagic/gtm-skills/skills/automation/salesforce-setup ~/.copilot/skills/salesforce-setup
```

View the folder on GitHub: https://github.com/LeadMagic/gtm-skills/tree/HEAD/skills/automation/salesforce-setup

### Cursor

Run in your terminal:

```shell
npx -y degit LeadMagic/gtm-skills/skills/automation/salesforce-setup ~/.cursor/skills/salesforce-setup
```

View the folder on GitHub: https://github.com/LeadMagic/gtm-skills/tree/HEAD/skills/automation/salesforce-setup

### Claude Code

Run in your terminal:

```shell
npx -y degit LeadMagic/gtm-skills/skills/automation/salesforce-setup ~/.claude/skills/salesforce-setup
```

View the folder on GitHub: https://github.com/LeadMagic/gtm-skills/tree/HEAD/skills/automation/salesforce-setup

Or all of GTM Skills, in Claude Code:

```text
/plugin marketplace add LeadMagic/gtm-skills
/plugin install gtm-skills@gtm-skills
```

### Codex

Run in your terminal:

```shell
npx -y degit LeadMagic/gtm-skills/skills/automation/salesforce-setup ~/.agents/skills/salesforce-setup
```

View the folder on GitHub: https://github.com/LeadMagic/gtm-skills/tree/HEAD/skills/automation/salesforce-setup

### Antigravity

In Antigravity: Copy the salesforce-setup folder into ~/.gemini/config/skills (Antigravity app and IDE) or ~/.gemini/antigravity-cli/skills (Antigravity CLI).

View the folder on GitHub: https://github.com/LeadMagic/gtm-skills/tree/HEAD/skills/automation/salesforce-setup

### Gemini CLI

Run in your terminal:

```shell
npx -y degit LeadMagic/gtm-skills/skills/automation/salesforce-setup ~/.gemini/skills/salesforce-setup
```

View the folder on GitHub: https://github.com/LeadMagic/gtm-skills/tree/HEAD/skills/automation/salesforce-setup

### Replit

Run in your terminal:

```shell
npx -y degit LeadMagic/gtm-skills/skills/automation/salesforce-setup .agents/skills/salesforce-setup
```

View the folder on GitHub: https://github.com/LeadMagic/gtm-skills/tree/HEAD/skills/automation/salesforce-setup

### OpenClaw

Run in your terminal:

```shell
npx -y degit LeadMagic/gtm-skills/skills/automation/salesforce-setup ~/.openclaw/skills/salesforce-setup
```

View the folder on GitHub: https://github.com/LeadMagic/gtm-skills/tree/HEAD/skills/automation/salesforce-setup

### OpenCode

Run in your terminal:

```shell
npx -y degit LeadMagic/gtm-skills/skills/automation/salesforce-setup ~/.config/opencode/skills/salesforce-setup
```

View the folder on GitHub: https://github.com/LeadMagic/gtm-skills/tree/HEAD/skills/automation/salesforce-setup

### Hermes Agent

Run in your terminal:

```shell
npx -y degit LeadMagic/gtm-skills/skills/automation/salesforce-setup ~/.hermes/skills/salesforce-setup
```

View the folder on GitHub: https://github.com/LeadMagic/gtm-skills/tree/HEAD/skills/automation/salesforce-setup

---
From Pluginboard (https://pluginboard.ai).