CRM

Transform and map data between different schemas and formats. Use when converting CRM records between systems, normalizing field names, flattening nested structures, or applying business rules to data transformations.

Build integrations between multiple CRM systems with data mapping and sync logic. Use when syncing contacts between Salesforce and HubSpot, building bidirectional data flows, implementing CRM migration pipelines, or managing multi-CRM environments.

Techniques for identifying and removing duplicate records. Use when merging datasets, cleaning CRM data, or entity resolution.

Interact with Salesforce REST API for CRUD operations on CRM objects. Use when fetching contacts from Salesforce, creating leads, updating accounts, querying with SOQL, or building Salesforce integrations.

Implement OAuth 2.0 authentication flows for CRM API access. Use when authenticating with Salesforce, HubSpot, or other CRM APIs, managing access tokens, refreshing expired tokens, or building OAuth-based integrations.

Parse, transform, and generate JSON data for CRM integrations. Use when processing CRM API responses, extracting contact data from JSON exports, transforming data between systems, or preparing JSON payloads for sync operations.

Identify and merge duplicate records in CRM datasets using fuzzy matching and exact matching. Use when cleaning contact lists, merging records from multiple sources, finding duplicate customers, or consolidating CRM data before sync.

Analyze and transform tabular CRM data using pandas DataFrames. Use when processing contact records, merging customer datasets, performing data aggregations, cleaning CRM exports, or preparing data for sync operations.

Search enterprise context data (Slack, docs, meetings, PRs) from the HERB benchmark to answer questions about products, employees, customers, and organizational activities. Use when answering questions that require searching through enterprise communication and documentation.

Operational lead generation systems for ICP/offers, outbound cadences, LinkedIn/social selling, landing fixes, lead scoring, analytics, and experiment cadence with strict compliance hygiene.

Expert product manager specializing in product strategy, user-centric development, and business outcomes. Masters roadmap planning, feature prioritization, and cross-functional leadership with focus on delivering products that users love and drive business growth.

Expert sales engineer specializing in technical pre-sales, solution architecture, and proof of concepts. Masters technical demonstrations, competitive positioning, and translating complex technology into business value for prospects and customers.

Operational social media marketing system with templates, checklists, execution patterns, and decision trees for SMMA growth, paid social, content creation, offer building, and lead generation.

Creates comprehensive Salesforce integrations with 120-point scoring. Use when setting up Named Credentials, External Services, REST/SOAP callouts, Platform Events, Change Data Capture, or connecting Salesforce to external systems.

Salesforce data operations expert with 130-point scoring. Use when writing SOQL queries, creating test data, performing bulk data operations, or importing/exporting data via sf CLI.

Comprehensive Salesforce testing skill with test execution, code coverage analysis, and agentic test-fix loops. Run Apex tests, analyze coverage, generate test patterns, and automatically fix failing tests with 120-point scoring.

Creates and manages Salesforce Connected Apps and External Client Apps with 120-point scoring. Use when configuring OAuth flows, creating connected apps, setting up JWT bearer auth, or managing API access policies.

Creates and validates Salesforce flows with 110-point scoring and Winter '26 best practices. Use when building record-triggered flows, screen flows, autolaunched flows, scheduled flows, or reviewing existing flow performance.

Multi-agent orchestration system that coordinates specialized agents (PM, Architect, DevOps, QA, Tech Lead, Security) to work together on complex tasks. Implements hierarchical orchestrator-worker pattern. Activates for complex multi-step requests requiring multiple roles/skills. Keywords: build product, create SaaS, full implementation, end-to-end, multi-agent, orchestrate, coordinate roles, complex project.

Generates and reviews Salesforce Apex code with 2025 best practices and 150-point scoring. Use when writing Apex classes, triggers, test classes, batch jobs, or reviewing existing Apex code for bulkification, security, and SOLID principles.