Salesforce - Beta agent skills for Claude Code, Cursor and RevampKey

1 ready-made playbooks that teach an AI agent how to do real Salesforce - Beta work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Salesforce - Beta

Connect Salesforce - Beta once and all 1 skills install themselves and stay up to date. Mac, Windows and Linux.

All 1 Salesforce - Beta skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only4 Salesforce - Beta tools

Use Salesforce Headless 360 with AI

Queries your Salesforce org through the Headless 360 connector, confirming which org you mean first and asking for your explicit yes before changing any data.

Use it when

You want to look up or summarise records in a specific Salesforce org
You need to find out what objects or fields exist before asking a question
A Salesforce request is blocked by a permission or rate-limit error

Tools it uses

describe
discover
dispatch_readonly
dispatch

Example

Which org are you querying, and can you pull this quarter's open opportunities from production?

I'll confirm the org first: production, per your request. I'll use the read-only path to pull open opportunities for this quarter, showing a summary and noting if the result is paginated. Nothing will be changed without your explicit yes.

Use in RevampKeyRead the full skill →

Get all 1 without copying a file

RevampKey adds the skills when you connect Salesforce - Beta, updates them for you and removes them when you disconnect.

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How Salesforce - Beta skills work

Connect Salesforce - Beta
The Salesforce - Beta MCP server gives the agent its tools.
Ask in plain words
“Which org are you querying, and can you pull this quarter's open opportunities from production?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Salesforce - Beta skills

In RevampKey the skills install themselves when you connect Salesforce - Beta. In other tools each skill is one folder with a SKILL.md file, and you also need the Salesforce - Beta MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Salesforce - Beta. All 1 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Which org are you querying, and can you pull this quarter's open opportunities from production?”
Download RevampKeyConnect Salesforce - Beta · 1 click
Get RevampKey to connect Salesforce - Beta
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Salesforce - Beta is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
curl -fsSL --create-dirs -o .claude/skills/salesforce-headless-360-essentials/SKILL.md https://revampkey.com/marketplace/salesforce-headless-360/skills/essentials/SKILL.md
Other tools

Into this project’s .claude/skills folder

Connect the Salesforce - Beta MCP server in Claude Code.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .claude/skills/salesforce-headless-360-essentials/SKILL.md https://revampkey.com/marketplace/salesforce-headless-360/skills/essentials/SKILL.md

Ask in plain language, for example “Which org are you querying, and can you pull this quarter's open opportunities from production?”

Into the shared .agents/skills folder

Connect the Salesforce - Beta MCP server in Cursor.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .agents/skills/salesforce-headless-360-essentials/SKILL.md https://revampkey.com/marketplace/salesforce-headless-360/skills/essentials/SKILL.md

Ask in plain language, for example “Which org are you querying, and can you pull this quarter's open opportunities from production?”

Into the shared .agents/skills folder

Connect the Salesforce - Beta MCP server in Codex.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .agents/skills/salesforce-headless-360-essentials/SKILL.md https://revampkey.com/marketplace/salesforce-headless-360/skills/essentials/SKILL.md

Ask in plain language, for example “Which org are you querying, and can you pull this quarter's open opportunities from production?”

Into the shared .agents/skills folder

Connect the Salesforce - Beta MCP server in VS Code.

Run this in your project folder to add all 1 skills:

curl -fsSL --create-dirs -o .agents/skills/salesforce-headless-360-essentials/SKILL.md https://revampkey.com/marketplace/salesforce-headless-360/skills/essentials/SKILL.md

Ask in plain language, for example “Which org are you querying, and can you pull this quarter's open opportunities from production?”

RevampKey or copy the files?

In RevampKey

One click when you connect Salesforce - Beta
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Salesforce - Beta MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Salesforce - Beta skills FAQ

What is a Salesforce - Beta agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Salesforce - Beta skill describes one job, which Salesforce - Beta tools to use in which order, what to check first and when to stop and ask you.

Do the Salesforce - Beta skills change anything on their own?

1 of the 1 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Salesforce - Beta.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Salesforce - Beta; elsewhere you copy the folders into your project or skills directory.

Do I need the Salesforce - Beta MCP server too?

Yes. The skills tell the agent how to do the work; the Salesforce - Beta MCP server gives it the tools to do it. The Salesforce - Beta MCP setup guide covers every client.

Salesforce - Beta MCP server setup · This page as Markdown

Put Salesforce - Beta’s best workflows in your agent

Download RevampKey, connect Salesforce - Beta and ask your first question in about a minute.

Download RevampKey Connect Salesforce - Beta · 1 click

All 1 Salesforce - Beta skills

Use Salesforce Headless 360 with AI

Use it when

Tools it uses

Get all 1 without copying a file

How Salesforce - Beta skills work

How to install Salesforce - Beta skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Salesforce - Beta skills FAQ

Put Salesforce - Beta’s best workflows in your agent

Skills for related tools