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

> Ready-made Salesforce - Beta playbooks for AI agents. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Salesforce Headless 360 with AI](https://revampkey.com/marketplace/salesforce-headless-360/skills/essentials.md): 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.

## Install

- RevampKey: connect Salesforce - Beta at https://revampkey.com/marketplace/salesforce-headless-360; the skills come with it.
- Any Agent Skills tool, into the current project:

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

### 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.

MCP setup guide: https://revampkey.com/marketplace/salesforce-headless-360.md