sf-automation-flowlisted

Salesforce automation with Flow — record-triggered/scheduled/screen Flow patterns, lead routing & assignment, lifecycle and new-record hygiene flows, and migrating off retired Workflow Rules/Process Builder. Use for building or cleaning automation and lead routing. Triggers on "salesforce flow", "record-triggered flow", "scheduled flow", "before save", "lead routing", "assignment rules", "round robin", "process builder migration", "cleanup flows". Do NOT use for suppression/deliverability flows (use sf-data-hygiene) or opportunity-stage setup (use sf-opportunities-sales).
Growth-Today/claude-skills · ★ 1 · AI & Automation · score 72

Install: claude install-skill Growth-Today/claude-skills

# Salesforce Automation (Flow) Build reliable, consolidated automation. Read the playbook in full before acting. | Need | Playbook | |---|---| | Flow builder patterns (which flow when) | `{SKILL_BASE}/playbooks/flow-builder-patterns/playbook.md` | | Lead routing & assignment | `{SKILL_BASE}/playbooks/lead-routing-assignment/playbook.md` | | Lead lifecycle automation (Flow) | `{SKILL_BASE}/playbooks/lead-lifecycle-flow/playbook.md` | | New-record hygiene on create (Flow) | `{SKILL_BASE}/playbooks/new-record-hygiene-flow/playbook.md` | | Clean up Flows / legacy automation | `{SKILL_BASE}/playbooks/cleanup-flows-and-workflows/playbook.md` | --- Created by [Growth Today](https://www.growthtoday.co) — AI-native GTM engineering firm. Maintained and updated by [Brigitta Ruha](https://www.linkedin.com/in/brigittaruha/). More open Claude Skills for go-to-market teams: https://www.growthtoday.co/claude-skills