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sf-leadslisted

Enriches Salesforce Lead and Contact records with verified data from web research — titles, industries, websites, company size, LinkedIn profiles — writing back via a Salesforce MCP server with per-field source citations and user approval before every update. Use when the user asks to enrich leads or contacts, fill in missing lead data, research a lead's company, update lead info from the web, or fix incomplete lead records. Do NOT use for bulk SOQL or DML against lead records (use sf-data), campaign performance and ROI analysis (use sf-campaigns), or org-wide data-quality auditing (use sf-audit). Usage: /sf-leads [find|enrich|report] {lead-name|criteria} ...
kugamon/salesforce-core-skills · ★ 0 · Data & Documents · score 68
Install: claude install-skill kugamon/salesforce-core-skills
# Salesforce Lead & Contact Enrichment Research-driven enrichment: find records with gaps, verify facts from public sources, and update Salesforce only with citations attached and approval given. Accuracy beats completeness — a wrong Industry is worse than a blank one. The universal record-writing rules this skill obeys are shared canon at `../../shared/standards/record-data-quality.md`; object-level stewardship (profiling, dedupe/merge, batched fixes, mass updates) belongs to **sf-records**. ## Dispatch | Argument or intent | Workflow | | ------------------------------------------ | -------- | | `find`, "which leads need enrichment" | Gap Analysis | | `enrich` (+ name or criteria) | Enrich | | `report`, after a batch | Results Report | Initialize the org connection first (`org_init` convention — see `references/execution-modes.md`) — unless running in Demo mode (below), which has no org to connect to. ## Gap Analysis ```sql SELECT Id, FirstName, LastName, Company, Title, Email, Phone, Industry, LeadSource, Website, NumberOfEmployees, Status FROM Lead WHERE IsConverted = false AND (Title = null OR Industry = null OR Website = null OR NumberOfEmployees = null) ORDER BY CreatedDate DESC LIMIT 20 ``` Adapt the WHERE to the user's criteria (status, source, owner, recency). Report the gap profile — which fields are missing at what rate — before enriching; sometimes the answer is a process fix, not