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Salesforce Enricher

/salesforce-enricher

Pull Salesforce Contacts, Leads, or Accounts, fill missing fields via SyncGTM waterfall, review, then write back on your confirmation.

Download Skillsalesforce-enricher.zip · free

Overview

salesforce-enricher pulls Contact, Lead, or Account records from Salesforce, uses SyncGTM to find any missing fields — email, phone, LinkedIn URL, domain, industry, headcount, title, location — shows a review table, then writes confirmed results back. It never writes without your explicit go-ahead. (Needs the Salesforce connector.)

How it works

  1. 1

    Clarifies which objects and fields to enrich and which records to target

  2. 2

    Queries Salesforce for records missing the target fields, capturing each record Id

  3. 3

    Runs waterfall enrichment per field via SyncGTM, retrying failures up to 5 times

  4. 4

    Shows a full review table with confidence and estimated credit spend for your confirmation

  5. 5

    Writes confirmed values back one record at a time, never overwriting existing data

How to use it

  1. 1

    Download the skill file — it saves as salesforce-enricher.zip.

  2. 2

    In Claude, open Settings → Capabilities → Skills and upload the .zip (or unzip the salesforce-enricher/ folder into .claude/skills/ for Claude Code).

  3. 3

    Connect Salesforce, then tailor it — e.g. 'Customize salesforce-enricher to fill Email and LinkedIn on Leads only'.

  4. 4

    Trigger it anytime by typing /salesforce-enricher and naming the records and fields to enrich.

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Ready to run /salesforce-enricher on your own data?