Sf Governance Integrations

Name: Sf Governance Integrations
Author: Growth-Today

ASecurity

Salesforce governance & integrations — ownership (assign unowned, reassign from inactive users), inactive-user cleanup, Data Loader & imports, Salesforce↔HubSpot sync, and Agentforce/Einstein AI readiness. Use for user/ownership management, data loading, integrations, and AI-readiness. Triggers on "assign owner", "unowned records", "inactive users", "reassign owners", "data loader", "import data", "salesforce hubspot sync", "integration", "agentforce", "einstein", "ai readiness". Do NOT use f...

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Added September 5, 2026

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SKILL.md

---
name: sf-governance-integrations
description: Salesforce governance & integrations — ownership (assign unowned, reassign from inactive users), inactive-user cleanup, Data Loader & imports, Salesforce↔HubSpot sync, and Agentforce/Einstein AI readiness. Use for user/ownership management, data loading, integrations, and AI-readiness. Triggers on "assign owner", "unowned records", "inactive users", "reassign owners", "data loader", "import data", "salesforce hubspot sync", "integration", "agentforce", "einstein", "ai readiness". Do NOT use for profiles/permissions/sharing (use sf-security-access) or data cleanup (use sf-data-hygiene).
---

# Salesforce Governance & Integrations

Ownership, users, data movement, integrations, and AI readiness. Read the playbook in full before acting.

| Need | Playbook |
|---|---|
| Assign owners to unowned records | `{SKILL_BASE}/playbooks/assign-unowned-records/playbook.md` |
| Reassign records from inactive users | `{SKILL_BASE}/playbooks/reassign-inactive-owners/playbook.md` |
| Deactivate non-employee users | `{SKILL_BASE}/playbooks/cleanup-inactive-users/playbook.md` |
| Data Loader & imports | `{SKILL_BASE}/playbooks/data-loader-and-imports/playbook.md` |
| Salesforce ↔ HubSpot sync | `{SKILL_BASE}/playbooks/salesforce-hubspot-sync/playbook.md` |
| Agentforce / AI readiness | `{SKILL_BASE}/playbooks/agentforce-ai-readiness/playbook.md` |

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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