Sf Opportunities Sales

Name: Sf Opportunities Sales
Author: Growth-Today

ASecurity

Salesforce opportunities and sales setup — sales process & Opportunity stages, lead conversion field mapping, products & price books, forecasting, campaigns & influence, opportunity cleanup, and lead status/stage fixes. Use for pipeline design, forecasting, quoting, and marketing attribution. Triggers on "opportunity stages", "sales process", "lead conversion", "products", "price books", "forecasting", "quota", "campaigns", "campaign influence", "cleanup opportunities", "fix lead status". Do ...

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Added September 5, 2026

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SKILL.md

---
name: sf-opportunities-sales
description: Salesforce opportunities and sales setup — sales process & Opportunity stages, lead conversion field mapping, products & price books, forecasting, campaigns & influence, opportunity cleanup, and lead status/stage fixes. Use for pipeline design, forecasting, quoting, and marketing attribution. Triggers on "opportunity stages", "sales process", "lead conversion", "products", "price books", "forecasting", "quota", "campaigns", "campaign influence", "cleanup opportunities", "fix lead status". Do NOT use for routing leads (use sf-automation-flow) or pipeline reporting (use sf-reporting).
---

# Salesforce Opportunities & Sales

Build and run the sales pipeline and forecast. Read the playbook in full before acting.

| Need | Playbook |
|---|---|
| Sales process & Opportunity stages | `{SKILL_BASE}/playbooks/sales-process-and-stages/playbook.md` |
| Lead conversion field mapping | `{SKILL_BASE}/playbooks/lead-conversion-mapping/playbook.md` |
| Products & price books | `{SKILL_BASE}/playbooks/products-and-price-books/playbook.md` |
| Forecasting setup | `{SKILL_BASE}/playbooks/forecasting-setup/playbook.md` |
| Campaigns & influence | `{SKILL_BASE}/playbooks/campaigns-and-influence/playbook.md` |
| Clean opportunity data | `{SKILL_BASE}/playbooks/cleanup-opportunities/playbook.md` |
| Fix lead status & opportunity stages | `{SKILL_BASE}/playbooks/fix-lead-status-and-stages/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