Run weekly account review and sync
sales-weeklyskillsetup L3★2
yeutterg/claude-code-sales-skills ↗What it does
Run weekly account review sync
Best for
Sales teams that need automated weekly account reviews and Salesforce sync.
Inputs
- · Vault path and account files
- · Salesforce instance and credentials
- · Custom field configuration
Outputs
- · Account file integrity report
- · Salesforce updates (opportunity status)
- · Deal ledger entries (status changes)
Requires
- · Salesforce API/CLI (sf)
- · File system access (Obsidian vault)
Preconditions
- · Salesforce CLI installed and authenticated
- · Obsidian vault exists at configured path
- · sales-config.md in ~/.claude/skills/
Failure modes
- · Corrupted account files block processing
- · Salesforce auth timeout halts run
- · Missing transclusion targets produce blank sections
Trust signals
- · Account file integrity checks (YAML, dataview blocks, transclusion embeds)
- · Auto-fix capability (missing fences, truncation, broken fields)
- · Pre-check validation (vault exists, Salesforce CLI authenticated)
- · Parallel subagent architecture for independent scans