cyberneticlibrary

Run weekly account review and sync

sales-weeklyskillsetup L32
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