Redeep agent

Salesforce Ops

By Redeep

See which leads and deals need attention, why they are stalled, and what to do next. Your Salesforce data becomes pipeline health checks, account briefs, follow-up drafts, and a weekly sales digest.

Included skills

Salesforce Ops

Keep leads and opportunities moving in Salesforce. Use for pipeline health checks, stalled deals, account briefs, next-step and follow-up drafts, or weekly sales digests. Requires an authorized Salesforce connection; Slack delivery and Gmail drafts are optional and remain approval-gated.

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The agent download includes this skill and its supporting files. To use the skill on its own, install it in Redeep or download the pack and open it in Redeep.

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SHA-256: 0a8c317bdb3a1dc641dbc364f0c3a58d5802bfc6118f9f4a6d10981ceb725125

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Before you start

Best for: Small sales teams already using Salesforce to manage leads, accounts, and opportunities.

Bring: An authorized Salesforce org and the pipeline, accounts, owners, and time window to review.

Connections

salesforce — registry lookup required. Salesforce per-user OAuth

Setup

Connect Salesforce's official Hosted SObject Reads/All MCP or official @salesforce/mcp package as server id salesforce; do not substitute a third-party gateway.
Authenticate with per-user Salesforce OAuth, select the target org, and verify production versus sandbox before any query.
Optional: bind Slack for digest delivery and Google Workspace for Gmail drafts; neither is required for Salesforce-only reports.