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revops-salesforce

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Salesforce implementation patterns for revenue operations teams. Use when the user mentions Salesforce, SFDC, Salesforce setup, Salesforce object model, Salesforce Flows, record-triggered flows, Salesforce automation, Salesforce properties, Salesforce reporting, Salesforce dashboards, opportunity stages in Salesforce, Salesforce pipeline, collaborative forecasting, Einstein, CRM Analytics, Pipeline Inspection, Salesforce data model, Salesforce migration, Process Builder replacement, Salesforce field governance, Salesforce territory management, or Salesforce integrations. Also trigger on 'our Salesforce is a mess,' 'how should we set up Salesforce,' 'migrate from Process Builder to Flow,' or any CRM architecture question where the team uses Salesforce. BOUNDARY: Covers Salesforce-specific implementation. For CRM-agnostic strategy, see revops-strategy. For HubSpot, see revops-hubspot. For generic enrichment, see data-enrichment. For generic routing, see lead-routing.

skills/rutger-katz/revops-salesforce/SKILL.md

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# Salesforce Implementation for B2B Revenue Operations

The Salesforce equivalent of revops-hubspot. Covers object model architecture, Flow automation, opportunity pipeline configuration, forecasting setup, reporting patterns, and integration architecture; all specific to Salesforce.

**For deeper dives**, read the reference files:
- `references/sfdc-object-model.md`: Object relationships, custom objects, record types, field governance
- `references/sfdc-automation-flows.md`: Flow types, migration from Process Builder, architecture patterns
- `references/sfdc-pipeline-forecasting.md`: Opportunity stages, forecast categories, collaborative forecasting, Pipeline Inspection

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## Salesforce vs HubSpot: Architectural Differences

When advising clients on Salesforce (especially those familiar with HubSpot), ground the conversation in these structural differences:
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