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Reconcile a Salesforce record set before making corrections

Find open opportunities with missing next steps or inconsistent close dates, and get a record-level correction list before anything changes.

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Ships with ApexGenius · Shows up once you connect Salesforce · Version 1.1.0

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Find open opportunities with no next step or an inconsistent close date, and list the corrections.

What ranapexgenius · apex_skills_read · SalesforceRecordssalesforce · salesforce_describe_object · readsalesforce · salesforce_query_soql · read
Illustration of a task, not a recorded customer result.ClaudeCodexCursorGemini

What it does

  1. Verify the org and objectConfirms the selected org and describes the object before querying it.
  2. Query a bounded baselineReads only the fields it needs, with explicit filters and a fixed order.
  3. Classify what it findsApplies your business rules to each record returned.
  4. Prepare and verify a correctionShows record IDs, current and proposed values, and why, then verifies any change you ask it to make.

What it reads

  • salesforce_describe_objectReads an object's fields and types.
  • salesforce_query_soqlRuns a read-only SOQL query.

The skill never grants access. These run only because you connected Salesforce and chose what it can reach.

The skill file

---
name: salesforce-record-reconciliation
description: "Reconcile a Salesforce record set before making corrections. Find open opportunities with missing next steps or inconsistent close dates, and get a record-level correction list before anything changes. Works through ApexGenius with a connected Salesforce account; load it from any compatible AI agent."
metadata:
  category: sales
  source: "ApexGenius shipped skill SalesforceRecords 1.1.0"
---

# Reconcile a Salesforce record set before making corrections

## Try asking

> Review open opportunities in the selected org for missing next steps and inconsistent close dates, then propose a record-level correction list.

## Required context

Exact project/org, object and field API names, record filters, as-of date, business rules and requested change fields.
Download the full SKILL.md

Use it in your agent

Through ApexGeniusConnect Salesforce, add ApexGenius to your agent, and ask the question above. Every compatible agent you connect reads the same current version.
Keep a local copy
  • Claude Code~/.claude/skills/
  • Codex~/.codex/skills/
  • Cursor~/.cursor/skills/
  • ClaudeUpload in Settings
  • ChatGPTOne Markdown file
Never grants accessA skill can name an app, but it never grants a connection, a tool, or a permission.
Scripts stay inertScript files inside a skill are stored as text. ApexGenius never runs them.
Every version keptEach change saves a new version with who uploaded it: you, an import, or a named agent.
Reads are recordedWhen an agent lists or reads a skill through ApexGenius, the call appears in Tool Activity.

Pairs well with

Turn Jira work into a project status reportJiraBuild a qualified prospect listApolloReconcile two ranges and explain the differencesGoogle Sheets

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7 days free · No card required. See the skill read and every call it makes in Tool Activity.

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