This post was originally published on LinkedIn.

(1) SFDC automation auditing

Old way: click into every flow to review what it’s doing and document.

New way: connect Claude Code to SFDC, pull down the metadata, get AI to review and summarize.

(2) Running 20 pivots of data to analyze and share

Old way: painstakingly build 20 reports in SFDC, adding filters/columns/charts, screenshot and add to deck

New way: push data into Claude Code, give the right context, ask for the pivots, it writes python code to produce data and charts, creates deck

(3) Mass data updates/adjustments or event list imports

Old way: get csv, review data/filter columns, write formulas, update columns manually by hand, add columns, etc

New way: leverage pre-built skill that uses deterministic scripts to update data and AI to reason across data to update columns that simple logic can’t handle

(4) Mass testing of Hubspot/Marketo forms and triggered processes

Old way: someone on the team has to click through and fill out 100 web forms and hates their life while doing it, then manually reviews the activity log.

New way: Claude Code with agent-browser (or equivalent) handed list of URLs, Claude Code leverages agent-browser to navigate to each URL, review the form, and fill it out for you. Download activity log and Claude Code reviews what triggered and when and compares to expected outcomes and builds Sheet with pass/fail.