salesforce-leadgenius

AI Agent Skill — Export leads from LeadGenius and import them into Salesforce with custom AI fields

What This Skill Does

This skill provides a complete, battle-tested workflow for importing LeadGenius leads into a Salesforce org, including:

• 🔐 Connected App setup — Step-by-step Salesforce OAuth2 configuration
• 📐 17 custom fields — AI Score, Qualification, Justification, Next Action, Cold Email, LinkedIn Connect, Seniority, Departments, and more — all prefixed with LG_
• 🔓 Field-Level Security (FLS) — Automated SOAP deploy to make custom fields accessible via the API
• 📥 CSV import — Full field mapping from LeadGenius's 120-column CSV to Salesforce standard + custom fields
• 🤖 One-click script — lg_to_sf.py handles everything: auth, field creation, FLS, import, verification
• 📋 List View — Manual setup guide to surface AI insights in Salesforce

Quick Start

# 1. Install dependencies
pip3 install requests python-dotenv

# 2. Configure .env with Salesforce credentials
cp .env.example .env   # Edit with your Connected App & user credentials

# 3. Import leads
python3 scripts/lg_to_sf.py --csv leads.csv --campaign "My Campaign"

Installation as Agent Skill

npx @thierryteisseire/salesforce-leadgenius

Or reference the SKILL.md directly from your agent's skill configuration.

Field Mapping Summary

| LeadGenius Column | Salesforce Field | Type | |---|---|---| | First Name, Last Name, Email… | Standard Lead fields | — | | Ai Score Value | LG_AI_Score__c | Number | | Ai Qualification | LG_Qualification__c | Text | | Ai Score Justification | LG_Justification__c | LongTextArea | | Ai Next Action | LG_Next_Action__c | LongTextArea | | Ai Cold Email | LG_Cold_Email__c | LongTextArea | | Linkedin Url | LG_LinkedIn_URL__c | URL | | Seniority | LG_Seniority__c | Text | | Lead Id | LG_Lead_ID__c | Text (External ID) | | + 8 more | See SKILL.md | — |

Key Lessons Learned

1. Always deploy FLS after creating fields — fields exist but are invisible without it
2. Omit the State field for French data — region names fail Salesforce validation
3. Password + Security Token must be concatenated with no separator
4. List Views cannot be created via API in some org types — manual setup required

Documentation

See SKILL.md for the complete guide with code snippets, troubleshooting, and the automated import script.

License

MIT © Thierry Teisseire