salesforce
Salesforce CRM API integration with managed OAuth. Query records with SOQL, manage sObjects (Contacts, Accounts, Leads, Opportunities), and perform batch operations. Use this skill when users want to interact with Salesforce data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).
Install via CLI (Recommended)
clawhub install openclaw/skills/skills/byungkyu/salesforce-apiWhat This Skill Does
The Salesforce skill provides a robust gateway for OpenClaw agents to interact with Salesforce CRM environments using managed OAuth authentication. By abstracting the complexity of token management and session handling, it allows developers and users to focus on querying, creating, updating, and deleting Salesforce records (sObjects) directly through standard REST API calls. Whether you need to retrieve a list of high-value opportunities, update contact information, or manage lead conversion pipelines, this skill handles the heavy lifting of proxying requests to the correct Salesforce instance securely.
Installation
To integrate this skill into your environment, use the OpenClaw command-line interface. Run the following command in your terminal:
clawhub install openclaw/skills/skills/byungkyu/salesforce-api
Ensure you have your MATON_API_KEY set as an environment variable to authorize the gateway requests. You must also establish an active connection via ctrl.maton.ai before executing data operations.
Use Cases
- Sales Pipeline Reporting: Automatically pull open opportunities and summarize them for weekly team syncs.
- Lead Enrichment: Programmatically verify contact details and push updates back to Salesforce to keep data clean.
- Bulk Data Operations: Efficiently manage large sets of records across Accounts, Contacts, and Leads using the Salesforce REST API endpoints.
- Automated CRM Maintenance: Sync data between your local internal systems and Salesforce to ensure a single source of truth.
Example Prompts
- "Query Salesforce for all contacts created in the last 30 days and provide a summary of their companies."
- "Create a new lead in Salesforce with the name 'Jane Doe', email '[email protected]', and company 'TechCorp'."
- "Fetch the top 5 high-value opportunities currently in the 'Closed Won' stage and export the details to my dashboard."
Tips & Limitations
When working with this skill, always verify your SOQL queries before executing them to avoid hitting rate limits or returning excessive datasets. Remember that the skill proxies to the Salesforce REST API, so ensure your user role in Salesforce has the necessary permissions to perform the requested CRUD operations. If you require integration with other third-party platforms, please utilize the api-gateway skill instead. Regularly audit your connections at ctrl.maton.ai to ensure sessions remain active and authorized.
Metadata
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Find the right skillPaste this into your clawhub.json to enable this plugin.
{
"plugins": {
"official-byungkyu-salesforce-api": {
"enabled": true,
"auto_update": true
}
}
}Tags(AI)
Flags: network-access, external-api
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