Salesforce Skill
Skill by lucas-riverbi
Why use this skill?
Manage your Salesforce CRM data, perform SOQL queries, and automate record management directly through the OpenClaw AI agent interface.
Install via CLI (Recommended)
clawhub install openclaw/skills/skills/lucas-riverbi/salesforce-skillWhat This Skill Does
The Salesforce Skill enables the OpenClaw AI agent to interface directly with Salesforce CRM environments. By leveraging the Salesforce CLI (sf), this skill allows the agent to execute SOQL queries, manage records across various Salesforce objects (Accounts, Contacts, Leads, Opportunities, Cases), and handle org authentication. It acts as a bridge between natural language instructions and the complex Salesforce API architecture, allowing users to perform administrative and data-driven tasks without needing to manually write complex queries or navigate the web interface.
Installation
To integrate this skill, ensure you have the Salesforce CLI installed on your host system via npm install @salesforce/cli or brew install salesforce-cli. Once installed, add the skill to your OpenClaw environment using the command: clawhub install openclaw/skills/skills/lucas-riverbi/salesforce-skill. After installation, authenticate your session by running sf org login web or by setting the SALESFORCE_ACCESS_TOKEN environment variable to ensure the agent has the necessary permissions to access your specific Salesforce org.
Use Cases
This skill is ideal for sales professionals, CRM administrators, and account managers. Typical use cases include:
- Rapidly querying pipeline data to identify opportunities in specific stages.
- Automating the creation of new lead records from unstructured communication.
- Extracting customer contact information into structured formats like CSV for reporting.
- Checking the status of open cases or support tickets to provide faster responses to clients.
Example Prompts
- "Find all opportunities in the 'Prospecting' stage and list their account names and total amounts."
- "Create a new lead for Jane Smith at TechCorp, email [email protected], with a status of 'Open - Not Contacted'."
- "Export all contact records for the Marketing department into a CSV file named marketing_contacts.csv."
Tips & Limitations
To get the most out of this skill, ensure your target org is properly set using sf config set target-org <alias>. Be cautious when running bulk update or delete operations, as these directly affect your production or sandbox data. The skill relies on the presence of the sf binary; if the agent reports command not found, verify that the CLI is in your PATH. Note that complex object relationships in SOQL may require specific permissions, so ensure your Salesforce user profile has sufficient read/write access to the targeted objects.
Metadata
Not sure this is the right skill?
Describe what you want to build — we'll match you to the best skill from 16,000+ options.
Find the right skillPaste this into your clawhub.json to enable this plugin.
{
"plugins": {
"official-lucas-riverbi-salesforce-skill": {
"enabled": true,
"auto_update": true
}
}
}Tags(AI)
Flags: external-api, file-write, file-read