salesforce-dx
Query Salesforce data and manage sales pipelines using the `sf` CLI. Use for SOQL queries (simple to complex), opportunity pipeline analysis, forecast reporting, data exports, schema exploration, and CRM data operations. Also use for executive workflows like looking up deals by name, finding contact info to email prospects, preparing pipeline reviews, and cross-referencing CRM data with other tools. Triggers on Salesforce, SOQL, pipeline, opportunity, forecast, CRM data, deal lookup, prospect email, account info, or sf CLI questions.
Why use this skill?
Manage Salesforce CRM data, execute SOQL queries, and perform pipeline analysis directly through OpenClaw using the powerful sf CLI integration.
Install via CLI (Recommended)
clawhub install openclaw/skills/skills/rjmcgirr-pl/salesforce-dxWhat This Skill Does
The salesforce-dx skill provides a robust interface between OpenClaw and the Salesforce CLI (sf). It allows agents to interact directly with Salesforce CRM data by executing SOQL queries, managing pipeline snapshots, and performing complex data analysis. Whether you are looking to pull specific deal information, generate forecast reports, or perform bulk data exports for offline auditing, this skill enables seamless CRM operations within your agent workspace.
Installation
To install this skill, use the following command within your environment:
clawhub install openclaw/skills/skills/rjmcgirr-pl/salesforce-dx
Ensure you have the sf CLI authenticated against your target organization using sf org login web before attempting to execute commands.
Use Cases
This skill is designed for Sales Operations, Revenue Intelligence, and CRM Administrators. It is perfect for extracting real-time pipeline status, conducting win/loss analysis by stage, identifying high-priority accounts, and retrieving contact information for prospect outreach. It simplifies the workflow of summarizing weekly pipeline reviews by replacing manual clicks in the Salesforce UI with precise, automated query execution.
Example Prompts
- "Check the current pipeline for this quarter. Give me a summary of total opportunity values grouped by StageName."
- "Find all 'Closed Won' opportunities for the last 30 days and export the list to a file named last_month_wins.csv."
- "Who are the top 5 sales reps by total opportunity amount for deals that are still open?"
Tips & Limitations
When dealing with datasets exceeding 2,000 records, always utilize the --bulk flag to ensure query success. Use the sf sobject list and sf sobject describe commands frequently to verify API names and schema structure, as SOQL is case-sensitive and requires exact field identifiers. Note that the skill relies on the underlying system's authentication state; if your org token expires, re-authentication via the CLI is required. Always be cautious with broad queries on production environments to avoid unnecessary consumption of your API limits.
Metadata
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Find the right skillPaste this into your clawhub.json to enable this plugin.
{
"plugins": {
"official-rjmcgirr-pl-salesforce-dx": {
"enabled": true,
"auto_update": true
}
}
}Tags(AI)
Flags: file-write, file-read, external-api