salesforce-sdr-admin

What This Skill Does

The salesforce-sdr-admin skill acts as a sophisticated, UI-driven automation agent for Salesforce. Unlike API-based integrations, this skill operates directly within your browser, mimicking the workflow of a human SDR or administrator. It is designed to navigate Sales Cloud, Service Cloud, Experience Cloud, and Revenue Cloud/CPQ with precision. The agent manages leads, opportunities, cases, and quotes by interacting with standard Salesforce web components, ensuring that every click and input is handled securely. It includes mandatory safety gates, requiring explicit user confirmation before any write operation occurs. Furthermore, it implements strict prompt-injection defenses to protect against malicious instructions found in record data or web page content. By leveraging your local browser profile, it respects your existing authentication sessions and credential management protocols.

Installation

To integrate this skill into your environment, use the OpenClaw CLI tool. Ensure your system has the required browser automation drivers configured before running the install command:

clawhub install openclaw/skills/skills/sfdcbrewery/salesforce-sdr-admin

After installation, verify that the OpenClaw Chrome extension is installed and enabled, as this is required to bridge communication between the AI agent and your Salesforce active tab.

Use Cases

• Lead Management: Automate lead qualification, conversion, and follow-up activities without manual data entry.
• Administrative Configuration: Navigate the Salesforce Setup menu to perform tasks like field creation, validation rule updates, or user profile modifications.
• Sales Operations: Manage complex CPQ quote generation and opportunity pipeline updates.
• Developer Support: Use the Developer Console UI to make minor adjustments to Apex classes or Lightning Web Components (LWC) when a local IDE is not available.
• Service Optimization: Bulk-update case statuses or reassign high-priority tickets based on live dashboard analysis.

Example Prompts

1. "Navigate to the 'New Business' opportunity for ACME Corp, update the stage to 'Negotiation', and add a follow-up task for next Tuesday."
2. "Go to the Salesforce Setup menu, find the 'Lead Source' picklist, and add 'Referral' as a new value."
3. "Open the developer console and modify the 'AccountTrigger' Apex class to add a debug log for validation updates."

Tips & Limitations

• Safety First: Always review the summary provided by the agent before confirming a write action. The agent will never bypass these confirmation hurdles.
• Credential Security: Never share your login credentials in the chat. The agent is strictly configured to use local environment variables or browser autofill.
• MFA Handling: If your org requires multi-factor authentication, the agent will pause and allow you to complete the challenge manually to maintain security compliance.
• UI Dependency: Because this skill operates via the UI, significant changes to your Salesforce CSS or custom page layouts may occasionally require re-calibration of the interaction logic.