Salesforce

Salesforce CRM integration with managed OAuth. Manage accounts, contacts, leads, opportunities, campaigns, tasks, reports, SOQL queries, and SObject records through the Salesforce REST API.

Jay@hith3sh

Install

openclaw skills install @hith3sh/salesforce-ops

Salesforce

Connect to Salesforce to manage accounts, contacts, leads, opportunities, campaigns, tasks, reports, and SObject records. Query data with SOQL, create and update records, manage files and attachments, and work with Salesforce objects via the REST API.

This skill uses ClawLink for hosted connection flows and credentials so you do not need to configure Salesforce OAuth access yourself.

Setup in 3 Steps

Step 1: Install	Step 2: Pair Account	Step 3: Connect Salesforce
		App-specific connection GIF coming soon
Run the install command in OpenClaw	Sign in and approve the device	Open the dashboard and connect Salesforce

How It Works

text

┌─────────────────┐     ┌──────────────┐     ┌──────────────────┐
│   OpenClaw      │────▶│   ClawLink   │────▶│  Salesforce API  │
│   (User Chat)   │     │   (OAuth)    │     │  (SObjects,      │
│                 │     │              │     │  Reports, SOQL)  │
└─────────────────┘     └──────────────┘     └──────────────────┘
         │                    │                      │
         │  1. Install Plugin │                      │
         │  2. Pair Device    │                      │
         │  3. Connect Salesforce │                   │
         │                    │  4. OAuth Proxy      │
         │                    │  5. Request Forward  │
         │                    │                      │
         ▼                    ▼                      ▼
   ┌──────────┐        ┌──────────┐         ┌──────────┐
   │   SKILL  │        │ Dashboard│         │ Salesforce│
   │   File   │        │   Auth   │         │  Cloud   │
   └──────────┘        └──────────┘         └──────────┘

Install

Install the verified ClawLink plugin from ClawHub. After the user confirms, complete the full setup so ClawLink tools are visible in the next OpenClaw chat.

bash

openclaw plugins install clawhub:clawlink-plugin
openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
openclaw gateway restart

Then tell the user: "OpenClaw has been restarted. Send /new as a standalone message to start a fresh chat, then ask for Salesforce again."

Quick Start

bash

# Get account details
clawlink_call_tool --tool "salesforce_get_account" --params '{"account_id": "YOUR_ACCOUNT_ID"}'

# Search across objects with SOSL
clawlink_call_tool --tool "salesforce_execute_sosl_search" --params '{"query": "FIND {Alice*} RETURNING Contact"}'

# Create a new lead
clawlink_call_tool --tool "salesforce_create_lead" --params '{"last_name": "Smith", "company": "Acme Corp", "email": "alice@acme.com"}'

Authentication

All Salesforce tool calls are authenticated automatically by ClawLink using the user's connected Salesforce account via OAuth.

No OAuth setup is required in chat. ClawLink manages the OAuth flow and token refresh automatically.

Getting Connected

Install the ClawLink plugin (see Install above).
Pair the plugin with clawlink_begin_pairing if it is not configured yet.
Open https://claw-link.dev/dashboard?add=salesforce and connect Salesforce via OAuth.
Call clawlink_list_integrations to verify the connection is active.

Connection Management

List Connections

bash

clawlink_list_integrations

Response: Returns all connected integrations. Look for salesforce in the list.

Verify Connection

bash

clawlink_list_tools --integration salesforce

Response: Returns the live tool catalog for Salesforce.

Reconnect

If Salesforce tools are missing or the connection shows an error:

Direct the user to https://claw-link.dev/dashboard?add=salesforce
After they confirm, call clawlink_list_integrations to verify
Then call clawlink_list_tools --integration salesforce

Security & Permissions

Access is scoped to the Salesforce org and OAuth scopes granted during connection.
All write operations require explicit user confirmation. Before executing any create, update, or delete call, confirm the target resource and intended effect with the user.
Destructive actions (delete account, delete lead, delete opportunity) are marked as high-impact and must be confirmed.
SOQL and SOSL queries read data without modification — no confirmation required for read operations.

Tool Reference

Account Management

Tool	Description	Mode
`salesforce_get_account`	Retrieve a specific account by ID with all available fields	Read
`salesforce_create_account`	Create a new account in Salesforce (returns ID at `data.response_data.id`)	Write
`salesforce_delete_account`	Permanently delete an account from Salesforce	Write
`salesforce_associate_contact_to_account`	Associate a contact with an account by updating its AccountId field	Write

Contact & Lead Management

Tool	Description	Mode
`salesforce_get_contact`	Retrieve a specific contact by ID with all available fields	Read
`salesforce_get_lead`	Retrieve a specific lead by ID with all available fields	Read
`salesforce_create_contact`	Create a new contact in Salesforce	Write
`salesforce_create_lead`	Create a new lead (`LastName` and `Company` required; org validation may require additional fields)	Write
`salesforce_delete_contact`	Permanently delete a contact from Salesforce	Write
`salesforce_delete_lead`	Permanently delete a lead from Salesforce	Write
`salesforce_add_contact_to_campaign`	Add a contact to a campaign by creating a CampaignMember record	Write
`salesforce_add_lead_to_campaign`	Add a lead to a campaign (both IDs must reference active, existing records)	Write
`salesforce_apply_lead_assignment_rules`	Apply configured lead assignment rules to route a lead to the appropriate owner	Write

Opportunity Management

Tool	Description	Mode
`salesforce_get_opportunity`	Retrieve a specific opportunity by ID with all available fields	Read
`salesforce_create_opportunity`	Create a new opportunity in Salesforce	Write
`salesforce_delete_opportunity`	Permanently delete an opportunity from Salesforce	Write
`salesforce_clone_opportunity_with_products`	Clone an opportunity and optionally its line items	Write
`salesforce_add_opportunity_line_item`	Add a product (line item) to an opportunity	Write

Campaign Management

Tool	Description	Mode
`salesforce_get_campaign`	Retrieve a specific campaign by ID with all available fields	Read
`salesforce_create_campaign`	Create a new campaign (`name` required; `type`, `status`, `start_date`, `end_date` often required by org validation)	Write
`salesforce_delete_campaign`	Permanently delete a campaign from Salesforce	Write

Task Management

Tool	Description	Mode
`salesforce_create_task`	Create a new task to track activities related to contacts, leads, or other records	Write
`salesforce_complete_task`	Mark a task as completed with optional completion notes	Write

Notes & Attachments

Tool	Description	Mode
`salesforce_get_note`	Retrieve a specific note by ID (private notes require sufficient permissions)	Read
`salesforce_create_note`	Create a new note attached to a Salesforce record (no deduplication — identical calls create duplicates)	Write
`salesforce_delete_note`	Permanently delete a note from Salesforce	Write

Files & Collaboration

Tool	Description	Mode
`salesforce_get_file_information`	Retrieve comprehensive metadata for a file (ownership, sharing, download URLs, rendition status)	Read
`salesforce_get_file_content`	Return binary content of a Salesforce file for download or retrieval	Read
`salesforce_get_file_shares`	Get information about objects with which a file has been shared	Read
`salesforce_delete_file`	Permanently delete a file from Salesforce	Write
`salesforce_get_chatter_resources`	Access Chatter resources directory (feeds, groups, users, emojis, streams)	Read

Search & Query

Tool	Description	Mode
`salesforce_execute_sosl_search`	Execute a SOSL search to search across multiple Salesforce objects simultaneously	Read
`salesforce_get_query_job_results`	Retrieve results for a completed Bulk API v2 query job in CSV format	Read
`salesforce_get_sobject_by_external_id`	Retrieve a Salesforce record by matching an external ID field value	Read

SObject & Record Operations

Tool	Description	Mode
`salesforce_get_s_object_record`	Retrieve a single Salesforce record by ID from any sObject type	Read
`salesforce_get_a_batch_of_records`	Retrieve multiple Salesforce records in a single request (up to 200 records)	Read
`salesforce_create_s_object_record`	Create a new record of any standard or custom Salesforce object type	Write
`salesforce_delete_sobject`	Delete a single Salesforce record by its ID (idempotent — deleting same record multiple times returns success)	Write
`salesforce_delete_sobject_collections`	Delete up to 200 records in one request with optional rollback	Write
`salesforce_clone_record`	Clone an existing Salesforce record (optionally apply field updates to the clone)	Write
`salesforce_create_sobject_tree`	Create nested parent-child record hierarchies in a single atomic operation (up to 200 records, 5 levels deep)	Write
`salesforce_execute_sobject_quick_action`	Execute a specific quick action on an sObject to create records with pre-configured defaults	Write

Bulk Data Operations

Tool	Description	Mode
`salesforce_get_job_failed_record_results`	Get records that failed during a Bulk API 2.0 ingest operation	Read
`salesforce_get_job_successful_record_results`	Get records successfully processed during a bulk operation	Read
`salesforce_get_job_unprocessed_record_results`	Get records not processed during a bulk operation (job aborted or interrupted)	Read
`salesforce_close_or_abort_job`	Close (state: UploadComplete) or abort (state: Aborted) a Bulk API v2 ingest job	Write

Metadata & Discovery

Tool	Description	Mode
`salesforce_get_all_custom_objects`	Retrieve all Salesforce objects (standard and custom) with metadata	Read
`salesforce_get_all_fields_for_object`	Retrieve all fields (standard and custom) for a Salesforce object	Read
`salesforce_get_api`	Discover available REST API resources for a specified Salesforce API version	Read
`salesforce_get_org_limits`	Retrieve organization limits with max and remaining allocations	Read
`salesforce_get_record_counts`	Get total record counts for specified Salesforce objects	Read
`salesforce_get_object_list_views`	Discover available filtered views of records for an object	Read
`salesforce_get_compact_layouts`	Retrieve compact layout information for multiple Salesforce objects	Read

List Views & Records

Tool	Description	Mode
`salesforce_get_list_view_results`	Retrieve results of a list view for a specified sObject (2,000 record limit)	Read
`salesforce_get_list_view_records_by_id`	Return record data for a list view by its ID	Read
`salesforce_get_list_view_records_by_name`	Retrieve paginated records matching a list view's filters and sorting	Read
`salesforce_get_mru_list_view_records`	Get records from the most recently used (MRU) list view for an object	Read
`salesforce_get_child_records`	Get child records for a parent record and child relationship name	Read
`salesforce_get_related_list_records_contacts`	Retrieve related list records with filtering and pagination parameters	Read

Reports & Dashboards

Tool	Description	Mode
`salesforce_get_dashboard`	Get detailed metadata for a specific dashboard (components, layout, filters)	Read

Custom Fields & Objects

Tool	Description	Mode
`salesforce_create_custom_field`	Create a custom field on a Salesforce object using the Tooling API	Write
`salesforce_create_custom_object`	Create a custom object in Salesforce using the Metadata API	Write

Code Examples

Get an account by ID

bash

clawlink_call_tool --tool "salesforce_get_account" \
  --params '{"account_id": "YOUR_ACCOUNT_ID"}'

Create a new lead

bash

clawlink_call_tool --tool "salesforce_create_lead" \
  --params '{
    "last_name": "Smith",
    "company": "Acme Corp",
    "email": "alice@acme.com",
    "lead_source": "Web"
  }'

Create a task

bash

clawlink_call_tool --tool "salesforce_create_task" \
  --params '{
    "subject": "Follow up with Alice",
    "status": "Not Started",
    "priority": "High",
    "who_id": "CONTACT_ID",
    "what_id": "ACCOUNT_ID"
  }'

Search for contacts with SOSL

bash

clawlink_call_tool --tool "salesforce_execute_sosl_search" \
  --params '{"query": "FIND {Alice*} RETURNING Contact(Id, Name, Email)"}'

Clone a record

bash

clawlink_call_tool --tool "salesforce_clone_record" \
  --params '{"record_id": "YOUR_RECORD_ID"}'

Discovery Workflow

Call clawlink_list_integrations to confirm Salesforce is connected.
Call clawlink_list_tools --integration salesforce to see the live catalog.
Treat the returned list as the source of truth. Do not guess or assume what tools exist.
If the user describes a capability but the exact tool is unclear, call clawlink_search_tools with a short query and integration salesforce.
If no Salesforce tools appear, direct the user to https://claw-link.dev/dashboard?add=salesforce.

Execution Workflow

text

┌─────────────────────────────────────────────────────────────┐
│  READ OPERATIONS (Safe)                                     │
│  list → get → search → describe → call                      │
│                                                             │
│  Example: Get account → List contacts → Show results         │
└─────────────────────────────────────────────────────────────┘
                               │
                               ▼
┌─────────────────────────────────────────────────────────────┐
│  WRITE OPERATIONS (Require Confirmation)                    │
│  describe → preview → confirm → call                        │
│                                                             │
│  Example: Describe tool → Preview changes → User approves   │
│           → Execute create                                   │
└─────────────────────────────────────────────────────────────┘

For unfamiliar tools, ambiguous requests, or any write action, call clawlink_describe_tool first.
Use the returned guidance, schema, whenToUse, askBefore, safeDefaults, examples, and followups to shape the call.
Prefer read, list, search, and get operations before writes when that reduces ambiguity.
For writes or anything marked as requiring confirmation, call clawlink_preview_tool first.
Execute with clawlink_call_tool. Pass confirmation only after the preview matches the user's intent.
If the tool call fails, report the real error. Do not invent results or restate the failure as a missing capability unless the live catalog supports that conclusion.

Notes

SOQL queries (salesforce_query) return JSON results; SOSL searches (salesforce_execute_sosl_search) return search result objects.
IDs for records must reference existing records — names or emails cannot be substituted for IDs in create operations.
Org-level validation rules may require additional fields beyond the tool's documented minimums — check error responses for failing fields.
The Bulk API v2 requires closing (state: UploadComplete) or aborting (state: Aborted) ingest jobs for processing to begin.
SOQL date literals: LAST_N_DAYS:n, NEXT_N_DAYS:n, THIS_WEEK, THIS_MONTH, THIS_QUARTER, THIS_YEAR.
sObject names in tool parameters use the API name (e.g., Account, Contact, Lead, Opportunity).

Error Handling

Status / Error	Meaning
Tool not found	The tool name does not exist in the current catalog. Verify with `clawlink_list_tools --integration salesforce`.
Missing connection	Salesforce is not connected. Direct the user to https://claw-link.dev/dashboard?add=salesforce.
`INVALID_FIELD`	The specified field does not exist on the sObject. Use `salesforce_get_all_fields_for_object` to discover valid fields.
`INVALID_ID`	The provided record ID does not exist or is not accessible.
`REQUIRED_FIELD_MISSING`	A required field is missing from the request. Check the tool schema with `clawlink_describe_tool`.
`ENTITY_IS_DELETED`	The target record has been deleted and cannot be modified.
`WRITE_REJECTED`	User did not confirm a write action. Always confirm before executing writes.

Troubleshooting: Tools Not Visible

Check that the ClawLink plugin is installed:
bash
```
openclaw plugins list
```
If the plugin is installed but tools are missing, tell the user to send /new as a standalone message to reload the catalog.

If a fresh chat does not help, run:

bash

openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
openclaw gateway restart

After restart, tell the user to send /new again and retry.

Troubleshooting: Invalid Tool Call

Ensure the integration slug is exactly salesforce.
Use clawlink_describe_tool to verify parameter names and types before calling.
For write operations, always call clawlink_preview_tool first.
Verify record IDs exist before using them in write operations — use read tools to confirm IDs first.

Resources

Salesforce REST API Documentation
Salesforce SOQL Reference
Salesforce SOSL Reference
Salesforce SObject Reference
Salesforce Bulk API 2.0
ClawLink: https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=salesforce-ops
ClawLink Docs: https://docs.claw-link.dev/openclaw
ClawLink Verification: https://claw-link.dev/verify

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Salesforce

Install

Salesforce

Setup in 3 Steps

How It Works

Install

Quick Start

Authentication

Getting Connected

Connection Management

List Connections

Verify Connection

Reconnect

Security & Permissions

Tool Reference

Account Management

Contact & Lead Management

Opportunity Management

Campaign Management

Task Management

Notes & Attachments

Files & Collaboration

Search & Query

SObject & Record Operations

Bulk Data Operations

Metadata & Discovery

List Views & Records

Reports & Dashboards

Custom Fields & Objects

Code Examples

Get an account by ID

Create a new lead

Create a task

Search for contacts with SOSL

Clone a record

Discovery Workflow

Execution Workflow

Notes

Error Handling

Troubleshooting: Tools Not Visible

Troubleshooting: Invalid Tool Call

Resources

Related Skills

Related skills