salesforce-ops

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

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

┌─────────────────┐     ┌──────────────┐     ┌──────────────────┐
│   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.

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

# 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": "[e-mail]"}'

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

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

Connection Management

List Connections

clawlink_list_integrations

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

Verify Connection

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:

1. Direct the user to https://claw-link.dev/dashboard?add=salesforce
2. After they confirm, call clawlink_list_integrations to verify
3. 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

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

Create a new lead

clawlink_call_tool --tool "salesforce_create_lead" \
  --params '{
    "last_name": "Smith",
    "company": "Acme Corp",
    "email": "[e-mail]",
    "lead_source": "Web"
  }'

Create a task

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

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

Clone a record

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

Discovery Workflow

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

Execution Workflow

┌─────────────────────────────────────────────────────────────┐
│  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                                   │
└─────────────────────────────────────────────────────────────┘

1. For unfamiliar tools, ambiguous requests, or any write action, call clawlink_describe_tool first.
2. Use the returned guidance, schema, whenToUse, askBefore, safeDefaults, examples, and followups to shape the call.
3. Prefer read, list, search, and get operations before writes when that reduces ambiguity.
4. For writes or anything marked as requiring confirmation, call clawlink_preview_tool first.
5. Execute with clawlink_call_tool. Pass confirmation only after the preview matches the user's intent.
6. 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

1. Check that the ClawLink plugin is installed:

   openclaw plugins list
   

2. If the plugin is installed but tools are missing, tell the user to send /new as a standalone message to reload the catalog.
3. If a fresh chat does not help, run:

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

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

Troubleshooting: Invalid Tool Call

1. Ensure the integration slug is exactly salesforce.
2. Use clawlink_describe_tool to verify parameter names and types before calling.
3. For write operations, always call clawlink_preview_tool first.
4. 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

Related Skills

• HubSpot CRM — For inbound marketing and CRM
• Microsoft Dynamics 365 — For Microsoft CRM integration

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