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": "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

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

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

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": "alice@acme.com",
    "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

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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