Communityv1.0.0

Salesforce

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.

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Skill Details

Slug
salesforce-dx
Latest Version
1.0.0
Author
rjmcgirr-pl
Published
Jan 27, 2026
Updated
Feb 26, 2026
Total Versions
1

How to Install

  1. 1 on OpenClawdBots (takes under 60 seconds).
  2. 2Open your bot dashboard and go to the Skills tab.
  3. 3Switch to the ClawHub tab and search for “Salesforce”.
  4. 4Click Install and the skill is deployed to your bot automatically.

Changelog — v1.0.0

v1.0.0 - Initial Release• Core SOQL query patterns (basic, relationships, aggregations, bulk)• Pipeline management queries (snapshots, win/loss analysis, forecasts)• Executive workflows for deal lookup, contact outreach, and account intelligence• Cross-tool integration patterns (Salesforce + Email/Calendar)• Schema discovery commands• Ready-to-use reference files: 25+ pipeline queries, advanced SOQL patterns• Schema export script for quick object documentation