01
Install the skill
One-time setup · takes about 2 minutes
OpenClaw CLI Required
$ openclaw skills install salesforce-easy
Downloads all scripts and a pinned requirements.txt to your OpenClaw skills folder.
Python dependencies Required
$ cd ~/.openclaw/skills/salesforce-easy
$ pip install -r requirements.txt
⚠
Always install from requirements.txt. Versions are pinned to reviewed releases — do not run a bare
pip install simple-salesforce.
02
Connect to Salesforce
Choose one credential method
🌟 Salesforce Platform CLI — zero secrets needed
The safest method. The sf CLI stores tokens in your local keychain after a one-time browser login. No passwords, no client secrets, no .env secrets needed.
Step 1 — install the CLI (one time)
$ npm install -g @salesforce/cli
Step 2 — authenticate in browser (one time)
$ sf org login web --alias myorg
$ # For sandbox:
$ sf org login web --alias mysandbox --instance-url https://test.salesforce.com
Step 3 — extract token into skill
$ python scripts/oauth.py platform --list
$ python scripts/oauth.py platform --alias myorg
Token is set in the current process. To persist: copy the printed SALESFORCE_ACCESS_TOKEN and SALESFORCE_INSTANCE_URL values into your .env file.
npm install sf
sf org login web
oauth.py platform
token loaded ✓
Verify connection
$ python scripts/connect.py test
Expected: "Connection active. Logged in as: Your Name"
03
Query your data
Natural language · no SOQL needed
Leads
Contacts & Accounts
Opportunities & pipeline
Custom SOQL (advanced)
"Run SOQL: SELECT Name, Email FROM Lead
WHERE Company LIKE '%Tech%'
ORDER BY CreatedDate DESC LIMIT 50"
WHERE Company LIKE '%Tech%'
ORDER BY CreatedDate DESC LIMIT 50"
04
Create & update records
All writes require explicit confirmation
Create — leads
Create — opportunities & tasks
Update records
Duplicates
05
Bulk & destructive ops
Confirmation required · backups auto-exported
⚠
Every create, update, and delete — single or bulk — requires confirmed=True before executing. The skill shows you exactly what will be affected and asks you to confirm. Bulk deletes automatically export a snapshot of records before deletion.
Confirmation flow
You make request
Skill previews impact
You say "yes"
Changes applied
Limits per batch
| Operation | Max records | Impact level |
|---|---|---|
| Bulk create | 200 | reversible |
| Bulk update | 200 | review first |
| Bulk delete | 200 | backup auto-exported |
Example bulk commands
06
GTM data standardization
standardize.py · automate.py
Step 1 — create custom fields in Salesforce Setup Manual step
Go to Setup → Object Manager → Lead → Fields & Relationships → New. Repeat for Contact and Account.
GTM_Industry__cPicklist
GTM_Vertical__cPicklist
GTM_Role_Category__cPicklist
GTM_Seniority__cPicklist
GTM_Standardized__cCheckbox
Step 2 — audit existing data
$ python scripts/standardize.py audit --object all
Shows data quality score and unmapped field counts. Read-only — no changes made.
Step 3 — preview changes
$ python scripts/standardize.py preview --object Lead --limit 20
$ python scripts/standardize.py execute --object all --dry-run
Step 4 — run the backfill
$ python scripts/standardize.py execute --object all
Maps all existing Lead, Contact, and Account records to your GTM taxonomy.
Step 5 — automate new records Sandbox first
⚠
Flows are org-wide. Test in a sandbox before deploying to production.
$ python scripts/automate.py deploy --confirm
$ python scripts/automate.py status
Flows deploy in Draft state. Go to Setup → Flows to activate each one manually.
Reports
$ python scripts/standardize.py report --type attribution
$ python scripts/standardize.py report --type gaps
07
Troubleshooting
Common errors and fixes
| Error | Cause | Fix |
|---|---|---|
| Authentication failed | Wrong credentials | Check SALESFORCE_INSTANCE_URL, regenerate token |
| Invalid session ID | Token expired | Re-run OAuth flow, update .env |
| Invalid SOQL query | Wrong field name | Field names are case-sensitive — check API name in Setup |
| No results found | Sharing rules | Check record permissions and org sharing settings |
| Request limit exceeded | API cap hit | Developer Edition = 15k calls/day. Wait or upgrade |
| GTM fields not found | Setup skipped | Create custom fields manually in Salesforce Setup (step 6) |
| Query timeout | Too many records | Add LIMIT clause, use indexed filter fields (Id, Email) |
API rate limits by edition
| Edition | API calls / 24h |
|---|---|
| Developer Edition | 15,000 |
| Professional Edition | 1,000 per user |
| Enterprise Edition | 5,000 per user |
| Unlimited Edition | 5,000 per user |