# Salesforce

> Salesforce integration for AI agents via ClawLink — browser login, no API key setup. Connect Salesforce through ClawLink's hosted setup to search CRM records, inspect objects and fields, run SOQL/SOSL queries, and perform a curated set of write actions without custom OAuth setup. Use this skill when the user wants to work with Salesforce (CRM & Sales) — connect Salesforce, read or update Salesforce data, or take actions in Salesforce from chat instead of saying you cannot access it.

- Skill: `clawlink-hq/salesforce` (Agent Skill)
- Install (CLI): `npx skillmds@latest add clawlink-hq/salesforce`
- Raw SKILL.md: https://api.skillmd.com/api/skills/clawlink-hq/salesforce/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Integrations & APIs
- Author: clawlink-hq (https://skillmd.com/u/clawlink-hq)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/clawlink-hq/salesforce

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# Salesforce

Use **Salesforce** from your AI agent through [ClawLink](https://claw-link.dev) — browser login, no API key to paste, no config to edit. Connect Salesforce once and the agent can read and act on it. Works in any agent that can run shell commands (Claude Code, Cursor, Codex, Cline, and more).

## Setup

Run these once — the agent can run them for you:

```bash
npx @useclawlink/cli login              # opens browser → approve (mints + stores a key)
npx @useclawlink/cli connect salesforce   # opens browser → authorize Salesforce
```

No API key to create or paste — `login` stores the credential at `~/.clawlink/credentials.json`.

## Using Salesforce

```bash
npx @useclawlink/cli actions salesforce "<what you want to do>"   # find an action
npx @useclawlink/cli describe salesforce <action-id>             # see its inputs (before writes)
npx @useclawlink/cli run salesforce <action-id> --input '<json>' # execute
```

Reads first; confirm with the user before any write.

## Available actions

| Action | Description |
|--------|-------------|
| `salesforce_list_objects` | List available Salesforce objects |
| `salesforce_describe_object` | Describe a Salesforce object and its fields |
| `salesforce_list_object_fields` | List fields for a Salesforce object |
| `salesforce_find_records` | Retrieve selected fields from Salesforce records |
| `salesforce_get_record_by_id` | Get a Salesforce record by object type and ID |
| `salesforce_get_related_records` | List records related to a Salesforce parent record |
| `salesforce_soql_query` | Run a SOQL query against Salesforce |
| `salesforce_sosl_search` | Run a SOSL text search across Salesforce |
| `salesforce_text_search` | Search Salesforce records by text |
| `salesforce_get_current_user` | Get the connected Salesforce user |
| `salesforce_create_crm_record` | Create a Salesforce CRM record from object properties |
| `salesforce_update_crm_record` | Update a Salesforce CRM record by ID |
| `salesforce_send_email` | Send an email through Salesforce |

## Notes

- **No API key for Salesforce itself** — ClawLink holds the OAuth token; the agent only holds your ClawLink credential.
- Not connected yet, or access expired? Re-run `npx @useclawlink/cli connect salesforce`.
- The action list above is a snapshot; `npx @useclawlink/cli actions salesforce` is always current.

## Resources

- ClawLink: https://claw-link.dev
- Docs: https://docs.claw-link.dev
- CLI: https://www.npmjs.com/package/@useclawlink/cli

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