Salesforce

Salesforce

Use this skill for Salesforce CRM work from an org you can access with stored OAuth credentials.

Scope

• global object discovery
• object describe / DDL-style metadata inspection
• relationship discovery for lookup, master-detail, and child links
• SOQL row queries
• Tooling API metadata queries
• lead, contact, and opportunity lookup
• opportunity stage/probability updates
• activity logging for calls, emails, and meetings on the right CRM record
• opinionated natural-language commands for common CRM workflows
• credential setup guidance using HybridClaw stored secrets

Default Workflow

1. Start with read/plan commands. Do not mutate CRM state unless the user explicitly asks.
2. Run the bundled helper directly via bash in the current session:

   python3 skills/salesforce/scripts/salesforce_query.py ...
   

3. Use plan for natural-language requests when you need to inspect the API actions before execution.
4. Use run for supported opinionated workflows, for example "Move the Acme deal to Closed Won and log a call from today".
5. Use find leads|contacts|opportunities for business-row reads before a write target is ambiguous.
6. Use objects, describe, or relations before writing SOQL against an unfamiliar object.
7. Use query for row reads. Add a SOQL LIMIT unless the user explicitly needs a larger fetch.
8. Use tooling-query for metadata objects such as CustomObject, FieldDefinition, ApexClass, and flow metadata.
9. If login fails, confirm that SF_FULL_PASSWORD already includes any required Salesforce security token.

Secret Refs

The helper routes all HTTP traffic through the HybridClaw gateway proxy. OAuth credentials are sent as <secret:NAME> placeholders that the gateway resolves server-side — real secret values never enter the Python process or the agent context.

Required stored secrets:

• SF_FULL_USERNAME
• SF_FULL_PASSWORD
• SF_FULL_CLIENTID
• SF_FULL_SECRET
• SF_DOMAIN — login for production, test for sandbox

The gateway automatically captures the OAuth access_token from the login response and stores it as SF_ACCESS_TOKEN; it also captures instance_url as SF_INSTANCE_URL. The token never enters the Python process or the agent context. Subsequent API calls reference it via bearerSecretName, so the gateway injects the bearer token server-side.

Ask the user to set them once in this order:

1. Browser admin: open the active HybridClaw admin URL ending in /admin/secrets and set the SF_* secrets.
2. Browser /chat or TUI fallback:

/secret set SF_FULL_USERNAME you@example.com
/secret set SF_FULL_PASSWORD <password-plus-token>
/secret set SF_FULL_CLIENTID <connected-app-client-id>
/secret set SF_FULL_SECRET <connected-app-client-secret>
/secret set SF_DOMAIN login

3. Local console fallback:

hybridclaw secret set SF_FULL_USERNAME you@example.com
hybridclaw secret set SF_FULL_PASSWORD '<password-plus-token>'
hybridclaw secret set SF_FULL_CLIENTID '<connected-app-client-id>'
hybridclaw secret set SF_FULL_SECRET '<connected-app-client-secret>'
hybridclaw secret set SF_DOMAIN login

Command Contract

Plan a natural-language CRM request without authentication:

python3 skills/salesforce/scripts/salesforce_query.py --format json plan "Move the Acme deal to Closed Won and log a call from today"

Execute a supported natural-language CRM request:

python3 skills/salesforce/scripts/salesforce_query.py run "Move the Acme deal to Closed Won and log a call from today"

List objects:

python3 skills/salesforce/scripts/salesforce_query.py objects --search Account

Describe an object:

python3 skills/salesforce/scripts/salesforce_query.py describe Account

Show parent and child relationships:

python3 skills/salesforce/scripts/salesforce_query.py relations Opportunity

Query rows:

python3 skills/salesforce/scripts/salesforce_query.py query "SELECT Id, Name FROM Account LIMIT 10"

Query Tooling API metadata:

python3 skills/salesforce/scripts/salesforce_query.py tooling-query "SELECT Id, DeveloperName FROM CustomObject LIMIT 20"

Find CRM records:

python3 skills/salesforce/scripts/salesforce_query.py find leads --search Acme
python3 skills/salesforce/scripts/salesforce_query.py find contacts --search "Jane"
python3 skills/salesforce/scripts/salesforce_query.py find opportunities --search Acme --open-only

Update an Opportunity:

python3 skills/salesforce/scripts/salesforce_query.py update-opportunity "Acme Renewal" --stage "Closed Won"
python3 skills/salesforce/scripts/salesforce_query.py update-opportunity 006000000000001AAA --stage "Negotiation/Review" --probability 80

Log activities:

python3 skills/salesforce/scripts/salesforce_query.py log-activity call "Acme Renewal" --object opportunity --subject "Discovery follow-up" --date today
python3 skills/salesforce/scripts/salesforce_query.py log-activity email "Jane Rivera" --object contact --subject "Sent pricing notes" --date today
python3 skills/salesforce/scripts/salesforce_query.py log-activity meeting "BigCo" --object account --subject "Implementation review" --date 2026-05-01 --duration-minutes 45

Emit JSON for downstream tooling:

python3 skills/salesforce/scripts/salesforce_query.py --format json describe Account

Working Rules

• Keep the default posture read-first and plan-first.
• Mutations are limited to Opportunity StageName/Probability updates and Task/Event creation for calls, emails, or meetings.
• Use exact Salesforce ids when available. If resolving by name returns multiple matches, stop and ask for the exact record.
• Never print secrets, dump the full environment, or commit auth profile files.
• Treat SF_DOMAIN as one of: login (production) or test (sandbox).
• Prefer --format json when another tool or script needs the response.
• Treat raw query and tooling-query SOQL as full-credential reads: any caller with gateway access can read arbitrary Salesforce data allowed by the stored OAuth user.
• For large tables, narrow the selected columns and use a SOQL LIMIT first.
• The helper strips Salesforce attributes objects by default to keep row output compact. Use --keep-attributes only when the caller explicitly needs them.
• If the API route is disabled or insufficient, explain that and fall back to browser or admin guidance instead of guessing.
• Cost per assistant run is recorded by HybridClaw UsageTotals from normal model usage events; helper output includes costMeasurement.system = "UsageTotals" so evals can verify the accounting contract.

Eval Suite

Run the offline natural-language planner scenarios:

python3 skills/salesforce/scripts/salesforce_query.py --format json eval-scenarios

The fixture at evals/scenarios.json contains 30 scenarios across lead/contact/opportunity reads, Opportunity updates, activity logging, and compound commands.

References

• Query patterns, metadata notes, and auth examples: references/metadata-and-queries.md

Validation

Run:

python3 skills/skill-creator/scripts/quick_validate.py skills/salesforce
python3 skills/salesforce/scripts/salesforce_query.py --help
python3 skills/salesforce/scripts/salesforce_query.py --format json eval-scenarios