Salesforce CRM Skill

Main skill definition with frontmatter, CLI reference, SOQL patterns

---
name: salesforce
description: Manage Salesforce CRM - query records, create/update contacts, accounts, opportunities, leads, and cases. Use when the user asks about CRM data, sales pipeline, customer records, or Salesforce operations.
metadata: {"moltbot":{"emoji":"☁️","requires":{"bins":["sf"],"env":["SALESFORCE_ACCESS_TOKEN"]},"primaryEnv":"SALESFORCE_ACCESS_TOKEN","install":[{"id":"npm","kind":"node","package":"@salesforce/cli","bins":["sf"],"label":"Install Salesforce CLI (npm)"},{"id":"brew","kind":"brew","formula":"salesforce-cli","bins":["sf"],"label":"Install Salesforce CLI (brew)"}]}}
homepage: https://developer.salesforce.com/tools/salesforcecli
---

Salesforce CRM Skill

Interact with Salesforce CRM using the official Salesforce CLI (sf) and REST API.

Prerequisites

1. Salesforce CLI (sf) installed via npm or Homebrew
2. Authentication configured via one of:
   • sf org login web (OAuth browser flow - recommended for interactive)
   • sf org login jwt (JWT for headless/automated)
   • SALESFORCE_ACCESS_TOKEN environment variable (direct token)

Quick Reference

Authentication & Org Management

# Login to org (opens browser)
sf org login web --alias myorg

# Login with JWT (headless)
sf org login jwt --client-id <consumer-key> --jwt-key-file <path-to-key> --username <user> --alias myorg

# List connected orgs
sf org list

# Set default org
sf config set target-org myorg

# Display org info
sf org display --target-org myorg

Query Records (SOQL)

# Query contacts
sf data query --query "SELECT Id, Name, Email, Phone FROM Contact LIMIT 10" --target-org myorg

# Query with WHERE clause
sf data query --query "SELECT Id, Name, Amount, StageName FROM Opportunity WHERE StageName = 'Prospecting'" --target-org myorg

# Query accounts by name
sf data query --query "SELECT Id, Name, Industry, Website FROM Account WHERE Name LIKE '%Acme%'" --target-org myorg

# Export to CSV
sf data query --query "SELECT Id, Name, Email FROM Contact" --result-format csv > contacts.csv

# Export to JSON
sf data query --query "SELECT Id, Name FROM Account" --result-format json

Create Records

# Create a Contact
sf data create record --sobject Contact --values "FirstName='John' LastName='Doe' Email='john.doe@example.com'" --target-org myorg

# Create an Account
sf data create record --sobject Account --values "Name='Acme Corp' Industry='Technology' Website='https://acme.com'" --target-org myorg

# Create an Opportunity
sf data create record --sobject Opportunity --values "Name='Big Deal' AccountId='001XXXXXXXXXXXXXXX' StageName='Prospecting' CloseDate='2025-06-30' Amount=50000" --target-org myorg

# Create a Lead
sf data create record --sobject Lead --values "FirstName='Jane' LastName='Smith' Company='NewCo' Email='jane@newco.com' Status='Open - Not Contacted'" --target-org myorg

# Create a Case
sf data create record --sobject Case --values "Subject='Support Request' Description='Customer needs help' Status='New' Priority='Medium'" --target-org myorg

Update Records

# Update a Contact
sf data update record --sobject Contact --record-id 003XXXXXXXXXXXXXXX --values "Phone='555-1234' Title='VP Sales'" --target-org myorg

# Update an Opportunity stage
sf data update record --sobject Opportunity --record-id 006XXXXXXXXXXXXXXX --values "StageName='Negotiation/Review' Amount=75000" --target-org myorg

# Update Account
sf data update record --sobject Account --record-id 001XXXXXXXXXXXXXXX --values "Description='Key strategic account'" --target-org myorg

Delete Records

# Delete a record
sf data delete record --sobject Contact --record-id 003XXXXXXXXXXXXXXX --target-org myorg

# Bulk delete via query (careful!)
sf data delete bulk --sobject Lead --file leads-to-delete.csv --target-org myorg

Bulk Operations

# Bulk insert from CSV
sf data import bulk --sobject Contact --file contacts.csv --target-org myorg

# Bulk update from CSV
sf data upsert bulk --sobject Account --file accounts.csv --external-id Id --target-org myorg

# Check bulk job status
sf data bulk status --job-id <job-id> --target-org myorg

Schema & Metadata

# Describe an object (get fields)
sf sobject describe --sobject Account --target-org myorg

# List all objects
sf sobject list --target-org myorg

# Get field details
sf sobject describe --sobject Opportunity --target-org myorg | jq '.fields[] | {name, type, label}'

Common SOQL Patterns

Pipeline Report

SELECT StageName, COUNT(Id) NumDeals, SUM(Amount) TotalValue
FROM Opportunity
WHERE IsClosed = false
GROUP BY StageName

Recent Activities

SELECT Id, Subject, WhoId, WhatId, ActivityDate
FROM Task
WHERE OwnerId = '<user-id>'
AND ActivityDate >= LAST_N_DAYS:7
ORDER BY ActivityDate DESC

Contacts by Account

SELECT Account.Name, Id, Name, Email, Title
FROM Contact
WHERE Account.Name = 'Acme Corp'

Open Cases

SELECT Id, CaseNumber, Subject, Status, Priority, CreatedDate
FROM Case
WHERE IsClosed = false
ORDER BY Priority, CreatedDate

Leads by Status

SELECT Status, COUNT(Id) Total
FROM Lead
WHERE IsConverted = false
GROUP BY Status

REST API (Alternative)

For operations not covered by CLI, use curl with the REST API:

# Set variables
INSTANCE_URL="https://yourorg.salesforce.com"
ACCESS_TOKEN="$SALESFORCE_ACCESS_TOKEN"

# Query via REST
curl -s "$INSTANCE_URL/services/data/v59.0/query?q=SELECT+Id,Name+FROM+Account+LIMIT+5" \
  -H "Authorization: Bearer $ACCESS_TOKEN" \
  -H "Content-Type: application/json"

# Create record via REST
curl -s "$INSTANCE_URL/services/data/v59.0/sobjects/Contact" \
  -H "Authorization: Bearer $ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"FirstName":"Test","LastName":"User","Email":"test@example.com"}'

Error Handling

• INVALID_SESSION_ID: Token expired. Re-authenticate with sf org login web
• MALFORMED_QUERY: Check SOQL syntax. Use single quotes for strings.
• ENTITY_IS_DELETED: Record was deleted. Query to verify before updating.
• REQUIRED_FIELD_MISSING: Check object schema for required fields.

Tips

1. Use aliases: Set --alias when logging in, then use --target-org alias
2. JSON output: Add --json flag for programmatic parsing
3. Dry run: Use --dry-run flag on bulk operations to preview
4. Field names: Use API names (e.g., FirstName), not labels (e.g., "First Name")
5. Date format: Use YYYY-MM-DD for dates, YYYY-MM-DDThh:mm:ssZ for datetimes

Limitations

• Bulk operations have daily API limits (varies by Salesforce edition)
• Some objects (e.g., ContentDocument) have special handling requirements
• Complex queries may hit governor limits