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rjmcgirr-pl

Salesforce

by rjmcgirr-pl · GitHub ↗ · v1.0.0
cross-platform ✓ Security Clean
2130
Downloads
1
Stars
1
Active Installs
1
Versions
Install in OpenClaw
/install salesforce-dx
Description
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.
Usage Guidance
This skill appears to be a normal helper for the Salesforce 'sf' CLI, but before installing or using it: 1) Ensure you have the 'sf' CLI installed and authenticated to the correct Salesforce org (and prefer a sandbox/test org for evaluation). 2) Install the small dependencies used in the examples/scripts (jq, grep) or expect the commands to fail if missing. 3) Recognize that the skill runs CLI queries under your existing 'sf' credentials — it can read and export org data to local files (CSV/JSON/markdown), so only grant it access to an account with appropriate (least) privilege. 4) If you will allow autonomous agent invocation, consider the risk of automatic exports of sensitive CRM data; restrict scope or test manually first. The main actionable fix for the publisher would be to declare required binaries ('sf', 'jq') in the metadata to remove the small metadata inconsistency.
Capability Analysis
Type: OpenClaw Skill Name: salesforce-dx Version: 1.0.0 The skill bundle is benign. All files, including the `SKILL.md` instructions, are clearly aligned with the stated purpose of interacting with Salesforce via the `sf` CLI for data querying and pipeline management. The `SKILL.md` provides extensive, legitimate examples of `sf` CLI commands, along with standard shell utilities like `grep`, `jq`, and `date` for output processing and file operations (e.g., `> opps.csv`, `-d ./export`). The `scripts/schema-export.sh` is a utility script to generate schema documentation, which is a benign activity. There is no evidence of prompt injection attempts, data exfiltration to unauthorized endpoints, malicious execution, persistence mechanisms, or obfuscation.
Capability Assessment
Purpose & Capability
The skill's name, description, SKILL.md and script all focus on using the Salesforce 'sf' CLI to run SOQL queries, manage pipelines, and export schema/data — that matches the stated purpose. Minor inconsistency: the skill metadata lists no required binaries, but the instructions and included script assume 'sf' is installed and also use common Unix tools (jq, grep, jq in the script). Declaring 'sf' and 'jq' as required binaries would be expected.
Instruction Scope
SKILL.md explicitly instructs the agent to run 'sf' commands, to authenticate via 'sf org login web' if necessary, and to export results to CSV/JSON/markdown. The instructions do not ask the agent to read unrelated files or environment variables or to transmit data to unexpected external endpoints. They do direct creation of local export files (CSV/JSON/markdown) and rely on parsing tools (jq/grep).
Install Mechanism
There is no install spec (instruction-only) and only a small helper script is included. No downloads, package installs, or external installers are invoked by the skill itself — this is low-risk from an installation perspective.
Credentials
The skill declares no environment variables or credentials, which is consistent with using the local 'sf' CLI for auth. However, it implicitly requires authenticated Salesforce org access (OAuth tokens stored by 'sf') and read/write access to the org via the CLI. There is no justification for additional unrelated secrets. Users should be aware that the skill will operate with whatever org permissions the authenticated CLI user has (so least privilege / sandbox usage is recommended).
Persistence & Privilege
The skill does not request always:true, does not modify other skills, and does not install persistent services. It will create/export local files when run (CSV/JSON/markdown), which is expected behavior for a data-export helper.
How to Use
  1. Make sure OpenClaw is installed (local or Docker)
  2. Run the install command in chat: /install salesforce-dx
  3. After installation, invoke the skill by name or use /salesforce-dx
  4. Provide required inputs per the skill's parameter spec and get structured output
Version History
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
Metadata
Slug salesforce-dx
Version 1.0.0
License
All-time Installs 1
Active Installs 1
Total Versions 1
Frequently Asked Questions

What is 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. It is an AI Agent Skill for Claude Code / OpenClaw, with 2130 downloads so far.

How do I install Salesforce?

Run "/install salesforce-dx" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.

Is Salesforce free?

Yes, Salesforce is completely free (open-source). You can download, install and use it at no cost.

Which platforms does Salesforce support?

Salesforce is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).

Who created Salesforce?

It is built and maintained by rjmcgirr-pl (@rjmcgirr-pl); the current version is v1.0.0.

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