A powerful integration skill that allows AI agents to manage Salesforce DMP audience data and automate marketing activations through a secure, proxy-based interface.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install salesforce-dmp
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install salesforce-dmp using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Salesforce DMP Skill for AI Agents?
The Salesforce DMP skill, leveraging Salesforce Audience Studio capabilities, empowers developers and AI agents to collect, organize, and activate audience data across multiple sources. By utilizing this integration, you can enhance advertising targeting and personalization through sophisticated data management.
As part of the Openclaw Skills ecosystem, this tool simplifies the complexity of Salesforce integrations. It offloads the heavy lifting of authentication and credential management to the Membrane platform, ensuring your AI coding agents can focus on executing logic and data processing rather than handling API handshake protocols.
Salesforce DMP Skill for AI Agents Use Cases
- Automating the synchronization of audience attributes between Salesforce DMP and external CRM systems.
- Programmatically generating audience reports for marketing performance analysis.
- Managing data sources and destinations to streamline cross-channel advertising campaigns.
- Triggering audience activations based on real-time data signals processed by an AI agent.
- Scaling segment creation and management within the Salesforce Audience Studio environment.
How Salesforce DMP Skill for AI Agents Works
- Initialize the environment by installing the Membrane CLI and logging in with a specific agent type to optimize tooling.
- Create a secure connection to the Salesforce DMP instance using a simple URL-based discovery process.
- Poll the connection status until the state is READY, handling any required client actions like OAuth authentication in the browser.
- Use natural language intent discovery to search for specific Salesforce DMP actions such as querying segments or updating attributes.
- Execute actions or perform direct proxy requests to the Salesforce API with automatic header injection and credential refreshing.
Salesforce DMP Skill for AI Agents Setup
First, install the necessary CLI globally:
npm install -g @membranehq/cli@latest
Next, authenticate your agent (e.g., using openclaw as the client name):
membrane login --tenant --clientName=openclaw
Finally, establish a connection to your Salesforce DMP instance:
membrane connection ensure "https://www.salesforce.com/products/marketing-cloud/data-management/" --json
Salesforce DMP Skill for AI Agents Data Schema & Taxonomy
The skill organizes Salesforce DMP entities into a structured taxonomy for easy AI consumption. Data is typically returned in JSON format for machine readability.
| Entity | Description |
|---|---|
| Audience | The primary collection of users defined by specific traits. |
| Attributes | Key-value pairs representing data points for a specific user. |
| Segments | Logical groupings of audiences for targeted marketing activations. |
| Data Source | The origin of the ingested audience data. |
| Reports | Aggregated performance and demographic data outputs. |
Salesforce DMP Skill for AI Agents Advanced Features
- Natural Language Action Discovery: Find the right API tools by describing your intent rather than searching documentation.
- Automatic Credential Management: Transparent token refresh and secure server-side storage of secrets.
- Direct API Proxy: Send custom requests to any Salesforce DMP endpoint with automatic authentication injection.
- Long-polling Connection Logic: Built-in support for waiting on asynchronous connection building and user authentication states.
- Multi-agent Optimization: Tailored interaction patterns for various AI environments including openclaw and more.
SKILL.md
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