A comprehensive Salesforce DX skill for Openclaw Skills that enables advanced SOQL querying, pipeline management, and CRM data operations via the sf CLI.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install salesforce-dx
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-dx 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 DX - Data & Pipeline?
The Salesforce DX skill is designed to bring the power of the Salesforce CLI directly into your AI-driven workflows. By integrating with Openclaw Skills, this tool allows developers and sales operations professionals to interact with Salesforce orgs using natural language triggers or direct CLI commands. It simplifies complex CRM tasks like exploring object schemas, executing relationship-based SOQL queries, and managing large-scale data exports.
Beyond basic data retrieval, this skill facilitates sophisticated pipeline management. Users can generate instant snapshots of sales stages, perform win/loss analysis, and track weighted forecasts. Whether you are preparing for an executive review or automating routine data entry, this skill provides the technical bridge needed to manage Salesforce environments efficiently without the overhead of the standard web interface.
Salesforce DX - Data & Pipeline Use Cases
- Executing complex SOQL queries with relationship lookups and child subqueries.
- Generating pipeline snapshots grouped by stage, owner, or closing quarter.
- Automating data exports to CSV or JSON formats for external reporting.
- Performing bulk data operations including record creation, updates, and tree imports.
- Conducting executive workflows such as deal lookups and finding decision-maker contact info.
How Salesforce DX - Data & Pipeline Works
- The agent connects to your Salesforce environment by verifying existing authentication via the sf CLI.
- It performs schema discovery to map out available objects and field API names for accurate querying.
- Users provide prompts related to CRM data, which the Openclaw Skills engine translates into optimized sf CLI commands.
- The skill executes SOQL queries or data operations, handling pagination and bulk processing for large datasets.
- Results are returned as structured data, formatted tables, or saved to local files for further analysis.
Salesforce DX - Data & Pipeline Setup
To begin using this skill with Openclaw Skills, ensure you have the Salesforce CLI installed and authenticated:
# Verify CLI installation and existing auth
sf --version
sf org list
# If no org is connected, log in via your browser
sf org login web --alias my-org --set-default
Salesforce DX - Data & Pipeline Data Schema & Taxonomy
The skill manages Salesforce data structures and local metadata mappings. It organizes data according to the following schema:
| Component | Description |
|---|---|
| SOQL Results | Real-time data retrieved from Salesforce objects (Opportunity, Account, etc.). |
| CSV Exports | Flat files generated for large-scale data analysis and bulk updates. |
| JSON Tree | Hierarchical files used for importing and exporting related records while maintaining IDs. |
| Schema Metadata | Object and field descriptions cached to prevent invalid API name errors. |
| Date Literals | Support for SOQL literals like THIS_QUARTER, LAST_N_DAYS, and TODAY. |
Salesforce DX - Data & Pipeline Advanced Features
- Bulk API 2.0 integration for handling datasets exceeding 2,000 records automatically.
- Polymorphic and relationship query support for navigating complex CRM data models.
- Weighted pipeline forecasting using ExpectedRevenue and probability fields.
- Cross-tool workflow support, enabling Salesforce data to be used in Gmail or Calendar automation.
- Advanced JSON output parsing for custom scripting and automation hooks.
SKILL.md
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