A schema-adaptive Salesforce integration for Openclaw Skills that discovers environment-specific data structures to enable resilient GTM workflows.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install salesforce-query-openclaw
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-query-openclaw 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 Query (Schema-Adaptive)?
The Salesforce Query skill is a sophisticated tool designed for the Openclaw Skills ecosystem to solve the common problem of fragile CRM scripts. Unlike static integrations that break when moving between environments, this skill utilizes a discovery-first approach to map the unique schema of any Salesforce org, including custom objects and optional signal packs.
It provides a secure, developer-friendly interface for interacting with Salesforce data, emphasizing credential safety via the macOS Keychain. By synthesizing your specific environment data into a reusable profile, it allows AI agents to perform complex queries and generate actionable insights without manual schema mapping.
Salesforce Query (Schema-Adaptive) Use Cases
- Discovering custom field mappings and signal packs in complex Salesforce environments.
- Automating pipeline rescue boards and campaign follow-up workflows.
- Securely managing CRM credentials in local development or CI/CD pipelines.
- Generating structured payloads for accounts, contacts, and opportunities to guide AI-driven sales strategies.
How Salesforce Query (Schema-Adaptive) Works
- Authenticate with Salesforce using the Secure Keychain or session-only flags to initialize the client.
- Execute the onboarding discovery script to automatically scan accessible objects and fields.
- Generate a localized profile JSON that maps technical API names to logical GTM categories.
- Resolve any mapping uncertainties through guided follow-up questions to ensure high data confidence.
- Run adaptive workflows or Python-based queries that utilize the discovered schema to fetch structured CRM data.
Salesforce Query (Schema-Adaptive) Setup
First, ensure you have the necessary dependencies installed:
pip install requests
To begin the setup and credential configuration, run the guided onboarding script:
python3 scripts/onboarding.py --guided
For automated environments where persistence is not desired, use the non-interactive session mode:
python3 scripts/onboarding.py \
--client-id "$SALESFORCE_CLIENT_ID" \
--client-secret "$SALESFORCE_CLIENT_SECRET" \
--instance-url "$SALESFORCE_INSTANCE_URL" \
--non-interactive --no-save
Salesforce Query (Schema-Adaptive) Data Schema & Taxonomy
The skill manages data through a combination of secure system storage and structured JSON profiles. This ensures that Openclaw Skills can maintain context across different Salesforce instances.
| Component | Storage Method | Purpose |
|---|---|---|
| Credentials | macOS Keychain | Securely stores Client ID, Secret, and Instance URL under the openclaw.salesforce service. |
| Mapping Profile | JSON File | Stores the discovered schema, detected signal packs, and user-confirmed field mappings. |
| Workflow Payloads | Structured Objects | Output includes a summary, data rows, and a recommended next_best_action. |
Salesforce Query (Schema-Adaptive) Advanced Features
- Schema-adaptive discovery that detects intent, revenue, risk, and engagement signal packs.
- Session-only mode via --no-save to prevent any local credential persistence on disk.
- Built-in credential_doctor.py script for rapid troubleshooting of authentication issues.
- Reusable starter workflows that provide proactive guidance for sales and marketing operations.
- Seamless integration with other Openclaw Skills for multi-agent data orchestration.
SKILL.md
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