A secure, UI-driven automation skill for performing Salesforce SDR and administrative tasks directly within the browser.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install salesforce-sdr-admin
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-sdr-admin 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 SDR Admin (Browser)?
The Salesforce SDR Admin skill for Openclaw Skills provides a robust framework for automating complex CRM workflows without relying on restricted APIs. By operating directly through the browser interface, this skill can manage Sales Cloud, Service Cloud, and Revenue Cloud tasks just like a human operator. It is designed to handle everything from lead generation and opportunity tracking to deep administrative configurations and LWC development.
Security is a core pillar of this skill, utilizing local credential handling and strict confirmation gates for all write actions. By integrating with the Openclaw Skills ecosystem, users can automate repetitive Salesforce interactions while maintaining full control over data integrity and multi-factor authentication processes. It effectively bridges the gap between automated intelligence and the manual Salesforce UI.
Salesforce SDR Admin (Browser) Use Cases
- Automating lead and account creation for Sales Development Representatives (SDRs).
- Managing complex opportunity and quote workflows in Revenue Cloud.
- Executing administrative configuration changes and setup tasks through the Salesforce UI.
- Developing and deploying Apex, LWC, or Aura components via the Developer Console.
- Cleaning up CRM data and managing support cases within Service Cloud.
How Salesforce SDR Admin (Browser) Works
- The agent identifies the target Salesforce organization and the specific task type, such as creating a record or updating a configuration.
- Local credentials are verified from environment variables or local files to ensure no secrets are exposed in the chat.
- The skill connects to the browser via the Openclaw gateway and the attached Chrome relay on the active tab.
- It navigates the Salesforce interface to perform a dry-run summary of the intended actions.
- The system pauses to require explicit user confirmation before executing any write or delete operations.
- The skill completes the UI steps, verifies the success message (e.g., a toast notification), and returns the record URL to the user.
Salesforce SDR Admin (Browser) Setup
To deploy this skill within your Openclaw Skills environment, ensure the OpenClaw gateway is active and the Chrome extension is installed on your target browser profile.
# Set up your local environment variables for the Salesforce org
export SF_ORG_URL="https://your-domain.my.salesforce.com"
# Ensure credentials are saved in your browser or local credential file
# See references/credentials.md for the specific format
Once the gateway is running, click the OpenClaw extension in Chrome to attach the relay to the tab where Salesforce is open.
Salesforce SDR Admin (Browser) Data Schema & Taxonomy
The skill utilizes a structured approach to manage CRM data and security protocols. It refers to local Markdown files to define its operational boundaries and UI logic.
| Component | Source/Location | Description |
|---|---|---|
| UI Flows | references/ui-flow.md |
Standardized paths for navigating Salesforce objects. |
| Dev Guides | references/dev-cheatsheet.md |
Instructions for Apex and LWC development tasks. |
| Security | references/prompt-injection-guardrails.md |
Protocols to prevent malicious page content from overriding logic. |
| Credentials | Local Store | Uses environment variables or local files to prevent credential leakage. |
Salesforce SDR Admin (Browser) Advanced Features
- Built-in prompt-injection defense to filter out malicious instructions hidden within Salesforce records or emails.
- Seamless MFA handling that pauses automation to allow for manual user authentication.
- Environment-aware execution that requires extra confirmation for destructive actions in production orgs.
- Local codebase synchronization for repository-based Salesforce development.
- Evidence capture including record URLs and transaction summaries for every completed action.
SKILL.md
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