Skill: hith3sh/salesforce-ops (version 0.1.10)

--- name: salesforce-ops description: Search Salesforce records, inspect objects, query CRM data, and work with accounts, contacts, leads, opportunities, and cases — powered by ClawLink. --- # Salesforce via ClawLink Work with Salesforce CRM from chat — search records, manage contacts, leads, accounts, opportunities, cases, and more. Powered by [ClawLink](https://claw-link.dev), an integration hub for OpenClaw that handles hosted connection flows and credentials so you don't need to configure Salesforce API access yourself. ## Quick start 1. Install the verified ClawLink plugin: `openclaw plugins install clawhub:clawlink-plugin` 2. Start a fresh OpenClaw chat if the plugin was just installed and ClawLink tools are not visible yet 3. If ClawLink is not configured, call `clawlink_begin_pairing` 4. Tell the user to open the returned pairing URL, sign in to ClawLink if needed, and approve the device 5. After the user confirms approval, call `clawlink_get_pairing_status` 6. Tell the user to connect Salesforce at [claw-link.dev/dashboard?add=salesforce](https://claw-link.dev/dashboard?add=salesforce) 7. When the user confirms Salesforce is connected, call `clawlink_list_integrations` and then `clawlink_list_tools` with the `salesforce` integration slug ## Setup details ### Installing the plugin If the ClawLink plugin is not installed yet, tell the user to run: ``` openclaw plugins install clawhub:clawlink-plugin ``` If the current chat started before the plugin was installed and ClawLink tools are still unavailable, tell the user to start a fresh chat so OpenClaw reloads the plugin tool catalog. ### Pairing ClawLink If ClawLink reports that the plugin is not configured, the plugin has not been paired with the user's ClawLink account yet. 1. Call `clawlink_begin_pairing`. 2. Tell the user to open the returned pairing URL in their browser. 3. The user signs in to ClawLink if needed and approves the OpenClaw device. 4. After the user confirms approval, call `clawlink_get_pairing_status` to finish local setup. The resulting device credential is stored locally in OpenClaw's plugin config and is only sent to `claw-link.dev`. The user should not paste raw credentials into chat. ### Connecting Salesforce Tell the user to open https://claw-link.dev/dashboard?add=salesforce and connect Salesforce there. The page opens the add-connection panel filtered to Salesforce. ClawLink's hosted page runs the Salesforce connection flow — the user clicks through Salesforce sign-in and consent. When they confirm it is done, call `clawlink_list_integrations` to verify, then call `clawlink_list_tools` with integration `salesforce`. ## Using Salesforce tools ClawLink provides tools dynamically based on what the user has connected. You do not need to know tool names or schemas in advance. ### Discovery 1. Call `clawlink_list_integrations` to confirm Salesforce is connected. 2. Call `clawlink_list_tools` with integration `salesforce`. 3. Treat the returned list as the source of truth. Do not guess or assume what tools exist. 4. If the user describes a capability but the exact tool is unclear, call `clawlink_search_tools` with a short query and integration `salesforce`. 5. If no Salesforce tools appear, direct the user to https://claw-link.dev/dashboard?add=salesforce. ### Execution 1. Call `clawlink_describe_tool` before using an unfamiliar tool, before any write, or when the request is ambiguous. 2. Use the returned schema, `whenToUse`, `askBefore`, `safeDefaults`, `examples`, and `followups`. 3. Prefer read, list, search, and get operations before writes. 4. For record creates, updates, deletes, bulk actions, or anything marked as requiring confirmation, call `clawlink_preview_tool` first, then confirm with the user. 5. Execute with `clawlink_call_tool`. 6. If it fails, report the real error. Do not invent results or restate the failure as a missing capability unless the live catalog supports that conclusion. ## What you can do Typical Salesforce tasks (actual availability depends on the user's connected account, permissions, scopes, and current ClawLink tool catalog): - Find contacts, leads, or accounts by name or email - Search opportunities by customer or stage - Look up open cases - Inspect supported Salesforce objects - Create, update, or delete records when those actions are available - Run Salesforce queries when supported ## Rules - Always use ClawLink tools for Salesforce. Do not ask the user for separate Salesforce credentials. - Do not claim a capability is missing without checking the live ClawLink catalog in the current turn. - Do not invent slash commands or ask the user to paste raw credentials. - Ask for confirmation before destructive, external-facing, or bulk write actions. - If Salesforce is not connected, direct the user to https://claw-link.dev/dashboard?add=salesforce. - Never echo or repeat the user's ClawLink credential. ## Resources - ClawLink: https://claw-link.dev - ClawLink Docs: https://docs.claw-link.dev/openclaw - ClawLink Verification: https://claw-link.dev/verify - ClawLink Source: https://github.com/hith3sh/clawlink - Salesforce REST API: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: clean (LOW)