Salesforce Skill for Moltbot A comprehensive Salesforce CRM skill for Moltbot that enables chat-based management of contacts, accounts, opportunities, leads, cases, and more. Features

Query records via SOQL with table or JSON output Create/Update/Delete contacts, accounts, opportunities, leads, cases Pipeline reporting - stage summaries, closing soon, stale leads Task management - log calls, view open tasks Bulk operations - import/export via CSV Helper script with common workflows

Installation Option 1: Install from ClawdHub (when published) bashnpx clawdhub@latest install salesforce Option 2: Manual Installation

Copy the skill folder to your Moltbot workspace:

bash# For workspace-specific cp -r salesforce-skill ~/.clawdbot/workspace/skills/salesforce

Or for all agents

cp -r salesforce-skill ~/.clawdbot/skills/salesforce

Make the helper script executable:

bashchmod +x ~/.clawdbot/skills/salesforce/salesforce-helper.sh Prerequisites

Install Salesforce CLI

npm install -g @salesforce/cli

or via Homebrew

brew install salesforce-cli 2. Authenticate to Salesforce

sf org login web --alias myorg

Headless (for servers)\

sf org login jwt \
  --client-id <consumer_key> \
  --jwt-key-file <path_to_key.pem> \
  --username <your_username> \
  --alias myorg

Configure Moltbot (optional) Add to ~/.clawdbot/moltbot.json:

json{
  "skills": {
    "entries": {
      "salesforce": {
        "enabled": true,
        "env": {
          "SALESFORCE_TARGET_ORG": "myorg"
        }
      }
    }
  }
}

Usage Examples Via chat with Moltbot:

"Show me the pipeline summary" "Find contacts at Acme Corp" "Create a lead for John Smith at NewCo, email john@newco.com" "What opportunities are closing this month?" "Update opportunity 006xxx to Negotiation stage" "Log a call with contact 003xxx - discussed Q2 roadmap" "Show me stale leads older than 30 days"

File Structure salesforce/ ├── SKILL.md # Main skill definition (required) ├── salesforce-helper.sh # Helper script for common operations └── README.md # This file Publishing to ClawdHub

Fork and clone the moltbot/skills repo Add your skill to skills//salesforce/ Submit a PR

Or use the ClawdHub CLI: bashcd salesforce-skill clawdhub publish Customization Add Custom Objects Edit SKILL.md to add instructions for custom Salesforce objects:

Query Custom Object

sf data query --query "SELECT Id, Name, Custom_Field__c FROM Custom_Object__c" --target-org myorg

Add Workflow Automation Create additional helper functions in salesforce-helper.sh for your specific workflows. Troubleshooting ErrorSolutionsf: command not foundInstall Salesforce CLIINVALID_SESSION_IDRe-authenticate with sf org login webNo target-orgSet default with sf config set target-org myorg License MIT Contributing PRs welcome! Please test with a Salesforce Developer Edition org before submitting.