Requirements
- Target platform
- OpenClaw
- Install method
- Manual import
- Extraction
- Extract archive
- Prerequisites
- OpenClaw
- Primary doc
- SKILL.md
Query and manage Salesforce CRM data via the Salesforce CLI (`sf`). Run SOQL/SOSL queries, inspect object schemas, create/update/delete records, bulk import/export, execute Apex, deploy metadata, and make raw REST API calls.
Query and manage Salesforce CRM data via the Salesforce CLI (`sf`). Run SOQL/SOSL queries, inspect object schemas, create/update/delete records, bulk import/export, execute Apex, deploy metadata, and make raw REST API calls.
Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.
I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Tell me what you changed and call out any manual steps you could not complete.
I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Summarize what changed and any follow-up checks I should run.
Use the Salesforce CLI (sf) to interact with Salesforce orgs. The CLI must be authenticated before use. Always add --json for structured output. If the sf binary is not available, install it via npm (npm install -g @salesforce/cli) or download it from https://developer.salesforce.com/tools/salesforcecli. After installing, authenticate immediately with sf org login web to connect to a Salesforce org.
sf org login web --alias my-org Other login methods: # JWT-based login (CI/automation) sf org login jwt --client-id <consumer-key> --jwt-key-file server.key --username user@example.com --alias my-org # Login with an existing access token sf org login access-token --instance-url https://mycompany.my.salesforce.com # Login via SFDX auth URL (from a file) sf org login sfdx-url --sfdx-url-file authUrl.txt --alias my-org
# List all authenticated orgs sf org list --json # Display info about the default org (access token, instance URL, username) sf org display --json # Display info about a specific org sf org display --target-org my-org --json # Display with SFDX auth URL (sensitive - contains refresh token) sf org display --target-org my-org --verbose --json # Open org in browser sf org open sf org open --target-org my-org # Log out sf org logout --target-org my-org
# Set default target org sf config set target-org my-org # List all config variables sf config list # Get a specific config value sf config get target-org # Set an alias sf alias set prod=user@example.com # List aliases sf alias list
Standard SOQL queries via the default API: # Basic query sf data query --query "SELECT Id, Name, Email FROM Contact LIMIT 10" --json # WHERE clause sf data query --query "SELECT Id, Name, Amount, StageName FROM Opportunity WHERE StageName = 'Closed Won'" --json # Relationship queries (parent-to-child) sf data query --query "SELECT Id, Name, (SELECT LastName, Email FROM Contacts) FROM Account LIMIT 5" --json # Relationship queries (child-to-parent) sf data query --query "SELECT Id, Name, Account.Name FROM Contact" --json # LIKE for text search sf data query --query "SELECT Id, Name FROM Account WHERE Name LIKE '%Acme%'" --json # Date filtering sf data query --query "SELECT Id, Name, CreatedDate FROM Lead WHERE CreatedDate = TODAY" --json # ORDER BY + LIMIT sf data query --query "SELECT Id, Name, Amount FROM Opportunity ORDER BY Amount DESC LIMIT 20" --json # Include deleted/archived records sf data query --query "SELECT Id, Name FROM Account" --all-rows --json # Query from a file sf data query --file query.soql --json # Tooling API queries (metadata objects like ApexClass, ApexTrigger) sf data query --query "SELECT Id, Name, Status FROM ApexClass" --use-tooling-api --json # Output to CSV file sf data query --query "SELECT Id, Name, Email FROM Contact" --result-format csv --output-file contacts.csv # Target a specific org sf data query --query "SELECT Id, Name FROM Account" --target-org my-org --json For queries returning more than 10,000 records, use Bulk API instead: sf data export bulk --query "SELECT Id, Name, Email FROM Contact" --output-file contacts.csv --result-format csv --wait 10 sf data export bulk --query "SELECT Id, Name FROM Account" --output-file accounts.json --result-format json --wait 10
SOSL searches across multiple objects at once: # Search for text across objects sf data search --query "FIND {John Smith} IN ALL FIELDS RETURNING Contact(Name, Email), Lead(Name, Email)" --json # Search in name fields only sf data search --query "FIND {Acme} IN NAME FIELDS RETURNING Account(Name, Industry), Contact(Name)" --json # Search from a file sf data search --file search.sosl --json # Output to CSV sf data search --query "FIND {test} RETURNING Contact(Name)" --result-format csv
# By record ID sf data get record --sobject Contact --record-id 003XXXXXXXXXXXX --json # By field match (WHERE-like) sf data get record --sobject Account --where "Name=Acme" --json # By multiple fields (values with spaces need single quotes) sf data get record --sobject Account --where "Name='Universal Containers' Phone='(123) 456-7890'" --json
sf data create record --sobject Contact --values "FirstName='Jane' LastName='Doe' Email='jane@example.com'" --json sf data create record --sobject Account --values "Name='New Company' Website=www.example.com Industry='Technology'" --json # Tooling API object sf data create record --sobject TraceFlag --use-tooling-api --values "DebugLevelId=7dl... LogType=CLASS_TRACING" --json
# By ID sf data update record --sobject Contact --record-id 003XXXXXXXXXXXX --values "Email='updated@example.com'" --json # By field match sf data update record --sobject Account --where "Name='Old Acme'" --values "Name='New Acme'" --json # Multiple fields sf data update record --sobject Account --record-id 001XXXXXXXXXXXX --values "Name='Acme III' Website=www.example.com" --json
# By ID sf data delete record --sobject Account --record-id 001XXXXXXXXXXXX --json # By field match sf data delete record --sobject Account --where "Name=Acme" --json
For large datasets (thousands to millions of records):
# Export to CSV sf data export bulk --query "SELECT Id, Name, Email FROM Contact" --output-file contacts.csv --result-format csv --wait 10 # Export to JSON sf data export bulk --query "SELECT Id, Name FROM Account" --output-file accounts.json --result-format json --wait 10 # Include soft-deleted records sf data export bulk --query "SELECT Id, Name FROM Account" --output-file accounts.csv --result-format csv --all-rows --wait 10 # Resume a timed-out export sf data export resume --job-id 750XXXXXXXXXXXX --json
# Import from CSV sf data import bulk --file accounts.csv --sobject Account --wait 10 # Resume a timed-out import sf data import resume --job-id 750XXXXXXXXXXXX --json
sf data upsert bulk --file contacts.csv --sobject Contact --external-id Email --wait 10
# Delete records listed in CSV (CSV must have an Id column) sf data delete bulk --file records-to-delete.csv --sobject Contact --wait 10
# Export with relationships into JSON tree format sf data export tree --query "SELECT Id, Name, (SELECT Name, Email FROM Contacts) FROM Account" --json # Export with a plan file (for multiple objects) sf data export tree --query "SELECT Id, Name FROM Account" --plan --output-dir export-data # Import from tree JSON files sf data import tree --files Account.json,Contact.json # Import using a plan definition file sf data import tree --plan Account-Contact-plan.json
# Describe an object (fields, relationships, picklist values) sf sobject describe --sobject Account --json # Describe a custom object sf sobject describe --sobject MyCustomObject__c --json # Describe a Tooling API object sf sobject describe --sobject ApexClass --use-tooling-api --json # List all objects sf sobject list --json # List only custom objects sf sobject list --sobject custom --json # List only standard objects sf sobject list --sobject standard --json
# Execute Apex from a file sf apex run --file script.apex --json # Run interactively (type code, press Ctrl+D to execute) sf apex run # Run Apex tests sf apex run test --test-names MyTestClass --json # Get test results sf apex get test --test-run-id 707XXXXXXXXXXXX --json # View Apex logs sf apex list log --json sf apex get log --log-id 07LXXXXXXXXXXXX
Make arbitrary authenticated REST API calls: # GET request sf api request rest 'services/data/v62.0/limits' --json # List API versions sf api request rest '/services/data/' --json # Create a record via REST sf api request rest '/services/data/v62.0/sobjects/Account' --method POST --body '{"Name":"REST Account","Industry":"Technology"}' --json # Update a record via REST (PATCH) sf api request rest '/services/data/v62.0/sobjects/Account/001XXXXXXXXXXXX' --method PATCH --body '{"BillingCity":"San Francisco"}' --json # GraphQL query sf api request graphql --body '{"query":"{ uiapi { query { Account { edges { node { Name { value } } } } } } }"}' --json # Custom headers sf api request rest '/services/data/v62.0/limits' --header 'Accept: application/xml' # Save response to file sf api request rest '/services/data/v62.0/limits' --stream-to-file limits.json
# Deploy metadata to an org sf project deploy start --source-dir force-app --json # Deploy specific metadata components sf project deploy start --metadata ApexClass:MyClass --json # Retrieve metadata from an org sf project retrieve start --metadata ApexClass --json # Check deploy status sf project deploy report --job-id 0AfXXXXXXXXXXXX --json # Generate a new Salesforce DX project sf project generate --name my-project # List metadata components in the org sf project list ignored --json
# Run CLI diagnostics sf doctor # Check CLI version sf version # See what is new sf whatsnew
-- Count records SELECT COUNT() FROM Contact WHERE AccountId = '001XXXXXXXXXXXX' -- Aggregate query SELECT StageName, COUNT(Id), SUM(Amount) FROM Opportunity GROUP BY StageName -- Date literals SELECT Id, Name FROM Lead WHERE CreatedDate = LAST_N_DAYS:30 -- Subquery (semi-join) SELECT Id, Name FROM Account WHERE Id IN (SELECT AccountId FROM Contact WHERE Email LIKE '%@acme.com') -- Polymorphic lookup SELECT Id, Who.Name, Who.Type FROM Task WHERE Who.Type = 'Contact' -- Multiple WHERE conditions SELECT Id, Name, Amount FROM Opportunity WHERE Amount > 10000 AND StageName != 'Closed Lost' AND CloseDate = THIS_QUARTER
Always use --json for structured, parseable output. Never create, update, or delete records without explicit user confirmation. Describe the operation and ask before executing. Never delete records unless the user explicitly requests it and confirms the specific record(s). Never bulk delete or bulk import without user reviewing the file/query and confirming. Use LIMIT on queries to avoid excessive data. Start with LIMIT 10 and increase if the user needs more. For queries over 10,000 records, use sf data export bulk instead of sf data query. When the user asks to "find" or "search" a single object, use SOQL WHERE ... LIKE '%term%'. When searching across multiple objects, use SOSL via sf data search. Use --target-org <alias> when the user has multiple orgs; ask which org if ambiguous. If authentication fails or a session expires, guide the user through sf org login web. Bulk API 2.0 has SOQL limitations (no aggregate functions like COUNT()). Use standard sf data query for those. When describing objects (sf sobject describe), the JSON output can be very large. Summarize the key fields, required fields, and relationships for the user rather than dumping the raw output.
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