Use Case
Stop doing repetitive marketing & growth tasks manually. Salesforce lets your AI agent handle them automatically through natural conversation. Salesforce CRM API integration with managed OAuth. Query records with SOQL, manage sObjects (Contacts, Accounts, Leads, Opportunities), and perform batch operations. Use this skill when users want to interact with Salesforce data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). This guide shows practical examples of using Salesforce to automate common marketing & growth workflows and save hours every week.
Install Salesforce: npx clawhub@latest --dir ~/.claude/skills install salesforce-api
Identify the repetitive marketing & growth tasks you want to automate
Describe the task to your AI in plain English
Salesforce will execute the task and return results directly in the chat
Chain multiple tasks: ask your AI to run a sequence of operations
Copy these prompts and use them with your AI agent after installing Salesforce
Automate my marketing & growth tasks using Salesforce
What repetitive tasks can Salesforce handle for me?
Set up a workflow that runs Salesforce every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install salesforce-apiOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install salesforce-apiβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/salesforce-api/π‘Extract and place the folder at the path above, then restart your agent.