Use Case
Salesforce is a powerful AI agent skill that extends your assistant with new capabilities. Query Salesforce data and manage sales pipelines using the `sf` CLI. Use for SOQL queries (simple to complex), opportunity pipeline analysis, forecast reporting, data exports, schema exploration, and CRM data operations. Also use for executive workflows like looking up deals by name, finding contact info to email prospects, preparing pipeline reviews, and cross-referencing CRM data with other tools. Triggers on Salesforce, SOQL, pipeline, opportunity, forecast, CRM data, deal lookup, prospect email, account info, or sf CLI questions. This guide walks you through installing Salesforce, configuring it for your setup, and running your first commands β so you can start getting value in minutes.
Install Salesforce: npx clawhub@latest --dir ~/.claude/skills install salesforce-dx
Restart your AI client (Claude Code, Cursor, Gemini CLI, or OpenClaw)
Type a natural language request related to marketing & growth to trigger Salesforce
Review the output and refine your prompt for better results
Combine Salesforce with other skills to build multi-step workflows
Copy these prompts and use them with your AI agent after installing Salesforce
Help me get started with Salesforce
What can Salesforce do for my marketing & growth workflow?
Show me an example of using Salesforce
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install salesforce-dxOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install salesforce-dxβ 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-dx/π‘Extract and place the folder at the path above, then restart your agent.