Use Case
Stop doing repetitive marketing & growth tasks manually. Salesforce lets your AI agent handle them automatically through natural conversation. 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 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-dx
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-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.