Use Case
Stop doing repetitive marketing & growth tasks manually. Salesforce Skill lets your AI agent handle them automatically through natural conversation. 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. This guide shows practical examples of using Salesforce Skill to automate common marketing & growth workflows and save hours every week.
Install Salesforce Skill: npx clawhub@latest --dir ~/.claude/skills install salesforce
Identify the repetitive marketing & growth tasks you want to automate
Describe the task to your AI in plain English
Salesforce Skill 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 Skill
Automate my marketing & growth tasks using Salesforce Skill
What repetitive tasks can Salesforce Skill handle for me?
Set up a workflow that runs Salesforce Skill every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install salesforceOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install salesforceβ 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/π‘Extract and place the folder at the path above, then restart your agent.