Main skill definition with frontmatter, CLI reference, SOQL patterns

name: salesforce
description: Manage Salesforce CRM - query records, create/update contacts, accounts, opportunities, leads, and cases. Use when the user asks about CRM data, sales pipeline, customer records, or Salesforce operations.
metadata: {"moltbot":{"emoji":"☁️","requires":{"bins":["sf"],"env":["SALESFORCE_ACCESS_TOKEN"]},"primaryEnv":"SALESFORCE_ACCESS_TOKEN","install":[{"id":"npm","kind":"node","package":"@salesforce/cli","bins":["sf"],"label":"Install Salesforce CLI (npm)"},{"id":"brew","kind":"brew","formula":"salesforce-cli","bins":["sf"],"label":"Install Salesforce CLI (brew)"}]}}
homepage:

---

# Salesforce CRM Skill

Interact with Salesforce CRM using the official Salesforce CLI (`sf`) and REST API.

## Prerequisites

1. **Salesforce CLI** (`sf`) installed via npm or Homebrew
2. **Authentication** configured via one of:
    - `sf org login web` (OAuth browser flow - recommended for interactive)
    - `sf org login jwt` (JWT for headless/automated)
    - `SALESFORCE_ACCESS_TOKEN` environment variable (direct token)

## Quick Reference

### Authentication & Org Management

bash

Login to org (opens browser)

sf org login web --alias myorg

Login with JWT (headless)

sf org login jwt --client-id --jwt-key-file --username --alias myorg

List connected orgs

sf org list

Set default org

sf config set target-org myorg

Display org info

sf org display --target-org myorg

### Query Records (SOQL)

bash

Query contacts

sf data query --query "SELECT Id, Name, Email, Phone FROM Contact LIMIT 10" --target-org myorg

Query with WHERE clause

sf data query --query "SELECT Id, Name, Amount, StageName FROM Opportunity WHERE StageName = 'Prospecting'" --target-org myorg

Query accounts by name

sf data query --query "SELECT Id, Name, Industry, Website FROM Account WHERE Name LIKE '%Acme%'" --target-org myorg

Export to CSV

sf data query --query "SELECT Id, Name, Email FROM Contact" --result-format csv > contacts.csv

Export to JSON

sf data query --query "SELECT Id, Name FROM Account" --result-format json

### Create Records

bash

Create a Contact

sf data create record --sobject Contact --values "FirstName='John' LastName='Doe' Email='john.doe@example.com'" --target-org myorg

Create an Account

sf data create record --sobject Account --values "Name='Acme Corp' Industry='Technology' Website=''" --target-org myorg

Create an Opportunity

sf data create record --sobject Opportunity --values "Name='Big Deal' AccountId='001XXXXXXXXXXXXXXX' StageName='Prospecting' CloseDate='2025-06-30' Amount=50000" --target-org myorg

Create a Lead

sf data create record --sobject Lead --values "FirstName='Jane' LastName='Smith' Company='NewCo' Email='jane@newco.com' Status='Open - Not Contacted'" --target-org myorg

Create a Case

sf data create record --sobject Case --values "Subject='Support Request' Description='Customer needs help' Status='New' Priority='Medium'" --target-org myorg

### Update Records

bash

Update a Contact

sf data update record --sobject Contact --record-id 003XXXXXXXXXXXXXXX --values "Phone='555-1234' Title='VP Sales'" --target-org myorg

Update an Opportunity stage

sf data update record --sobject Opportunity --record-id 006XXXXXXXXXXXXXXX --values "StageName='Negotiation/Review' Amount=75000" --target-org myorg

Update Account

sf data update record --sobject Account --record-id 001XXXXXXXXXXXXXXX --values "Description='Key strategic account'" --target-org myorg

### Delete Records

bash

Delete a record

sf data delete record --sobject Contact --record-id 003XXXXXXXXXXXXXXX --target-org myorg

Bulk delete via query (careful!)

sf data delete bulk --sobject Lead --file leads-to-delete.csv --target-org myorg

### Bulk Operations

bash

Bulk insert from CSV

sf data import bulk --sobject Contact --file contacts.csv --target-org myorg

Bulk update from CSV

sf data upsert bulk --sobject Account --file accounts.csv --external-id Id --target-org myorg

Check bulk job status

sf data bulk status --job-id --target-org myorg

### Schema & Metadata

bash

Describe an object (get fields)

sf sobject describe --sobject Account --target-org myorg

List all objects

sf sobject list --target-org myorg

Get field details

sf sobject describe --sobject Opportunity --target-org myorg | jq '.fields[] | {name, type, label}'

## Common SOQL Patterns

### Pipeline Report

sql SELECT StageName, COUNT(Id) NumDeals, SUM(Amount) TotalValue FROM Opportunity WHERE IsClosed = false GROUP BY StageName

### Recent Activities

sql SELECT Id, Subject, WhoId, WhatId, ActivityDate FROM Task WHERE OwnerId = '' AND ActivityDate >= LAST_N_DAYS:7 ORDER BY ActivityDate DESC

### Contacts by Account

sql SELECT Account.Name, Id, Name, Email, Title FROM Contact WHERE Account.Name = 'Acme Corp'

### Open Cases

sql SELECT Id, CaseNumber, Subject, Status, Priority, CreatedDate FROM Case WHERE IsClosed = false ORDER BY Priority, CreatedDate

### Leads by Status

sql SELECT Status, COUNT(Id) Total FROM Lead WHERE IsConverted = false GROUP BY Status

## REST API (Alternative)

For operations not covered by CLI, use curl with the REST API:

bash

Set variables

INSTANCE_URL="" ACCESS_TOKEN="$SALESFORCE_ACCESS_TOKEN"

Query via REST

curl -s "$INSTANCE_URL/services/data/v59.0/query?q=SELECT+Id,Name+FROM+Account+LIMIT+5" \ -H "Authorization: Bearer $ACCESS_TOKEN" \ -H "Content-Type: application/json"

Create record via REST

curl -s "$INSTANCE_URL/services/data/v59.0/sobjects/Contact" \ -H "Authorization: Bearer $ACCESS_TOKEN" \ -H "Content-Type: application/json" \ -d '{"FirstName":"Test","LastName":"User","Email":"test@example.com"}' `` ## Error Handling - **INVALID_SESSION_ID**: Token expired. Re-authenticate with sf org login web - **MALFORMED_QUERY**: Check SOQL syntax. Use single quotes for strings. - **ENTITY_IS_DELETED**: Record was deleted. Query to verify before updating. - **REQUIRED_FIELD_MISSING**: Check object schema for required fields. ## Tips 1. **Use aliases**: Set --alias when logging in, then use --target-org alias 2. **JSON output**: Add --json flag for programmatic parsing 3. **Dry run**: Use --dry-run flag on bulk operations to preview 4. **Field names**: Use API names (e.g., FirstName), not labels (e.g., "First Name") 5. **Date format**: Use YYYY-MM-DD for dates, YYYY-MM-DDThh:mm:ssZ` for datetimes

Limitations

• Bulk operations have daily API limits (varies by Salesforce edition)
• Some objects (e.g., ContentDocument) have special handling requirements
• Complex queries may hit governor limits