salesforce-query-openclaw_skill

Overview

This skill provides schema-adaptive Salesforce querying and reusable GTM workflows that run reliably across different orgs. It discovers the target org's objects and fields, builds a mapping profile, and executes account/contact/opportunity/campaign/activity workflows with secure credential handling. The skill uses macOS Keychain by default and supports session-only credential modes for safer automation.

How this skill works

First, the onboarding discovery inspects accessible objects and describes fields for core GTM entities. It generates a profile JSON and adaptive follow-up questions to resolve uncertain mappings. Workflows and query helpers then operate against the discovered schema, returning structured payloads (summary, rows, next_best_action). Credentials are validated and stored securely via the macOS Keychain or run in --no-save session mode.

When to use it

• When hardcoded Salesforce scripts fail across multiple orgs or environments.
• When you need a repeatable discovery-first approach before running CRM workflows.
• When you require secure credential handling without plaintext files.
• When automating GTM tasks like pipeline triage, campaign follow-up, or account work queues.
• When integrating into CI or automation with non-interactive credential injection.

Best practices

• Run the onboarding discovery in each target org to generate an accurate profile before running workflows.
• Use a least-privilege connected app and dedicated integration user for authentication.
• Keep ambiguous field mappings marked low-confidence and confirm them interactively before persistence.
• Use session-only (--no-save) mode for ephemeral runs or CI pipelines to avoid persistent secrets.
• Persist the generated profile JSON to reuse discovery results and reduce repeat scanning.

Example use cases

• Run starter workflows to produce a daily work list: top_accounts_to_work_today or pipeline_rescue_board.
• Discover schema and generate mapping for a newly provisioned Salesforce sandbox.
• Automate campaign follow-up by mapping campaign->opportunity links in environments with custom objects.
• Validate credential safety and domain restrictions before CI deployments.
• Integrate with downstream tools by exporting the profile JSON and structured workflow payloads.