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: https://developer.salesforce.com/tools/salesforcecli
---

Salesforce CRM Skill

Interact with Salesforce CRM using the official Salesforce CLI (

sf

) and REST API.

Prerequisites

Salesforce CLI (
```
sf
```
) installed via npm or Homebrew
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

# Login to org (opens browser)
sf org login web --alias myorg
Login with JWT (headless)
sf org login jwt --client-id <consumer-key> --jwt-key-file <path-to-key> --username <user> --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)

# 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

# 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='https://acme.com&#x27;" --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

# 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

# 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

# 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 <job-id> --target-org myorg

Schema & Metadata

# 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

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

Recent Activities

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

Contacts by Account

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

Open Cases

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

Leads by Status

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:

# Set variables
INSTANCE_URL="https://yourorg.salesforce.com"
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

Use aliases: Set
```
--alias
```
when logging in, then use
```
--target-org alias
```
JSON output: Add
```
--json
```
flag for programmatic parsing
Dry run: Use
```
--dry-run
```
flag on bulk operations to preview
Field names: Use API names (e.g.,
```
FirstName
```
), not labels (e.g., "First Name")
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

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Salesforce CRM Skill

Prerequisites

Quick Reference

Authentication & Org Management

Login with JWT (headless)

List connected orgs

Set default org

Display org info

Query Records (SOQL)

Query with WHERE clause

Query accounts by name

Export to CSV

Export to JSON

Create Records

Create an Account

Create an Opportunity

Create a Lead

Create a Case

Update Records

Update an Opportunity stage

Update Account

Delete Records

Bulk delete via query (careful!)

Bulk Operations

Bulk update from CSV

Check bulk job status

Schema & Metadata

List all objects

Get field details

Common SOQL Patterns

Pipeline Report

Recent Activities

Contacts by Account

Open Cases

Leads by Status

REST API (Alternative)

Query via REST

Create record via REST

Error Handling

Tips

Limitations

Quick Start

Manual Installation

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