Salesforce
Your CRM, conversational
Salesforce is the world's leading CRM platform, and now your AI assistant speaks its language. Look up customer information, update opportunities, log calls and meetings, and pull reports — all without leaving your chat. Perfect for sales professionals who want to spend more time selling and less time navigating tabs.
Features
Lead and Contact lookup
Instantly find customer details. Ask 'Who's the contact at Acme Corp?' or 'Show me recent leads from California' and get immediate answers.
Opportunity tracking
Check deal status, update stages, and see your pipeline at a glance. 'What's the status of the Microsoft deal?' gets you real answers.
Activity logging
Log calls, emails, and meetings without opening Salesforce. 'Log a call with Sarah about the renewal' captures it instantly.
Report generation
Pull key metrics and reports through conversation. 'Show me this quarter's closed deals' or 'What's my pipeline value?'
Account intelligence
Get full context before meetings. 'Brief me on Acme Corp' pulls company info, recent activities, open opportunities, and key contacts.
Enterprise SSO support
Works with SAML and OAuth SSO configurations. Authenticate once through your identity provider.
Use Cases
Pre-meeting prep
Ask for a customer briefing before any call. Get company details, open deals, recent interactions, and key contacts in seconds.
Quick CRM updates
Update opportunity stages, log activities, and add notes without context-switching. Your CRM stays current with zero friction.
Pipeline review
Check your pipeline, forecast, and key metrics for standups and reviews. 'Show me deals closing this month' gives you instant visibility.
Lead qualification
Look up new leads, check if they're in the system, and get company context to prioritize your outreach.
End-of-day logging
Batch log your day's activities through conversation. 'Log calls with John, Sarah, and Mike about Q2 renewals' captures everything at once.
Setup Guide
Requirements
- ✓Salesforce account (any edition with API access)
- ✓Connected App configured in Salesforce
- ✓API access enabled for your user profile
- ✓OpenClaw running on a server or Mac
Create a Connected App
In Salesforce Setup, go to App Manager and create a new Connected App. Enable OAuth settings with 'Full access' or specific scopes like 'api' and 'refresh_token'.
Configure OAuth callback
Add 'http://localhost:8080/callback' as a callback URL for the initial authentication flow.
Get your credentials
Copy the Consumer Key (client_id) and Consumer Secret (client_secret) from your Connected App.
Configure OpenClaw
Add the Salesforce configuration with your instance URL, client ID, and client secret to your OpenClaw config.
Authenticate
Run the authentication flow to obtain and store your access tokens. For SSO environments, this goes through your identity provider.
Test the connection
Ask your assistant 'Show me my recent opportunities' to verify everything is connected.
Configuration Example
salesforce: instanceUrl: \"https://yourcompany.salesforce.com\" clientId: \"your-connected-app-client-id\" clientSecret: \"your-connected-app-secret\" # For sandbox environments: # instanceUrl: \"https://yourcompany--sandbox.sandbox.my.salesforce.com\"
Limitations
- ⚠️API access requires Salesforce Enterprise Edition or API add-on
- ⚠️Custom objects and fields need additional configuration
- ⚠️Some complex reports may require Salesforce Reports & Dashboards
Frequently Asked Questions
Do I need Salesforce Enterprise Edition?
API access is included in Enterprise, Unlimited, and Performance editions. Professional Edition requires the API add-on. Developer Edition includes API access for testing.
Does it work with Salesforce SSO?
Yes, OpenClaw supports SAML and OAuth-based SSO. The initial authentication goes through your identity provider (Okta, Azure AD, etc.) and tokens are stored locally.
Can it access custom objects?
Yes, any object accessible through the Salesforce REST API works. Custom objects, custom fields, and custom picklists are all supported.
Is this compliant with our security policies?
OpenClaw runs on infrastructure you control. Salesforce data is accessed via official APIs with your credentials, and nothing passes through third-party services.
Can multiple team members use this?
Each user authenticates with their own Salesforce credentials. Permissions and data access follow your existing Salesforce security model.
Does it work with Salesforce Sandbox?
Yes, point the instanceUrl to your sandbox environment for testing before deploying to production.
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