šŸ¦žOpenClaw Guide
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ā˜ļø

Salesforce

Mediumā±ļø 20-30 minutes

AI-powered Salesforce CRM assistant

OpenClaw Salesforce Integration

Access your Salesforce CRM through your AI assistant. Look up contacts, manage opportunities, log activities, and get pipeline reports ā€” all without clicking through Salesforce's complex UI.

Setup

Step 1: Create a Connected App

  1. Salesforce ā†’ Setup ā†’ App Manager ā†’ "New Connected App"
  2. Enable OAuth settings:
    • Callback URL: http://localhost:3000/callback
    • Scopes: api, refresh_token, offline_access
  3. Save ā†’ note the Consumer Key and Consumer Secret

Step 2: Configure OpenClaw

yaml
integrations:  salesforce:    enabled: true    loginUrl: "https://login.salesforce.com"  # or test.salesforce.com for sandbox    clientId: "YOUR_CONSUMER_KEY"    clientSecret: "YOUR_CONSUMER_SECRET"    username: "you@company.com"    # OAuth will prompt on first use

Contact and Account Lookup

bash
Look up Acme Corpā†’ Account: Acme Corp | Owner: Jane Smith | ARR: $120K | Stage: Renewal in Q2Find contact: john.smith@acme.comā†’ John Smith, VP Engineering at Acme Corp | Last contact: 3 days ago | Open cases: 1Who are my contacts at Microsoft?ā†’ 4 contacts at Microsoft: Lisa (VP), Tom (Engineer), ...

Opportunity Management

bash
What's in my pipeline this quarter?ā†’ 12 opportunities, $340K total. At risk: 3 deals ($95K) haven't been updated in 14+ daysMove Acme Renewal to Negotiation stageā†’ Updated āœ“Update Acme Renewal amount to $150,000ā†’ Amount updated āœ“What deals are closing this month?ā†’ 3 deals closing: Acme ($45K, 80%), TechCo ($30K, 60%), StartupXYZ ($12K, 90%)

Activity Logging

bash
Log a call with John Smith: Discussed Q2 renewal, positive response, following up Fridayā†’ Activity logged āœ“Create a follow-up task for Acme: Send revised proposal, due Thursdayā†’ Task created āœ“Send email to Lisa at Microsoft: [email text]ā†’ Email logged in Salesforce and sent āœ“

Reports & Dashboards

bash
How's my quota attainment this quarter?ā†’ Q1: $210K closed vs $300K quota ā€” 70%. Need $90K more by March 31Who are my top 5 deals by ARR?ā†’ 1. Enterprise Corp $85K, 2. MidCo $60K...Deals at risk of slipping?ā†’ 4 deals haven't moved in 2+ weeks: ...

Troubleshooting

OAuth error? Check Consumer Key/Secret match exactly. Verify OAuth scopes include api and refresh_token.

Sandbox vs production? Use https://test.salesforce.com for sandboxes, https://login.salesforce.com for production.

Field not found? Salesforce field API names differ from labels. Use Setup ā†’ Object Manager to find exact API names.

Get StartedView Docs

Features

Contact lookup

Find contacts, accounts, and full relationship history instantly

Pipeline management

View, update, and manage your opportunity pipeline

Activity logging

Log calls, emails, and meetings directly from chat

Deal updates

Update stage, amount, and close dates without opening Salesforce

Reports on demand

Quota attainment, pipeline health, and at-risk deals

Task creation

Create follow-up tasks linked to contacts and opportunities

Use Cases

ā†’

Pre-call research

Quick account and contact context before every sales call

ā†’

Pipeline hygiene

Identify stale deals and update statuses from your phone

ā†’

Activity logging

Log calls and emails immediately after they happen

ā†’

Forecast reviews

Weekly pipeline summaries and quota tracking on demand

Setup Guide

Requirements

  • āœ“Salesforce account (any edition with API access)
  • āœ“Connected App configured in Salesforce
  • āœ“API access enabled for your user profile
  • āœ“OpenClaw running on a server or Mac
1

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'.

2

Configure OAuth callback

Add 'http://localhost:8080/callback' as a callback URL for the initial authentication flow.

3

Get your credentials

Copy the Consumer Key (client_id) and Consumer Secret (client_secret) from your Connected App.

4

Configure OpenClaw

Add the Salesforce configuration with your instance URL, client ID, and client secret to your OpenClaw config.

5

Authenticate

Run the authentication flow to obtain and store your access tokens. For SSO environments, this goes through your identity provider.

6

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

  • āš ļøAPI access requires Salesforce Enterprise Edition or API add-on
  • āš ļøCustom objects and fields need additional configuration
  • āš ļø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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