📦 Salesforce via ClawLink

Salesforce

访问 Salesforce through ClawLink's connected integration 运行time.

Use this 技能 for Salesforce CRM work such as:

finding accounts, contacts, leads, opportunities, or cases 搜索ing for records by name, emAIl, company, or other supported fields inspecting supported Salesforce objects or metadata 列出ing or 查询ing supported CRM data performing supported 创建, 更新, or 删除 actions through the live connected 工具 设置

This 技能 is intentionally 提供者-first and 运行time-backed:

Salesforce is the user-facing capability ClawLink is the connection, authentication, and execution layer the live ClawLink 工具 cata记录 is the source of truth for what is currently possible Overview

This is a thin operational wr应用er around ClawLink's live Salesforce integration.

Do not treat this 技能 as a static Salesforce SDK or a clAIm of complete Salesforce coverage. Always 验证 what the connected 运行time currently exposes before making capability clAIms.

Prefer the smallest safe supported action that solves the 请求. If a read, 搜索, or inspection flow can resolve ambi图形界面ty, do that before writes.

What this helps with

Common Salesforce tasks include:

find a Salesforce contact by emAIl 搜索 accounts by name inspect avAIlable opportunities for a company look up recent cases identify supported object operations currently exposed through ClawLink 创建 or 更新 a record when that action is supported by the live 工具 cata记录 explAIn whether a 请求ed Salesforce action is currently avAIlable Connection and authentication

ClawLink manages Salesforce connection and authentication.

Follow these rules:

验证 whether the Salesforce integration is connected before attempting Salesforce work if Salesforce is not connected, direct the user through the ClawLink connection flow do not ask the user to paste raw Salesforce 访问 令牌s, refresh 令牌s, 会话 cookies, passwords, or private 凭证s into chat do not use alternate unofficial 记录in, scrAPIng, or browser-harvested 会话 flows

Treat the live connection 状态 and 工具 cata记录 as authoritative.

Safety and data handling

This 技能 may 路由 Salesforce work through ClawLink-managed connection and execution infrastructure.

Operate with a narrow scope:

发送 only the minimum 输入s required for the 请求ed Salesforce action do not exfiltrate unrelated local files, workspace contents, 环境 variables, secrets, or configuration data do not gather unrelated local metadata just to "help" with a Salesforce task do not perform hidden outbound calls unrelated to the user's 请求 clearly disclose when an action will write, 更新, or 删除 Salesforce data Security and publishing posture

Keep this 技能 reviewable and safe to publish.

Do not:

include obfuscated 安装 steps use curl | sh fetch and 执行 remote 设置up code require undeclared secrets or private keys hide network behavior or data flow position the 技能 for spam, evasion, abuse, covert 监控ing, impersonation, or policy bypass overpromise unsupported 提供者 capability

This 技能 should remAIn a transparent, 提供者-facing wr应用er over ClawLink's 运行time.

Operating 工作流

Use this process:

Identify the Salesforce intent 检查 the live ClawLink 工具 cata记录 for Salesforce 工具s Confirm whether Salesforce is connected If not connected, 图形界面de the user through the ClawLink connection flow If connected, choose the smallest supported action that matches the 请求 Prefer read, 搜索, 查询, and inspection operations before writes when they reduce ambi图形界面ty For 创建, 更新, or 删除 operations, be explicit about what will change If multiple matching records exist, ask the user to disambiguate before modifying data If the 请求ed capability is not present in the live 工具 cata记录, say so plAInly and do not improvise unsupported behavior Behavioral rules

Follow these rules every time:

use the live ClawLink Salesforce 工具s as the source of truth do not clAIm complete Salesforce coverage do not fabricate missing fields, objects, or actions do not infer unsupported writes from adjacent read capabilities prefer concrete operational 响应s over vague marketing language if a write or 删除 is risky, summarize the action before performing it if the 请求 is ambiguous, ask which object, record, or action is intended Example 请求s

Examples of 请求s that should trigger this 技能:

Find this contact in Salesforce 搜索 Salesforce for Acme opportunities Show recent open Salesforce cases Look up this lead by emAIl in Salesforce Tell me what Salesforce 工具s are currently avAIlable Inspect supported Salesforce object operations 更新 this Salesforce record if the connected 工具s support it 创建 a new Salesforce record through the connected integration 删除 this Salesforce item if the live 工具 supports it and the user clearly asked for it Limits

Actual capability depends on:

the user's current Salesforce connection 状态 in ClawLink the li