salesforce
The Salesforce skill provides an interface for AI agents to manage Salesforce CRM data, records, and workflows through the Membrane CLI. It supports authentication, record CRUD operations, SOQL/SOSL queries, and direct API proxying.
Is salesforce safe to install?
Review the source first: our audit of salesforce's source files found 9 shell commands, 1 external URL, no file writes (high risk). Every command and URL listed appears verbatim in the skill's source. The skill executes shell commands via the Membrane CLI and performs network requests to Salesforce API endpoints.
How we audit skills: our security review methodology.
Who is this skill for?
Developers and AI agents requiring programmatic access to Salesforce CRM and marketing automation data.
What can you do with it?
- Retrieving and updating Salesforce records like leads, contacts, and opportunities.
- Executing SOQL queries and SOSL searches to find specific data.
- Managing Salesforce API usage and metadata.
- Performing bulk operations using sObject collections.
- Proxying custom API requests to Salesforce endpoints with automated authentication.
How good is this skill?
Quality score: 5/10. The documentation is clear, provides specific CLI commands, and outlines the authentication flow for both interactive and headless environments.
What does the skill file contain?
# Salesforce Salesforce is a leading cloud-based CRM platform that helps businesses manage customer relationships and sales processes. It's primarily used by sales, marketing, and customer service teams to track leads, automate marketing campaigns, and provide customer support. Official docs: https://developer.salesforce.com/docs ## Salesforce Overview - **Account** - **Case** - **Contact** - **Contract** - **Lead** - **Opportunity** - **Order** - **Product** - **Quote** - **Solution** - **Task** - **User** - **Dashboard** - **Report** ## Working with Salesforce This skill uses the Membr...
Frequently asked questions
How does the skill handle Salesforce authentication?
The skill uses the Membrane CLI to manage authentication. Users authenticate via a browser flow initiated by the CLI, and Membrane handles credential storage and refresh server-side.
Can I perform bulk operations on records?
Yes, the skill supports creating, updating, and deleting up to 200 records in a single API call using sObject Collections.
What should I do if an action is not available in the pre-built list?
Use the membrane request command to send direct requests to the Salesforce API. Membrane automatically handles base URL appending and authentication headers.
How do I check the status of a connection?
Use the membrane connection get command with the --wait flag to poll the connection status until it reaches the READY state.
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