Which Salesforce edition do I need?

API access requires Enterprise edition or higher, or Professional with the API add-on. Developer and Sandbox orgs have full API access. If you're on a lower edition, OpenClaw can still automate tasks via browser automation through the Salesforce Lightning UI.

Can it work with our custom objects?

Yes. OpenClaw reads your org's object metadata so custom objects (anything ending in __c) are automatically available. Reference them by name in commands and OpenClaw handles validation before writing.

Will this work in our Salesforce sandbox?

Yes. Point OpenClaw at your sandbox instance URL and use test.salesforce.com for the OAuth login endpoint. Keep separate credentials for sandbox vs production.

Does setup require a Salesforce admin?

Creating a Connected App requires admin access. Once it's set up (a 5-minute task), anyone with the OAuth credentials can connect OpenClaw.

OpenClaw + Salesforce Integration | CRM Automation

Connect OpenClaw to Salesforce for CRM automation. Sync leads, contacts, opportunities, and automate sales workflows.

Browse Premium Skills Get the Free Course

~18 hrs/wk

CRM data entry saved

936 hrs/year

< 30 sec

Lead to Salesforce

vs. 8+ min manual entry

$1,800/mo

Data ops cost replaced

at $25/hr equivalent

24/7

Pipeline stays current

no end-of-day catch-up

See how fast you can automate Salesforce | CRM. Start with the free course

What OpenClaw does with Salesforce | CRM

5 automation capabilities

Create leads and contacts from any channel

New form fill, WhatsApp message, or inbound email? OpenClaw creates the Salesforce Lead or Contact with all the right fields mapped — including custom fields — without any manual data entry.

Advance opportunities from a chat message

Tell OpenClaw to move a deal to the next stage, update the close date, and log a task — all in one message. No clicking through Salesforce Lightning to update three fields.

Log activities from external tools automatically

After a Calendly call or a Zoom meeting, OpenClaw logs a Task or Event on the right Salesforce record with notes attached. Your reps see full history without entering a single thing manually.

Pull pipeline reports on demand

Ask OpenClaw for a pipeline snapshot — by stage, by rep, or by close date — and it queries Salesforce and delivers a formatted summary to Slack. No reports to configure, no dashboards to check.

Mass-update records with a single command

Reassign a whole rep's book of business, bulk-update a field across 500 leads, or clean up stale records — by messaging OpenClaw. It batches the updates in the background and tells you when it's done.

How simple is it?

Just tell OpenClaw what you need

You message OpenClaw:

“Pull all Salesforce opportunities in the Proposal stage that haven't been updated in 7+ days, and send me the list with owner names in Slack”

No workflow builder. No API docs. No configuration UI. Just plain English.

Ready-to-run workflows

Lead Intake to Salesforce

Inbound lead from any source → enriched Salesforce record created in seconds.

AI Lead Scoring

Score Salesforce leads by fit and activity, then route hot ones to sales.

Pipeline Automation

Deal stages advance, tasks get created, and reps get notified — automatically.

Get connected in minutes

Create a Salesforce Connected App

5 min

In Salesforce Setup → App Manager → New Connected App. Enable OAuth, set the callback URL, and select scopes: api, refresh_token, offline_access. Save and copy the Consumer Key and Secret. Takes about 5 minutes.

Connect OpenClaw via OAuth

3 min

Add your Consumer Key and Secret to OpenClaw. Run the OAuth flow — open the URL printed in the terminal, authorize in your browser, and OpenClaw stores the tokens automatically.

Test with a real command

5 min

Message OpenClaw to pull your 5 most recent leads from Salesforce. If you get data back, the connection is working. Then build your first workflow.

Frequently Asked Questions

Browse Premium Skills

Pre-built automation packs ready to deploy.

Plug and playTested workflowsRegular updates

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Keep exploring

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Workflows

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Workflows

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Offers

Premium OpenClaw Skills: Pre-Built Automation Packs

Ready-to-deploy OpenClaw skills for CRM, email, scheduling, and more. Skip the build and start automating today.