Automate CRM workflows

AI Agent for Salesforce

Streamline lead routing, opportunity tracking, and activity logging with an OpenClaw AI agent for Salesforce.

Auto-classify and assign new leads to sales reps based on territory, industry, or skill. Notify reps with lead context.

Move opportunities through pipeline stages based on email activity, document uploads, or time thresholds.

Calculate health scores based on engagement, support tickets, and product usage. Alert account managers to at-risk accounts.

Aggregate opportunity forecast data from reps. Generate executive forecasts and pipeline health reports.

Log emails and chat conversations to corresponding accounts and opportunities automatically.

Trigger workflows on custom objects like projects, cases, or contracts with conditional routing and task creation.

How to get set up

Before we start

Create Connected App
In Salesforce Setup, create a Connected App with OAuth scopes for API, Chatter, and custom object access.
Configure Permissions
Grant Full Access and other necessary permissions. Set up field-level security for agent-accessible fields.
Create API User
Create a dedicated Salesforce user for agent integration with minimal required permissions.
Connect via REST API
Generate OAuth tokens and establish secure connection from OpenClaw to Salesforce REST API.

Does it work with Salesforce CPQ?

Yes. The agent can create quotes, manage approvals, and update opportunity line items in Salesforce CPQ.

Can it log activities to accounts and contacts?

Yes. The agent logs calls, emails, tasks, and custom activities to accounts, contacts, and opportunities automatically.

How does it handle field-level security?

The agent respects Salesforce field-level security. It only accesses and updates fields the connected user has permission for.

Set up an AI agent for Salesforce.