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BytesAgain β€Ί Skills β€Ί Salesforce API Integration
πŸ¦€ ClawHub

Salesforce API Integration

by @ivangdavila

Complete Salesforce REST API for SOQL queries, CRUD operations, Bulk API, Composite API, authentication, and standard objects with error handling.

Versionv1.0.1
Downloads1,372
#api#security#legal
TERMINAL
clawhub install salesforce-api-integration

πŸ“– About This Skill

name: Salesforce API Integration slug: salesforce-api-integration version: 1.0.1 homepage: https://clawic.com/skills/salesforce-api-integration description: Complete Salesforce REST API for SOQL queries, CRUD operations, Bulk API, Composite API, authentication, and standard objects with error handling. changelog: Fixed memory template to use standard status values and natural language context. metadata: {"clawdbot":{"emoji":"☁️","requires":{"env":["SF_ACCESS_TOKEN","SF_INSTANCE_URL"],"config":["~/salesforce-api-integration/"]},"primaryEnv":"SF_ACCESS_TOKEN","os":["linux","darwin","win32"]}}

Salesforce API Integration

Complete Salesforce REST API reference. See auxiliary files for detailed operations.

Quick Start

curl "$SF_INSTANCE_URL/services/data/v59.0/sobjects/" \
  -H "Authorization: Bearer $SF_ACCESS_TOKEN"

Setup

On first use, read setup.md. Preferences stored in ~/salesforce-api-integration/memory.md.

When to Use

Any Salesforce operation: SOQL queries, record CRUD, bulk imports/exports, metadata, composite requests.

Architecture

~/salesforce-api-integration/
β”œβ”€β”€ memory.md      # Org context and object schemas
└── queries.md     # Saved SOQL queries

Quick Reference

| Topic | File | |-------|------| | Setup and authentication | setup.md, memory-template.md | | SOQL queries and search | soql.md | | Records: create, read, update, delete | records.md | | Standard objects reference | objects.md | | Bulk API 2.0 for large datasets | bulk.md | | Composite and batch requests | composite.md | | Metadata and schema | metadata.md | | Error handling | errors.md |

Core Rules

1. Bearer token auth - Authorization: Bearer $SF_ACCESS_TOKEN 2. Instance URL required - Each org has unique URL like https://yourorg.my.salesforce.com 3. API version in path - Use /services/data/v59.0/ (or newer) 4. SOQL for queries - Salesforce Object Query Language for data retrieval 5. Object API names - Use API names: Account, Contact__c (custom objects end in __c) 6. Pagination for large results - Use nextRecordsUrl for results over 2000 7. Rate limits - Vary by edition, typically 100k+ calls/day

Authentication

Required environment variables:

  • SF_ACCESS_TOKEN - OAuth access token for API calls
  • SF_INSTANCE_URL - Your Salesforce instance (e.g., https://yourorg.my.salesforce.com)

    • # All requests require these headers
curl "$SF_INSTANCE_URL/services/data/v59.0/..." \
  -H "Authorization: Bearer $SF_ACCESS_TOKEN" \
  -H "Content-Type: application/json"

    Common Traps

  • Wrong instance URL - 404 or DNS errors
  • Expired access token - 401 INVALID_SESSION_ID
  • Missing field permissions - Field appears null
  • SOQL syntax errors - MALFORMED_QUERY
  • Relationship name vs field name - Use Account.Name not AccountId.Name

    • External Endpoints

    | Endpoint | Purpose | |----------|---------| | https://*.my.salesforce.com/services/data/* | REST API | | https://*.my.salesforce.com/services/async/* | Bulk API | | https://login.salesforce.com/services/oauth2/* | OAuth (production) | | https://test.salesforce.com/services/oauth2/* | OAuth (sandbox) |

    Security & Privacy

    Environment variables used:

  • SF_ACCESS_TOKEN - for API authentication
  • SF_INSTANCE_URL - for API endpoint routing

    • Sent to Salesforce: Queries, record data via your instance URL Stays local: Access token (in environment variable only), ~/salesforce-api-integration/ preferences Never: Store tokens in files, log sensitive data, bypass field-level security

    Scope

    This skill ONLY:

  • Makes requests to Salesforce REST API endpoints
  • Stores preferences in ~/salesforce-api-integration/
  • Provides curl and code examples

    • This skill NEVER:

  • Accesses files outside ~/salesforce-api-integration/
  • Makes requests to non-Salesforce endpoints
  • Stores access tokens in files

    • Trust

    By using this skill, data is sent to Salesforce (salesforce.com). Only install if you trust Salesforce with your CRM data.

    Related Skills

    Install with clawhub install if user confirms:
  • api β€” REST API patterns
  • crm β€” CRM workflows
  • accounting β€” Financial operations

    • Feedback

  • If useful: clawhub star salesforce-api-integration
  • Stay updated: clawhub sync

    • ⚑ When to Use

    Any Salesforce operation: SOQL queries, record CRUD, bulk imports/exports, metadata, composite requests.

    πŸ’‘ Examples

    curl "$SF_INSTANCE_URL/services/data/v59.0/sobjects/" \
  -H "Authorization: Bearer $SF_ACCESS_TOKEN"

    βš™οΈ Configuration

    On first use, read setup.md. Preferences stored in ~/salesforce-api-integration/memory.md.