Download apps
AI agent for Salesforce
02Overview
Why teams connect Salesforce
Trooper agents connect to Salesforce through secure OAuth or API credentials synced to your private OpenClaw server.
Connect Salesforce through Composio.
Every action runs as a traced ticket on the unified board. Combine Salesforce with GitHub, Gmail, Slack, and 1,000+ other plugins in multi-agent workflows.
Autonomous execution
Trooper agents call Salesforce APIs directly — search, read, write, and report back on traced tickets.
Approval gates
Sensitive writes wait for your authorization. Agents propose; you approve; the system executes.
Multi-agent workflows
Combine Salesforce with GitHub, Gmail, Slack, and 1,000+ plugins on one OpenClaw-powered board.
03Playbooks
Automate Salesforce playbooks.
Event triggers, bi-directional sync, and notify paths — Salesforce connected to Trooper playbooks.
Stage changeSalesforce pipelineForecast gate04Use cases
What agents do with Salesforce
Search and summarize
Agent queries Salesforce for context before drafting a response or next action.
Create and update records
Write back to Salesforce with traced changes and human approval on sensitive ops.
Cross-tool workflows
Chain Salesforce with email, CRM, or code tools in a single multi-step mission.
05Setup
Connect Salesforce
Credentials save to your private AI server and sync to OpenClaw. Configure in Settings → Plugins after deploy.
- 01
Deploy a Trooper unit at app.trooper.so
- 02
Open Settings → Plugins and connect Salesforce via OAuth or API key
- 03
Assign the Salesforce plugin to the right agent on your roster
- 04
Delegate a task from Slack, chat, or the unified task board
06Related
