Salesforce

Sales

Neotask connects OpenClaw to Salesforce so your CRM runs itself — query records, deploy metadata, manage orgs, and automate your entire sales operations.

What You Can Do

Salesforce through Neotask provides deep CRM automation across org management, data access, and developer workflows:

Org Management

  • List all connected orgs and switch between them
  • Get usernames and verify org connections
  • Assign permission sets to users without navigating Setup

    • Data Operations

  • Query any standard or custom object using SOQL through natural language
  • Create, update, and manage records across accounts, contacts, opportunities, and any custom object
  • Pull reports and dashboards for sales performance visibility

    • Developer Workflows

  • Retrieve metadata from an org for review or backup
  • Deploy metadata changes including custom objects, fields, flows, and Apex classes
  • Manage the development lifecycle from sandbox to production

    • Every action runs autonomously or requires your approval — you decide.

    Try Asking

  • "Show me all opportunities closing this month with value over $100K"
  • "How many new leads did we get last week by source?"
  • "Deploy the updated Account page layout to production"
  • "Assign the Sales Manager permission set to the three new hires"
  • "Query all contacts at Acme Corp and show their last activity date"
  • "Retrieve the metadata for our lead scoring flow"
  • "What orgs are connected and which one is set as default?"
  • "Create a new custom field on the Opportunity object for deal confidence score"

    • Pro Tips

  • Combine Salesforce with your email tool in an app group so agents can enrich CRM records with email engagement data automatically.
  • Use multi-agent teams for large data operations — one agent queries while another updates records based on the results.
  • Approval gates on metadata deployments add a safety layer for production org changes.
  • Schedule weekly pipeline reports through automations so sales leadership gets CRM summaries without asking.
  • Permission set assignments through agents eliminate the need to navigate Setup for routine user provisioning.
  • SOQL queries support relationship traversal — ask for data spanning multiple objects in a single request.

    • Works Well With