主要技能定义（含前置信息、CLI参考、SOQL模式）

---
name: salesforce
description: Manage Salesforce CRM - query records, create/update contacts, accounts, opportunities, leads, and cases. Use when the user asks about CRM data, sales pipeline, customer records, or Salesforce operations.
metadata: {"moltbot":{"emoji":"☁️","requires":{"bins":["sf"],"env":["SALESFORCE_ACCESS_TOKEN"]},"primaryEnv":"SALESFORCE_ACCESS_TOKEN","install":[{"id":"npm","kind":"node","package":"@salesforce/cli","bins":["sf"],"label":"Install Salesforce CLI (npm)"},{"id":"brew","kind":"brew","formula":"salesforce-cli","bins":["sf"],"label":"Install Salesforce CLI (brew)"}]}}
homepage: https://developer.salesforce.com/tools/salesforcecli
---

Salesforce CRM 技能

使用官方 Salesforce CLI (sf) 和 REST API 与 Salesforce CRM 交互。

先决条件

1. Salesforce CLI(sf) 已通过 npm 或 Homebrew 安装
2. 身份验证通过以下任一方式配置：
   • sf org login web（OAuth 浏览器流程 - 推荐用于交互式操作）
   • sf org login jwt（JWT 用于无头/自动化操作）
   • SALESFORCE_ACCESS_TOKEN环境变量（直接使用令牌）

快速参考

身份验证与组织管理

# Login to org (opens browser)
sf org login web --alias myorg

# Login with JWT (headless)
sf org login jwt --client-id <consumer-key> --jwt-key-file <path-to-key> --username <user> --alias myorg

# List connected orgs
sf org list

# Set default org
sf config set target-org myorg

# Display org info
sf org display --target-org myorg

查询记录 (SOQL)

# Query contacts
sf data query --query "SELECT Id, Name, Email, Phone FROM Contact LIMIT 10" --target-org myorg

# Query with WHERE clause
sf data query --query "SELECT Id, Name, Amount, StageName FROM Opportunity WHERE StageName = 'Prospecting'" --target-org myorg

# Query accounts by name
sf data query --query "SELECT Id, Name, Industry, Website FROM Account WHERE Name LIKE '%Acme%'" --target-org myorg

# Export to CSV
sf data query --query "SELECT Id, Name, Email FROM Contact" --result-format csv > contacts.csv

# Export to JSON
sf data query --query "SELECT Id, Name FROM Account" --result-format json

创建记录

# Create a Contact
sf data create record --sobject Contact --values "FirstName='John' LastName='Doe' Email='john.doe@example.com'" --target-org myorg

# Create an Account
sf data create record --sobject Account --values "Name='Acme Corp' Industry='Technology' Website='https://acme.com'" --target-org myorg

# Create an Opportunity
sf data create record --sobject Opportunity --values "Name='Big Deal' AccountId='001XXXXXXXXXXXXXXX' StageName='Prospecting' CloseDate='2025-06-30' Amount=50000" --target-org myorg

# Create a Lead
sf data create record --sobject Lead --values "FirstName='Jane' LastName='Smith' Company='NewCo' Email='jane@newco.com' Status='Open - Not Contacted'" --target-org myorg

# Create a Case
sf data create record --sobject Case --values "Subject='Support Request' Description='Customer needs help' Status='New' Priority='Medium'" --target-org myorg

更新记录

# Update a Contact
sf data update record --sobject Contact --record-id 003XXXXXXXXXXXXXXX --values "Phone='555-1234' Title='VP Sales'" --target-org myorg

# Update an Opportunity stage
sf data update record --sobject Opportunity --record-id 006XXXXXXXXXXXXXXX --values "StageName='Negotiation/Review' Amount=75000" --target-org myorg

# Update Account
sf data update record --sobject Account --record-id 001XXXXXXXXXXXXXXX --values "Description='Key strategic account'" --target-org myorg

删除记录

# Delete a record
sf data delete record --sobject Contact --record-id 003XXXXXXXXXXXXXXX --target-org myorg

# Bulk delete via query (careful!)
sf data delete bulk --sobject Lead --file leads-to-delete.csv --target-org myorg

批量操作

# Bulk insert from CSV
sf data import bulk --sobject Contact --file contacts.csv --target-org myorg

# Bulk update from CSV
sf data upsert bulk --sobject Account --file accounts.csv --external-id Id --target-org myorg

# Check bulk job status
sf data bulk status --job-id <job-id> --target-org myorg

架构与元数据

# Describe an object (get fields)
sf sobject describe --sobject Account --target-org myorg

# List all objects
sf sobject list --target-org myorg

# Get field details
sf sobject describe --sobject Opportunity --target-org myorg | jq '.fields[] | {name, type, label}'

常见SOQL模式

管道报告

SELECT StageName, COUNT(Id) NumDeals, SUM(Amount) TotalValue
FROM Opportunity
WHERE IsClosed = false
GROUP BY StageName

近期活动

SELECT Id, Subject, WhoId, WhatId, ActivityDate
FROM Task
WHERE OwnerId = '<user-id>'
AND ActivityDate >= LAST_N_DAYS:7
ORDER BY ActivityDate DESC

按客户查看联系人

SELECT Account.Name, Id, Name, Email, Title
FROM Contact
WHERE Account.Name = 'Acme Corp'

未解决案例

SELECT Id, CaseNumber, Subject, Status, Priority, CreatedDate
FROM Case
WHERE IsClosed = false
ORDER BY Priority, CreatedDate

按状态查看潜在客户

SELECT Status, COUNT(Id) Total
FROM Lead
WHERE IsConverted = false
GROUP BY Status

REST API（替代方案）

对于CLI未涵盖的操作，请使用curl配合REST API：

# Set variables
INSTANCE_URL="https://yourorg.salesforce.com"
ACCESS_TOKEN="$SALESFORCE_ACCESS_TOKEN"

# Query via REST
curl -s "$INSTANCE_URL/services/data/v59.0/query?q=SELECT+Id,Name+FROM+Account+LIMIT+5" \
  -H "Authorization: Bearer $ACCESS_TOKEN" \
  -H "Content-Type: application/json"

# Create record via REST
curl -s "$INSTANCE_URL/services/data/v59.0/sobjects/Contact" \
  -H "Authorization: Bearer $ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"FirstName":"Test","LastName":"User","Email":"test@example.com"}'

错误处理

• INVALID_SESSION_ID：令牌已过期。请使用以下命令重新认证：sf org login web
• MALFORMED_QUERY：检查SOQL语法。字符串请使用单引号。
• ENTITY_IS_DELETED：记录已被删除。更新前请先查询确认。
• REQUIRED_FIELD_MISSING：检查对象架构中的必填字段。

提示

1. 使用别名设置--alias登录时，然后使用--target-org 别名
2. JSON输出： 添加--json标志以便进行程序化解析
3. 试运行： 在批量操作上使用--dry-run标志以预览
4. 字段名称： 使用API名称（例如，FirstName），而非标签（例如，“First Name”）
5. 日期格式： 使用YYYY-MM-DD表示日期，YYYY-MM-DDThh:mm:ssZ表示日期时间

限制

• 批量操作有每日API限制（因Salesforce版本而异）
• 某些对象（例如ContentDocument）有特殊的处理要求
• 复杂查询可能会触及监管限制