Connect Salesforce service cloud to OpenClaw on Operator.io
Salesforce Service Cloud is a customer service platform for case management, omnichannel support, and automation. It enables teams to deliver faster, personalized service experiences with robust workflow tools and a unified workspace.
Automate Salesforce service cloud with AI
Operator runs your personal agent on OpenClaw, the open source agent framework, and points it straight at Salesforce service cloud. You message the agent on Telegram or Discord, tell it what you need in plain language, and it operates Salesforce service cloud on its own, running actions like chasitor sneak peek, composite batch, composite request.
Your agent reaches Salesforce service cloud directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh for you, so there is nothing to wire up and no API keys to paste.
What your agent can do with Salesforce service cloud
Your agent can call any of these Salesforce service cloud actions by name as part of a larger task. Ask for the outcome you want and it picks the right ones.
Chasitor Sneak Peek
Send real-time typing indicator (sneak peek) to Live Agent during active chat session. Allows agents to see what visitors are typing before the message is sent. Requires an active Live Agent chat session with valid session_key and affini...
Composite Batch
Tool to execute multiple independent REST subrequests in one batch call. Use when bundling up to 25 independent operations to minimize round trips. Subrequests cannot reference each other.
Composite Request
Execute up to 25 dependent Salesforce REST subrequests in a single API call. Subrequests execute sequentially and can reference results from earlier requests using '@{referenceId.field}' syntax. Use this when operations depend on each ot...
Composite SObject Tree
Create one or more nested sObject record trees in a single API call. Supports parent-child relationships up to 5 levels deep, with a maximum of 200 total records across all trees. Use this for bulk insertion of related records (e.g., Acc...
Create Case Record
Tool to create or upsert a Salesforce Case record. Use when you need to add a new Case or update via external ID.
Delete Case Record
Tool to delete a Salesforce Case record. Use when you need to remove a case by its record ID.
Describe SObject
Tool to retrieve metadata of any sObject. Use when you need to inspect field definitions, relationships, and supported features for objects like Account, Contact, Case, etc.
Generate Request ID
Generate a UUIDv4 string to use as an Idempotency-Key header in Salesforce User Interface API requests. This prevents duplicate record creation when POST, PATCH, or DELETE requests are retried due to network failures or timeouts. The sam...
Generate Signed JWT Assertion
Tool to generate a signed JWT assertion for Salesforce JWT bearer OAuth flow. Use when you need to perform server-to-server authentication using a connected app’s certificate. Use before exchanging the assertion for an access token.
Get Case Record
Retrieve a Salesforce Case record by its ID. Returns Case details including status, priority, subject, description, owner, and timestamps. Useful for: - Looking up Case details by ID - Checking Case status and priority - Getting customer...
Get Chat Messages
Tool to long-poll for chat messages/events. Use after CreateChatSession to retrieve incoming chat events. Returns empty messages list when no new messages (HTTP 204). Call with ack from prior response to maintain sequence.
Get Live Agent API Version
Tool to retrieve current Live Agent API version. Use when initializing chat sessions to ensure subsequent calls target the correct REST API version.
List Einstein Bots
Lists all Einstein Bot definitions in the Salesforce organization. This action queries the BotDefinition object using the Salesforce Tooling API to retrieve metadata about all Einstein Bots, including their IDs, labels, developer names,...
Query All SOQL
Tool to execute a SOQL query including deleted and archived records. Use when you need to fetch all rows including soft-deleted data in Salesforce.
Query SOQL
Tool to execute a SOQL query. Use when you need to retrieve records from Salesforce via SOQL.
Reconnect Chat Session
Tool to reconnect a Live Agent chat session after the affinity token changes. Use this when you receive a 503 (Service Unavailable) response during chat operations, indicating the affinity token has changed and the session needs to be re...
Resync Chasitor State
Resynchronizes the chat visitor's state after a session reconnection. This action is part of the Salesforce Live Agent chat session recovery workflow: 1. First, call ReconnectChatSession with the session_key and affinity_token 2. Then, c...
Retrieve Connected App Private Key
Tool to retrieve RSA private key PEM for a Salesforce Connected App. Use when signing JWT assertions for OAuth flows. Provide the app's Connected App ID and optional secret name or file path. Use before generating signed JWTs.
Retrieve Salesforce Username
Tool to retrieve the Salesforce username. Use when you need the current authenticated user's username. Use after completing OAuth2 authentication.
Send Custom Event
Send a custom event from a chat visitor to a Live Agent during an active chat session. Use this tool to trigger custom event handlers on the agent's side, enabling custom interactions beyond standard chat messages. Custom events can be u...
Set Breadcrumb
Tool to set a breadcrumb URL for the visitor's current page. Use after a visitor navigates to a new page during an active chat session.
Upload File to S3
Tool to upload a file to managed S3 storage. Use when you need to persist files externally.
Visitor Sensitive Data Rule Triggered
Tool to trigger sensitive data rules for the chat visitor. Use after detecting sensitive content to apply visitor masking or handling rules.
How to connect Salesforce service cloud
You authorize Salesforce service cloud once from your dashboard. Operator holds the connection and refreshes the access tokens on its own, so your agent keeps working with Salesforce service cloud without you signing in again. The same setup unlocks every other app your agent can reach, so you only do it once.
When you are ready, the get started guide walks through standing up your OpenClaw agent.
Common questions about Salesforce service cloud
- How do I connect Salesforce service cloud to Operator?
- You authorize Salesforce service cloud once from your Operator dashboard. Operator holds the connection and refreshes the access token for you, so your agent keeps working with Salesforce service cloud without you signing in again.
- Can my agent keep my Salesforce service cloud records up to date?
- Yes. It can create and update contacts, companies, and deals, log activity against them, and pull a record back when you ask. A common setup is to have it log notes after a call or add new leads automatically, so Salesforce service cloud stays current without the manual data entry.
- Do I need to write code or manage Salesforce service cloud API keys?
- No code and no API keys. You authorize Salesforce service cloud through a normal sign in and Operator handles the connection, so there is nothing to wire up or host.
- Can my agent use Salesforce service cloud together with my other apps?
- Yes. The same agent reaches every app you connect, so it can move between Salesforce service cloud and tools like Hubspot, Salesforce, Pipedrive in one job, reading from one and acting in another without you wiring anything between them.
More apps to automate
Apps your agent runs alongside Salesforce service cloud, or browse all integrations.
Put your agent on Salesforce service cloud
Sign in, connect Salesforce service cloud, and hand your agent the work. Your first week is free.
Try for free