salesforce（Salesforce 客户管理）

Salesforce Skill

Manage enterprise CRM with Salesforce's comprehensive sales and customer platform.

Quick Install

curl -sSL https://canifi.com/skills/salesforce/install.sh | bash

Or manually:

cp -r skills/salesforce ~/.canifi/skills/

Setup

Configure via canifi-env:

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set SALESFORCE_CLIENT_ID "your_client_id"
canifi-env set SALESFORCE_CLIENT_SECRET "your_client_secret"
canifi-env set SALESFORCE_USERNAME "your_username"
canifi-env set SALESFORCE_PASSWORD "your_password"
canifi-env set SALESFORCE_SECURITY_TOKEN "your_security_token"
canifi-env set SALESFORCE_INSTANCE_URL "your_instance_url"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

1. Lead Management: Create, qualify, and convert leads through the sales process
2. Opportunity Tracking: Manage opportunities with stages, forecasting, and analytics
3. Account Management: Track company accounts with full relationship history
4. Case Management: Handle customer support cases and service requests
5. Report Generation: Generate and access sales reports and dashboards

Usage Examples

Create Lead

User: "Create a new lead in Salesforce for Jane Doe at TechStartup"
Assistant: Creates lead with provided information

Update Opportunity

User: "Update the Enterprise deal probability to 80% in Salesforce"
Assistant: Updates opportunity probability

Search Accounts

User: "Find all Salesforce accounts in the healthcare industry"
Assistant: Queries and returns matching accounts

Create Report

User: "Show me this quarter's closed deals from Salesforce"
Assistant: Retrieves closed opportunities for current quarter

Authentication Flow

1. Create Connected App in Salesforce Setup
2. Enable OAuth settings and set callback URL
3. Implement OAuth 2.0 authorization flow
4. Use refresh token for persistent access

Error Handling

Notes

• Enterprise-grade CRM platform
• API limits vary by edition (Professional, Enterprise, Unlimited)
• Apex for custom logic and triggers
• Lightning for modern UI components
• AppExchange for third-party integrations
• Extensive customization capabilities