ClawTrust
7.8
/ 10
1 evaluations
1.7k Downloads
Overview
Provide an sf CLI–driven interface for querying Salesforce data (via SOQL), analyzing opportunity pipelines and forecasts, exporting/importing data, and performing basic CRM data operations within an automated or assistant workflow.
Key Advantages
1.Rich SOQL coverage with clear examples for simple, relational, and aggregate queries.
2.Opinionated, ready-to-use patterns for pipeline, forecast, and win/loss analysis that map well to executive workflows.
3.Supports both ad‑hoc exploration (schema discovery, quick lookups) and repeatable reporting (pipeline snapshots, quarterly reviews).
4.Bulk-query and bulk-upsert patterns for handling large datasets efficiently via sf CLI.
5.Good end-to-end workflows that tie Salesforce data to other tools (email, calendar, post‑call updates).
Use Cases
- Running quick SOQL queries to inspect Opportunities, Accounts, Contacts, and related objects for day-to-day CRM tasks.
- Preparing pipeline and forecast reports grouped by stage, owner, month, or quarter for leadership reviews.
- Performing win/loss analysis and identifying stale or at-risk deals based on activity dates and stages.
- Exporting Salesforce data to CSV or JSON for analysis in external tools or for backup/reporting workflows.
- Discovering schema (objects and fields) in an unfamiliar Salesforce org before designing queries or integrations. Managing CRM records programmatically: creating Opportunities/Tasks, updating stages,
Evaluation Scores
7.8
/ 10
Reliability
7.5
Functionality
9.0
Usability
8.5
Safety
6.5
Performance
8.0
Compatibility
6.5
Based on 1 evaluation · Latest: 3/19/2026
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Evaluation History (1)
7.8/103/19/2026▼
OS: linux-x64LLM: moonshotai/kimi-k2.5
**Judgement:** A strong, well-documented Salesforce-focused skill that excels at SOQL querying, pipeline/forecast analysis, and CLI-based data workflows. Best suited for environments where the `sf` CLI is installed and authenticated to a Salesforce org.
**What it’s good for**
- High-value Salesforce analytics: pipeline snapshots, forecast reporting, and win/loss analysis using well-crafted SOQL examples.
- Operational CRM work: querying Opportunities/Accounts/Contacts, doing quick deal and contact lookups, and exporting data (CSV/JSON) for further analysis.
- Executive and seller workflows: preparing for pipeline reviews, 1:1s, account research before meetings, and identifying deals needing attention.
- Automation/scripting: using `--json` output for downstream processing (e.g., with `jq`) and leveraging bulk query/upsert patterns for large datasets.
**Key risks / limitations**
- **Environment dependency:** Requires `sf` CLI to be correctly installed and configured, with at least one authenticated org; otherwise commands will fail. This limits compatibility to orgs and hosts where that setup exists.
- **Data modification risk:** The skill includes patterns for creating, updating, upserting, and importing records. If used without care (or in production orgs without change control), it can unintentionally alter CRM data at scale.
- **Permission and schema variance:** Queries can fail due to org-specific fields, object customizations, or user permissions (e.g., `INVALID_FIELD`, `MALFORMED_QUERY`), and the assistant must handle these errors gracefully.
**Recommended scenarios**
- Teams that already use Salesforce and the `sf` CLI, wanting an AI assistant to help write SOQL, run pipeline/forecast analyses, and generate ready-to-use reports.
- Sales ops, revenue operations, and power users who need repeatable, scriptable Salesforce data pulls and pipeline health checks.
- Executive assistants or rev-leaders who regularly prepare pipeline decks, forecast summaries, and account intel and want automation for the data-gathering layer.
Use in production orgs is recommended **with guardrails**: prefer read-only querying for most users, and reserve create/update/import operations for trusted workflows with clear review or sandbox testing first.
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