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salesforce-setup

Configure Salesforce API credentials via CLI OAuth and store them in a protected .env file.

1|Updated Apr 7, 2026
Search Tags:#authentication#cli#setup#credentials#salesforce#sso#sfdc
One-click install
npx skills add https://github.com/al-stev/field-eng-skills --skill salesforce-setup
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: salesforce-setup
Source: https://github.com/al-stev/field-eng-skills/tree/main/.claude/skills/salesforce-setup
Command: npx skills add https://github.com/al-stev/field-eng-skills --skill salesforce-setup

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

Many W&B automation skills require Salesforce API access, but W&B uses SSO and OAuth which makes obtaining and securely storing API tokens non-trivial. This Skill documents and automates the one-time process to obtain a valid access token and instance URL and to store them safely so other skills can query and update Salesforce without manual copy-paste.

Core Features & Use Cases

  • Salesforce CLI OAuth: Guides users through using the Salesforce CLI to perform browser-based OAuth for SSO and 2FA environments.
  • Secure credential storage: Instructs how to save SFDC_SESSION_ID and SFDC_INSTANCE into a locked ~/.fe-skills/.env file with correct permissions.
  • Verification & discovery: Provides commands to verify connectivity and discover custom field API names via included Python scripts.
  • Troubleshooting & refresh: Explains common errors (INVALID_SESSION_ID, missing sf CLI) and how to refresh tokens safely.
  • Use Case: Prepare credentials once so the /salesforce and /customer-setup skills can programmatically populate and query account data.

Quick Start

Authenticate with the Salesforce CLI, copy accessToken and instanceUrl from sf org display, and add SFDC_SESSION_ID and SFDC_INSTANCE to ~/.fe-skills/.env with permissions set to 600.

Frequently Asked Questions about salesforce-setup

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I set up Salesforce API credentials for an SSO org?▼

You can configure Salesforce API access for SSO environments by using the Salesforce CLI for browser-based OAuth, extracting the accessToken and instanceUrl, and saving them to a locked environment file.

Why do I get an INVALID_SESSION_ID error when querying Salesforce?▼

An INVALID_SESSION_ID error means your Salesforce access token expired or is missing. Refresh your token by re-authenticating with the Salesforce CLI and updating your stored credentials.

Do I need the Salesforce CLI to authenticate with SSO and 2FA?▼

Yes, the Salesforce CLI is required to handle the browser-based OAuth flow for SSO and 2FA environments, generating the access token needed for programmatic API access.

Where should I securely store SFDC_SESSION_ID and SFDC_INSTANCE credentials?▼

Store SFDC_SESSION_ID and SFDC_INSTANCE credentials in a locked ~/.fe-skills/.env file with permissions set to 600, ensuring secure access for automated workflows and API queries.

How can I verify Salesforce API connectivity and discover custom field names?▼

Verify Salesforce API connectivity and discover custom field API names by running the included Python verification scripts after successfully configuring your credentials in the environment file.

What can I do after configuring Salesforce API access for automated workflows?▼

After configuring Salesforce API access, you can programmatically populate customer registries, query account data, and perform automated updates using compatible automation skills.

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