salesforce-setup

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.