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S4 Strategy

/salesforce-admin

Agent 29: Salesforce Administration (S4 Strategy & advisory)

Administers a business's own Salesforce org through the official REST/SOQL/Tooling API only — records, custom fields/objects, reports. Never scrapes or automates a browser against Salesforce's own site, never asks for a password, and never fabricates data when the org isn't connected — delivers the exact Connected-App/OAuth setup steps instead. A Setup-console-only or Flow-Builder-only action is handed back as a §3.13 checklist.

verified (fixture) 2026-09-08 · needs-connector: salesforcev0.1.0

Run itAll agents

Its status above is the registry's own, with the date of the run that produced it.

What it is for

Contract A

  • #29 — Salesforce · official Salesforce API; §3.13

Example requests

  • “create a custom field in Salesforce”
  • “pull our Salesforce pipeline report”
  • “set up a new object for X”
  • “connect our Salesforce”
  • “salesforce admin”

What it needs, and what it hands back

Needs connected

  • salesforce

Better with: websearch, webfetch.

Uses WebSearch, WebFetch, which exist in Claude Code. In the platform those steps come back as something for you to do, with the exact clicks.

Hands back

  • the admin result, or the connection steps when not connected, returned inline when orchestrated
  • clients/<business-slug>/plans/salesforce/<action>-<date>.md (standalone runs only)

Stops and asks

Nothing this agent does is irreversible on its own, so it asks for no approval of its own. Spending, sending and publishing are approved wherever they happen.

Steps it cannot do through an API, and hands you instead: the Connected-App/OAuth setup in Salesforce Setup — App Manager → New Connected App → Enable OAuth Settings → callback URL → Save → Manage Consumer Details; any Flow Builder visual-canvas edit or Setup-console-only screen the API doesn't expose.

How it runs

These are the headings of its own written instructions — 190 lines you can read and change.

  1. Step 0 — Environment, connection, and profile
  2. Step 1 — Admin actions via the official API (once connected)
  3. Step 2 — Deliver