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iblaiiblai/higher-education-agents/skills/salesforce-education-cloud/SKILL.md

salesforce-education-cloud

Skill14 starsChanged 5 months agoMITView on GitHub

Salesforce Education Cloud and NPSP — lets an agent query and update enrollment CRM records, alumni giving history, campaign membership, and engagement scores.

  • Reads credentials

The file

We split this skill into the rules it gives an agent

2 rules. About 0 are common, 2 are distinctive, and 0 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈2

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Use the OAuth 2.0 JWT Bearer flow for server-to-server integrations rather than username/password where possible.

    line 36
  2. Distinctive:

    All alumni and donor data is subject to institutional privacy policy and applicable fundraising regulations.

    line 38

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Salesforce Education Cloud

What it is

Salesforce Education Cloud (and its Nonprofit Success Pack variant used by advancement offices) is widely deployed at universities for enrollment management and alumni/donor relations. It provides contact records, campaign management, engagement scoring, and next-best-action recommendations. Enrollment and alumni agents use it to drive personalized outreach at Salesforce-based institutions.

When to use this skill

  • Querying prospect or alumni contact records by program, geography, or giving history
  • Updating campaign membership and recording communication touchpoints
  • Pulling engagement scores and next-best-action recommendations for a prospect
  • Tracking opportunity (gift) records and recurring donation schedules
  • Retrieving constituent household records and wealth screening scores

Credentials

This skill authenticates using env vars declared in the frontmatter metadata field. Set these in ~/.openclaw/.env (template: .env.example):

  • SALESFORCE_INSTANCE_URL - org instance URL (e.g. https://university.my.salesforce.com)
  • SALESFORCE_CLIENT_ID - Connected App consumer key
  • SALESFORCE_CLIENT_SECRET - Connected App consumer secret
  • SALESFORCE_USERNAME - integration user's Salesforce username
  • SALESFORCE_PASSWORD - integration user's password + security token combined

Key operations

  • GET /services/data/vXX.0/query?q=SELECT... — SOQL query on any object (Contact, Lead, Opportunity, CampaignMember)
  • POST /services/data/vXX.0/sobjects/Task — log a communication activity
  • PATCH /services/data/vXX.0/sobjects/Contact/:id — update contact fields
  • POST /services/data/vXX.0/sobjects/CampaignMember — add contact to a campaign
  • GET /services/data/vXX.0/sobjects/Opportunity — retrieve gift/opportunity records

Notes

  • API rate limits: 15,000 calls per 24 hours per org on most editions; Enterprise/Unlimited tiers are higher.
  • Use the OAuth 2.0 JWT Bearer flow for server-to-server integrations rather than username/password where possible.
  • NPSP objects (npo02__Household_Account__c, npsp__Allocation__c) are custom and require the NPSP namespace prefix in SOQL.
  • All alumni and donor data is subject to institutional privacy policy and applicable fundraising regulations.

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