OPENCLAW AGENT SETUP
Give OpenClaw access to Salesforce reporting
Add Adzviser to OpenClaw, check that it can access your reporting data, and then give the agent a specific job.
Connect Salesforce to Adzviser
In Adzviser, sign in to Salesforce and allow Adzviser to read its reporting data.
Add Adzviser to OpenClaw
Add Adzviser as a remote MCP server from OpenClaw's MCP settings or CLI, then sign in and confirm that the tools are available.
https://mcp.adzviser.com/httpCheck the tools before a run
Use OpenClaw's MCP status or probe check to confirm that Adzviser is ready, then test with one small reporting request.
PLAN THE ANALYSIS
Plan a useful Salesforce analysis in OpenClaw
Choose when it should run, which account and dates to use, and what you want OpenClaw to return.
Choose when the analysis should run
Start it yourself or use a schedule, and include a complete reporting period every time.
See a related Salesforce promptChoose the account and information
Tell OpenClaw which account, dates, metrics, and breakdowns to use. Ask it to check with you if anything is unclear.
See a related Salesforce promptDescribe the answer you want
Ask for a short takeaway, a supporting table, and practical next steps before the result is sent or saved.
See a related Salesforce promptOPENCLAW PROMPT
Tell OpenClaw exactly what to analyze in Salesforce
Choose the account and date range, then describe the result you want OpenClaw to return.
Analyze the complete sales funnel.
First show my connected Salesforce accounts and ask me which one to use. Then complete this analysis: Map the Salesforce sales funnel from the workspace I choose for the last 30 complete days: Lead → Qualified → Opportunity → Proposal → Negotiation → Closed. Show volume, conversion rate, and time at each stage. Where is the biggest drop-off? What's the overall lead-to-customer conversion rate? Use only the account I choose. Show the main finding, the supporting numbers, and practical next steps. If the account or dates are unclear, ask me before starting.
