All connectors

Salesforce

185 tools · CRM · Contact Management

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

Open in SlashspaceDownload for Mac

Connect Salesforce

  1. Open Slashspace and go to Settings, then Connectors.
  2. On Discover, search for Salesforce and click Connect.
  3. Sign in to Salesforce in your browser. Slashspace updates when the account is connected.
  4. Then ask for what you need in any Agent mode chat. Salesforce is on in every chat unless you switch it off.

What your chats can do

185 tools from Salesforce.

  • Add contact to campaignAdds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.
  • Add lead to campaignAdds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted, and deleted or inactive records will cause the call to fail. This is a persistent CRM write; confirm the correct lead and campaign before calling.
  • Add product to opportunityAdds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.
  • Apply lead assignment rulesApplies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after rule application.
  • Associate contact to accountAssociates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.
  • Clone opportunity with productsClones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.
  • Clone recordCreates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record. Optionally apply field updates to the clone.
  • Close or abort a jobTool to close or abort a Salesforce Bulk API v2 ingest job. Use when you need to finalize job processing by closing (state: UploadComplete) or cancel a job by aborting (state: Aborted). This is required for every ingest job - closing queues data for processing, while aborting cancels the job and deletes uploaded data.
  • Complete taskMarks a task as completed with optional completion notes. This is a convenience action that updates the task status to 'Completed'.
  • Create accountCreates a new account in Salesforce with the specified information. Returns the created Account's ID at `data.response_data.id`.
  • Create a recordTool to create a Salesforce record using the UI API. Use when you need to create any type of Salesforce record with layout metadata and formatted field values.
  • Create bulk ingest jobCreate a Bulk API 2.0 ingest job (POST /jobs/ingest). Returns a job in the 'Open' state with an id and contentUrl. This is the first step of a bulk load: create the job here, upload CSV data to it (upload_job_data), then close it (close_or_abort_a_job with state=UploadComplete) to queue processing. Without this action the rest of the ingest-job family has no obtainable job_id.
  • Create bulk query jobCreate a Bulk API 2.0 query job (POST /jobs/query) for a SOQL query over a large result set. Returns a job with an id; poll get_job_info_query until state is 'JobComplete', then retrieve CSV results with get_job_query_result. Without this action the Bulk query family has no obtainable job_id.
  • Create campaignCreates a new campaign in Salesforce. Only `name` is universally required, but org-level validation rules commonly enforce `type`, `status`, `start_date`, and `end_date` as well — omitting them may cause creation to fail.
  • Create contactCreates a new contact in Salesforce with the specified information. Writes to live CRM data — obtain explicit user confirmation before executing. Failures may reflect org-specific validation rules, permission restrictions, or duplicate rules rather than invalid inputs.
  • Create custom fieldTool to create a custom field on a Salesforce object using the Tooling API. Use when you need to add a new field (Text, Number, Checkbox, Date, Picklist, Lookup, etc.) to any standard or custom object without deploying metadata packages. The Tooling API provides direct field creation for rapid development and automation tasks.
  • Create custom objectTool to create a custom object in Salesforce using the Metadata API. Use when you need to dynamically create new object types (tables) in Salesforce with custom fields and configurations.
  • Create leadCreates a new lead in Salesforce. `LastName` and `Company` are required. Org-level validation rules (e.g., email format, custom required fields) may reject requests beyond these; inspect the error response body for the failing field. The created lead `id` is returned in a response wrapper, not at the top level.
  • Create noteCreates a new note attached to a Salesforce record with the specified title and content. Does not deduplicate — identical calls create duplicate notes. High-volume creation can trigger REQUEST_LIMIT_EXCEEDED; apply exponential backoff on retries.
  • Create opportunityCreates a new opportunity in Salesforce with the specified information.
  • Create SObject recordTool to create a new Salesforce SObject record. Use when you need to create any type of standard or custom Salesforce object record by specifying the object type and field values.
  • Create sObject treeTool to create one or more sObject trees with root records of the specified type. Use when creating nested parent-child record hierarchies in a single atomic operation (e.g., Account with Contacts and Opportunities). Supports up to 200 total records across all trees, up to 5 levels deep, with maximum 5 different object types. All records succeed or all fail together.
  • Create taskCreates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records. Ensure who_id, what_id, and owner_id reference existing records before calling; invalid IDs cause silent linkage failures or validation errors.
  • Delete accountPermanently deletes an account from Salesforce. This action cannot be undone.
  • Delete campaignPermanently deletes a campaign from Salesforce. This action cannot be undone.
  • Delete contactPermanently deletes a contact from Salesforce. This action cannot be undone. Associated records (activities, opportunities) lose the contact reference upon deletion — ensure related data is migrated or acceptable to lose before proceeding. Returns HTTP 204 with empty body on success.
  • Delete fileTool to permanently delete a file from Salesforce. Use when you need to remove a file and its content. This operation cannot be undone.
  • Delete job queryTool to delete a Salesforce Bulk API v2 query job. Use when you need to permanently remove a job and its associated data. Only the user who created the job can delete it, and the job must be in a completed state.
  • Delete leadPermanently deletes a lead from Salesforce. This action cannot be undone.
  • Delete notePermanently deletes a note from Salesforce. This action cannot be undone.
  • Delete opportunityPermanently deletes an opportunity from Salesforce. This action cannot be undone.
  • Delete sObject recordTool to delete a single Salesforce record by its ID. Use when you need to permanently remove a specific record from Salesforce. This operation is idempotent - deleting the same record multiple times returns success. Works with standard and custom objects.
  • Delete multiple records (SObject Collections)Tool to delete up to 200 records in one request with optional rollback. Use when you need to delete multiple records efficiently, reducing API calls.
  • Execute global quick actionExecute a global (non-object-specific) quick action (POST /quickActions/{actionName}). The 'Get quick actions' action lists the available global quick actions, but only object-scoped quick actions could be executed before — this runs the global ones. Distinct from the sObject-scoped execute (POST /sobjects/{type}/quickActions/{name}).
  • Execute invocable actionInvoke any standard or custom invocable action by name (POST /actions/standard/{name} or /actions/custom/{name}). The 'Get standard/custom invocable actions' actions enumerate the available actions (including Flows and Apex invocable methods), but previously only emailSimple and invocableApplyLeadAssignmentRules could actually be run — this executes any of them generically. Returns one result per input.
  • Execute sObject Quick ActionTool to execute a specific quick action on an sObject to create records with pre-configured defaults. Use when you need to leverage Salesforce Quick Actions to streamline record creation with field mappings and default values.
  • Execute SOSL searchExecute a SOSL search to search across multiple Salesforce objects. Use when you need to search for text across multiple object types simultaneously.
  • Get batch of UI API recordsTool to retrieve multiple Salesforce records in a single request with customizable field selection. Use when you need to fetch data for multiple records at once (up to 200 records).
  • Get accountRetrieves a specific account by ID from Salesforce, returning all available fields.
  • Get all objectsRetrieves Salesforce objects (standard and custom) with detailed metadata. Each object includes a 'custom' field to identify custom objects. Note: the underlying Global Describe (/sobjects) is not paginated — it returns every object in one call — so the page/page_size parameters here are CLIENT-SIDE convenience slicing of that full list, not a server cursor. The full list is fetched on every call, and a page past the end returns an empty slice. Use when you need to discover available objects or their capabilities.
  • Get all fields for an objectRetrieves all fields (standard and custom) for a Salesforce object with complete metadata including field types, constraints, picklist values, and relationships.
  • Get all navigation itemsGets all navigation items (tabs) that the user has access to. Use when you need to retrieve available navigation tabs for display or navigation purposes.
  • Get API resources by versionTool to discover available REST API resources for a specified Salesforce API version. Use when you need to find available endpoints and their URIs for a specific API version.
  • Get an appTool to get metadata about a specific Salesforce app by ID. Use when you need to retrieve app configuration details and navigation items for a particular application.
  • Get appsTool to get metadata for all apps a user has access to. Use when you need to list available Salesforce applications or check app navigation items. Metadata for the selected app includes tabs on the app's navigation bar, while other apps don't include tab details.
  • Get campaignRetrieves a specific campaign by ID from Salesforce, returning all available fields.
  • Get Chatter resourcesTool to access Chatter resources directory. Use when you need to discover available Chatter feeds, groups, users, email digest controls, emojis, extensions, or streams.
  • Get child recordsTool to get child records for a specified parent record and child relationship name. Use when you need to retrieve related records from a parent-child relationship in Salesforce, such as getting all Contacts for an Account or all Opportunities for an Account. Results are paginated with configurable page size.
  • Get Compact LayoutsTool to retrieve compact layout information for multiple Salesforce objects. Use when you need to display object data in compact form for Lightning Experience, mobile apps, or custom interfaces.
  • Get composite resourcesTool to retrieve a list of available composite resources in Salesforce. Use when you need to discover which composite API endpoints are available for batch operations.
  • Get multiple records by IDsRetrieves multiple records of the same object type by IDs with a request body. Use when you need to retrieve more records than URL length limits allow (up to 2000 records vs ~800 via GET).
  • Get consent preferencesTool to check consent preferences for a SINGLE action (e.g. email, track, fax, phone, solicit, shouldForget) across one or more records (Contact, Lead, User, Person Account, or Individual). Returns a result per identifier; the 'proceed' object is keyed by the requested action, not a fixed set of actions. To query multiple actions at once, use the /consent/multiaction endpoint instead.
  • Get contactRetrieves a specific contact by ID from Salesforce, returning all available fields.
  • Retrieve specific contact by idRetrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.
  • Get dashboardGets detailed metadata for a specific dashboard including its components, layout, and filters.
  • Get file contentReturns the binary content of a Salesforce file, including references to external files. Use when you need to download or retrieve the actual file data from Salesforce.
  • Get file informationTool to retrieve comprehensive metadata and information about a specified file in Salesforce. Use when you need detailed file information including ownership, sharing settings, download URLs, and rendition status.
  • Get file sharesReturns information about the objects with which the specified file has been shared. Use when you need to understand who has access to a specific file in Salesforce.
  • Get global actionsTool to retrieve actions displayed in the Salesforce Global Actions menu with metadata. Use when you need to discover available global actions, quick actions, or custom buttons in the UI.
  • Get job failed record resultsTool to retrieve failed records from a Salesforce Bulk API 2.0 ingest job. Use when you need to get records that failed during a bulk operation, including error messages and original data.
  • Get job successful record resultsTool to retrieve successfully processed records from a Salesforce Bulk API 2.0 ingest job. Use when you need to get records that were successfully created or updated during a bulk operation.
  • Get job unprocessed record resultsTool to retrieve unprocessed records from a Salesforce Bulk API 2.0 ingest job. Use when you need to get records that were not processed during a bulk operation, typically due to job abortion or interruption.
  • Get last selected appRetrieves the app the current user last selected or the app the user sees by default. Use when you need to determine which application the user is currently working in or should be using.
  • Get leadRetrieves a specific lead by ID from Salesforce, returning all available fields.
  • Get List View Header ActionsTool to retrieve header actions on list views. Use when you need to get available actions, buttons, and quick actions displayed on a specific list view header in Salesforce.
  • Get batch of list view metadataTool to retrieve metadata for multiple list views in a single batch request. Use when you need to get list view configuration, columns, filters, and sorting for multiple list views at once.
  • Get list view metadataReturns list view metadata by object and list view API name. Use when you need to retrieve complete metadata information for a specific list view, including display columns, filters, sort order, permissions, and user preferences.
  • Get list view records by IDReturns record data for a list view by its ID. Use when you need to retrieve records from a specific Salesforce list view.
  • Get list view records by API nameRetrieves paginated record data for a specified list view using the object and list view API names. Use when you need to fetch records that match a specific list view's filters and sorting criteria. Returns the same data that powers Lightning Experience list views.
  • Get list view resultsRetrieves the results of a list view for a specified sObject. Returns column definitions and record data with a 2,000 record limit per response.
  • Get lookup field suggestionsTool to retrieve lookup field suggestions for editing lookup fields with search filtering. Use when searching for records to populate a lookup field, supporting typeahead, recent, and full-text search.
  • Get lookup field suggestions with POSTTool to get lookup field suggestions with POST request. Use when editing lookup fields with dependent lookup filtering or when you need to pass source record context in the request body.
  • Get noteRetrieves a specific note by ID from Salesforce, returning all available fields. Notes with IsPrivate=true require the integration user to have sufficient permissions; inaccessible private notes will not be returned.
  • Get list views for an objectReturns a collection of list views associated with a Salesforce object. Use when you need to discover available list views for an object like Account, Contact, or Opportunity.
  • Get opportunityRetrieves a specific opportunity by ID from Salesforce, returning all available fields.
  • Get organization limitsTool to retrieve organization limits with max and remaining allocations. Use when you need to check API usage, storage limits, or other resource consumption in Salesforce.
  • Get photo actionsTool to retrieve available photo actions for Salesforce pages. Use when you need to get photo management actions for user or group pages. Currently, only group and user pages support photo actions.
  • Get Values for All Picklist FieldsTool to get values for all picklist fields of a record type, including dependent picklists. Use when you need to retrieve available picklist options for a specific object and record type, especially for dependent picklist hierarchies.
  • Get job info queryTool to retrieve information about a Salesforce Bulk API v2 query job. Use when you need to check the status and details of a query job.
  • Get job query resultRetrieves results for a completed Bulk API v2 query job in CSV format. Supports pagination for large datasets via maxRecords and locator parameters.
  • Get quick actionsTool to retrieve global and object-specific quick actions from Salesforce. Use when you need to list all available quick actions in the organization.
  • Get record count for objectsTool to retrieve total record counts for specified Salesforce objects. Use when you need to check storage usage or understand data volume for specific sObjects.
  • Get record edit page actionsTool to get available actions on record edit pages. Use when you need to retrieve metadata about actions (standard actions, custom actions, quick actions, productivity actions) displayed on the record edit page for specific records.
  • Get related list actionsTool to get actions on related lists for record detail pages. Use when you need to retrieve metadata about all available actions (standard buttons, quick actions, custom buttons, and productivity actions) that can be performed on records within a specific related list context.
  • Get batch of related list user preferencesTool to get a batch of related list user preferences from Salesforce. Use when retrieving display preferences, column widths, or sort orders for multiple related lists simultaneously.
  • Get related list records with request bodyTool to retrieve related list records with request body parameters for filtering and pagination. Use when you need to get records from a related list associated with a parent record with complex query parameters. Returns up to 1,999 records per related list with pagination support.
  • Get report instance resultsGets the results of a report instance created by running a report. Poll `attributes.status` until it equals 'Success' before parsing results. Response data is nested under `factMap` and `reportExtendedMetadata`; an empty `factMap` or zero rows is a valid successful result, not an error.
  • Get search result layoutsRetrieves search result layout information for specified sObjects. Use when you need to understand which fields are displayed in search results for objects.
  • Search suggested queriesReturns a list of suggested searches based on the user's query string. Use when you want to help users discover relevant search terms before performing a search.
  • Get sObject by external IDTool to retrieve a Salesforce record by matching an external ID field value. Use when you need to find a record using a custom external identifier instead of the Salesforce ID. The field specified must be marked as an External ID in Salesforce.
  • Get multiple sObject recordsTool to retrieve multiple records of the same sObject type in a single API call. Use when you need to fetch up to 200 records by their IDs. Returns an array of sObjects with the specified fields.
  • Get sObject list view informationTool to retrieve basic information about a specific list view for an sObject. Use when you need to get list view metadata including its ID, label, developer name, and URLs for accessing results and detailed descriptions.
  • Get list views for sObjectTool to retrieve list views for a specified sObject. Use when you need to discover available filtered views of records for objects like Account, Contact, Lead, or Opportunity.
  • Get PlatformAction SObject metadataRetrieves metadata description of PlatformAction SObject. Use when you need to understand the structure and fields of PlatformAction for querying UI actions.
  • Get sObject Quick Action Default Values by IDRetrieves default field values for a quick action in a specific record context. Use when you need to pre-populate fields when creating related records through quick actions.
  • Get sObject Quick Action Default ValuesRetrieves default field values for a specific quick action on an sObject. Use when you need to understand what fields will be automatically populated when executing the quick action.
  • Get sObject record by IDTool to retrieve a single Salesforce record by ID from any sObject type. Use when you need to get detailed information about a specific record.
  • Get records using sObject relationshipsRetrieves records by traversing sObject relationships using friendly URLs. Use when you need to get related records through a relationship field (e.g., all Contacts for an Account).
  • Get layouts for object with record typeTool to retrieve layout metadata for a specific record type on an object. Use when you need detailed information about page layouts, field positioning, sections, quick actions, related lists, and buttons for a particular record type.
  • Get approval layouts for objectRetrieves approval layouts for a specified Salesforce object. Use when you need to understand which fields are displayed in approval pages or to dynamically build approval interfaces.
  • Get updated sObject recordsTool to retrieve a list of sObject records that have been updated within a given timeframe. Use when you need to synchronize records or track changes to specific sObject types over a time period.
  • Get support knowledgeRetrieves the root of the Support Knowledge REST API. Use when you need to access knowledge articles and data category information.
  • Get directory of supported objectsTool to get a Salesforce org's active theme and directory of supported objects. Use when you need to discover available objects that are supported by the User Interface API, including their CRUD permissions, labels, and theme information.
  • Get support knowledge articlesRetrieves user's visible knowledge articles and data categories from Salesforce Knowledge. Use when you need to access published, draft, or archived articles based on user permissions.
  • Get themeTool to get icons and colors for Salesforce UI themes. Use when you need to retrieve theme information for objects in the organization.
  • Get lookup field actionsTool to get lookup field actions for a Salesforce object. Use when you need to retrieve available actions for lookup fields on a specific object type (e.g., Account, Contact).
  • Get MRU List View ActionsTool to retrieve header actions available on the MRU (Most Recently Used) list view for a specified Salesforce object. Use when you need to get available actions, buttons, and quick actions for an object's list view.
  • Get related list actionsTool to get available actions on related lists for a record detail page. Use when you need to retrieve metadata about actions (standard actions, custom actions, quick actions, productivity actions) displayed on related lists for a specific parent record.
  • Get Personalized Navigation ItemsTool to get personalized navigation items for a specific Salesforce app. Use when you need to retrieve the navigation tabs that a user has access to within an application.
  • Get Account AllAccounts list view metadataRetrieves list view metadata for the Account AllAccounts view using Salesforce UI API. Use when you need to understand the structure, columns, filters, and sorting of the standard AllAccounts list view.
  • Get List View MetadataTool to get list view metadata from Salesforce UI API. Use when you need to retrieve configuration details for a list view including columns, filters, sorting, and permissions.
  • Get Account SearchResult list view metadataRetrieves list view metadata for the Account __SearchResult view using Salesforce UI API. Use when you need to understand the structure, columns, filters, and sorting of search results for Accounts.
  • Get List Views for ObjectTool to get list views for a Salesforce object. Use when you need to retrieve available list views with options to filter by recent usage and search.
  • Get record UI data and metadataTool to retrieve layout, field metadata, and record data in a single response. Use when you need comprehensive information including UI layout configuration, object metadata, and actual record values with child relationships.
  • Get related list user preferencesTool to retrieve user preferences for a specific related list on an object. Use when you need to get display settings, column widths, or sort preferences for related lists in Salesforce UI.
  • Get user infoRetrieves information about the current user or a specific user in Salesforce.
  • Get custom actions headersTool to return HTTP headers for custom invocable actions without response body. Use when you need to check resource availability and metadata before executing full requests or to validate resource state conditionally.
  • Get standard actions headersTool to return HTTP headers for standard invocable actions metadata without response body. Use when you need to perform efficient cache validation, check for metadata changes, or reduce bandwidth usage before retrieving full action metadata.
  • Get AppMenu Salesforce1 headersTool to return HTTP headers for AppMenu Salesforce1 mobile navigation items without response body. Use when you need to check resource metadata, validate cache (via ETag or Last-Modified), or test endpoint availability without data transfer overhead.
  • Get process rules headersTool to return HTTP headers for process rules of an sObject without retrieving the response body. Use when you need to check if process rules exist for an sObject or retrieve metadata like ETag and Last-Modified headers.
  • Get Quick Actions headersTool to return HTTP headers for Quick Actions resource without response body. Use when you need to inspect metadata before retrieving full Quick Actions content or to validate resource availability.
  • Get quick action default values headers by IDTool to return HTTP headers for sObject quick action default values by context ID without response body. Use when you need to check resource availability, verify cache validation headers (ETag, Last-Modified), or optimize API calls by avoiding unnecessary data transfer.
  • Get global publisher layouts headersTool to return HTTP headers for all global publisher layouts without response body. Use when implementing cache validation strategies, efficient resource polling, or checking if layouts have been modified without transferring layout data.
  • Get sObject quick action headersTool to return HTTP headers for a specific sObject quick action without response body. Use when you need to check ETag or Last-Modified headers before fetching full content or to validate quick action availability.
  • Get User password headersTool to return HTTP headers for User password resource without response body. Use when you need to check user password metadata and expiration status efficiently without retrieving the full response content.
  • List accountsLists accounts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results paginate via nextRecordsUrl with up to ~2000 rows per page. REQUEST_LIMIT_EXCEEDED requires exponential backoff; INVALID_FIELD or INSUFFICIENT_ACCESS_OR_READONLY errors indicate profile or field-level restrictions — simplify SELECT/WHERE clauses.
  • List Analytics templatesTool to list CRM Analytics templates available in the org. Use when you need to discover available templates for creating Analytics apps.
  • List campaignsLists campaigns from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results returned under `response_data.records`; use `Id` (not `Name`) to identify campaigns in downstream operations.
  • List contactsLists contacts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results are returned under `response_data.records`; check `response_data.done` and `response_data.totalSize` for pagination — use OFFSET or `nextRecordsUrl` until `done=true` to retrieve all records.
  • Get custom invocable actionsRetrieves the list of custom actions including Flow actions, Apex actions, and invocable processes. Use when you need to discover available custom invocable actions in your Salesforce organization.
  • List dashboardsLists dashboards with basic metadata including name, ID, and URLs. Note: the Analytics REST API (GET /analytics/dashboards) returns only up to ~200 recently-viewed dashboards, not the org's entire dashboard catalog.
  • List email templatesLists available email templates in Salesforce with filtering and search capabilities.
  • List leadsLists leads from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results are paginated; follow nextRecordsUrl in the response to retrieve subsequent pages — the first page may silently omit matching records beyond the page limit.
  • List notesLists notes from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Designed specifically for Note and ContentNote objects.
  • List opportunitiesLists opportunities from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results are paginated up to ~2000 rows per batch; check `done`, `totalSize`, and `nextRecordsUrl` fields to detect and retrieve additional pages, or use a SOQL `LIMIT` clause to cap results. For complex queries rejected by this tool, use `SALESFORCE_RUN_SOQL_QUERY` instead.
  • List pricebook entriesLists pricebook entries from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Use this to map product names to pricebook entry IDs needed for opportunity line items. When using returned IDs with SALESFORCE_ADD_OPPORTUNITY_LINE_ITEM, always filter with WHERE IsActive = true — inactive entries cause REQUIRED_FIELD_MISSING or INVALID_CROSS_REFERENCE_KEY errors.
  • List pricebooksLists pricebooks from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Use this to map pricebook names to IDs.
  • List reportsLists reports with basic metadata including name, ID, and URLs. Note: the Analytics REST API (GET /analytics/reports) returns only up to ~200 recently-viewed reports, not the org's entire report catalog.
  • Get standard invocable actionsRetrieves the list of standard actions that can be statically invoked. Use when you need to discover available standard invocable actions like posting to Chatter, sending email, or sending custom notifications.
  • Log callLogs a completed phone call as a task in Salesforce with call-specific details like duration, type, and disposition.
  • Log email activityCreates an EmailMessage record to log email activity in Salesforce, associating it with related records. Requires EmailMessage insert permissions enabled at the org level; some orgs block this entirely.
  • Mass transfer ownershipTransfers ownership of multiple records to a new owner in a single operation using Salesforce's composite API for better performance. Operation has no rollback; all provided records are reassigned immediately.
  • Parameterized SearchTool to execute RESTful search using parameters instead of SOSL clause. Use when you need to search across Salesforce objects with simple GET requests (URL parameters) or complex POST requests (JSON body with advanced filtering). POST method supports DataCategories, networks, orderBy constraints, and per-object filtering.
  • Upsert records using external IDTool to upsert up to 200 records using external ID field matching. Use when you need to create or update multiple records efficiently in a single API call based on an external ID field.
  • Execute Composite GraphTool to execute multiple related REST API requests in a single transactional call with up to 500 subrequests per graph. Use when you need to perform multiple Salesforce operations atomically where all operations must succeed or fail together. Supports referencing output from one request as input to subsequent requests using @{referenceId.fieldName} syntax.
  • Create records using sObject CollectionsTool to create up to 200 records in one request using sObject Collections. Use when you need to create multiple records of potentially different sObject types efficiently in a single API call.
  • Parameterized SearchTool to execute parameterized search across Salesforce objects with advanced filtering. Use when you need to search for records using specific search terms with fine-grained control over which objects to search, which fields to return, and additional filtering criteria.
  • Query All (including deleted)Tool to execute SOQL queries including soft-deleted and archived records. Use when you need to query records that have been deleted via merge or delete operations, or when accessing archived Task and Event records.
  • Query more (next page of SOQL results)Retrieve the next page of SOQL results using a query locator (GET /query/{queryLocator}). SOQL queries return at most ~2000 rows per response plus a nextRecordsUrl when more remain; this action follows that locator. Call it repeatedly, passing each response's nextRecordsUrl, until done=true. Without it, run_soql_query / query results beyond the first page are unreachable.
  • Remove from campaignRemoves a lead or contact from a campaign by deleting the CampaignMember record. Provide either the member_id (lead/contact ID) or the specific campaign_member_id.
  • Retrieve lead by idRetrieves details for a Salesforce Lead by its ID; the specified Lead ID must exist in Salesforce.
  • Retrieve opportunities dataRetrieves all available Opportunity records, representing potential revenue-generating deals, from Salesforce.
  • Run reportRuns a report synchronously (GET /analytics/reports/{id}?includeDetails=true) and returns the results in one call. This does NOT create an asynchronous report instance — for that, use the async run resource. Results are returned in a nested structure (factMap, reportExtendedMetadata), not a flat record list; an empty factMap/rows is a valid result. Avoid repeated calls when freshness allows.
  • Run report asyncRun a Salesforce report asynchronously (POST /analytics/reports/{id}/instances). Returns an instance id and status; the report runs in the background. Retrieve results later with get_report_instance using the returned instance id. Use this (instead of the synchronous run_report) for large reports or to avoid blocking. Without this action, get_report_instance had no obtainable instance id.
  • Run SOQL queryExecutes a SOQL query against Salesforce data. Returns records matching the query with pagination support.
  • Search accountsSearch for Salesforce accounts using criteria like name, industry, type, location, or contact information. Always provide at least one filter parameter; omitting all filters returns a broad, slow listing. Owner/territory filtering is unsupported — use SALESFORCE_RUN_SOQL_QUERY for ownership-based filters. Use SALESFORCE_GET_ACCOUNT to fetch complete field data for a specific record. Unsupported filter fields may be silently ignored — verify results reflect intended criteria.
  • Search campaignsSearch for Salesforce campaigns using multiple criteria like name, type, status, date range, or active status. Requires access to the Campaign object (Marketing User feature must be enabled in the org). For complex sorting (multi-field ORDER BY), use SALESFORCE_RUN_SOQL_QUERY instead.
  • Search contactsSearch Salesforce Contact records (not Leads — use SALESFORCE_SEARCH_LEADS for those) using name, email, phone, account, or title. All parameters support partial/fuzzy matching, so results may include unrelated records; post-filter client-side for exact matches. Partial matches and common names can return multiple contacts — always confirm the correct contact by its 18-character Id before passing to write operations like SALESFORCE_LOG_CALL or SALESFORCE_CREATE_TASK. A response with totalSize=0 is a valid 'not found' outcome. Provide at least one search criterion; omitting all returns a broad, slow result set. Returned Ids are 18-character strings and must be used as-is in downstream tools.
  • Search suggested article title matchesSearch for Salesforce Knowledge articles with titles matching the search query. Returns auto-suggest results for Knowledge articles based on title matches.
  • Search leadsSearch for Salesforce leads using criteria like name, email, phone, company, title, status, or lead source. At least one search criterion should be provided — omitting all parameters results in a broad, slow listing of arbitrary records. Partial matches on name, email, and company may return multiple candidates; confirm Email or Company field values before using a lead ID in downstream operations.
  • Search notesSearch for Salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date. Provide at least one filter criterion — omitting all filters returns a broad, slow, noisy listing.
  • Search opportunitiesSearch for Salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status. Apply at least one filter to avoid broad result sets. Partial-match searches may return multiple similar records; verify the correct record by Id before downstream use.
  • Search tasksSearch for Salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates. Always provide at least one filter criterion — no filters produces broad, slow results. For complex filtering not supported here, use SALESFORCE_RUN_SOQL_QUERY.
  • Send emailSends an email through Salesforce with options for recipients, attachments, and activity logging. Can partially succeed — check per-recipient success/failure status rather than treating the call as all-or-nothing. For large recipient lists, use SALESFORCE_SEND_MASS_EMAIL instead.
  • Send email from templateSends an email using a predefined Salesforce email template with merge field support.
  • Send mass emailSends an email to each recipient immediately and irreversibly, using a template or custom subject/body (requires either a valid template_id or both subject and body). Recipients are processed in batches of up to 150 via the emailSimple action. IMPORTANT: this sends one individual email per recipient, so it consumes the org's daily single-email allocation and can hit send/rate limits on large recipient lists — it is not a true bulk/marketing-email mechanism. The response is a `results` array with one entry per recipient; inspect each entry's `success` and `errors`, since individual recipients can fail even when the overall call succeeds.
  • Set user passwordSet or reset a Salesforce user's password. Provide new_password to set a specific value (silent). Omit new_password to RESET: this is destructive — it invalidates the user's current password and emails them a reset link, and does NOT return a password. This endpoint never returns a generated password.
  • Update sObject recordTool to update specific fields in an existing Salesforce sObject record. Use when you need to modify one or more fields in a record without affecting other fields.
  • Get user password expiration statusTool to check whether a Salesforce user's password has expired. Use when you need to verify password expiration status for a specific user.
  • Execute Tooling API queryTool to execute SOQL queries against Salesforce Tooling API metadata objects. Use when you need to query metadata components like ApexClass, ApexTrigger, ValidationRule, WorkflowRule, FieldDefinition, or EntityDefinition. The Tooling API exposes objects that use the external object framework and provides granular access to metadata components for development and deployment tasks.
  • Update accountUpdates an existing account in Salesforce with the specified changes. Only provided fields will be updated.
  • Update campaignUpdates an existing campaign in Salesforce with the specified changes. Only provided fields will be updated.
  • Update contactUpdates an existing contact in Salesforce with the specified changes. Only provided fields will be updated. Returns HTTP 204 with no body on success; use SALESFORCE_GET_CONTACT to verify applied changes. Org-level validation rules, duplicate rules, or field-level permissions may reject correctly formatted requests with HTTP 400; inspect the error response to identify the constraint.
  • Update a favoriteTool to update a favorite's properties in Salesforce UI API. Use when you need to reorder favorites or modify their display properties.
  • Update leadUpdates an existing lead in Salesforce with the specified changes. Only provided fields will be updated.
  • Update list view preferencesTool to update user preferences for a Salesforce list view including column widths, text wrapping, and display order. Use when you need to customize how columns appear in a list view.
  • Update noteUpdates an existing note in Salesforce with the specified changes. Only provided fields will be updated.
  • Update opportunityUpdates an existing opportunity in Salesforce with the specified changes. Only provided fields will be updated. Returns HTTP 204 with empty body on success; call SALESFORCE_GET_OPPORTUNITY afterward to read updated values. Updates may fail with FIELD_CUSTOM_VALIDATION_EXCEPTION or REQUIRED_FIELD_MISSING — inspect the error message to identify the offending field.
  • Update a recordTool to update a record's data in Salesforce via UI API. Use when you need to modify field values on an existing record. Salesforce validation rules are enforced. Pass If-Unmodified-Since header to prevent conflicts.
  • Update Related List PreferencesTool to update user preferences for a specific related list on an object in Salesforce. Use when customizing display settings such as column widths, text wrapping, column ordering, and sorting preferences for related lists.
  • Update taskUpdates an existing task in Salesforce with new information. Only provided fields will be updated.
  • Upload file to Salesforce FilesUpload a file to Salesforce Files home via the Connect REST API. Use when you need to attach files to records or store them in a user's personal library. File size limit: 50 MB per request.
  • Upload job dataTool to upload CSV data to a Salesforce Bulk API v2 ingest job. Use after creating a job and before closing it. Only ONE upload is allowed per job - multiple uploads will fail. After upload, close the job with state 'UploadComplete' to begin processing.
  • Upsert sObject by External IDTool to upsert records using sObject Rows by External ID. Use when you need to create or update a Salesforce record based on an external ID field value - creates a new record if the external ID doesn't exist, or updates the existing record if it does.
  • Who Am IReturn the identity (email, name, org) of the connected Salesforce account.