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Salesforce

288 tools CRM Contact Management

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

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288 tools from Salesforce.

  • Abort query jobAbort a Bulk API 2.0 query job in UploadComplete or InProgress state. Requires the job creator or Manage Data Integrations permission. Completed, failed, or already aborted jobs cannot be aborted. Does not delete the job.
  • 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 Salesforce contact with an account by updating its AccountId, replacing any existing association. It can also update additional contact fields supplied in custom_fields.
  • Clone opportunity with productsClones a Salesforce opportunity, with optional name, close date, and stage changes, and optionally copies its product line items. The opportunity is created before products are copied, so a later failure can leave a partial clone.
  • 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.
  • Clone reportCreates a persisted copy of an existing Salesforce report under a new name.
  • 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 taskUpdates a Salesforce task with status Completed, optional completion notes, and additional field values. Additional field values can override the status or description set by the action.
  • Create accountCreates a new account in Salesforce with the specified information. Returns the created Account's ID at `data.response_data.id`.
  • Create analytics notificationCreate a scheduled report, dashboard or Analytics notification with delivery actions.
  • Create a recordCreates a Salesforce record using the UI API and returns its ID and field values, including formatted display values where available.
  • 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 objectCreates a Salesforce custom object using the Metadata API, with a configured name field and object settings.
  • Create folderCreate a Salesforce folder, optionally beneath an existing parent folder.
  • Create folder sharesAppend shares to a Salesforce folder without replacing its share list.
  • Create Knowledge article draftCreate a draft copy of an online primary Knowledge article without unpublishing it.
  • 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 list viewCreate a Salesforce UI API list view for a standard or custom object.
  • 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 Salesforce opportunity with the specified information. The contact ID parameter is ignored, and standard amount and probability values are sent only when positive.
  • 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.
  • Create Tooling FlowCreate a Salesforce Flow version through the Tooling API.
  • Create Tooling API recordCreate a supported Salesforce Tooling API sObject record.
  • Create validation ruleCreate an active or inactive Salesforce validation rule through Tooling API.
  • Delete accountDeletes a Salesforce account by its ID.
  • Delete analytics notificationPermanently delete one Salesforce analytics notification by ID.
  • 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 dashboardDelete a Salesforce dashboard by moving it to the Recycle Bin.
  • 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 folderDelete a Salesforce report or dashboard folder by ID.
  • Delete folder shareDelete one report or dashboard folder share. Requires manage access to the folder.
  • Delete ingest jobDelete a Bulk API 2.0 ingest job and its stored job data and metadata.
  • 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 reportDelete a saved Salesforce report by moving it to the Recycle Bin.
  • Delete sObject recordDelete a single Salesforce record by object type and record ID. 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.
  • Delete survey translationsDelete one or a batch of translated Survey flow fields (REST API 48.0+).
  • Delete Tooling API recordDelete one Tooling API metadata record by object name and Salesforce ID.
  • Describe dashboardGet dashboard metadata, components, filters, layout, and running user.
  • Describe list viewRetrieve columns, filters, ordering, and generated SOQL for a list view.
  • Describe report typeDescribe a Salesforce report type's fields, filters and default metadata.
  • Describe Tooling objectDescribe a Tooling API object's fields, URLs, and child relationships.
  • Discover unit testsDiscover one page of Apex and automated flow tests without running them.
  • Download attachment bodyDownload the binary Body field of a legacy Salesforce Attachment record.
  • Execute compositeExecute up to 25 dependent Salesforce subrequests for sObjects, query, queryAll, and sObject Collections, including record creation, updates, or deletion. Supports optional rollback and collation; inspect each subrequest status because the outer call can succeed when a subrequest fails.
  • Execute composite batchExecute up to 25 independent JSON Salesforce REST subrequests serially. Successful mutations commit immediately and are not rolled back when a later subrequest fails. Subrequests can create, update, or delete data. Multipart binary batch uploads are not supported by this action.
  • 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.
  • Execute Tooling compositeExecute up to 25 mixed GET, POST, PUT, PATCH, or DELETE Tooling API requests, including at most five queries. The optional all-or-none setting rolls back supported changes when a subrequest fails.
  • 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 Salesforce account by ID and returns the fields represented in the account response schema.
  • 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 itemsRetrieve a page of navigation items accessible to the user, optionally filtered by item names and device form factor.
  • Get analytics notificationRetrieve a Salesforce analytics notification or subscription by ID and source.
  • Get Analytics notification limitsGet maximum and remaining notification limits for a selected source.
  • Get Apex log bodyReturn the raw text body of one Salesforce Apex debug log.
  • Get API resources by versionDiscovers available REST API resource URIs for a Salesforce API version, returning a subset of resource types represented by the response schema.
  • 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 App MenuDiscover App Menu types or retrieve Lightning/mobile menu items or headers.
  • Get appointment candidatesFind available Salesforce Scheduler resources and time slots without booking an appointment.
  • Get appointment slotsFind available Salesforce Scheduler time slots without booking appointments.
  • 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 Salesforce campaign by ID and returns the fields represented in the response model.
  • 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 Salesforce contact by ID, optionally requesting selected fields. The response is limited to fields represented by the tool's response schema.
  • 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 dashboard componentsRead details and status for selected dashboard components without refreshing or saving.
  • Get dashboard filter optionsValidate dashboard filter options against report fields without saving changes.
  • Get dashboard statusRead dashboard component refresh status without triggering a refresh.
  • Get data categoriesList visible Knowledge data category groups or retrieve one category's children.
  • Get deleted recordsList record IDs and deletion times for one Salesforce object and time window.
  • Get Embedded Service configurationRetrieve an Embedded Service deployment's configuration or response headers.
  • Get enhanced note contentDownload the rich-text Content blob for a Salesforce Enhanced Note.
  • 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 folderGet a report or dashboard folder's details, ancestors, and sharing URLs.
  • Get folder shareRetrieve one explicit access entry for a report or dashboard folder.
  • Get folder sharesLists the explicit access entries for a report or dashboard folder.
  • 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 ingest job infoRetrieve status, processing counts, and metadata for one Bulk API 2.0 ingest job.
  • Get invalid Apex compilation resultsRead compilation results for invalid Apex classes and triggers (API 68.0+).
  • 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 Metadata Deployment StatusPoll a Metadata API deployment request and optionally return detailed results.
  • Get named layoutRetrieve an object's alternate named layout by its discovered layout name.
  • 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 object UI layoutRetrieve object-level UI layout metadata without requiring a record ID.
  • Get opportunityRetrieves a Salesforce opportunity by its ID, optionally requesting a selected set of fields. Use it to inspect the opportunity's details without retrieving every available field.
  • 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 platform event schemaRead a platform event schema by event API name or schema ID, without publishing events.
  • Get Process ApprovalsList Salesforce approval processes grouped by object, or read their headers.
  • Get process rulesRead active workflow rules or their headers, globally, by object, or by rule ID.
  • 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 query result pagesList up to five parallel result download links for a completed Bulk API 2.0 query job. Use the same connection API version used to create the job (58.0 or later), otherwise Salesforce returns 409. This lists links, not the CSV result data. Continue with the locator from nextRecordsUrl until done is true.
  • Get quick actionsList global Salesforce quick actions and their types.
  • 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 relevant itemsGet the current user's relevant record IDs grouped by Salesforce object.
  • Get report fieldsRead a report's available filter fields, optionally intersecting other reports.
  • 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 rich text imageDownload an image embedded in a Salesforce record's rich text area field.
  • Get scheduling resourcesDiscover available Salesforce Scheduler REST resources and their URIs.
  • 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.
  • Get search scopeGet the connected user's default global search scope and object order.
  • Search suggested queriesReturns suggested searches based on the user's query string matching searches other users have performed in Salesforce Knowledge.
  • Get self-service user password statusRead a legacy self-service user's password expiration status or headers.
  • Get sObject basic informationGet basic sObject metadata, related resource URLs, and recent records.
  • 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 compact layoutsRetrieve compact layouts and record type assignments for a Salesforce object.
  • Get sObject layout headersRetrieve only HTTP headers for an object's approval or compact layouts.
  • Get sObject layoutsRetrieve an object's page layouts and record-type mappings, or HTTP headers.
  • 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 metadataRetrieve basic metadata and recent items for the PlatformAction sObject.
  • Get sObject Quick Action Default Values by IDRetrieve default values for a quick action in a specific record context. The response includes only predefined fields, so other returned default values may be omitted.
  • Get sObject Quick Action Default ValuesRetrieve default values for a specific quick action on an sObject. The response includes only predefined fields, so other returned default values may be omitted.
  • Get sObject quick actionsList an object's quick actions, including global actions, or retrieve headers only.
  • 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 a collection of related records by traversing an sObject relationship, such as Contacts for an Account. The response includes pagination information when more records are available.
  • 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 recordsRetrieves IDs of sObject records updated within a specified timeframe, along with the latest date covered. Use it to track changes or synchronize records of a specified object type.
  • 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 visible Salesforce Knowledge articles, with filters including publication status and data categories. Access to published, draft, or archived articles depends on user permissions.
  • Get Survey TranslationsRead translated Survey Flow field values individually or in a batch.
  • Get tabsList all tabs available to the current user, or inspect their HTTP headers.
  • 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 Tooling completionsRetrieve available Apex system symbol or Visualforce markup completions.
  • Get Tooling FlexiPageRetrieve one FlexiPage metadata record by its Tooling API ID.
  • Get Tooling API recordRetrieve one complete Tooling API metadata record by object name and ID.
  • 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 headersRequest HTTP headers for a Salesforce user's password resource without retrieving the response body.
  • List accountsList Salesforce accounts using a SOQL query with filtering, sorting, and field selection. Results are paginated; the response retains only fields defined in the account response model, so other selected fields may be omitted.
  • List Analytics notificationsList Analytics notifications or report/dashboard subscriptions by source.
  • 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 API versionsList available Salesforce REST API versions, release labels, and root URLs.
  • List bulk jobsList one page of Salesforce Bulk API ingest or query jobs with optional filters.
  • 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 communitiesList Experience Cloud sites available to the connected Salesforce user.
  • List contactsLists Salesforce contacts using a SOQL query with filtering, sorting, and field selection, returning one page with pagination indicators. Records must include Id, and fields outside the response schema are not preserved.
  • 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 folder childrenList one page of a Salesforce folder's immediate child folders.
  • List foldersList one page of visible Salesforce folders, optionally filtered by content type.
  • List folder share recipientsList eligible folder share recipients without granting any access.
  • 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 Salesforce Note or ContentNote records using a SOQL query with filtering, sorting, and field selection. Include Id in the selected fields so returned records can be validated.
  • List opportunitiesLists Salesforce opportunities using a SOQL query with flexible filtering, sorting, and field selection. Returns one query batch with pagination metadata; additional pages require a separate request using the returned locator.
  • List pricebook entriesLists Salesforce pricebook entries using SOQL, with flexible filtering, sorting, and field selection. Use it to find product pricebook entry IDs for opportunity line items. Results include pagination information when additional records are available.
  • List pricebooksLists Salesforce pricebooks using SOQL, with flexible filtering, sorting, and field selection. Use it to find pricebook IDs by name or other criteria; results include pagination information when more records are available.
  • List recent list viewsList recently used list views for a Salesforce object.
  • List recent recordsList records recently viewed or referenced by the connected Salesforce user.
  • List report filter operatorsList available report or dashboard filter operators by field data type.
  • List report runsList asynchronous runs of a Salesforce report, including status and results URLs.
  • 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.
  • List report typesList report types available to the connected Salesforce user.
  • 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.
  • List Tooling API objectsList available Salesforce Tooling API objects and their metadata.
  • 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 up to 200 Salesforce records to a new owner using the composite API. Individual records can fail while others succeed; results are returned per record.
  • Parameterized SearchSearches Salesforce objects using parameterized GET or POST requests instead of a SOSL clause. POST supports per-object field selection and filtering, along with global search options.
  • 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.
  • Process ApprovalsSubmit records for approval, or approve/reject pending work items as an assigned approver. Requires a configured approval process. Bulk successes commit independently; inspect each result's success and errors.
  • 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.
  • Refresh dashboardTrigger an asynchronous refresh of a Salesforce dashboard's cached data.
  • Remove from campaignDelete a CampaignMember record by its ID, or find and delete the first matching member for a campaign and lead or contact ID. When a CampaignMember ID is supplied, it is deleted directly without checking the campaign ID.
  • Replace folder sharesReplace a folder's entire share list, removing omitted shares. Requires manage access.
  • Reset self-service user passwordReset a legacy self-service user's password and email them a reset link.
  • Retrieve lead by idRetrieves a Salesforce Lead by ID, optionally selecting fields. Invalid field names are filtered; if none remain, the request omits the field selection.
  • Retrieve opportunities dataRetrieves basic Salesforce Opportunity object metadata and recently viewed opportunity items.
  • 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 report with overridesRun a report synchronously with transient metadata overrides.
  • Run SOQL queryExecutes a SOQL SELECT query against Salesforce data and returns a page of matching records with pagination information. Queries using FIELDS(ALL) or FIELDS(CUSTOM) are limited to 200 records.
  • Run tests asynchronouslyEnqueue explicitly selected Apex or automated flow test classes and methods. Returns a job ID immediately, not test outcomes. Query ApexTestRunResult and ApexTestResult for completion and results; does not select suites or org-wide test levels.
  • Run tests synchronouslyRun methods from one Apex or automated flow test class synchronously. Select Apex tests by class ID or name; select flow tests by name.
  • Save reportCreate a saved report, or update selected fields when report_id is provided.
  • Search accountsSearch Salesforce accounts by name, industry, type, location, or contact information. Multiple filters are combined with OR, so accounts matching any filter can be returned; without filters, returns recent accounts.
  • 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 contactsSearches Salesforce contacts by name, email, phone, account name, or title using partial matches. Multiple criteria are combined with OR; without criteria, it returns recent contacts up to the requested limit.
  • 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 leadsSearches Salesforce leads by name, email, phone, company, title, status, or lead source, combining supplied criteria with OR. Without criteria, it returns recent non-converted leads; partial matches may return multiple candidates, so confirm identifying fields before using a lead ID.
  • Search notesSearch Salesforce Note records by title, body, parent name, owner, creation date, or privacy. Parent-name searches cover Accounts, Contacts, Leads, Opportunities, and Cases; failed parent or owner lookups can return empty results, and body matches are limited before other filters apply.
  • 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.
  • Search Tooling API recordsSearch Tooling API metadata records with a SOSL statement.
  • Send emailSends an email through Salesforce with options for recipients, attachments, and activity logging. Check the returned action success status and errors to determine whether Salesforce accepted the request.
  • Send email from templateSends an email using a predefined Salesforce email template with merge field support.
  • Send mass emailSends individual emails using a template or custom subject and body in batches of up to 150 via emailSimple, counting against the org's daily single-email allocation. Inspect results for successes and errors; batch errors can be reported even when delivery status is uncertain.
  • Set self-service user passwordReplace one legacy self-service user's password with the supplied password.
  • Set user passwordSet or reset a Salesforce user's password. A nonempty new password sets a specific value; omitting it or providing an empty string resets the password, invalidates the current password, and emails the user a reset link without returning a 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.
  • Start metadata deploymentSubmit a ZIP package to the Salesforce Metadata API for deployment.
  • 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.
  • Trigger process rulesTrigger all active workflow rules for records, regardless of evaluation criteria.
  • Update accountUpdates an existing account in Salesforce with the specified changes. Only provided fields will be updated.
  • Update analytics notificationSave changes to an analytics notification's schedule, delivery or subscription settings.
  • 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 custom field metadataUpdate the Metadata representation of one CustomField Tooling record.
  • Update dashboardSaves metadata changes to an existing Salesforce dashboard.
  • 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 folderRename a Salesforce report or dashboard folder by its ID.
  • Update folder shareUpdate the access level of one existing report or dashboard folder share.
  • Update Knowledge article versionPublish, unpublish, archive, schedule publication or archiving, or update assignment details for a Salesforce Knowledge primary article version.
  • 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 Salesforce opportunity with supplied standard or custom fields, omitting empty standard strings. The response can contain update results or structured Salesforce errors; a successful 204 response is represented by an empty result.
  • 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 PreferencesUpdate user preferences for a specific Salesforce related list, including column widths, text wrapping, and sort order.
  • Update sObject collectionUpdate up to 200 Salesforce records by ID in one request.
  • Update taskUpdates an existing task in Salesforce with new information. Only provided fields will be updated.
  • Update Tooling FlowDelete and replace a draft Flow version with updated Tooling API Metadata. Salesforce assigns the replacement a different ID but does not return that ID.
  • Update Tooling API recordUpdate a supported Salesforce Tooling API record by object name and ID.
  • 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 IDUpsert a Salesforce record by external ID, creating or updating it based on the matching value. An update-only option prevents creation when no record matches.
  • Upsert Survey TranslationsAdd or update Survey Flow field translations individually or in a batch.
  • Who Am IReturn the identity (email, name, org) of the connected Salesforce account.