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Salesforcecrm

223 available actions

What your AI agent can do in Salesforce

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get job failed record resultsTool to retrieve failed records from a Salesforce Bulk API 2.0 ingest job.
  • Get job successful record resultsTool to retrieve successfully processed records from a Salesforce Bulk API 2.0 ingest job.
  • Add contact to campaignAdds a contact to a campaign by creating a CampaignMember record to track campaign engagement.
  • Add lead to campaignAdds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.
  • Update contactUpdates an existing contact in Salesforce with the specified changes.
  • Update leadUpdates an existing lead in Salesforce with the specified changes.

Browse all 223 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 132 actionsHide actions
  • Fetch account by ID with queryDEPRECATED: Use this action to retrieve a Salesforce Account by its unique ID, which must be a valid and existing Salesforce Account ID; you can optionally specify a…
  • Get batch of UI API recordsTool to retrieve multiple Salesforce records in a single request with customizable field selection.
  • Get accountRetrieves a specific account by ID from Salesforce, returning all available fields.
  • Get all objectsRetrieves Salesforce objects (standard and custom) with detailed metadata.
  • 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.
  • Get API resources by versionTool to discover available REST API resources for a specified Salesforce API version.
  • Get an appTool to get metadata about a specific Salesforce app by ID.
  • Get appsTool to get metadata for all apps a user has access to.
  • Get campaignRetrieves a specific campaign by ID from Salesforce, returning all available fields.
  • Get Chatter resourcesTool to access Chatter resources directory.
  • Get child recordsTool to get child records for a specified parent record and child relationship name.
  • Get Compact LayoutsTool to retrieve compact layout information for multiple Salesforce objects.
  • Get composite resourcesTool to retrieve a list of available composite resources in Salesforce.
  • Get multiple records by IDsRetrieves multiple records of the same object type by IDs with a request body.
  • Get consent preferencesTool to check consent preferences for a SINGLE action (e.g.
  • 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.
  • Get file informationTool to retrieve comprehensive metadata and information about a specified file in Salesforce.
  • Get file sharesReturns information about the objects with which the specified file has been shared.
  • Get global actionsTool to retrieve actions displayed in the Salesforce Global Actions menu with metadata.
  • Get job failed record resultsTool to retrieve failed records from a Salesforce Bulk API 2.0 ingest job.
  • Get job successful record resultsTool to retrieve successfully processed records from a Salesforce Bulk API 2.0 ingest job.
  • Get job unprocessed record resultsTool to retrieve unprocessed records from a Salesforce Bulk API 2.0 ingest job.
  • Get last selected appRetrieves the app the current user last selected or the app the user sees by default.
  • 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.
  • Get batch of list view metadataTool to retrieve metadata for multiple list views in a single batch request.
  • Get list view metadataReturns list view metadata by object and list view API name.
  • Get list view records by IDReturns record data for a list view by its ID.
  • Get list view records by API nameRetrieves paginated record data for a specified list view using the object and list view API names.
  • Get list view resultsRetrieves the results of a list view for a specified sObject.
  • Get lookup field suggestionsTool to retrieve lookup field suggestions for editing lookup fields with search filtering.
  • Get lookup field suggestions with POSTTool to get lookup field suggestions with POST request.
  • Get MRU list view metadataTool to retrieve MRU list view metadata for a Salesforce object.
  • Get most recently used list view recordsTool to retrieve record data for an object's most recently used (MRU) list view.
  • Get noteRetrieves a specific note by ID from Salesforce, returning all available fields.
  • Retrieve Note with conditionsDEPRECATED: Retrieves a Salesforce Note object by its ID, optionally specifying which fields to return; the Note ID must exist.
  • Get list views for an objectReturns a collection of list views associated with a Salesforce object.
  • 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.
  • Get photo actionsTool to retrieve available photo actions for Salesforce pages.
  • Get Values for All Picklist FieldsTool to get values for all picklist fields of a record type, including dependent picklists.
  • Get job info queryTool to retrieve information about a Salesforce Bulk API v2 query job.
  • Get job query resultRetrieves results for a completed Bulk API v2 query job in CSV format.
  • Get quick actionsTool to retrieve global and object-specific quick actions from Salesforce.
  • Get record count for objectsTool to retrieve total record counts for specified Salesforce objects.
  • Get record edit page actionsTool to get available actions on record edit pages.
  • Get related list actionsTool to get actions on related lists for record detail pages.
  • Get batch of related list user preferencesTool to get a batch of related list user preferences from Salesforce.
  • Get related list records with request bodyTool to retrieve related list records with request body parameters for filtering and pagination.
  • Get report metadataGets detailed metadata for a specific report including its structure, columns, filters, and groupings.
  • Get report instance resultsGets the results of a report instance created by running a report.
  • Get search result layoutsRetrieves search result layout information for specified sObjects.
  • Search suggested queriesReturns a list of suggested searches based on the user's query string.
  • Get sObject by external IDTool to retrieve a Salesforce record by matching an external ID field value.
  • Get multiple sObject recordsTool to retrieve multiple records of the same sObject type in a single API call.
  • Get sObject list view informationTool to retrieve basic information about a specific list view for an sObject.
  • Get list views for sObjectTool to retrieve list views for a specified sObject.
  • Get PlatformAction SObject metadataRetrieves metadata description of PlatformAction SObject.
  • Get sObject Quick Action Default Values by IDRetrieves default field values for a quick action in a specific record context.
  • Get sObject Quick Action Default ValuesRetrieves default field values for a specific quick action on an sObject.
  • Get sObject record by IDTool to retrieve a single Salesforce record by ID from any sObject type.
  • Get records using sObject relationshipsRetrieves records by traversing sObject relationships using friendly URLs.
  • Get layouts for object with record typeTool to retrieve layout metadata for a specific record type on an object.
  • Get approval layouts for objectRetrieves approval layouts for a specified Salesforce object.
  • Get updated sObject recordsTool to retrieve a list of sObject records that have been updated within a given timeframe.
  • Get support knowledgeRetrieves the root of the Support Knowledge REST API.
  • Get directory of supported objectsTool to get a Salesforce org's active theme and directory of supported objects.
  • Get support knowledge articlesRetrieves user's visible knowledge articles and data categories from Salesforce Knowledge.
  • Get themeTool to get icons and colors for Salesforce UI themes.
  • Get lookup field actionsTool to get lookup field actions for a Salesforce object.
  • Get MRU List View ActionsTool to retrieve header actions available on the MRU (Most Recently Used) list view for a specified Salesforce object.
  • Get related list actionsTool to get available actions on related lists for a record detail page.
  • Get Personalized Navigation ItemsTool to get personalized navigation items for a specific Salesforce app.
  • Get Account AllAccounts list view metadataRetrieves list view metadata for the Account AllAccounts view using Salesforce UI API.
  • Get List View MetadataTool to get list view metadata from Salesforce UI API.
  • Get Account SearchResult list view metadataRetrieves list view metadata for the Account __SearchResult view using Salesforce UI API.
  • Get List Views for ObjectTool to get list views for a Salesforce object.
  • Get MRU List Info for AccountTool to get Most Recently Used (MRU) list view metadata for Account object.
  • Get MRU List Records for AccountTool to get Most Recently Used (MRU) list view records for Account object.
  • Get record UI data and metadataTool to retrieve layout, field metadata, and record data in a single response.
  • Get related list user preferencesTool to retrieve user preferences for a specific related list on an object.
  • 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.
  • Get standard actions headersTool to return HTTP headers for standard invocable actions metadata without response body.
  • Get AppMenu Salesforce1 headersTool to return HTTP headers for AppMenu Salesforce1 mobile navigation items without response body.
  • Get process rules headersTool to return HTTP headers for process rules of an sObject without retrieving the response body.
  • Get Quick Actions headersTool to return HTTP headers for Quick Actions resource without response body.
  • Get quick action default values headers by IDTool to return HTTP headers for sObject quick action default values by context ID without response body.
  • Get global publisher layouts headersTool to return HTTP headers for all global publisher layouts without response body.
  • Get sObject quick action headersTool to return HTTP headers for a specific sObject quick action without response body.
  • Get User password headersTool to return HTTP headers for User password resource without response body.
  • List accountsLists accounts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
  • List Analytics templatesTool to list CRM Analytics templates available in the org.
  • List campaignsLists campaigns from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
  • List contactsLists contacts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
  • Get custom invocable actionsRetrieves the list of custom actions including Flow actions, Apex actions, and invocable processes.
  • List dashboardsLists dashboards with basic metadata including name, ID, and URLs.
  • 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.
  • List notesLists notes from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
  • List opportunitiesLists opportunities from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
  • List pricebook entriesLists pricebook entries from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
  • List pricebooksLists pricebooks from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
  • List reportsLists reports with basic metadata including name, ID, and URLs.
  • Get standard invocable actionsRetrieves the list of standard actions that can be statically invoked.
  • Query All (including deleted)Tool to execute SOQL queries including soft-deleted and archived records.
  • Query contacts by nameDEPRECATED: Finds Salesforce Contact records by name using a case-insensitive search.
  • Query more (next page of SOQL results)Retrieve the next page of SOQL results using a query locator (GET /query/{queryLocator}).
  • Query reportDEPRECATED: Executes a Salesforce report synchronously by its and , optionally with dynamic ad-hoc adjustments like filters or groupings, and returns its data without…
  • Retrieve account data and error responsesDEPRECATED: Retrieves comprehensive metadata for the Salesforce Account sObject, detailing its properties, recent records, and related resource URLs.
  • Retrieve campaign data with error handlingDEPRECATED: Retrieves comprehensive information and metadata for the Salesforce Campaign sObject, provided it is enabled and accessible in the organization, and…
  • Retrieve contact object metadataDEPRECATED: Retrieves comprehensive metadata (e.g., fields, data types, picklist values) for the Salesforce Contact SObject; this action does not retrieve individual…
  • Retrieve lead by idRetrieves details for a Salesforce Lead by its ID; the specified Lead ID must exist in Salesforce.
  • Retrieve lead data with various responsesDEPRECATED: Retrieves Lead sObject data from Salesforce, such as recently viewed leads or general Lead object information.
  • Retrieve note object informationDEPRECATED: Retrieves comprehensive metadata for the Salesforce 'Note' SObject, if it is enabled and accessible, to understand its structure and capabilities.
  • Retrieve opportunities dataRetrieves all available Opportunity records, representing potential revenue-generating deals, from Salesforce.
  • Retrieve opportunity by id with optional fieldsDEPRECATED: Retrieves a Salesforce Opportunity by its ID; the Opportunity ID must exist.
  • Retrieve specific campaign object detailsDEPRECATED: Retrieves details for a specific Salesforce Campaign object by its ID, optionally limiting to specified fields; the Campaign object must exist.
  • Retrieve specific contact by id(DEPRECATED: use ) Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.
  • Search accountsSearch for Salesforce accounts using criteria like name, industry, type, location, or contact information.
  • Search campaignsSearch for Salesforce campaigns using multiple criteria like name, type, status, date range, or active status.
  • Search contactsSearch Salesforce Contact records (not Leads — use SALESFORCE_SEARCH_LEADS for those) using name, email, phone, account, or title.
  • Search suggested article title matchesSearch for Salesforce Knowledge articles with titles matching the search query.
  • Search leadsSearch for Salesforce leads using criteria like name, email, phone, company, title, status, or lead source.
  • Search notesSearch for Salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.
  • Search opportunitiesSearch for Salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.
  • Search tasksSearch for Salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.
  • Get user password expiration statusTool to check whether a Salesforce user's password has expired.
Create & communicateCreate records or send supported messagesView 29 actionsHide actions
  • Create Salesforce AccountDEPRECATED: Creates a new Salesforce Account using a JSON POST request, requiring 'Name'; specific fields (e.g., custom, DunsNumber) may have org-level prerequisites.
  • Add contact to campaignAdds a contact to a campaign by creating a CampaignMember record to track campaign engagement.
  • Add lead to campaignAdds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.
  • Add product to opportunityAdds a product (line item) to an opportunity.
  • Create accountCreates a new account in Salesforce with the specified information.
  • Create a recordTool to create a Salesforce record using the UI API.
  • Create bulk ingest jobCreate a Bulk API 2.0 ingest job (POST /jobs/ingest).
  • Create bulk query jobCreate a Bulk API 2.0 query job (POST /jobs/query) for a SOQL query over a large result set.
  • Create campaignCreates a new campaign in Salesforce.
  • Create campaign recordDEPRECATED: Creates a new campaign record in Salesforce; if 'ParentId' is provided, it must be a valid ID of an existing Campaign record, and if 'OwnerId' is provided…
  • Create contactCreates a new contact in Salesforce with the specified information.
  • Create custom fieldTool to create a custom field on a Salesforce object using the Tooling API.
  • Create custom objectTool to create a custom object in Salesforce using the Metadata API.
  • Create leadCreates a new lead in Salesforce.
  • Create leadDEPRECATED: Creates a new Lead in Salesforce, requiring and unless person accounts are enabled and is null.
  • Create a new contactDEPRECATED: Creates a new Contact in Salesforce; 'LastName' is required, an existing 'AccountId' must be used if provided, and any custom fields (ending with '__c')…
  • Create noteCreates a new note attached to a Salesforce record with the specified title and content.
  • Create a note recordDEPRECATED: Creates a new Note record in Salesforce, associated with an existing Salesforce object via , automatically including a header.
  • Create opportunityCreates a new opportunity in Salesforce with the specified information.
  • Create opportunity recordDEPRECATED: Creates a new Opportunity record in Salesforce; , , and are mandatory, and ensure any referenced IDs (e.g., , ) are valid and corresponding Salesforce feat…
  • Create SObject recordTool to create a new Salesforce SObject record.
  • Create sObject treeTool to create one or more sObject trees with root records of the specified type.
  • Create taskCreates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
  • Create records using sObject CollectionsTool to create up to 200 records in one request using sObject Collections.
  • Send emailSends an email through Salesforce with options for recipients, attachments, and activity logging.
  • 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).
  • Upload file to Salesforce FilesUpload a file to Salesforce Files home via the Connect REST API.
  • Upload job dataTool to upload CSV data to a Salesforce Bulk API v2 ingest job.
Update & manageChange and manage existing recordsView 34 actionsHide actions
  • Execute Composite Graph (Deprecated)DEPRECATED: Use SALESFORCE_POST_COMPOSITE_GRAPH instead.
  • Execute global quick actionExecute a global (non-object-specific) quick action (POST /quickActions/{actionName}).
  • Execute invocable actionInvoke any standard or custom invocable action by name (POST /actions/standard/{name} or /actions/custom/{name}).
  • Execute sObject Quick ActionTool to execute a specific quick action on an sObject to create records with pre-configured defaults.
  • Execute SOQL query (Deprecated)DEPRECATED: Use SALESFORCE_RUN_SOQL_QUERY instead.
  • Execute SOSL searchExecute a SOSL search to search across multiple Salesforce objects.
  • Upsert records using external IDTool to upsert up to 200 records using external ID field matching.
  • Execute Composite GraphTool to execute multiple related REST API requests in a single transactional call with up to 500 subrequests per graph.
  • Execute SOQL Query (Deprecated)DEPRECATED: Use SALESFORCE_RUN_SOQL_QUERY instead.
  • Run reportRuns a report synchronously (GET /analytics/reports/{id}?includeDetails=true) and returns the results in one call.
  • Run report asyncRun a Salesforce report asynchronously (POST /analytics/reports/{id}/instances).
  • Run SOQL queryExecutes a SOQL query against Salesforce data.
  • Execute SOSL searchDEPRECATED: Use SALESFORCE_EXECUTE_SOSL_SEARCH instead.
  • Set user passwordSet or reset a Salesforce user's password.
  • Update sObject recordTool to update specific fields in an existing Salesforce sObject record.
  • Execute Tooling API queryTool to execute SOQL queries against Salesforce Tooling API metadata objects.
  • Update accountUpdates an existing account in Salesforce with the specified changes.
  • Update account by idDEPRECATED: Updates specified fields of an existing Salesforce Account object identified by its unique ID; field names are case-sensitive and read-only fields are…
  • Update campaignUpdates an existing campaign in Salesforce with the specified changes.
  • Update Campaign By IDDEPRECATED: Updates specific fields of an existing Campaign in Salesforce, identified by its unique , which must already exist.
  • Update contactUpdates an existing contact in Salesforce with the specified changes.
  • Update contact by idDEPRECATED: Updates specified fields of an existing Salesforce Contact by its ID; at least one field must be provided for modification.
  • Update a favoriteTool to update a favorite's properties in Salesforce UI API.
  • Update leadUpdates an existing lead in Salesforce with the specified changes.
  • Update lead by ID with JSON payloadDEPRECATED: Updates specified fields of an existing Lead in Salesforce via its unique ID (path parameter), returning HTTP 204 on success or error details on failure…
  • Update list view preferencesTool to update user preferences for a Salesforce list view including column widths, text wrapping, and display order.
  • Update noteUpdates an existing note in Salesforce with the specified changes.
  • Update opportunityUpdates an existing opportunity in Salesforce with the specified changes.
  • Update opportunity by idDEPRECATED: Updates specified fields of an existing Salesforce Opportunity by its ID; the Opportunity must exist, and some fields (like Name, StageName, CloseDate) may…
  • Update a recordTool to update a record's data in Salesforce via UI API.
  • Update Related List PreferencesTool to update user preferences for a specific related list on an object in Salesforce.
  • Update specific note by idDEPRECATED: Use instead.
  • Update taskUpdates an existing task in Salesforce with new information.
  • Upsert sObject by External IDTool to upsert records using sObject Rows by External ID.
Remove & cancelRemove records or cancel supported workView 17 actionsHide actions
  • Delete accountPermanently deletes an account from Salesforce.
  • Delete a lead object by its idDEPRECATED: Permanently deletes an existing Lead object from Salesforce using its unique ID.
  • Delete campaignPermanently deletes a campaign from Salesforce.
  • Delete contactPermanently deletes a contact from Salesforce.
  • Delete fileTool to permanently delete a file from Salesforce.
  • Delete job queryTool to delete a Salesforce Bulk API v2 query job.
  • Delete leadPermanently deletes a lead from Salesforce.
  • Delete notePermanently deletes a note from Salesforce.
  • Delete opportunityPermanently deletes an opportunity from Salesforce.
  • Delete sObject recordTool to delete a single Salesforce record by its ID.
  • Delete multiple records (SObject Collections)Tool to delete up to 200 records in one request with optional rollback.
  • Remove account by unique identifierDEPRECATED: Deletes an existing Salesforce Account using its unique ID, returning an empty response on success (HTTP 204).
  • Remove a specific contact by idDEPRECATED: Permanently deletes a specific Contact from Salesforce using its unique ID, which must correspond to an existing record.
  • Remove campaign object by idDEPRECATED: Permanently deletes a specific Campaign SObject in Salesforce using its unique ID.
  • Remove from campaignRemoves a lead or contact from a campaign by deleting the CampaignMember record.
  • Remove note object by idDEPRECATED: Permanently deletes an existing Salesforce Note object identified by its unique ID.
  • Remove opportunity by idDEPRECATED: Permanently deletes an existing Salesforce Opportunity by its ID; if the Opportunity does not exist, a 'not found' (404) error occurs.
Other actionsSpecialist and administrative actions.View 11 actionsHide actions
  • 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.
  • Associate contact to accountAssociates a contact with an account by updating the contact's AccountId field.
  • Clone opportunity with productsClones an opportunity and optionally its products (line items).
  • Clone recordCreates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record.
  • Close or abort a jobTool to close or abort a Salesforce Bulk API v2 ingest job.
  • Complete taskMarks a task as completed with optional completion notes.
  • 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.
  • Mass transfer ownershipTransfers ownership of multiple records to a new owner in a single operation using Salesforce's composite API for better performance.
  • Parameterized SearchTool to execute RESTful search using parameters instead of SOSL clause.
  • Parameterized SearchTool to execute parameterized search across Salesforce objects with advanced filtering.

Connection record

A connection you can control.

Sign-in
OAuth sign-in
Setup
Sign in with your own Salesforce account. Access is limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Salesforce

How does the agent connect to Salesforce?
You sign in with your own Salesforce account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Salesforce at any time.
What can the agent actually do in Salesforce?
The page above lists the 223 actions currently available through the Salesforce connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Salesforce included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Salesforce is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Salesforce to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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