Connect Salesforce to your AI agent

CRM 179 actions available

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

We set up the connection using your own Salesforce account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

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Actions

What your agent can do in Salesforce

Each one is a real action the agent can take on its own, the same things a person clicking around Salesforce could do. Read-only by default; write actions are confirmed against your policy.

  • Create Salesforce Account DEPRECATED: 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 campaign Adds 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 campaign Adds 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 canno…
  • Add product to opportunity Adds 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 rules Applies 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 fie…
  • Associate contact to account Associates 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_UPDAT…
  • Clone opportunity with products Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.
  • Clone record Creates 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 job Tool 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…
  • Complete task Marks a task as completed with optional completion notes. This is a convenience action that updates the task status to 'Completed'.
  • Execute Composite Graph (Deprecated) DEPRECATED: Use SALESFORCE_POST_COMPOSITE_GRAPH instead. Tool to execute multiple Salesforce REST API requests in a single call using composite graphs. Use when you need to perform a series of related operations that sh…
  • Create account Creates a new account in Salesforce with the specified information. Returns the created Account's ID at `data.response_data.id`.
  • Create a record Tool 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 campaign Creates 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 fai…
  • Create campaign record DEPRECATED: 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, it must be a valid ID of an active User.
  • Create contact Creates 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 restrictio…
  • Create custom field Tool 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…
  • Create custom object Tool 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 lead Creates 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…
  • Create lead DEPRECATED: Creates a new Lead in Salesforce, requiring `LastName` and `Company` unless person accounts are enabled and `Company` is null.
  • Create a new contact DEPRECATED: Creates a new Contact in Salesforce; 'LastName' is required, an existing 'AccountId' must be used if provided, and any custom fields (ending with '__c') must be predefined.
  • Create note Creates 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 expo…
  • Create a note record DEPRECATED: Creates a new Note record in Salesforce, associated with an existing Salesforce object via `ParentId`, automatically including a `Content-Type: application/json` header.
  • Create opportunity Creates a new opportunity in Salesforce with the specified information.
  • Create opportunity record DEPRECATED: Creates a new Opportunity record in Salesforce; `Name`, `StageName`, and `CloseDate` are mandatory, and ensure any referenced IDs (e.g., `AccountId`, `CampaignId`) are valid and corresponding Salesforce feat…
  • Create SObject record Tool 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 tree Tool 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). Su…
  • Create task Creates 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 caus…
  • Delete account Permanently deletes an account from Salesforce. This action cannot be undone.
  • Delete a lead object by its id DEPRECATED: Permanently deletes an existing Lead object from Salesforce using its unique ID.
  • Delete campaign Permanently deletes a campaign from Salesforce. This action cannot be undone.
  • Delete contact Permanently 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 los…
  • Delete file Tool 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 query Tool 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 lead Permanently deletes a lead from Salesforce. This action cannot be undone.
  • Delete note Permanently deletes a note from Salesforce. This action cannot be undone.
  • Delete opportunity Permanently deletes an opportunity from Salesforce. This action cannot be undone.
  • Delete sObject record Tool 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. Wor…
  • 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 sObject Quick Action Tool 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…
  • Execute SOQL query (Deprecated) DEPRECATED: Use SALESFORCE_RUN_SOQL_QUERY instead. Executes the provided SOQL query against Salesforce; the query must begin with 'SELECT'.
  • Execute SOSL search Execute a SOSL search to search across multiple Salesforce objects. Use when you need to search for text across multiple object types simultaneously.
  • Fetch account by ID with query DEPRECATED: 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 comma-delimited list of fields to return.
  • Get batch of UI API records Tool 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 account Retrieves a specific account by ID from Salesforce, returning all available fields.
  • Get all objects Retrieves all Salesforce objects (standard and custom) with detailed metadata. Each object includes a 'custom' field to identify custom objects. Use when you need to discover available objects or their capabilities.
  • Get all fields for an object Retrieves all fields (standard and custom) for a Salesforce object with complete metadata including field types, constraints, picklist values, and relationships.
  • Get all navigation items Gets 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 version Tool 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 app Tool 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 apps Tool 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,…
  • Get campaign Retrieves a specific campaign by ID from Salesforce, returning all available fields.
  • Get Chatter resources Tool 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 records Tool 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 Acco…
  • Get Compact Layouts Tool 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 resources Tool 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 IDs Retrieves 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 preferences Tool to retrieve aggregated consent preferences across multiple records for a specific action. Use when you need to check if users have consented to email, tracking, fax, or other actions across Contact, Lead, User, Per…
  • Get contact Retrieves a specific contact by ID from Salesforce, returning all available fields.
  • Retrieve specific contact by id Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.
  • Get dashboard Gets detailed metadata for a specific dashboard including its components, layout, and filters.
  • Get file content Returns 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 information Tool 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 shares Returns 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 actions Tool 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 results Tool 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 results Tool 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 results Tool 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 app Retrieves 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 lead Retrieves a specific lead by ID from Salesforce, returning all available fields.
  • Get List View Header Actions Tool 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 metadata Tool 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 metadata Returns 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 pr…
  • Get list view records by ID Returns 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 name Retrieves 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 dat…
  • Get list view results Retrieves 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 suggestions Tool 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 POST Tool 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 MRU list view metadata Tool to retrieve MRU list view metadata for a Salesforce object. Use when you need to understand the structure and configuration of the most recently used list view for an object.
  • Get most recently used list view records Tool to retrieve record data for an object's most recently used (MRU) list view. Use when you need to get the records that a user has recently accessed for a specific Salesforce object type.
  • Get note Retrieves 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.
  • Retrieve Note with conditions DEPRECATED: Retrieves a Salesforce Note object by its ID, optionally specifying which fields to return; the Note ID must exist.
  • Get list views for an object Returns 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 opportunity Retrieves a specific opportunity by ID from Salesforce, returning all available fields.
  • Get organization limits Tool 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 actions Tool 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 Fields Tool 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 pickli…
  • Get job info query Tool 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 result Retrieves results for a completed Bulk API v2 query job in CSV format. Supports pagination for large datasets via maxRecords and locator parameters.
  • Get quick actions Tool 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 objects Tool 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 actions Tool 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 spec…
  • Get related list actions Tool 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 pe…
  • Get batch of related list user preferences Tool 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 body Tool 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. Return…
  • Get report metadata Gets detailed metadata for a specific report including its structure, columns, filters, and groupings. Only fields included in the report layout are returned; use SALESFORCE_RUN_SOQL_QUERY when specific fields outside t…
  • Get report instance results Gets 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 empt…
  • Get search result layouts Retrieves search result layout information for specified sObjects. Use when you need to understand which fields are displayed in search results for objects.
  • Search suggested queries Returns 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 ID Tool 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 E…
  • Get multiple sObject records Tool 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 information Tool 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 sObject Tool 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 metadata Retrieves 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 ID Retrieves 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 Values Retrieves 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 ID Tool 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 relationships Retrieves 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 type Tool 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 particula…
  • Get approval layouts for object Retrieves 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 records Tool 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 knowledge Retrieves the root of the Support Knowledge REST API. Use when you need to access knowledge articles and data category information.
  • Get directory of supported objects Tool 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…
  • Get support knowledge articles Retrieves 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 theme Tool 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 actions Tool 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 Actions Tool 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 actions Tool 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…
  • Get Personalized Navigation Items Tool 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 metadata Retrieves 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 Metadata Tool 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 metadata Retrieves 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 Object Tool 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 MRU List Info for Account Tool to get Most Recently Used (MRU) list view metadata for Account object. Use when you need to retrieve list view settings, display columns, and preferences. Note: This endpoint is deprecated and no longer updates.
  • Get MRU List Records for Account Tool to get Most Recently Used (MRU) list view records for Account object. Use when you need to retrieve recently accessed Account records. Note: This endpoint is deprecated and no longer updates. It is not part of the…
  • Get record UI data and metadata Tool 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 relation…
  • Get related list user preferences Tool 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 info Retrieves information about the current user or a specific user in Salesforce.
  • Get custom actions headers Tool 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 headers Tool 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…
  • Get AppMenu Salesforce1 headers Tool 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…
  • Get process rules headers Tool 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 headers Tool 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 ID Tool 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 optimi…
  • Get global publisher layouts headers Tool 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 transf…
  • Get sObject quick action headers Tool 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 headers Tool 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 accounts Lists 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…
  • List Analytics templates Tool to list CRM Analytics templates available in the org. Use when you need to discover available templates for creating Analytics apps.
  • List campaigns Lists 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 oper…
  • List contacts Lists 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` fo…
  • Get custom invocable actions Retrieves 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 dashboards Lists all dashboards available in Salesforce with basic metadata including name, ID, and URLs.
  • List email templates Lists available email templates in Salesforce with filtering and search capabilities.
  • List leads Lists 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 sil…
  • List notes Lists notes from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Designed specifically for Note and ContentNote objects.
  • List opportunities Lists 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 t…
  • List pricebook entries Lists 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 ret…
  • List pricebooks Lists pricebooks from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Use this to map pricebook names to IDs.
  • List reports Lists all reports available in Salesforce with basic metadata including name, ID, and URLs.
  • Get standard invocable actions Retrieves 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 call Logs a completed phone call as a task in Salesforce with call-specific details like duration, type, and disposition.
  • Log email activity Creates 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 ownership Transfers 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 Search Tool 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 f…
  • Upsert records using external ID Tool 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 Graph Tool 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 su…
  • Create records using sObject Collections Tool 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 Search Tool 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 f…
  • Execute SOQL Query (Deprecated) DEPRECATED: Use SALESFORCE_RUN_SOQL_QUERY instead. Tool to execute SOQL queries against Salesforce. Use when you need to retrieve data from Salesforce objects using SOQL syntax. Returns up to 2000 records per request wi…
  • 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 contacts by name DEPRECATED: Finds Salesforce Contact records by name using a case-insensitive search.
  • Query report DEPRECATED: Executes a Salesforce report synchronously by its `id` and `reportType`, optionally with dynamic ad-hoc adjustments like filters or groupings, and returns its data without modifying the saved report.
  • Remove account by unique identifier DEPRECATED: Deletes an existing Salesforce Account using its unique ID, returning an empty response on success (HTTP 204).
  • Remove a specific contact by id DEPRECATED: Permanently deletes a specific Contact from Salesforce using its unique ID, which must correspond to an existing record.
  • Remove campaign object by id DEPRECATED: Permanently deletes a specific Campaign SObject in Salesforce using its unique ID.
  • Remove from campaign Removes 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.
  • Remove note object by id DEPRECATED: Permanently deletes an existing Salesforce Note object identified by its unique ID.
  • Remove opportunity by id DEPRECATED: Permanently deletes an existing Salesforce Opportunity by its ID; if the Opportunity does not exist, a 'not found' (404) error occurs.
  • Retrieve account data and error responses DEPRECATED: Retrieves comprehensive metadata for the Salesforce Account sObject, detailing its properties, recent records, and related resource URLs.
  • Retrieve campaign data with error handling DEPRECATED: Retrieves comprehensive information and metadata for the Salesforce Campaign sObject, provided it is enabled and accessible in the organization, and features robust error handling.
  • Retrieve contact object metadata DEPRECATED: Retrieves comprehensive metadata (e.g., fields, data types, picklist values) for the Salesforce Contact SObject; this action does not retrieve individual contact records.
  • Retrieve lead by id Retrieves details for a Salesforce Lead by its ID; the specified Lead ID must exist in Salesforce.
  • Retrieve lead data with various responses DEPRECATED: Retrieves Lead sObject data from Salesforce, such as recently viewed leads or general Lead object information.
  • Retrieve note object information DEPRECATED: Retrieves comprehensive metadata for the Salesforce 'Note' SObject, if it is enabled and accessible, to understand its structure and capabilities.
  • Retrieve opportunities data Retrieves all available Opportunity records, representing potential revenue-generating deals, from Salesforce.
  • Retrieve opportunity by id with optional fields DEPRECATED: Retrieves a Salesforce Opportunity by its ID; the Opportunity ID must exist.
  • Retrieve specific campaign object details DEPRECATED: 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 `SALESFORCE_GET_CONTACT_BY_ID`) Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.
  • Run report Runs a report and returns the results. Creates a report instance that can be checked for completion. Results are returned in a nested structure (factMap, reportExtendedMetadata), not a flat record list; an empty factMap…
  • Run SOQL query Executes a SOQL query against Salesforce data. Returns records matching the query with pagination support.
  • Execute SOSL search DEPRECATED: Use SALESFORCE_EXECUTE_SOSL_SEARCH instead. Executes a SOSL search query across multiple Salesforce objects. Use when you need to search for text across multiple object types simultaneously.
  • Search accounts Search 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/territor…
  • Search campaigns Search 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 sort…
  • Search contacts Search 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;…
  • Search suggested article title matches Search for Salesforce Knowledge articles with titles matching the search query. Returns auto-suggest results for Knowledge articles based on title matches.
  • Search leads Search 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…
  • Search notes Search 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 opportunities Search 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 simi…
  • Search tasks Search 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 c…
  • Send email Sends 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 l…
  • Send email from template Sends an email using a predefined Salesforce email template with merge field support.
  • Send mass email Sends bulk emails to multiple recipients immediately and irreversibly using a template or custom content. Requires either a valid template_id or both subject and body; omitting all three causes errors. Processes in batc…
  • Set user password Tool to set or reset a user's password in Salesforce. Use when you need to assign a specific password or generate a random one for a user.
  • Update sObject record Tool 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 status Tool 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 query Tool 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 EntityDefinitio…
  • Update account Updates an existing account in Salesforce with the specified changes. Only provided fields will be updated.
  • Update account by id DEPRECATED: Updates specified fields of an existing Salesforce Account object identified by its unique ID; field names are case-sensitive and read-only fields are ignored.
  • Update campaign Updates an existing campaign in Salesforce with the specified changes. Only provided fields will be updated.
  • Update Campaign By ID DEPRECATED: Updates specific fields of an existing Campaign in Salesforce, identified by its unique `id`, which must already exist.
  • Update contact Updates 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 valid…
  • Update contact by id DEPRECATED: Updates specified fields of an existing Salesforce Contact by its ID; at least one field must be provided for modification.
  • Update a favorite Tool to update a favorite's properties in Salesforce UI API. Use when you need to reorder favorites or modify their display properties.
  • Update lead Updates an existing lead in Salesforce with the specified changes. Only provided fields will be updated.
  • Update lead by ID with JSON payload DEPRECATED: 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; request body must contain at least one field to updat…
  • Update list view preferences Tool 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 note Updates an existing note in Salesforce with the specified changes. Only provided fields will be updated.
  • Update opportunity Updates 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 valu…
  • Update opportunity by id DEPRECATED: Updates specified fields of an existing Salesforce Opportunity by its ID; the Opportunity must exist, and some fields (like Name, StageName, CloseDate) may have specific Salesforce validation rules if being…
  • Update a record Tool 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 Preferences Tool 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 li…
  • Update specific note by id DEPRECATED: Use `update_specific_note_by_id` instead. Updates specified fields of an existing Salesforce Note SObject identified by its ID; the Note must already exist.
  • Update task Updates an existing task in Salesforce with new information. Only provided fields will be updated.
  • Upload file to Salesforce Files Upload 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 data Tool 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 'Up…
  • Upsert sObject by External ID Tool 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…
Setup

How we connect it

  1. 1

    Connect your account

    You log in with your own Salesforce account. We never see your password, and you can revoke access from Salesforce at any time.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Salesforce questions, answered.

You sign in with your own Salesforce account. Permissions are scoped to the minimum the agent needs, the connection is health-checked, and you can revoke access from Salesforce at any time.
The actions Salesforce's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Salesforce to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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