Salesforce

What you can do

Connect this agent connector to let your agent:

• Read CRM records — retrieve accounts, contacts, leads, opportunities, and cases by ID or search query
• Create and update records — open leads, close opportunities, update deal stages, and edit contacts
• Log activities — create tasks and events linked to any CRM record
• Run SOQL queries — execute arbitrary Salesforce Object Query Language queries for custom data retrieval
• Search across objects — find records by name, email, phone, or any field value

Authentication

This connector uses OAuth 2.0. Scalekit acts as the OAuth client: it redirects your user to Salesforce, obtains an access token, and automatically refreshes it before it expires. Your agent code never handles tokens directly — you only pass a connectionName and a user identifier.

You supply your Salesforce Connected App credentials (Client ID + Secret) once per environment in the Scalekit dashboard.

Set up the connector

Register your Scalekit environment with the Salesforce connector so Scalekit handles the authentication flow and token lifecycle for you. The connection name you create will be used to identify and invoke the connection programmatically. You’ll need your app credentials from the Salesforce Developer Console.

1. Set up auth redirects

   • In Scalekit dashboard, go to Agent Auth → Create Connection.

   • Find Salesforce from the list of providers and click Create.

     Note

     By default, a connection using Scalekit’s credentials will be created. If you are testing, go directly to the next section. Before going to production, update your connection by following the steps below.

   • Copy the redirect URI. It looks like https://<SCALEKIT_ENVIRONMENT_URL>/sso/v1/oauth/<CONNECTION_ID>/callback.

     

   • Log in to Salesforce and go to Setup.

   • In the Quick Find box, search for App Manager and click to open it.

   • Click New Connected App.

   • Enter a name for your app, check the Enable OAuth Settings checkbox, and paste the redirect URI in the Callback URL field.

     

   • Select the required OAuth scopes for your application.

2. Get client credentials

   • In your Connected App settings, note the following:
     • Consumer Key — listed under OAuth Settings
     • Consumer Secret — click Reveal to view and copy

3. Add credentials in Scalekit

   • In Scalekit dashboard, go to Agent Auth → Connections and open the connection you created.

   • Enter your credentials:

     • Client ID (Consumer Key from above)
     • Client Secret (Consumer Secret from above)
     • Permissions (scopes — see Salesforce OAuth Scopes documentation)

     

   • Click Save.

Code examples

Make your first call

Once a user authorizes the connection, make a request to Salesforce through the Scalekit proxy. The example below retrieves the authenticated user’s profile — a useful sanity-check call.

Path resolution

Scalekit automatically prepends the user’s Salesforce instance URL and API version (e.g. https://mycompany.my.salesforce.com/services/data/v58.0) — you only write the resource path.

Node.js

import { ScalekitClient } from '@scalekit-sdk/node'

const connectionName = 'salesforce'  // name set in Scalekit dashboard
const identifier = 'user_123'        // your app's user ID

const scalekit = new ScalekitClient(
  process.env.SCALEKIT_ENV_URL,
  process.env.SCALEKIT_CLIENT_ID,
  process.env.SCALEKIT_CLIENT_SECRET,
)
const actions = scalekit.actions

const result = await actions.request({
  connectionName,
  identifier,
  method: 'GET',
  path: '/chatter/users/me',
})

console.log(result)

Python

import scalekit.client, os
from dotenv import load_dotenv
load_dotenv()

connection_name = "salesforce"  # name set in Scalekit dashboard
identifier = "user_123"         # your app's user ID

scalekit_client = scalekit.client.ScalekitClient(
    client_id=os.getenv("SCALEKIT_CLIENT_ID"),
    client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
    env_url=os.getenv("SCALEKIT_ENV_URL"),
)
actions = scalekit_client.actions

result = actions.request(
    connection_name=connection_name,
    identifier=identifier,
    method="GET",
    path="/chatter/users/me",
)
print(result)

Common workflows

Query records with SOQL

Retrieve this month’s open opportunities, sorted by deal size:

Node.js

const result = await actions.request({
  connectionName,
  identifier,
  method: 'GET',
  path: '/query',
  params: {
    q: 'SELECT Id, Name, Amount, StageName, CloseDate FROM Opportunity WHERE CloseDate = THIS_MONTH ORDER BY Amount DESC LIMIT 10',
  },
})

console.log(result.records)

Python

result = actions.request(
    connection_name=connection_name,
    identifier=identifier,
    method="GET",
    path="/query",
    params={
        "q": "SELECT Id, Name, Amount, StageName, CloseDate FROM Opportunity WHERE CloseDate = THIS_MONTH ORDER BY Amount DESC LIMIT 10"
    },
)

print(result["records"])

Log a sales call and advance a lead

Find a lead by email, update its status, then log a completed task — all in one agent turn.

This workflow uses Scalekit’s tool calling API (execute_tool), which maps directly to the tool names in the tool list below.

Node.js

// 1. Search for the lead
const searchResult = await actions.request({
  connectionName,
  identifier,
  method: 'GET',
  path: '/query',
  params: { q: "SELECT Id, Status FROM Lead WHERE Email = 'jane@acme.com' LIMIT 1" },
})
const lead = searchResult.records[0]

// 2. Update the lead status
await actions.request({
  connectionName,
  identifier,
  method: 'PATCH',
  path: `/sobjects/Lead/${lead.Id}`,
  body: { Status: 'Working - Contacted' },
})

// 3. Log a completed task linked to the lead
await actions.request({
  connectionName,
  identifier,
  method: 'POST',
  path: '/sobjects/Task',
  body: {
    WhoId: lead.Id,
    Subject: 'Discovery call — follow up in 3 days',
    Status: 'Completed',
    ActivityDate: '2025-04-10',
  },
})

Python

# Resolve the connected account to use execute_tool
response = actions.get_or_create_connected_account(
    connection_name=connection_name,
    identifier=identifier,
)
connected_account = response.connected_account

# 1. Find the lead by email
lead = actions.execute_tool(
    tool_name="salesforce_lead_search",
    connected_account_id=connected_account.id,
    tool_input={"query": "jane@acme.com"},
)

# 2. Update the lead status
actions.execute_tool(
    tool_name="salesforce_lead_update",
    connected_account_id=connected_account.id,
    tool_input={
        "lead_id": lead.result["Id"],
        "Status": "Working - Contacted",
    },
)

# 3. Log a completed task linked to the lead
actions.execute_tool(
    tool_name="salesforce_task_create",
    connected_account_id=connected_account.id,
    tool_input={
        "WhoId": lead.result["Id"],
        "Subject": "Discovery call — follow up in 3 days",
        "Status": "Completed",
        "ActivityDate": "2025-04-10",
    },
)

Tool list

salesforce_account_create Create a new Account in Salesforce. Supports standard fields 15 params ▾

Create a new Account in Salesforce. Supports standard fields

Name Type Required Description

Name string required Account Name

AccountNumber string optional Account number for the organization

AnnualRevenue number optional Annual revenue

BillingCity string optional Billing city

BillingCountry string optional Billing country

BillingPostalCode string optional Billing postal code

BillingState string optional Billing state/province

BillingStreet string optional Billing street

Description string optional Description

Industry string optional Industry

NumberOfEmployees integer optional Number of employees

OwnerId string optional Record owner (User/Queue Id)

Phone string optional Main phone number

RecordTypeId string optional Record Type Id

Website string optional Website URL

salesforce_account_delete Delete an existing Account from Salesforce by account ID. This is a destructive operation that permanently removes the account record. 1 param ▾

Delete an existing Account from Salesforce by account ID. This is a destructive operation that permanently removes the account record.

Name Type Required Description

account_id string required ID of the account to delete

salesforce_account_get Retrieve details of a specific account from Salesforce by account ID. Returns account properties and associated data. 2 params ▾

Retrieve details of a specific account from Salesforce by account ID. Returns account properties and associated data.

Name Type Required Description

account_id string required ID of the account to retrieve

fields string optional Comma-separated list of fields to include in the response

salesforce_account_update Update an existing Account in Salesforce by account ID. Allows updating account properties like name, phone, website, industry, billing information, and more. 45 params ▾

Update an existing Account in Salesforce by account ID. Allows updating account properties like name, phone, website, industry, billing information, and more.

Name Type Required Description

account_id string required ID of the account to update

AccountNumber string optional Account number for the organization

AccountSource string optional Lead source for this account

AnnualRevenue number optional Annual revenue

BillingCity string optional Billing city

BillingCountry string optional Billing country

BillingGeocodeAccuracy string optional Billing geocode accuracy

BillingLatitude number optional Billing address latitude

BillingLongitude number optional Billing address longitude

BillingPostalCode string optional Billing postal code

BillingState string optional Billing state/province

BillingStreet string optional Billing street

CleanStatus string optional Data.com clean status

Description string optional Description

DunsNumber string optional D-U-N-S Number

Fax string optional Fax number

Industry string optional Industry

Jigsaw string optional Data.com key

JigsawCompanyId string optional Jigsaw company ID

NaicsCode string optional NAICS code

NaicsDesc string optional NAICS description

Name string optional Account Name

NumberOfEmployees integer optional Number of employees

OwnerId string optional Record owner (User/Queue Id)

Ownership string optional Ownership type

ParentId string optional Parent Account Id

Phone string optional Main phone number

Rating string optional Account rating

RecordTypeId string optional Record Type Id

ShippingCity string optional Shipping city

ShippingCountry string optional Shipping country

ShippingGeocodeAccuracy string optional Shipping geocode accuracy

ShippingLatitude number optional Shipping address latitude

ShippingLongitude number optional Shipping address longitude

ShippingPostalCode string optional Shipping postal code

ShippingState string optional Shipping state/province

ShippingStreet string optional Shipping street

Sic string optional SIC code

SicDesc string optional SIC description

Site string optional Account site or location

TickerSymbol string optional Stock ticker symbol

Tradestyle string optional Trade style name

Type string optional Account type

Website string optional Website URL

YearStarted string optional Year the company started

salesforce_accounts_list Retrieve a list of accounts from Salesforce using a pre-built SOQL query. Returns basic account information. 1 param ▾

Retrieve a list of accounts from Salesforce using a pre-built SOQL query. Returns basic account information.

Name Type Required Description

limit number required Number of results to return per page

salesforce_chatter_comment_create Add a comment to a Salesforce Chatter post (feed element). 2 params ▾

Add a comment to a Salesforce Chatter post (feed element).

Name Type Required Description

feed_element_id string required The ID of the Chatter post to comment on

text string required The text body of the comment

salesforce_chatter_comment_delete Delete a comment from a Salesforce Chatter post. 1 param ▾

Delete a comment from a Salesforce Chatter post.

Name Type Required Description

comment_id string required The ID of the Chatter comment to delete

salesforce_chatter_comments_list List all comments on a Salesforce Chatter post (feed element). 3 params ▾

List all comments on a Salesforce Chatter post (feed element).

Name Type Required Description

feed_element_id string required The ID of the Chatter post to list comments for

page string optional Page token for retrieving the next page of results

page_size number optional Number of comments to return per page (default: 25, max: 100)

salesforce_chatter_post_create Create a new post (feed element) on a Salesforce Chatter feed. Use 'me' as subject_id to post to the current user's feed. 4 params ▾

Create a new post (feed element) on a Salesforce Chatter feed. Use 'me' as subject_id to post to the current user's feed.

Name Type Required Description

text string required The text body of the Chatter post

is_rich_text boolean optional If true, the text body will be treated as HTML rich text. Default is false (plain text).

message_segments array optional Advanced: provide raw Salesforce message segments array for full rich text control (bold, italic, links, mentions, etc.). When provided, overrides 'text' and 'is_rich_text'. Each segment must have a 'type' field (Text, MarkupBegin, MarkupEnd, Mention, Link). MarkupBegin/End use markupType: Bold, Italic, Underline, Paragraph, etc.

subject_id string optional The ID of the subject (user, record, or group) to post to. Use 'me' for the current user's feed.

salesforce_chatter_post_delete Delete a Salesforce Chatter post (feed element) by its ID. 1 param ▾

Delete a Salesforce Chatter post (feed element) by its ID.

Name Type Required Description

feed_element_id string required The ID of the Chatter post to delete

salesforce_chatter_post_get Retrieve a specific Salesforce Chatter post (feed element) by its ID. 1 param ▾

Retrieve a specific Salesforce Chatter post (feed element) by its ID.

Name Type Required Description

feed_element_id string required The ID of the Chatter feed element (post) to retrieve.

salesforce_chatter_posts_search Search Salesforce Chatter posts (feed elements) by keyword across all feeds. 3 params ▾

Search Salesforce Chatter posts (feed elements) by keyword across all feeds.

Name Type Required Description

q string required Search query string to find matching Chatter posts

page string optional Page token for retrieving the next page of results

page_size number optional Number of results to return per page (default: 25, max: 100)

salesforce_chatter_user_feed_list Retrieve feed elements (posts) from a Salesforce user's Chatter news feed. Use 'me' as the user ID to get the current user's feed. 4 params ▾

Retrieve feed elements (posts) from a Salesforce user's Chatter news feed. Use 'me' as the user ID to get the current user's feed.

Name Type Required Description

user_id string required The ID of the user whose Chatter feed to retrieve. Use 'me' for the current user.

page string optional Page token for retrieving the next page of results. Use the value from the previous response's nextPageToken.

page_size number optional Number of feed elements to return per page (default: 25, max: 100)

sort_param string optional Sort order for feed elements. Options: LastModifiedDateDesc (default), CreatedDateDesc, MostRecentActivity

salesforce_composite Execute multiple Salesforce REST API requests in a single call using the Composite API. Allows for efficient batch operations and related data retrieval. 1 param ▾

Execute multiple Salesforce REST API requests in a single call using the Composite API. Allows for efficient batch operations and related data retrieval.

Name Type Required Description

composite_request string required JSON string containing composite request with multiple sub-requests

salesforce_contact_create Create a new contact in Salesforce. Allows setting contact properties like name, email, phone, account association, and other standard fields. 15 params ▾

Create a new contact in Salesforce. Allows setting contact properties like name, email, phone, account association, and other standard fields.

Name Type Required Description

LastName string required Last name of the contact (required)

AccountId string optional Salesforce Account Id associated with this contact

Department string optional Department of the contact

Description string optional Free-form description

Email string optional Email address of the contact

FirstName string optional First name of the contact

LeadSource string optional Lead source for the contact

MailingCity string optional Mailing city

MailingCountry string optional Mailing country

MailingPostalCode string optional Mailing postal code

MailingState string optional Mailing state/province

MailingStreet string optional Mailing street

MobilePhone string optional Mobile phone of the contact

Phone string optional Phone number of the contact

Title string optional Job title of the contact

salesforce_contact_get Retrieve details of a specific contact from Salesforce by contact ID. Returns contact properties and associated data. 2 params ▾

Retrieve details of a specific contact from Salesforce by contact ID. Returns contact properties and associated data.

Name Type Required Description

contact_id string required ID of the contact to retrieve

fields string optional Comma-separated list of fields to include in the response

salesforce_dashboard_clone Clone an existing dashboard in Salesforce. Creates a copy of the source dashboard in the specified folder. 3 params ▾

Clone an existing dashboard in Salesforce. Creates a copy of the source dashboard in the specified folder.

Name Type Required Description

folderId string required Folder to place the cloned dashboard

source_dashboard_id string required ID of the dashboard to clone

name string optional Name for the cloned dashboard

salesforce_dashboard_get Retrieve dashboard data and results from Salesforce by dashboard ID. Returns dashboard component data and results from all underlying reports. 4 params ▾

Retrieve dashboard data and results from Salesforce by dashboard ID. Returns dashboard component data and results from all underlying reports.

Name Type Required Description

dashboard_id string required ID of the dashboard to retrieve

filter1 string optional First dashboard filter value (DashboardFilterOption ID)

filter2 string optional Second dashboard filter value (DashboardFilterOption ID)

filter3 string optional Third dashboard filter value (DashboardFilterOption ID)

salesforce_dashboard_metadata_get Retrieve metadata for a Salesforce dashboard, including dashboard components, filters, layout, and the running user. 1 param ▾

Retrieve metadata for a Salesforce dashboard, including dashboard components, filters, layout, and the running user.

Name Type Required Description

dashboard_id string required The unique ID of the Salesforce dashboard

salesforce_dashboard_update Update a Salesforce dashboard. Supports renaming, moving to a folder, and saving sticky filters. Use GET dashboard first to find filter IDs. 4 params ▾

Update a Salesforce dashboard. Supports renaming, moving to a folder, and saving sticky filters. Use GET dashboard first to find filter IDs.

Name Type Required Description

dashboard_id string required ID of the dashboard to update

filters array optional Dashboard filters to save (array)

folderId string optional Folder to move the dashboard to

name string optional New name for the dashboard

salesforce_global_describe Retrieve metadata about all available SObjects in the Salesforce organization. Returns list of all objects with basic information. 0 params ▾

Retrieve metadata about all available SObjects in the Salesforce organization. Returns list of all objects with basic information.

salesforce_limits_get Retrieve organization limits information from Salesforce. Returns API usage limits, data storage limits, and other organizational constraints. 0 params ▾

Retrieve organization limits information from Salesforce. Returns API usage limits, data storage limits, and other organizational constraints.

salesforce_object_describe Retrieve detailed metadata about a specific SObject in Salesforce. Returns fields, relationships, and other object metadata. 1 param ▾

Retrieve detailed metadata about a specific SObject in Salesforce. Returns fields, relationships, and other object metadata.

Name Type Required Description

sobject string required SObject API name to describe

salesforce_opportunities_list Retrieve a list of opportunities from Salesforce using a pre-built SOQL query. Returns basic opportunity information. 1 param ▾

Retrieve a list of opportunities from Salesforce using a pre-built SOQL query. Returns basic opportunity information.

Name Type Required Description

limit number optional Number of results to return per page

salesforce_opportunity_create Create a new opportunity in Salesforce. Allows setting opportunity properties like name, amount, stage, close date, and account association. 16 params ▾

Create a new opportunity in Salesforce. Allows setting opportunity properties like name, amount, stage, close date, and account association.

Name Type Required Description

CloseDate string required Expected close date (YYYY-MM-DD, required)

Name string required Opportunity name (required)

StageName string required Current sales stage (required)

AccountId string optional Associated Account Id

Amount number optional Opportunity amount

CampaignId string optional Related Campaign Id

Custom_Field__c string optional Example custom field (replace with your org’s custom field API name)

Description string optional Opportunity description

ForecastCategoryName string optional Forecast category name

LeadSource string optional Lead source

NextStep string optional Next step in the sales process

OwnerId string optional Record owner (User/Queue Id)

PricebookId string optional Associated Price Book Id

Probability number optional Probability percentage (0–100)

RecordTypeId string optional Record Type Id for Opportunity

Type string optional Opportunity type

salesforce_opportunity_get Retrieve details of a specific opportunity from Salesforce by opportunity ID. Returns opportunity properties and associated data. 2 params ▾

Retrieve details of a specific opportunity from Salesforce by opportunity ID. Returns opportunity properties and associated data.

Name Type Required Description

opportunity_id string required ID of the opportunity to retrieve

fields string optional Comma-separated list of fields to include in the response

salesforce_opportunity_update Update an existing opportunity in Salesforce by opportunity ID. Allows updating opportunity properties like name, amount, stage, and close date. 16 params ▾

Update an existing opportunity in Salesforce by opportunity ID. Allows updating opportunity properties like name, amount, stage, and close date.

Name Type Required Description

opportunity_id string required ID of the opportunity to update

AccountId string optional Associated Account Id

Amount number optional Opportunity amount

CampaignId string optional Related Campaign Id

CloseDate string optional Expected close date (YYYY-MM-DD)

Description string optional Opportunity description

ForecastCategoryName string optional Forecast category name

LeadSource string optional Lead source

Name string optional Opportunity name

NextStep string optional Next step in the sales process

OwnerId string optional Record owner (User/Queue Id)

Pricebook2Id string optional Associated Price Book Id

Probability number optional Probability percentage (0–100)

RecordTypeId string optional Record Type Id for Opportunity

StageName string optional Current sales stage

Type string optional Opportunity type

salesforce_query_next_page Fetch the next page of results from a previous SOQL query. Use the nextRecordsUrl returned when a query response has done=false. 1 param ▾

Fetch the next page of results from a previous SOQL query. Use the nextRecordsUrl returned when a query response has done=false.

Name Type Required Description

cursor string required The record cursor from a previous SOQL query response. Extract the cursor ID from the nextRecordsUrl (e.g. '01gxx0000002GJm-2000' from '/services/data/v66.0/query/01gxx0000002GJm-2000')

salesforce_query_soql Execute SOQL queries against Salesforce data. Supports complex queries with joins, filters, and aggregations. 1 param ▾

Execute SOQL queries against Salesforce data. Supports complex queries with joins, filters, and aggregations.

Name Type Required Description

query string required SOQL query string to execute

salesforce_report_create Create a new report in Salesforce using the Analytics API. Minimal verified version with only confirmed working fields. 13 params ▾

Create a new report in Salesforce using the Analytics API. Minimal verified version with only confirmed working fields.

Name Type Required Description

name string required Report name

reportType string required The report type's API name from your Salesforce org (e.g. Opportunity, AccountList). Find valid values in Setup > Report Types

aggregates string optional Aggregates configuration (JSON array)

chart string optional Chart configuration (JSON object)

description string optional Report description

detailColumns string optional Detail columns (JSON array of field names)

folderId string optional Folder ID where report will be stored

groupingsAcross string optional Column groupings (JSON array)

groupingsDown string optional Row groupings (JSON array)

reportBooleanFilter string optional Filter logic

reportFilters string optional Report filters (JSON array)

reportFormat string optional Report format type. TABULAR (default, no groupings), SUMMARY (supports row groupings), or MATRIX (supports row and column groupings)

scope string optional Report scope. organization (all records) or team (current user's team records)

salesforce_report_delete Delete an existing report from Salesforce by report ID. This is a destructive operation that permanently removes the report and cannot be undone. 1 param ▾

Delete an existing report from Salesforce by report ID. This is a destructive operation that permanently removes the report and cannot be undone.

Name Type Required Description

report_id string required ID of the report to delete

salesforce_report_metadata_get Retrieve report, report type, and related metadata for a Salesforce report. Returns information about report structure, fields, groupings, and configuration. 1 param ▾

Retrieve report, report type, and related metadata for a Salesforce report. Returns information about report structure, fields, groupings, and configuration.

Name Type Required Description

report_id string required The unique ID of the Salesforce report

salesforce_report_update Update an existing report in Salesforce by report ID. Minimal verified version with only confirmed working fields. Only updates fields that are provided. 13 params ▾

Update an existing report in Salesforce by report ID. Minimal verified version with only confirmed working fields. Only updates fields that are provided.

Name Type Required Description

report_id string required ID of the report to update

aggregates string optional Aggregates configuration (JSON array)

chart string optional Chart configuration (JSON object)

description string optional Updated report description

detailColumns string optional Detail columns (JSON array of field names)

folderId string optional Move report to different folder

groupingsAcross string optional Column groupings (JSON array)

groupingsDown string optional Row groupings (JSON array)

name string optional Updated report name

reportBooleanFilter string optional Filter logic

reportFilters string optional Report filters (JSON array)

reportFormat string optional Report format type. TABULAR (default, no groupings), SUMMARY (supports row groupings), or MATRIX (supports row and column groupings)

scope string optional Report scope. organization (all records) or team (current user's team records)

salesforce_search_parameterized Execute parameterized searches against Salesforce data. Provides simplified search interface with predefined parameters. 3 params ▾

Execute parameterized searches against Salesforce data. Provides simplified search interface with predefined parameters.

Name Type Required Description

search_text string required Text to search for

sobject string required SObject type to search in

fields string optional Comma-separated list of fields to return

salesforce_search_sosl Execute SOSL searches against Salesforce data. Performs full-text search across multiple objects and fields. 1 param ▾

Execute SOSL searches against Salesforce data. Performs full-text search across multiple objects and fields.

Name Type Required Description

search_query string required SOSL search query string to execute

salesforce_sobject_create Create a new record for any Salesforce SObject type (Account, Contact, Lead, Opportunity, custom objects, etc.). Provide the object type and fields as a dynamic object. 2 params ▾

Create a new record for any Salesforce SObject type (Account, Contact, Lead, Opportunity, custom objects, etc.). Provide the object type and fields as a dynamic object.

Name Type Required Description

fields object required Object containing field names and values to set on the new record

sobject_type string required The Salesforce SObject API name (e.g., Account, Contact, Lead, CustomObject__c)

salesforce_sobject_delete Delete a record from any Salesforce SObject type by ID. This is a destructive operation that permanently removes the record. 2 params ▾

Delete a record from any Salesforce SObject type by ID. This is a destructive operation that permanently removes the record.

Name Type Required Description

record_id string required ID of the record to delete

sobject_type string required The Salesforce SObject API name (e.g., Account, Contact, Lead, CustomObject__c)

salesforce_sobject_get Retrieve a record from any Salesforce SObject type by ID. Optionally specify which fields to return. 3 params ▾

Retrieve a record from any Salesforce SObject type by ID. Optionally specify which fields to return.

Name Type Required Description

record_id string required ID of the record to retrieve

sobject_type string required The Salesforce SObject API name (e.g., Account, Contact, Lead, CustomObject__c)

fields string optional Comma-separated list of fields to include in the response

salesforce_sobject_update Update an existing record for any Salesforce SObject type by ID. Only the fields provided will be updated. 3 params ▾

Update an existing record for any Salesforce SObject type by ID. Only the fields provided will be updated.

Name Type Required Description

fields object required Object containing field names and values to update on the record

record_id string required ID of the record to update

sobject_type string required The Salesforce SObject API name (e.g., Account, Contact, Lead, CustomObject__c)

salesforce_soql_execute Execute custom SOQL queries against Salesforce data. Supports complex queries with joins, filters, aggregations, and custom field selection. 1 param ▾

Execute custom SOQL queries against Salesforce data. Supports complex queries with joins, filters, aggregations, and custom field selection.

Name Type Required Description

soql_query string required SOQL query string to execute

salesforce_tooling_query_execute Execute SOQL queries against Salesforce Tooling API to access metadata objects like ApexClass, ApexTrigger, CustomObject, and development metadata. Use this for querying metadata rather than data objects. 1 param ▾

Execute SOQL queries against Salesforce Tooling API to access metadata objects like ApexClass, ApexTrigger, CustomObject, and development metadata. Use this for querying metadata rather than data objects.

Name Type Required Description

soql_query string required SOQL query string to execute against Tooling API

salesforce_tooling_sobject_create Create a new metadata record for any Salesforce Tooling API object type (ApexClass, ApexTrigger, CustomField, etc.). Supports both simple and nested field structures. For CustomField, use FullName and Metadata properties. 2 params ▾

Create a new metadata record for any Salesforce Tooling API object type (ApexClass, ApexTrigger, CustomField, etc.). Supports both simple and nested field structures. For CustomField, use FullName and Metadata properties.

Name Type Required Description

fields object required Object containing field names and values to set on the new metadata record. Supports nested structures for complex metadata types.

sobject_type string required The Tooling API object name (e.g., ApexClass, ApexTrigger, CustomObject)

salesforce_tooling_sobject_delete Delete a metadata record from any Salesforce Tooling API object type by ID. This is a destructive operation that permanently removes the metadata. 2 params ▾

Delete a metadata record from any Salesforce Tooling API object type by ID. This is a destructive operation that permanently removes the metadata.

Name Type Required Description

record_id string required ID of the metadata record to delete

sobject_type string required The Tooling API object name (e.g., ApexClass, ApexTrigger, CustomObject)

salesforce_tooling_sobject_describe Retrieve detailed metadata schema for a specific Tooling API object type. Returns fields, relationships, and other metadata properties. 1 param ▾

Retrieve detailed metadata schema for a specific Tooling API object type. Returns fields, relationships, and other metadata properties.

Name Type Required Description

sobject string required Tooling API object name to describe

salesforce_tooling_sobject_get Retrieve a metadata record from any Salesforce Tooling API object type by ID. Optionally specify which fields to return. 3 params ▾

Retrieve a metadata record from any Salesforce Tooling API object type by ID. Optionally specify which fields to return.

Name Type Required Description

record_id string required ID of the metadata record to retrieve

sobject_type string required The Tooling API object name (e.g., ApexClass, ApexTrigger, CustomObject)

fields string optional Comma-separated list of fields to include in the response

salesforce_tooling_sobject_update Update an existing metadata record for any Salesforce Tooling API object type by ID. Supports both simple and nested field structures. Only the fields provided will be updated. 3 params ▾

Update an existing metadata record for any Salesforce Tooling API object type by ID. Supports both simple and nested field structures. Only the fields provided will be updated.

Name Type Required Description

fields object required Object containing field names and values to update on the metadata record. Supports nested structures for complex metadata types.

record_id string required ID of the metadata record to update

sobject_type string required The Tooling API object name (e.g., ApexClass, ApexTrigger, CustomObject)