# Salesforce

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

- **Category:** crm
- **Auth:** OAUTH2
- **Tools:** 241
- **Triggers:** 7
- **Slug:** `SALESFORCE`
- **Version:** 20260217_00

## Frequently Asked Questions

### How do I set up custom OAuth credentials for Salesforce?

For a step-by-step guide on creating and configuring your own Salesforce OAuth credentials with Devcaster, see [How to create OAuth credentials for Salesforce](https://devcaster.dev/auth/salesforce).

### Why can't I find items I created in Salesforce?

Created records may not appear in a given Salesforce view. Use search to confirm they exist.

### How do I query relationships like Pricebooks and Opportunities?

Use SOQL subqueries to traverse relationships. For example, Products → Pricebooks → Opportunities:

```sql
SELECT Id, Name,
  (SELECT Id, Quantity, UnitPrice, TotalPrice, PricebookEntry.Product2.Name FROM OpportunityLineItems)
FROM Opportunity
```

### What fields are required when connecting Salesforce?

You need your subdomain (e.g., `your-company.my`) and instance endpoint `/services/data/v61.0`. If you see `URL_NOT_RESET`, replace the `login` subdomain with your organization's subdomain.

### What happens to deprecated Salesforce tools?

Deprecated tools continue to work until removed. Check tool descriptions for "DEPRECATED:" markers.

---

## Tools

### Create Salesforce Account

**Slug:** `SALESFORCE_ACCOUNT_CREATION_WITH_CONTENT_TYPE_OPTION`

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

**Slug:** `SALESFORCE_ADD_CONTACT_TO_CAMPAIGN`

Adds a contact to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.

### Add lead to campaign

**Slug:** `SALESFORCE_ADD_LEAD_TO_CAMPAIGN`

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.

### Add product to opportunity

**Slug:** `SALESFORCE_ADD_OPPORTUNITY_LINE_ITEM`

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

**Slug:** `SALESFORCE_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.

### Associate contact to account

**Slug:** `SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT`

Associates a contact with an account by updating the contact's AccountId field.

### Clone opportunity with products

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_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 job - closing queues data for processing, while aborting cancels the job and deletes uploaded data.

### Complete task

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_COMPOSITE_GRAPH_ACTION`

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 should either all succeed or all fail together. Composite graphs support up to 500 subrequests per graph (compared to 25 for regular composite requests) and allow referencing outputs from previous subrequests using @{referenceId.fieldName} syntax.

### Create account

**Slug:** `SALESFORCE_CREATE_ACCOUNT`

Creates a new account in Salesforce with the specified information.

### Create a record

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_CREATE_CAMPAIGN`

Creates a new campaign in Salesforce with the specified information.

### Create campaign record

**Slug:** `SALESFORCE_CREATE_CAMPAIGN_RECORD_VIA_POST`

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

**Slug:** `SALESFORCE_CREATE_CONTACT`

Creates a new contact in Salesforce with the specified information.

### Create custom field

**Slug:** `SALESFORCE_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 metadata packages. The Tooling API provides direct field creation for rapid development and automation tasks.

### Create custom object

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_CREATE_LEAD`

Creates a new lead in Salesforce with the specified information.

### Create lead

**Slug:** `SALESFORCE_CREATE_LEAD_WITH_SPECIFIED_CONTENT_TYPE`

DEPRECATED: Creates a new Lead in Salesforce, requiring `LastName` and `Company` unless person accounts are enabled and `Company` is null.

### Create a new contact

**Slug:** `SALESFORCE_CREATE_NEW_CONTACT_WITH_JSON_HEADER`

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

**Slug:** `SALESFORCE_CREATE_NOTE`

Creates a new note attached to a Salesforce record with the specified title and content.

### Create a note record

**Slug:** `SALESFORCE_CREATE_NOTE_RECORD_WITH_CONTENT_TYPE_HEADER`

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

**Slug:** `SALESFORCE_CREATE_OPPORTUNITY`

Creates a new opportunity in Salesforce with the specified information.

### Create opportunity record

**Slug:** `SALESFORCE_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 features are enabled if used.

### Create SObject record

**Slug:** `SALESFORCE_CREATE_S_OBJECT_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 task

**Slug:** `SALESFORCE_CREATE_TASK`

Creates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.

### Get custom invocable actions

**Slug:** `SALESFORCE_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.

### Delete account

**Slug:** `SALESFORCE_DELETE_ACCOUNT`

Permanently deletes an account from Salesforce. This action cannot be undone.

### Delete a lead object by its id

**Slug:** `SALESFORCE_DELETE_A_LEAD_OBJECT_BY_ITS_ID`

DEPRECATED: Permanently deletes an existing Lead object from Salesforce using its unique ID.

### Delete campaign

**Slug:** `SALESFORCE_DELETE_CAMPAIGN`

Permanently deletes a campaign from Salesforce. This action cannot be undone.

### Delete contact

**Slug:** `SALESFORCE_DELETE_CONTACT`

Permanently deletes a contact from Salesforce. This action cannot be undone.

### Delete file

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_DELETE_LEAD`

Permanently deletes a lead from Salesforce. This action cannot be undone.

### Delete note

**Slug:** `SALESFORCE_DELETE_NOTE`

Permanently deletes a note from Salesforce. This action cannot be undone.

### Delete opportunity

**Slug:** `SALESFORCE_DELETE_OPPORTUNITY`

Permanently deletes an opportunity from Salesforce. This action cannot be undone.

### Delete sObject record

**Slug:** `SALESFORCE_DELETE_SOBJECT`

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. Works with standard and custom objects.

### Describe Global

**Slug:** `SALESFORCE_DESCRIBE_GLOBAL`

Tool to retrieve all available Salesforce objects with metadata and organization settings. Use when you need to discover which sObjects exist in the organization, check object capabilities, or retrieve organization encoding and batch size limits. Supports conditional requests via If-Modified-Since header to avoid fetching unchanged data.

### Execute SOQL query

**Slug:** `SALESFORCE_EXECUTE_SOQL_QUERY`

DEPRECATED: Executes the provided SOQL query against Salesforce; the query must begin with 'SELECT'.

### Execute SOSL search

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_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.

### Fetch modified or unmodified sobjects

**Slug:** `SALESFORCE_FETCH_MODIFIED_OR_UNMODIFIED_SOBJECTS`

DEPRECATED: Fetches SObjects from `/sobjects` based on caller-set 'If-Modified-Since' (returns objects modified after a date, or 304 status if none) or 'If-Unmodified-Since' (returns objects if unmodified since a date, or 412 status if modified) HTTP headers.

### Get file information

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_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 a batch of records

**Slug:** `SALESFORCE_GET_A_BATCH_OF_RECORDS`

Tool to get data for a batch of records from Salesforce UI API. Use when you need to retrieve multiple records in a single API call (up to 200 records).

### Get account

**Slug:** `SALESFORCE_GET_ACCOUNT`

Retrieves a specific account by ID from Salesforce, returning all available fields.

### Get directory of supported objects

**Slug:** `SALESFORCE_GET_A_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 theme information.

### Get all objects

**Slug:** `SALESFORCE_GET_ALL_CUSTOM_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

**Slug:** `SALESFORCE_GET_ALL_FIELDS_FOR_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

**Slug:** `SALESFORCE_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 an app

**Slug:** `SALESFORCE_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 API resources by version

**Slug:** `SALESFORCE_GET_API`

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 apps

**Slug:** `SALESFORCE_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, while other apps don't include tab details.

### Get campaign

**Slug:** `SALESFORCE_GET_CAMPAIGN`

Retrieves a specific campaign by ID from Salesforce, returning all available fields.

### Get Chatter resources

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_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 Account or all Opportunities for an Account. Results are paginated with configurable page size.

### Get Compact Layouts

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_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 consent preferences

**Slug:** `SALESFORCE_GET_CONSENT`

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, Person Account, or Individual objects.

### Get consent action

**Slug:** `SALESFORCE_GET_CONSENT_ACTION`

Tool to fetch consent settings for Lead, Contact, User, Person Account, or Individual records. Use when you need to determine if you can proceed with a specific action (like email, call, track) based on customer consent preferences.

### Get contact

**Slug:** `SALESFORCE_GET_CONTACT`

Retrieves a specific contact by ID from Salesforce, returning all available fields.

### Get dashboard

**Slug:** `SALESFORCE_GET_DASHBOARD`

Gets detailed metadata for a specific dashboard including its components, layout, and filters.

### Get List View Header Actions

**Slug:** `SALESFORCE_GET_DATA_UIAPI_ACTIONS_LIST_VIEW`

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 file content

**Slug:** `SALESFORCE_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 global actions

**Slug:** `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

**Slug:** `SALESFORCE_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 info query

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_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 job successful record results

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_GET_LEAD`

Retrieves a specific lead by ID from Salesforce, returning all available fields.

### Get organization limits

**Slug:** `SALESFORCE_GET_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 record count for objects

**Slug:** `SALESFORCE_GET_LIMITS_RECORDCOUNT`

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 list views for an object

**Slug:** `SALESFORCE_GET_LIST_VIEW_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 batch of list view metadata

**Slug:** `SALESFORCE_GET_LIST_VIEW_METADATA_BATCH`

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

**Slug:** `SALESFORCE_GET_LIST_VIEW_METADATA_PER_API_NAME`

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 preferences.

### Get list view records by API name

**Slug:** `SALESFORCE_GET_LIST_VIEW_RECORDS_PER_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 data that powers Lightning Experience list views.

### Get list view records by ID

**Slug:** `SALESFORCE_GET_LIST_VIEW_RECORDS_PER_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 results

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_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 most recently used list view records

**Slug:** `SALESFORCE_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 MRU list view metadata

**Slug:** `SALESFORCE_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 note

**Slug:** `SALESFORCE_GET_NOTE`

Retrieves a specific note by ID from Salesforce, returning all available fields.

### Retrieve Note with conditions

**Slug:** `SALESFORCE_GET_NOTE_BY_ID_WITH_FIELDS`

DEPRECATED: Retrieves a Salesforce Note object by its ID, optionally specifying which fields to return; the Note ID must exist.

### Get opportunity

**Slug:** `SALESFORCE_GET_OPPORTUNITY`

Retrieves a specific opportunity by ID from Salesforce, returning all available fields.

### Get org limits

**Slug:** `SALESFORCE_GET_ORG_LIMITS`

Tool to list information about limits in your Salesforce org. Use when you need to check resource allocations and usage.

### Search with parameters

**Slug:** `SALESFORCE_GET_PARAMETERIZEDSEARCH`

Tool to execute a simple parameterized search in Salesforce using GET method. Use when you need to perform a quick search across all Salesforce objects with just a search term. For advanced filtering options, use the POST parameterizedSearch endpoint instead.

### Get photo actions

**Slug:** `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

**Slug:** `SALESFORCE_GET_PICKLIST_VALUES_BY_RECORD_TYPE`

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 picklist hierarchies.

### Get quick actions

**Slug:** `SALESFORCE_GET_QUICK_ACTIONS`

Tool to retrieve a list of global quick actions available in the Salesforce organization. Use when you need to discover available quick actions or get their metadata.

### Get record edit page actions

**Slug:** `SALESFORCE_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 specific records.

### Get related list actions

**Slug:** `SALESFORCE_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 performed on records within a specific related list context.

### Get batch of related list user preferences

**Slug:** `SALESFORCE_GET_RELATED_LIST_PREFS_BATCH`

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 report metadata

**Slug:** `SALESFORCE_GET_REPORT`

Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.

### Get report instance results

**Slug:** `SALESFORCE_GET_REPORT_INSTANCE`

Gets the results of a report instance created by running a report. Check status to see if report has completed.

### Get search layout

**Slug:** `SALESFORCE_GET_SEARCH_LAYOUT`

Tool to retrieve search result layout configuration for specified Salesforce objects. Use when you need to understand which fields are displayed in global search results.

### Get search result layouts

**Slug:** `SALESFORCE_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.

### Get approval layouts for object

**Slug:** `SALESFORCE_GET_SOBJECT_APPROVAL_LAYOUTS`

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 sObject by external ID

**Slug:** `SALESFORCE_GET_S_OBJECT_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 External ID in Salesforce.

### Get multiple sObject records

**Slug:** `SALESFORCE_GET_S_OBJECT_COLLECTIONS`

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

**Slug:** `SALESFORCE_GET_S_OBJECT_LIST_VIEW`

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

**Slug:** `SALESFORCE_GET_SOBJECT_LISTVIEWS`

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 sObject Quick Action Default Values by ID

**Slug:** `SALESFORCE_GET_S_OBJECT_QUICK_ACTION_DEFAULT_VALUES`

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

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_GET_S_OBJECT_RECORD`

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

**Slug:** `SALESFORCE_GET_SOBJECT_RELATIONSHIP`

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 all sObjects

**Slug:** `SALESFORCE_GET_S_OBJECTS`

Tool to retrieve list of all available Salesforce objects with metadata. Use when you need to discover which sObjects exist in the organization or check object capabilities.

### Get layouts for object with record type

**Slug:** `SALESFORCE_GET_S_OBJECTS_DESCRIBE_LAYOUTS_RECORD_TYPE_ID`

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 particular record type.

### Get approval layouts for object

**Slug:** `SALESFORCE_GET_SOBJECTS_SOBJECT_DESCRIBE_APPROVALLAYOUTS`

Retrieves approval layout metadata for a specified Salesforce object. Use when you need to understand which fields are displayed during approval processes for a given object type. Available in API version 30.0 and later.

### Get updated sObject records

**Slug:** `SALESFORCE_GET_S_OBJECTS_UPDATED`

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

**Slug:** `SALESFORCE_GET_SUPPORT`

Retrieves the root of the Support Knowledge REST API. Use when you need to access knowledge articles and data category information.

### Get support knowledge articles

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_GET_UI_API_ACTIONS_LOOKUP_ACCOUNT`

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

**Slug:** `SALESFORCE_GET_UIAPI_ACTIONS_MRU_LIST_ACCOUNT`

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

**Slug:** `SALESFORCE_GET_UI_API_ACTIONS_RECORD_RELATED_LIST`

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 lists for a specific parent record.

### Get Personalized Navigation Items

**Slug:** `SALESFORCE_GET_UI_API_APPS_USER_NAV_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

**Slug:** `SALESFORCE_GET_UIAPI_LIST_INFO_ACCOUNT_ALL_ACCOUNTS`

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

**Slug:** `SALESFORCE_GET_UIAPI_LIST_INFO_ACCOUNT_RECENT`

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

**Slug:** `SALESFORCE_GET_UIAPI_LIST_INFO_ACCOUNT_SEARCH_RESULT`

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

**Slug:** `SALESFORCE_GET_UI_API_LIST_INFO_RECENT`

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 lookup field suggestions

**Slug:** `SALESFORCE_GET_UIAPI_LOOKUPS_OPPORTUNITY_ACCOUNT_ID`

Tool to get lookup field suggestions for records. Use when editing lookup fields to search for and display record suggestions based on recent usage, name matching, or full-text search.

### Get MRU List Info for Account

**Slug:** `SALESFORCE_GET_UIAPIMRU_LIST_INFO_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

**Slug:** `SALESFORCE_GET_UI_API_MRU_LIST_RECORDS_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 Services under your Main Services Agreement with Salesforce and is for evaluation purposes only, not for production use.

### Get batch of UI API records

**Slug:** `SALESFORCE_GET_UI_API_RECORDS_BATCH`

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 batch of records by IDs

**Slug:** `SALESFORCE_GET_UI_API_RECORDS_BATCH_RECORDIDS`

Tool to retrieve multiple Salesforce records in a single API call. Use when you need to fetch data for up to 200 records at once, supporting mixed object types with field-level security.

### Get record UI data and metadata

**Slug:** `SALESFORCE_GET_UI_API_RECORD_UI`

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 relationships.

### Get related list user preferences

**Slug:** `SALESFORCE_GET_UIAPI_RELATED_LIST_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

**Slug:** `SALESFORCE_GET_USER_INFO`

Retrieves information about the current user or a specific user in Salesforce.

### Get user password expiration status

**Slug:** `SALESFORCE_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.

### Get custom actions headers

**Slug:** `SALESFORCE_HEAD_ACTIONS_CUSTOM`

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

**Slug:** `SALESFORCE_HEAD_ACTIONS_STANDARD`

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 full action metadata.

### Get AppMenu Salesforce1 headers

**Slug:** `SALESFORCE_HEAD_APPMENU_SALESFORCE1`

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 without data transfer overhead.

### Get process rules headers

**Slug:** `SALESFORCE_HEAD_PROCESS_RULES_S_OBJECT`

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

**Slug:** `SALESFORCE_HEAD_QUICK_ACTIONS`

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

**Slug:** `SALESFORCE_HEAD_SOBJECT_QUICK_ACTION_DEFAULT_VALUES`

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 optimize API calls by avoiding unnecessary data transfer.

### Get global publisher layouts headers

**Slug:** `SALESFORCE_HEAD_SOBJECTS_GLOBAL_DESCRIBE_LAYOUTS`

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 transferring layout data.

### Get sObject quick action headers

**Slug:** `SALESFORCE_HEAD_SOBJECTS_QUICK_ACTION`

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

**Slug:** `SALESFORCE_HEAD_SOBJECTS_USER_PASSWORD`

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

**Slug:** `SALESFORCE_LIST_ACCOUNTS`

Lists accounts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.

### List Analytics templates

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_LIST_CAMPAIGNS`

Lists campaigns from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.

### List contacts

**Slug:** `SALESFORCE_LIST_CONTACTS`

Lists contacts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.

### List dashboards

**Slug:** `SALESFORCE_LIST_DASHBOARDS`

Lists all dashboards available in Salesforce with basic metadata including name, ID, and URLs.

### List email templates

**Slug:** `SALESFORCE_LIST_EMAIL_TEMPLATES`

Lists available email templates in Salesforce with filtering and search capabilities.

### List leads

**Slug:** `SALESFORCE_LIST_LEADS`

Lists leads from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.

### List notes

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_LIST_OPPORTUNITIES`

Lists opportunities from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.

### List pricebook entries

**Slug:** `SALESFORCE_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.

### List pricebooks

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_LIST_REPORTS`

Lists all reports available in Salesforce with basic metadata including name, ID, and URLs.

### Get list view results

**Slug:** `SALESFORCE_LIST_VIEW_RESULTS`

Retrieves detailed information about a list view including column definitions and record data. Use when you need to access list view results with optional pagination controls.

### Log call

**Slug:** `SALESFORCE_LOG_CALL`

Logs a completed phone call as a task in Salesforce with call-specific details like duration, type, and disposition.

### Log email activity

**Slug:** `SALESFORCE_LOG_EMAIL_ACTIVITY`

Creates an EmailMessage record to log email activity in Salesforce, associating it with related records.

### Mass transfer ownership

**Slug:** `SALESFORCE_MASS_TRANSFER_OWNERSHIP`

Transfers ownership of multiple records to a new owner in a single operation using Salesforce's composite API for better performance.

### Parameterized Search

**Slug:** `SALESFORCE_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 filtering). POST method supports DataCategories, networks, orderBy constraints, and per-object filtering.

### Parameterized search POST

**Slug:** `SALESFORCE_PARAMETERIZED_SEARCH_POST`

Execute a SOSL search with parameters in request body for flexible querying. Use when you need complex search with multiple object types, field filtering, or advanced control.

### Upsert records using external ID

**Slug:** `SALESFORCE_PATCH_COMPOSITE_SOBJECTS`

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.

### Update Salesforce record fields

**Slug:** `SALESFORCE_PATCH_S_OBJECT_BY_ID`

Tool to update specific fields in any Salesforce record (sObject) without affecting other fields. Use when you need to perform partial updates on records of any object type including standard objects (Account, Contact, Lead, Opportunity, Case) or custom objects.

### Update record via UI API

**Slug:** `SALESFORCE_PATCH_UI_API_RECORDS`

Tool to update specific fields in an existing Salesforce record via UI API. Use when you need to modify field values on a record while preserving unchanged fields.

### Execute Composite Graph

**Slug:** `SALESFORCE_POST_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 succeed or fail together. Supports referencing output from one request as input to subsequent requests using @{referenceId.fieldName} syntax.

### Create records using sObject Collections

**Slug:** `SALESFORCE_POST_COMPOSITE_SOBJECTS`

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.

### Get multiple records by IDs

**Slug:** `SALESFORCE_POST_COMPOSITE_SOBJECTS_SOBJECT`

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).

### Create sObject tree records

**Slug:** `SALESFORCE_POST_COMPOSITE_TREE_SOBJECTNAME`

Tool to create one or more sObject trees with root records of the specified type. Use when creating multiple related records in a single API call (e.g., an Account with multiple Contacts and Opportunities). Supports up to 200 total records across trees with maximum depth of 5 levels. All operations are atomic - if any record fails, no records are created.

### Parameterized Search

**Slug:** `SALESFORCE_POST_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 fields to return, and additional filtering criteria.

### Execute sObject Quick Action

**Slug:** `SALESFORCE_POST_SOBJECT_QUICK_ACTIONS`

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 values.

### Create or update record by external ID

**Slug:** `SALESFORCE_POST_SOBJECTS_SOBJECT_ID`

Tool to create or update a single record using external ID field matching. Use when you need to upsert a record based on an external ID field value.

### Get lookup field suggestions with POST

**Slug:** `SALESFORCE_POST_UIAPI_LOOKUPS_CASE_CONTACT_ID`

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 lookup field suggestions with POST

**Slug:** `SALESFORCE_POST_UIAPI_LOOKUPS_OPPORTUNITY_ACCOUNT_ID`

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.

### Create record via UI API

**Slug:** `SALESFORCE_POST_UI_API_RECORDS`

Tool to create a new record in Salesforce using the UI API. Use when you need to create records with field-level security and sharing rules enforced, with formatted and localized field values returned.

### Get related list records with request body

**Slug:** `SALESFORCE_POST_UI_API_RELATED_LIST_RECORDS_CONTACTS`

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. Returns up to 1,999 records per related list with pagination support.

### Execute SOQL Query

**Slug:** `SALESFORCE_QUERY`

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 with pagination support via nextRecordsUrl.

### Query All (including deleted)

**Slug:** `SALESFORCE_QUERY_ALL`

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

**Slug:** `SALESFORCE_QUERY_CONTACTS_BY_NAME`

DEPRECATED: Finds Salesforce Contact records by name using a case-insensitive search.

### Query report

**Slug:** `SALESFORCE_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.

### Get quick actions

**Slug:** `SALESFORCE_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.

### Remove account by unique identifier

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_REMOVE_CAMPAIGN_OBJECT_BY_ID`

DEPRECATED: Permanently deletes a specific Campaign SObject in Salesforce using its unique ID.

### Remove from campaign

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_REMOVE_NOTE_OBJECT_BY_ID`

DEPRECATED: Permanently deletes an existing Salesforce Note object identified by its unique ID.

### Remove opportunity by id

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_RETRIEVE_CONTACT_INFO_WITH_STANDARD_RESPONSES`

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

**Slug:** `SALESFORCE_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

**Slug:** `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

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_RETRIEVE_OPPORTUNITIES_DATA`

Retrieves all available Opportunity records, representing potential revenue-generating deals, from Salesforce.

### Retrieve opportunity by id with optional fields

**Slug:** `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

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_RETRIEVE_SPECIFIC_CONTACT_BY_ID`

Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.

### Run report

**Slug:** `SALESFORCE_RUN_REPORT`

Runs a report and returns the results. Creates a report instance that can be checked for completion.

### Run SOQL query

**Slug:** `SALESFORCE_RUN_SOQL_QUERY`

Executes a SOQL query against Salesforce data. Returns records matching the query with pagination support.

### Execute SOSL search

**Slug:** `SALESFORCE_SEARCH`

Executes a SOSL search query across multiple Salesforce objects. Use when you need to search for text across multiple object types simultaneously.

### Search accounts

**Slug:** `SALESFORCE_SEARCH_ACCOUNTS`

Search for Salesforce accounts using multiple criteria like name, industry, type, location, or contact information.

### Search campaigns

**Slug:** `SALESFORCE_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).

### Search contacts

**Slug:** `SALESFORCE_SEARCH_CONTACTS`

Search for Salesforce contacts using multiple criteria like name, email, phone, account, or title.

### Search leads

**Slug:** `SALESFORCE_SEARCH_LEADS`

Search for Salesforce leads using multiple criteria like name, email, phone, company, title, status, or lead source.

### Search notes

**Slug:** `SALESFORCE_SEARCH_NOTES`

Search for Salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.

### Search opportunities

**Slug:** `SALESFORCE_SEARCH_OPPORTUNITIES`

Search for Salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.

### Get search result layouts

**Slug:** `SALESFORCE_SEARCH_RESULT_LAYOUTS`

Retrieves search result layout information for specified Salesforce objects. Returns the list of fields displayed as columns, row limits, and labels for each object's search results page.

### Search suggested queries

**Slug:** `SALESFORCE_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.

### Search suggested article title matches

**Slug:** `SALESFORCE_SEARCH_SUGGEST_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 tasks

**Slug:** `SALESFORCE_SEARCH_TASKS`

Search for Salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.

### Send email

**Slug:** `SALESFORCE_SEND_EMAIL`

Sends an email through Salesforce with options for recipients, attachments, and activity logging.

### Send email from template

**Slug:** `SALESFORCE_SEND_EMAIL_FROM_TEMPLATE`

Sends an email using a predefined Salesforce email template with merge field support.

### Send mass email

**Slug:** `SALESFORCE_SEND_MASS_EMAIL`

Sends bulk emails to multiple recipients, either using a template or custom content. Processes in batches for better performance.

### Set user password

**Slug:** `SALESFORCE_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.

### Get approval layouts for sObject

**Slug:** `SALESFORCE_S_OBJECT_APPROVAL_LAYOUTS`

Tool to retrieve approval layouts for a specified Salesforce sObject. Use when you need to understand the approval process structure, fields, and layout configuration for an object. Available in REST API version 30.0 and later.

### Create multiple records (SObject Collections)

**Slug:** `SALESFORCE_SOBJECT_COLLECTIONS_CREATE`

Tool to create up to 200 records in one request with optional rollback. Use when you need to create multiple records of potentially different sObject types efficiently, reducing round-trips between client and server.

### Delete multiple records (SObject Collections)

**Slug:** `SALESFORCE_SOBJECT_COLLECTIONS_DELETE`

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.

### Get PlatformAction SObject metadata

**Slug:** `SALESFORCE_SOBJECT_PLATFORMACTION`

Retrieves metadata description of PlatformAction SObject. Use when you need to understand the structure and fields of PlatformAction for querying UI actions.

### Delete sObject record

**Slug:** `SALESFORCE_S_OBJECT_ROWS_DELETE`

Tool to delete a record using the sObject Rows resource. Use when you need to permanently remove a specific record from Salesforce. A successful delete returns a 204 No Content status.

### Update sObject record

**Slug:** `SALESFORCE_SOBJECT_ROWS_UPDATE`

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.

### Create sObject tree

**Slug:** `SALESFORCE_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). Supports up to 200 total records across all trees, up to 5 levels deep, with maximum 5 different object types. All records succeed or all fail together.

### Get user password status

**Slug:** `SALESFORCE_S_OBJECT_USER_PASSWORD`

Tool to retrieve password expiration status for a Salesforce user. Use when you need to check if a user's password has expired before performing API operations.

### Get standard invocable actions

**Slug:** `SALESFORCE_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.

### Execute Tooling API query

**Slug:** `SALESFORCE_TOOLING_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 EntityDefinition. The Tooling API exposes objects that use the external object framework and provides granular access to metadata components for development and deployment tasks.

### Update account

**Slug:** `SALESFORCE_UPDATE_ACCOUNT`

Updates an existing account in Salesforce with the specified changes. Only provided fields will be updated.

### Update account by id

**Slug:** `SALESFORCE_UPDATE_ACCOUNT_OBJECT_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 a favorite

**Slug:** `SALESFORCE_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 a record

**Slug:** `SALESFORCE_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 campaign

**Slug:** `SALESFORCE_UPDATE_CAMPAIGN`

Updates an existing campaign in Salesforce with the specified changes. Only provided fields will be updated.

### Update Campaign By ID

**Slug:** `SALESFORCE_UPDATE_CAMPAIGN_BY_ID_WITH_JSON`

DEPRECATED: Updates specific fields of an existing Campaign in Salesforce, identified by its unique `id`, which must already exist.

### Update contact

**Slug:** `SALESFORCE_UPDATE_CONTACT`

Updates an existing contact in Salesforce with the specified changes. Only provided fields will be updated.

### Update contact by id

**Slug:** `SALESFORCE_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 lead

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_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 update.

### Update list view preferences

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_UPDATE_NOTE`

Updates an existing note in Salesforce with the specified changes. Only provided fields will be updated.

### Update opportunity

**Slug:** `SALESFORCE_UPDATE_OPPORTUNITY`

Updates an existing opportunity in Salesforce with the specified changes. Only provided fields will be updated.

### Update opportunity by id

**Slug:** `SALESFORCE_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 modified, while read-only fields update indirectly based on other changes.

### Update Related List Preferences

**Slug:** `SALESFORCE_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 lists.

### Update specific note by id

**Slug:** `SALESFORCE_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

**Slug:** `SALESFORCE_UPDATE_TASK`

Updates an existing task in Salesforce with new information. Only provided fields will be updated.

### Upload file to Salesforce Files

**Slug:** `SALESFORCE_UPLOAD_FILE`

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

**Slug:** `SALESFORCE_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 'UploadComplete' to begin processing.

### Upsert sObject by External ID

**Slug:** `SALESFORCE_UPSERT_S_OBJECT_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 the existing record if it does.


## Triggers

### Account Created or Updated

**Slug:** `SALESFORCE_ACCOUNT_CREATED_OR_UPDATED_TRIGGER`

Triggers when an Account is created or updated in Salesforce.
    Uses LastModifiedDate high-watermark to capture both creations and updates.

### Contact Updated

**Slug:** `SALESFORCE_CONTACT_UPDATED_TRIGGER`

Triggers when an existing Salesforce Contact record is modified.
    Emits changed fields alongside relevant timestamps.

### Record Updated (Generic SObject)

**Slug:** `SALESFORCE_GENERIC_S_OBJECT_RECORD_UPDATED_TRIGGER`

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type
    and which field values should be returned in the payload. The trigger uses SystemModstamp to
    detect changes regardless of which specific field changed.

### New Contact Trigger

**Slug:** `SALESFORCE_NEW_CONTACT_TRIGGER`

Triggers when a new Contact is Created in Salesforce.

### New Lead Trigger

**Slug:** `SALESFORCE_NEW_LEAD_TRIGGER`

Triggers when a new Lead is created in Salesforce.

### New or Updated Opportunity

**Slug:** `SALESFORCE_NEW_OR_UPDATED_OPPORTUNITY_TRIGGER`

Triggers when a Salesforce Opportunity is created or updated.

### Task Created or Completed

**Slug:** `SALESFORCE_TASK_CREATED_OR_COMPLETED_TRIGGER`

Triggers when a Task is created or when its status changes to Completed in Salesforce.
    Supports optional filtering by task Status or Subject.
