Salesforce
Connect your AI agents to Salesforce.
Authentication: OAuth or username/password + security token. See Magic Link for the runtime auth flow, or Application credentials to bring your own OAuth app.
Negotiation with no activity in the last 14 days, grouped by owner.Enterprise segment that haven’t had a meeting logged in 30 days.Create a new Salesforce account. Required: Name (must be unique). Use unique account names with timestamps to avoid duplicates.
Retrieve a Salesforce account by ID with complete details including standard and custom fields.
Update an existing Salesforce account with new information.
Permanently delete a Salesforce account from the system.
List Salesforce accounts with automatic field access handling. Dynamically removes inaccessible fields and retries query.
Search Salesforce accounts using text queries across name, website, and phone fields.
Create a new Salesforce event. Required workflow: Call discover_required_fields(‘Event’) first to identify mandatory fields and prevent creation errors.
Get a Salesforce event by ID
Update an existing Salesforce event
Delete a Salesforce event
List Salesforce events
Log a Salesforce activity
Search Salesforce events
Create a new Salesforce case. Required workflow: Call discover_required_fields(‘Case’) first to identify mandatory fields and prevent creation errors.
Retrieve a Salesforce case by ID with complete details including standard and custom fields.
Update an existing Salesforce case with new information.
Permanently delete a Salesforce case from the system.
List Salesforce cases with automatic field access handling. Dynamically removes inaccessible fields and retries query. Supports flexible filtering with comparison operators.
Search Salesforce cases using text queries across subject and description fields.
Get comments for a Chatter feed element.
Post comment to Chatter feed element.
Update Chatter comment by ID.
Delete Chatter comment by ID.
Get specific Chatter comment by ID.
Get Chatter feed for news, user, group, or record.
Post to Chatter feed (news, user, group, or record).
Get specific Chatter feed element by ID.
Delete Chatter feed element by ID.
List Chatter groups.
Create new Chatter group.
Get specific Chatter group by ID.
Join Chatter group.
Leave Chatter group.
Get Chatter group members.
Get Chatter user information by ID.
Follow Chatter user.
Unfollow Chatter user.
Get Chatter user followers.
Get Chatter users being followed.
Like Chatter item (feed element or comment).
Unlike Chatter item (feed element or comment).
Create a new Salesforce contact. Required workflow: Call discover_required_fields(‘Contact’) first to identify mandatory fields and prevent creation errors.
Retrieve a Salesforce contact by ID with complete details including standard and custom fields.
Update an existing Salesforce contact with new information.
Permanently delete a Salesforce contact from the system.
List Salesforce contacts with automatic field access handling. Dynamically removes inaccessible fields and retries query. Supports flexible filtering with comparison operators.
Search Salesforce contacts using text queries across name, email, and phone fields.
List all standard and custom objects in the Salesforce org.
Discover required, custom, and recommended fields for any Salesforce object.
Discover all available properties/fields for Salesforce objects including custom fields, data types, picklist values, and field capabilities.
Create a new Salesforce lead. Required: LastName, Company. Use unique email addresses and company names to avoid duplicate detection issues.
Retrieve a Salesforce lead by ID with complete details including standard and custom fields.
Update an existing Salesforce lead with new information.
Permanently delete a Salesforce lead from the system.
List Salesforce leads with automatic field access handling. Dynamically removes inaccessible fields and retries query. Supports flexible filtering with comparison operators.
Search Salesforce leads using text queries across name, company, email, and phone fields.
Convert a Salesforce lead to Account, Contact, and optionally Opportunity. IMPORTANT: Works best with newly created leads to avoid duplicate detection issues. Use unique account/contact names.
Create a new Salesforce note. Required workflow: Call discover_required_fields(‘Note’) first to identify mandatory fields and prevent creation errors.
Get a Salesforce note by ID
Update a Salesforce note
List Salesforce notes (both legacy Notes and modern ContentNotes)
Search Salesforce notes (both legacy Notes and modern ContentNotes)
Delete a Salesforce note
Create a new Salesforce opportunity. Required: Name, AccountId, StageName, CloseDate. Use valid AccountId and standard stage names for success.
Retrieve a Salesforce opportunity by ID with complete details including standard and custom fields.
Permanently delete a Salesforce opportunity from the system.
Update an existing Salesforce opportunity with new information.
List Salesforce opportunities with automatic field access handling. Dynamically removes inaccessible fields and retries query. Supports flexible filtering with comparison operators.
Search Salesforce opportunities with automatic field access handling. Supports text search combined with flexible filtering. Dynamically removes inaccessible fields and retries query.
Create a new Salesforce task. Required workflow: Call discover_required_fields(‘Task’) first to identify mandatory fields and prevent creation errors.
Retrieve a Salesforce task by ID with complete details including standard and custom fields.
Update an existing Salesforce task with new information.
Permanently delete a Salesforce task from the system.
List Salesforce tasks with automatic field access handling. Dynamically removes inaccessible fields and retries query. Supports flexible filtering with comparison operators.
Search Salesforce tasks using text queries across subject and description fields.
Validate Salesforce credentials. For basic auth, verifies username/password/security_token via SOAP login. For OAuth, verifies the token by fetching user info. Returns {success, message}.