> This page is for Agent Handler. > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.merge.dev/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server. # Salesforce **Authentication:** OAuth or username/password + security token. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow, or [Application credentials](/merge-agent-handler/admin-setup/add-oauth-credentials) to bring your own OAuth app. ## Sample use cases * List Salesforce opportunities in `Negotiation` with no activity in the last 14 days, grouped by owner. * Update the close date on every open opportunity past its expected close to next quarter. * Find accounts in the `Enterprise` segment that haven't had a meeting logged in 30 days. ## Available Tools #### create\_account Create a new Salesforce account. Required: Name (must be unique). Use unique account names with timestamps to avoid duplicates. #### get\_account Retrieve a Salesforce account by ID with complete details including standard and custom fields. #### update\_account Update an existing Salesforce account with new information. #### delete\_account Permanently delete a Salesforce account from the system. #### list\_accounts List Salesforce accounts with automatic field access handling. Dynamically removes inaccessible fields and retries query. #### search\_accounts Search Salesforce accounts using text queries across name, website, and phone fields. #### create\_event Create a new Salesforce event. Required workflow: Call discover\_required\_fields('Event') first to identify mandatory fields and prevent creation errors. #### get\_event Get a Salesforce event by ID #### update\_event Update an existing Salesforce event #### delete\_event Delete a Salesforce event #### list\_events List Salesforce events #### log\_activity Log a Salesforce activity #### search\_events Search Salesforce events #### create\_case Create a new Salesforce case. Required workflow: Call discover\_required\_fields('Case') first to identify mandatory fields and prevent creation errors. #### get\_case Retrieve a Salesforce case by ID with complete details including standard and custom fields. #### update\_case Update an existing Salesforce case with new information. #### delete\_case Permanently delete a Salesforce case from the system. #### list\_cases List Salesforce cases with automatic field access handling. Dynamically removes inaccessible fields and retries query. Supports flexible filtering with comparison operators. #### search\_cases Search Salesforce cases using text queries across subject and description fields. #### get\_chatter\_comments Get comments for a Chatter feed element. #### post\_chatter\_comment Post comment to Chatter feed element. #### update\_chatter\_comment Update Chatter comment by ID. #### delete\_chatter\_comment Delete Chatter comment by ID. #### get\_chatter\_comment Get specific Chatter comment by ID. #### get\_chatter\_feed Get Chatter feed for news, user, group, or record. #### post\_to\_chatter\_feed Post to Chatter feed (news, user, group, or record). #### get\_chatter\_feed\_element Get specific Chatter feed element by ID. #### delete\_chatter\_feed\_element Delete Chatter feed element by ID. #### list\_chatter\_groups List Chatter groups. #### create\_chatter\_group Create new Chatter group. #### get\_chatter\_group Get specific Chatter group by ID. #### join\_chatter\_group Join Chatter group. #### leave\_chatter\_group Leave Chatter group. #### get\_chatter\_group\_members Get Chatter group members. #### get\_chatter\_user Get Chatter user information by ID. #### follow\_chatter\_user Follow Chatter user. #### unfollow\_chatter\_user Unfollow Chatter user. #### get\_chatter\_user\_followers Get Chatter user followers. #### get\_chatter\_user\_following Get Chatter users being followed. #### like\_chatter\_item Like Chatter item (feed element or comment). #### unlike\_chatter\_item Unlike Chatter item (feed element or comment). #### create\_contact Create a new Salesforce contact. Required workflow: Call discover\_required\_fields('Contact') first to identify mandatory fields and prevent creation errors. #### get\_contact Retrieve a Salesforce contact by ID with complete details including standard and custom fields. #### update\_contact Update an existing Salesforce contact with new information. #### delete\_contact Permanently delete a Salesforce contact from the system. #### list\_contacts List Salesforce contacts with automatic field access handling. Dynamically removes inaccessible fields and retries query. Supports flexible filtering with comparison operators. #### search\_contacts Search Salesforce contacts using text queries across name, email, and phone fields. #### list\_objects List all standard and custom objects in the Salesforce org. #### discover\_required\_fields Discover required, custom, and recommended fields for any Salesforce object. #### discover\_properties Discover all available properties/fields for Salesforce objects including custom fields, data types, picklist values, and field capabilities. #### discover\_required\_fields\_for\_writes Discover the minimal set of required fields for Salesforce write operations. Returns only non-nullable, createable fields without defaults. Use this before any create\_\* operation. Supports standard and custom objects. #### run\_soql\_query Execute a raw SOQL query against the Salesforce org. Use for ad-hoc queries, cross-object joins, aggregations, or any query not covered by entity-specific tools. Only SELECT queries are supported. Supports pagination via next\_records\_url. #### create\_lead Create a new Salesforce lead. Required: LastName, Company. Use unique email addresses and company names to avoid duplicate detection issues. #### get\_lead Retrieve a Salesforce lead by ID with complete details including standard and custom fields. #### update\_lead Update an existing Salesforce lead with new information. #### delete\_lead Permanently delete a Salesforce lead from the system. #### list\_leads List Salesforce leads with automatic field access handling. Dynamically removes inaccessible fields and retries query. Supports flexible filtering with comparison operators. #### search\_leads Search Salesforce leads using text queries across name, company, email, and phone fields. #### convert\_lead 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\_note Create a new Salesforce note. Required workflow: Call discover\_required\_fields('Note') first to identify mandatory fields and prevent creation errors. #### get\_note Get a Salesforce note by ID #### update\_note Update a Salesforce note #### list\_notes List Salesforce notes (both legacy Notes and modern ContentNotes) #### search\_notes Search Salesforce notes (both legacy Notes and modern ContentNotes) #### delete\_note Delete a Salesforce note #### create\_opportunity Create a new Salesforce opportunity. Required: Name, AccountId, StageName, CloseDate. Use valid AccountId and standard stage names for success. #### get\_opportunity Retrieve a Salesforce opportunity by ID with complete details including standard and custom fields. #### delete\_opportunity Permanently delete a Salesforce opportunity from the system. #### update\_opportunity Update an existing Salesforce opportunity with new information. #### list\_opportunities List Salesforce opportunities with automatic field access handling. Dynamically removes inaccessible fields and retries query. Supports flexible filtering with comparison operators. #### search\_opportunities Search Salesforce opportunities with automatic field access handling. Supports text search combined with flexible filtering. Dynamically removes inaccessible fields and retries query. #### create\_task Create a new Salesforce task. Required workflow: Call discover\_required\_fields('Task') first to identify mandatory fields and prevent creation errors. #### get\_task Retrieve a Salesforce task by ID with complete details including standard and custom fields. #### update\_task Update an existing Salesforce task with new information. #### delete\_task Permanently delete a Salesforce task from the system. #### list\_tasks List Salesforce tasks with automatic field access handling. Dynamically removes inaccessible fields and retries query. Supports flexible filtering with comparison operators. #### search\_tasks Search Salesforce tasks using text queries across subject and description fields.