> This page is for Workforce. > 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.