Salesforce Integration
Salesforce API Operations
Browse all 216 operations available for Salesforce workflow automation.
crm
216 operationsSALESFORCE_ADD_CONTACT_TO_CAMPAIGNAdd contact to campaign
Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement.
SALESFORCE_ADD_LEAD_TO_CAMPAIGNAdd lead to campaign
Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.
SALESFORCE_ADD_OPPORTUNITY_LINE_ITEMAdd product to opportunity
Adds a product (line item) to an opportunity.
SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULESApply 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.
SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNTAssociate contact to account
Associates a contact with an account by updating the contact's AccountId field.
SALESFORCE_CLONE_OPPORTUNITY_WITH_PRODUCTSClone opportunity with products
Clones an opportunity and optionally its products (line items).
SALESFORCE_CLONE_RECORDClone record
Creates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record.
SALESFORCE_CLOSE_OR_ABORT_JOBClose or abort a job
Tool to close or abort a Salesforce Bulk API v2 ingest job.
SALESFORCE_COMPLETE_TASKComplete task
Marks a task as completed with optional completion notes.
SALESFORCE_CREATE_S_OBJECT_RECORDCreate SObject record
Tool to create a new Salesforce SObject record.
SALESFORCE_ACCOUNT_CREATION_WITH_CONTENT_TYPE_OPTIONCreate Salesforce Account
DEPRECATED: Creates a new Salesforce Account using a JSON POST request, requiring 'Name'; specific fields (e.g., custom, DunsNumber) may have org-level…
SALESFORCE_CREATE_NEW_CONTACT_WITH_JSON_HEADERCreate a new contact
DEPRECATED: Creates a new Contact in Salesforce; 'LastName' is required, an existing 'AccountId' must be used if provided, and any custom fields (ending with…
SALESFORCE_CREATE_NOTE_RECORD_WITH_CONTENT_TYPE_HEADERCreate a note record
DEPRECATED: Creates a new Note record in Salesforce, associated with an existing Salesforce object via ParentId, automatically including a Content-Type:…
SALESFORCE_CREATE_A_RECORDCreate a record
Tool to create a Salesforce record using the UI API.
SALESFORCE_CREATE_ACCOUNTCreate account
Creates a new account in Salesforce with the specified information.
SALESFORCE_CREATE_CAMPAIGNCreate campaign
Creates a new campaign in Salesforce.
SALESFORCE_CREATE_CAMPAIGN_RECORD_VIA_POSTCreate campaign record
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…
SALESFORCE_CREATE_CONTACTCreate contact
Creates a new contact in Salesforce with the specified information.
SALESFORCE_CREATE_CUSTOM_FIELDCreate custom field
Tool to create a custom field on a Salesforce object using the Tooling API.
SALESFORCE_CREATE_CUSTOM_OBJECTCreate custom object
Tool to create a custom object in Salesforce using the Metadata API.
SALESFORCE_CREATE_LEAD_WITH_SPECIFIED_CONTENT_TYPECreate lead
DEPRECATED: Creates a new Lead in Salesforce, requiring LastName and Company unless person accounts are enabled and Company is null.
SALESFORCE_CREATE_LEADCreate lead
Creates a new lead in Salesforce.
SALESFORCE_CREATE_NOTECreate note
Creates a new note attached to a Salesforce record with the specified title and content.
SALESFORCE_CREATE_OPPORTUNITYCreate opportunity
Creates a new opportunity in Salesforce with the specified information.
SALESFORCE_CREATE_OPPORTUNITY_RECORDCreate opportunity record
DEPRECATED: Creates a new Opportunity record in Salesforce; Name, StageName, and CloseDate are mandatory, and ensure any referenced IDs (e.g., AccountId,…
SALESFORCE_POST_COMPOSITE_SOBJECTSCreate records using sObject Collections
Tool to create up to 200 records in one request using sObject Collections.
SALESFORCE_CREATE_SOBJECT_TREECreate sObject tree
Tool to create one or more sObject trees with root records of the specified type.
SALESFORCE_CREATE_TASKCreate task
Creates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
SALESFORCE_DELETE_A_LEAD_OBJECT_BY_ITS_IDDelete a lead object by its id
DEPRECATED: Permanently deletes an existing Lead object from Salesforce using its unique ID.
SALESFORCE_DELETE_ACCOUNTDelete account
Permanently deletes an account from Salesforce.
SALESFORCE_DELETE_CAMPAIGNDelete campaign
Permanently deletes a campaign from Salesforce.
SALESFORCE_DELETE_CONTACTDelete contact
Permanently deletes a contact from Salesforce.
SALESFORCE_DELETE_FILEDelete file
Tool to permanently delete a file from Salesforce.
SALESFORCE_DELETE_JOB_QUERYDelete job query
Tool to delete a Salesforce Bulk API v2 query job.
SALESFORCE_DELETE_LEADDelete lead
Permanently deletes a lead from Salesforce.
SALESFORCE_DELETE_SOBJECT_COLLECTIONSDelete multiple records (SObject Collections)
Tool to delete up to 200 records in one request with optional rollback.
SALESFORCE_DELETE_NOTEDelete note
Permanently deletes a note from Salesforce.
SALESFORCE_DELETE_OPPORTUNITYDelete opportunity
Permanently deletes an opportunity from Salesforce.
SALESFORCE_DELETE_SOBJECTDelete sObject record
Tool to delete a single Salesforce record by its ID.
SALESFORCE_POST_COMPOSITE_GRAPHExecute Composite Graph
Tool to execute multiple related REST API requests in a single transactional call with up to 500 subrequests per graph.
SALESFORCE_COMPOSITE_GRAPH_ACTIONExecute Composite Graph (Deprecated)
DEPRECATED: Use SALESFORCEPOSTCOMPOSITEGRAPH instead.
SALESFORCE_QUERYExecute SOQL Query (Deprecated)
DEPRECATED: Use SALESFORCERUNSOQLQUERY instead.
SALESFORCE_EXECUTE_SOQL_QUERYExecute SOQL query (Deprecated)
DEPRECATED: Use SALESFORCERUNSOQLQUERY instead.
SALESFORCE_SEARCHExecute SOSL search
DEPRECATED: Use SALESFORCEEXECUTESOSLSEARCH instead.
SALESFORCE_EXECUTE_SOSL_SEARCHExecute SOSL search
Execute a SOSL search to search across multiple Salesforce objects.
SALESFORCE_TOOLING_QUERYExecute Tooling API query
Tool to execute SOQL queries against Salesforce Tooling API metadata objects.
SALESFORCE_EXECUTE_SOBJECT_QUICK_ACTIONExecute sObject Quick Action
Tool to execute a specific quick action on an sObject to create records with pre-configured defaults.
SALESFORCE_FETCH_ACCOUNT_BY_ID_WITH_QUERYFetch 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…
SALESFORCE_GET_APIGet API resources by version
Tool to discover available REST API resources for a specified Salesforce API version.
SALESFORCE_GET_UIAPI_LIST_INFO_ACCOUNT_ALL_ACCOUNTSGet Account AllAccounts list view metadata
Retrieves list view metadata for the Account AllAccounts view using Salesforce UI API.
SALESFORCE_GET_UIAPI_LIST_INFO_ACCOUNT_SEARCH_RESULTGet Account SearchResult list view metadata
Retrieves list view metadata for the Account SearchResult view using Salesforce UI API.
SALESFORCE_HEAD_APPMENU_SALESFORCE1Get AppMenu Salesforce1 headers
Tool to return HTTP headers for AppMenu Salesforce1 mobile navigation items without response body.
SALESFORCE_GET_CHATTER_RESOURCESGet Chatter resources
Tool to access Chatter resources directory.
SALESFORCE_GET_COMPACT_LAYOUTSGet Compact Layouts
Tool to retrieve compact layout information for multiple Salesforce objects.
SALESFORCE_GET_LIST_VIEW_ACTIONSGet List View Header Actions
Tool to retrieve header actions on list views.
SALESFORCE_GET_UIAPI_LIST_INFO_ACCOUNT_RECENTGet List View Metadata
Tool to get list view metadata from Salesforce UI API.
SALESFORCE_GET_UI_API_LIST_INFO_RECENTGet List Views for Object
Tool to get list views for a Salesforce object.
SALESFORCE_GET_UIAPIMRU_LIST_INFO_ACCOUNTGet MRU List Info for Account
Tool to get Most Recently Used (MRU) list view metadata for Account object.
SALESFORCE_GET_UI_API_MRU_LIST_RECORDS_ACCOUNTGet MRU List Records for Account
Tool to get Most Recently Used (MRU) list view records for Account object.
SALESFORCE_GET_UIAPI_ACTIONS_MRU_LIST_ACCOUNTGet MRU List View Actions
Tool to retrieve header actions available on the MRU (Most Recently Used) list view for a specified Salesforce object.
SALESFORCE_GET_MRU_LIST_VIEW_METADATAGet MRU list view metadata
Tool to retrieve MRU list view metadata for a Salesforce object.
SALESFORCE_GET_UI_API_APPS_USER_NAV_ITEMSGet Personalized Navigation Items
Tool to get personalized navigation items for a specific Salesforce app.
SALESFORCE_GET_SOBJECT_PLATFORMACTIONGet PlatformAction SObject metadata
Retrieves metadata description of PlatformAction SObject.
SALESFORCE_HEAD_QUICK_ACTIONSGet Quick Actions headers
Tool to return HTTP headers for Quick Actions resource without response body.
SALESFORCE_HEAD_SOBJECTS_USER_PASSWORDGet User password headers
Tool to return HTTP headers for User password resource without response body.
SALESFORCE_GET_PICKLIST_VALUES_BY_RECORD_TYPEGet Values for All Picklist Fields
Tool to get values for all picklist fields of a record type, including dependent picklists.
SALESFORCE_GET_ACCOUNTGet account
Retrieves a specific account by ID from Salesforce, returning all available fields.
SALESFORCE_GET_ALL_FIELDS_FOR_OBJECTGet all fields for an object
Retrieves all fields (standard and custom) for a Salesforce object with complete metadata including field types, constraints, picklist values, and…
SALESFORCE_GET_ALL_NAVIGATION_ITEMSGet all navigation items
Gets all navigation items (tabs) that the user has access to.
SALESFORCE_GET_ALL_CUSTOM_OBJECTSGet all objects
Retrieves all Salesforce objects (standard and custom) with detailed metadata.
SALESFORCE_GET_APPGet an app
Tool to get metadata about a specific Salesforce app by ID.
SALESFORCE_GET_SOBJECTS_SOBJECT_DESCRIBE_APPROVALLAYOUTSGet approval layouts for object
Retrieves approval layouts for a specified Salesforce object.
SALESFORCE_GET_APPSGet apps
Tool to get metadata for all apps a user has access to.
SALESFORCE_GET_A_BATCH_OF_RECORDSGet batch of UI API records
Tool to retrieve multiple Salesforce records in a single request with customizable field selection.
SALESFORCE_GET_LIST_VIEW_METADATA_BATCHGet batch of list view metadata
Tool to retrieve metadata for multiple list views in a single batch request.
SALESFORCE_GET_RELATED_LIST_PREFERENCES_BATCHGet batch of related list user preferences
Tool to get a batch of related list user preferences from Salesforce.
SALESFORCE_GET_CAMPAIGNGet campaign
Retrieves a specific campaign by ID from Salesforce, returning all available fields.
SALESFORCE_GET_CHILD_RECORDSGet child records
Tool to get child records for a specified parent record and child relationship name.
SALESFORCE_GET_COMPOSITE_RESOURCESGet composite resources
Tool to retrieve a list of available composite resources in Salesforce.
SALESFORCE_GET_CONSENT_ACTIONGet consent preferences
Tool to retrieve aggregated consent preferences across multiple records for a specific action.
SALESFORCE_GET_CONTACTGet contact
Retrieves a specific contact by ID from Salesforce, returning all available fields.
SALESFORCE_HEAD_ACTIONS_CUSTOMGet custom actions headers
Tool to return HTTP headers for custom invocable actions without response body.
SALESFORCE_LIST_CUSTOM_INVOCABLE_ACTIONSGet custom invocable actions
Retrieves the list of custom actions including Flow actions, Apex actions, and invocable processes.
SALESFORCE_GET_DASHBOARDGet dashboard
Gets detailed metadata for a specific dashboard including its components, layout, and filters.
SALESFORCE_GET_SUPPORTED_OBJECTS_DIRECTORYGet directory of supported objects
Tool to get a Salesforce org's active theme and directory of supported objects.
SALESFORCE_GET_FILE_CONTENTGet file content
Returns the binary content of a Salesforce file, including references to external files.
SALESFORCE_GET_FILE_INFORMATIONGet file information
Tool to retrieve comprehensive metadata and information about a specified file in Salesforce.
SALESFORCE_GET_FILE_SHARESGet file shares
Returns information about the objects with which the specified file has been shared.
SALESFORCE_GET_GLOBAL_ACTIONSGet global actions
Tool to retrieve actions displayed in the Salesforce Global Actions menu with metadata.
SALESFORCE_HEAD_SOBJECTS_GLOBAL_DESCRIBE_LAYOUTSGet global publisher layouts headers
Tool to return HTTP headers for all global publisher layouts without response body.
SALESFORCE_GET_JOB_FAILED_RECORD_RESULTSGet job failed record results
Tool to retrieve failed records from a Salesforce Bulk API 2.0 ingest job.
SALESFORCE_GET_QUERY_JOB_INFOGet job info query
Tool to retrieve information about a Salesforce Bulk API v2 query job.
SALESFORCE_GET_QUERY_JOB_RESULTSGet job query result
Retrieves results for a completed Bulk API v2 query job in CSV format.
SALESFORCE_GET_JOB_SUCCESSFUL_RECORD_RESULTSGet job successful record results
Tool to retrieve successfully processed records from a Salesforce Bulk API 2.0 ingest job.
SALESFORCE_GET_JOB_UNPROCESSED_RECORD_RESULTSGet job unprocessed record results
Tool to retrieve unprocessed records from a Salesforce Bulk API 2.0 ingest job.
SALESFORCE_GET_LAST_SELECTED_APPGet last selected app
Retrieves the app the current user last selected or the app the user sees by default.
SALESFORCE_GET_S_OBJECTS_DESCRIBE_LAYOUTS_RECORD_TYPE_IDGet layouts for object with record type
Tool to retrieve layout metadata for a specific record type on an object.
SALESFORCE_GET_LEADGet lead
Retrieves a specific lead by ID from Salesforce, returning all available fields.
SALESFORCE_GET_LIST_VIEW_METADATA_BY_NAMEGet list view metadata
Returns list view metadata by object and list view API name.
SALESFORCE_GET_LIST_VIEW_RECORDS_BY_NAMEGet list view records by API name
Retrieves paginated record data for a specified list view using the object and list view API names.
SALESFORCE_GET_LIST_VIEW_RECORDS_BY_IDGet list view records by ID
Returns record data for a list view by its ID.
SALESFORCE_GET_LIST_VIEW_RESULTSGet list view results
Retrieves the results of a list view for a specified sObject.
SALESFORCE_GET_OBJECT_LIST_VIEWSGet list views for an object
Returns a collection of list views associated with a Salesforce object.
SALESFORCE_GET_SOBJECT_LIST_VIEWSGet list views for sObject
Tool to retrieve list views for a specified sObject.
SALESFORCE_GET_UI_API_ACTIONS_LOOKUP_ACCOUNTGet lookup field actions
Tool to get lookup field actions for a Salesforce object.
SALESFORCE_GET_LOOKUP_FIELD_SUGGESTIONSGet lookup field suggestions
Tool to retrieve lookup field suggestions for editing lookup fields with search filtering.
SALESFORCE_GET_LOOKUP_SUGGESTIONS_CASE_CONTACTGet lookup field suggestions with POST
Tool to get lookup field suggestions with POST request.
SALESFORCE_GET_MRU_LIST_VIEW_RECORDSGet most recently used list view records
Tool to retrieve record data for an object's most recently used (MRU) list view.
SALESFORCE_GET_COMPOSITE_SOBJECTSGet multiple records by IDs
Retrieves multiple records of the same object type by IDs with a request body.
SALESFORCE_GET_SOBJECT_COLLECTIONSGet multiple sObject records
Tool to retrieve multiple records of the same sObject type in a single API call.
SALESFORCE_GET_NOTEGet note
Retrieves a specific note by ID from Salesforce, returning all available fields.
SALESFORCE_GET_OPPORTUNITYGet opportunity
Retrieves a specific opportunity by ID from Salesforce, returning all available fields.
SALESFORCE_GET_ORG_LIMITSGet organization limits
Tool to retrieve organization limits with max and remaining allocations.
SALESFORCE_GET_PHOTO_ACTIONSGet photo actions
Tool to retrieve available photo actions for Salesforce pages.
SALESFORCE_HEAD_PROCESS_RULES_S_OBJECTGet process rules headers
Tool to return HTTP headers for process rules of an sObject without retrieving the response body.
SALESFORCE_HEAD_SOBJECT_QUICK_ACTION_DEFAULT_VALUESGet quick action default values headers by ID
Tool to return HTTP headers for sObject quick action default values by context ID without response body.
SALESFORCE_GET_QUICK_ACTIONSGet quick actions
Tool to retrieve global and object-specific quick actions from Salesforce.
SALESFORCE_GET_UI_API_RECORD_UIGet record UI data and metadata
Tool to retrieve layout, field metadata, and record data in a single response.
SALESFORCE_GET_RECORD_COUNTSGet record count for objects
Tool to retrieve total record counts for specified Salesforce objects.
SALESFORCE_GET_RECORD_EDIT_PAGE_ACTIONSGet record edit page actions
Tool to get available actions on record edit pages.
SALESFORCE_GET_SOBJECT_RELATIONSHIPGet records using sObject relationships
Retrieves records by traversing sObject relationships using friendly URLs.
SALESFORCE_GET_UI_API_ACTIONS_RECORD_RELATED_LISTGet related list actions
Tool to get available actions on related lists for a record detail page.
SALESFORCE_GET_RELATED_LIST_ACTIONSGet related list actions
Tool to get actions on related lists for record detail pages.
SALESFORCE_GET_RELATED_LIST_RECORDS_CONTACTSGet related list records with request body
Tool to retrieve related list records with request body parameters for filtering and pagination.
SALESFORCE_GET_UIAPI_RELATED_LIST_PREFERENCESGet related list user preferences
Tool to retrieve user preferences for a specific related list on an object.
SALESFORCE_GET_REPORT_INSTANCEGet report instance results
Gets the results of a report instance created by running a report.
SALESFORCE_GET_REPORTGet report metadata
Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.
SALESFORCE_GET_SOBJECT_QUICK_ACTION_DEFAULT_VALUESGet sObject Quick Action Default Values
Retrieves default field values for a specific quick action on an sObject.
SALESFORCE_GET_S_OBJECT_QUICK_ACTION_DEFAULT_VALUESGet sObject Quick Action Default Values by ID
Retrieves default field values for a quick action in a specific record context.
SALESFORCE_GET_SOBJECT_BY_EXTERNAL_IDGet sObject by external ID
Tool to retrieve a Salesforce record by matching an external ID field value.
SALESFORCE_GET_SOBJECT_LIST_VIEWGet sObject list view information
Tool to retrieve basic information about a specific list view for an sObject.
SALESFORCE_HEAD_SOBJECTS_QUICK_ACTIONGet sObject quick action headers
Tool to return HTTP headers for a specific sObject quick action without response body.
SALESFORCE_GET_S_OBJECT_RECORDGet sObject record by ID
Tool to retrieve a single Salesforce record by ID from any sObject type.
SALESFORCE_GET_SEARCH_LAYOUTGet search result layouts
Retrieves search result layout information for specified sObjects.
SALESFORCE_HEAD_ACTIONS_STANDARDGet standard actions headers
Tool to return HTTP headers for standard invocable actions metadata without response body.
SALESFORCE_LIST_STANDARD_INVOCABLE_ACTIONSGet standard invocable actions
Retrieves the list of standard actions that can be statically invoked.
SALESFORCE_GET_SUPPORTGet support knowledge
Retrieves the root of the Support Knowledge REST API.
SALESFORCE_GET_SUPPORT_KNOWLEDGE_ARTICLESGet support knowledge articles
Retrieves user's visible knowledge articles and data categories from Salesforce Knowledge.
SALESFORCE_GET_THEMEGet theme
Tool to get icons and colors for Salesforce UI themes.
SALESFORCE_GET_S_OBJECTS_UPDATEDGet updated sObject records
Tool to retrieve a list of sObject records that have been updated within a given timeframe.
SALESFORCE_GET_USER_INFOGet user info
Retrieves information about the current user or a specific user in Salesforce.
SALESFORCE_SOBJECT_USER_PASSWORDGet user password expiration status
Tool to check whether a Salesforce user's password has expired.
SALESFORCE_LIST_ANALYTICS_TEMPLATESList Analytics templates
Tool to list CRM Analytics templates available in the org.
SALESFORCE_LIST_ACCOUNTSList accounts
Lists accounts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_CAMPAIGNSList campaigns
Lists campaigns from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_CONTACTSList contacts
Lists contacts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_DASHBOARDSList dashboards
Lists all dashboards available in Salesforce with basic metadata including name, ID, and URLs.
SALESFORCE_LIST_EMAIL_TEMPLATESList email templates
Lists available email templates in Salesforce with filtering and search capabilities.
SALESFORCE_LIST_LEADSList leads
Lists leads from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_NOTESList notes
Lists notes from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_OPPORTUNITIESList opportunities
Lists opportunities from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_PRICEBOOK_ENTRIESList pricebook entries
Lists pricebook entries from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_PRICEBOOKSList pricebooks
Lists pricebooks from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_REPORTSList reports
Lists all reports available in Salesforce with basic metadata including name, ID, and URLs.
SALESFORCE_LOG_CALLLog call
Logs a completed phone call as a task in Salesforce with call-specific details like duration, type, and disposition.
SALESFORCE_LOG_EMAIL_ACTIVITYLog email activity
Creates an EmailMessage record to log email activity in Salesforce, associating it with related records.
SALESFORCE_MASS_TRANSFER_OWNERSHIPMass transfer ownership
Transfers ownership of multiple records to a new owner in a single operation using Salesforce's composite API for better performance.
SALESFORCE_PARAMETERIZED_SEARCHParameterized Search
Tool to execute RESTful search using parameters instead of SOSL clause.
SALESFORCE_POST_PARAMETERIZED_SEARCHParameterized Search
Tool to execute parameterized search across Salesforce objects with advanced filtering.
SALESFORCE_QUERY_ALLQuery All (including deleted)
Tool to execute SOQL queries including soft-deleted and archived records.
SALESFORCE_QUERY_CONTACTS_BY_NAMEQuery contacts by name
DEPRECATED: Finds Salesforce Contact records by name using a case-insensitive search.
SALESFORCE_QUERY_REPORTQuery report
DEPRECATED: Executes a Salesforce report synchronously by its id and reportType, optionally with dynamic ad-hoc adjustments like filters or groupings, and…
SALESFORCE_REMOVE_A_SPECIFIC_CONTACT_BY_IDRemove a specific contact by id
DEPRECATED: Permanently deletes a specific Contact from Salesforce using its unique ID, which must correspond to an existing record.
SALESFORCE_REMOVE_ACCOUNT_BY_UNIQUE_IDENTIFIERRemove account by unique identifier
DEPRECATED: Deletes an existing Salesforce Account using its unique ID, returning an empty response on success (HTTP 204).
SALESFORCE_REMOVE_CAMPAIGN_OBJECT_BY_IDRemove campaign object by id
DEPRECATED: Permanently deletes a specific Campaign SObject in Salesforce using its unique ID.
SALESFORCE_REMOVE_FROM_CAMPAIGNRemove from campaign
Removes a lead or contact from a campaign by deleting the CampaignMember record.
SALESFORCE_REMOVE_NOTE_OBJECT_BY_IDRemove note object by id
DEPRECATED: Permanently deletes an existing Salesforce Note object identified by its unique ID.
SALESFORCE_REMOVE_OPPORTUNITY_BY_IDRemove 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.
SALESFORCE_GET_NOTE_BY_ID_WITH_FIELDSRetrieve Note with conditions
DEPRECATED: Retrieves a Salesforce Note object by its ID, optionally specifying which fields to return; the Note ID must exist.
SALESFORCE_RETRIEVE_ACCOUNT_DATA_AND_ERROR_RESPONSESRetrieve account data and error responses
DEPRECATED: Retrieves comprehensive metadata for the Salesforce Account sObject, detailing its properties, recent records, and related resource URLs.
SALESFORCE_RETRIEVE_CAMPAIGN_DATA_WITH_ERROR_HANDLINGRetrieve 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,…
SALESFORCE_RETRIEVE_CONTACT_INFO_WITH_STANDARD_RESPONSESRetrieve contact object metadata
DEPRECATED: Retrieves comprehensive metadata (e.g., fields, data types, picklist values) for the Salesforce Contact SObject; this action does not retrieve…
SALESFORCE_RETRIEVE_LEAD_BY_IDRetrieve lead by id
Retrieves details for a Salesforce Lead by its ID; the specified Lead ID must exist in Salesforce.
SALESFORCE_RETRIEVE_LEAD_DATA_WITH_VARIOUS_RESPONSESRetrieve lead data with various responses
DEPRECATED: Retrieves Lead sObject data from Salesforce, such as recently viewed leads or general Lead object information.
SALESFORCE_RETRIEVE_NOTE_OBJECT_INFORMATIONRetrieve note object information
DEPRECATED: Retrieves comprehensive metadata for the Salesforce 'Note' SObject, if it is enabled and accessible, to understand its structure and capabilities.
SALESFORCE_RETRIEVE_OPPORTUNITIES_DATARetrieve opportunities data
Retrieves all available Opportunity records, representing potential revenue-generating deals, from Salesforce.
SALESFORCE_RETRIEVE_OPPORTUNITY_BY_ID_WITH_OPTIONAL_FIELDSRetrieve opportunity by id with optional fields
DEPRECATED: Retrieves a Salesforce Opportunity by its ID; the Opportunity ID must exist.
SALESFORCE_RETRIEVE_SPECIFIC_CAMPAIGN_OBJECT_DETAILSRetrieve 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.
SALESFORCE_GET_CONTACT_BY_IDRetrieve specific contact by id
Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.
SALESFORCE_RUN_SOQL_QUERYRun SOQL query
Executes a SOQL query against Salesforce data.
SALESFORCE_RUN_REPORTRun report
Runs a report and returns the results.
SALESFORCE_SEARCH_ACCOUNTSSearch accounts
Search for Salesforce accounts using criteria like name, industry, type, location, or contact information.
SALESFORCE_SEARCH_CAMPAIGNSSearch campaigns
Search for Salesforce campaigns using multiple criteria like name, type, status, date range, or active status.
SALESFORCE_SEARCH_CONTACTSSearch contacts
Search Salesforce Contact records (not Leads — use SALESFORCESEARCHLEADS for those) using name, email, phone, account, or title.
SALESFORCE_SEARCH_LEADSSearch leads
Search for Salesforce leads using criteria like name, email, phone, company, title, status, or lead source.
SALESFORCE_SEARCH_NOTESSearch notes
Search for Salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.
SALESFORCE_SEARCH_OPPORTUNITIESSearch opportunities
Search for Salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.
SALESFORCE_SEARCH_KNOWLEDGE_ARTICLESSearch suggested article title matches
Search for Salesforce Knowledge articles with titles matching the search query.
SALESFORCE_GET_SEARCH_SUGGESTIONSSearch suggested queries
Returns a list of suggested searches based on the user's query string.
SALESFORCE_SEARCH_TASKSSearch tasks
Search for Salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.
SALESFORCE_SEND_EMAILSend email
Sends an email through Salesforce with options for recipients, attachments, and activity logging.
SALESFORCE_SEND_EMAIL_FROM_TEMPLATESend email from template
Sends an email using a predefined Salesforce email template with merge field support.
SALESFORCE_SEND_MASS_EMAILSend mass email
Sends bulk emails to multiple recipients immediately and irreversibly using a template or custom content.
SALESFORCE_SET_USER_PASSWORDSet user password
Tool to set or reset a user's password in Salesforce.
SALESFORCE_UPDATE_CAMPAIGN_BY_ID_WITH_JSONUpdate Campaign By ID
DEPRECATED: Updates specific fields of an existing Campaign in Salesforce, identified by its unique id, which must already exist.
SALESFORCE_UPDATE_RELATED_LIST_PREFERENCESUpdate Related List Preferences
Tool to update user preferences for a specific related list on an object in Salesforce.
SALESFORCE_UPDATE_FAVORITEUpdate a favorite
Tool to update a favorite's properties in Salesforce UI API.
SALESFORCE_UPDATE_RECORDUpdate a record
Tool to update a record's data in Salesforce via UI API.
SALESFORCE_UPDATE_ACCOUNTUpdate account
Updates an existing account in Salesforce with the specified changes.
SALESFORCE_UPDATE_ACCOUNT_OBJECT_BY_IDUpdate account 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…
SALESFORCE_UPDATE_CAMPAIGNUpdate campaign
Updates an existing campaign in Salesforce with the specified changes.
SALESFORCE_UPDATE_CONTACTUpdate contact
Updates an existing contact in Salesforce with the specified changes.
SALESFORCE_UPDATE_CONTACT_BY_IDUpdate contact by id
DEPRECATED: Updates specified fields of an existing Salesforce Contact by its ID; at least one field must be provided for modification.
SALESFORCE_UPDATE_LEADUpdate lead
Updates an existing lead in Salesforce with the specified changes.
SALESFORCE_UPDATE_LEAD_BY_ID_WITH_JSON_PAYLOADUpdate 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…
SALESFORCE_UPDATE_LIST_VIEW_PREFERENCESUpdate list view preferences
Tool to update user preferences for a Salesforce list view including column widths, text wrapping, and display order.
SALESFORCE_UPDATE_NOTEUpdate note
Updates an existing note in Salesforce with the specified changes.
SALESFORCE_UPDATE_OPPORTUNITYUpdate opportunity
Updates an existing opportunity in Salesforce with the specified changes.
SALESFORCE_UPDATE_OPPORTUNITY_BY_IDUpdate 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,…
SALESFORCE_SOBJECT_ROWS_UPDATEUpdate sObject record
Tool to update specific fields in an existing Salesforce sObject record.
SALESFORCE_UPDATE_SPECIFIC_NOTE_BY_IDUpdate specific note by id
DEPRECATED: Use updatespecificnotebyid instead.
SALESFORCE_UPDATE_TASKUpdate task
Updates an existing task in Salesforce with new information.
SALESFORCE_UPLOAD_FILEUpload file to Salesforce Files
Upload a file to Salesforce Files home via the Connect REST API.
SALESFORCE_UPLOAD_JOB_DATAUpload job data
Tool to upload CSV data to a Salesforce Bulk API v2 ingest job.
SALESFORCE_PATCH_COMPOSITE_SOBJECTSUpsert records using external ID
Tool to upsert up to 200 records using external ID field matching.
SALESFORCE_UPSERT_SOBJECT_BY_EXTERNAL_IDUpsert sObject by External ID
Tool to upsert records using sObject Rows by External ID.