Salesforce Reference, 7 triggers and 217 actions

01. Triggers

Start a workflow when something happens in Salesforce

Each trigger lists the event it fires on, the data it sends, and a template you can use it in.

Webhook

7 triggers

Real-time push from the source.

Webhook★ Featured

SALESFORCE_NEW_CONTACT_TRIGGER

Fires when a new contact is created in Salesforce.

1 config field2 output fields

Webhook★ Featured

SALESFORCE_NEW_LEAD_TRIGGER

Fires when a new lead is created in Salesforce.

1 config field2 output fields

Webhook★ Featured

SALESFORCE_NEW_OR_UPDATED_OPPORTUNITY_TRIGGER

Fires when an opportunity is created or updated in Salesforce.

3 config fields2 output fields

Webhook★ Featured

SALESFORCE_TASK_CREATED_OR_COMPLETED_TRIGGER

Fires when a task is created in Salesforce or when its status is marked as completed. You can optionally filter by task status or subject line.

4 config fields2 output fields

Webhook

SALESFORCE_ACCOUNT_CREATED_OR_UPDATED_TRIGGER

Fires when an account is created or updated in Salesforce, capturing both new accounts and changes to existing ones.

4 config fields2 output fields

Webhook

SALESFORCE_CONTACT_UPDATED_TRIGGER

Fires when someone updates an existing contact's information in Salesforce. The event includes which fields changed and when the update occurred.

3 config fields5 output fields

Webhook

SALESFORCE_GENERIC_S_OBJECT_RECORD_UPDATED_TRIGGER

Fires when any monitored Salesforce record is modified. You choose which type of record and which fields to track.

5 config fields6 output fields

02. Operations

Act on Salesforce from a workflow

Operations are the actions a workflow can take in Salesforce, grouped by category. Each lists its method, parameters, and a template you can drop it into.

Accounts

5 operations

Retrieve, create, update, and search Salesforce accounts to manage your customer and prospect information. Use these operations to sync account data with external systems, populate account hierarchies, and maintain accurate customer records within your workflows.

Action

Create account

SALESFORCE_CREATE_ACCOUNT

Add a new customer or company account to your Salesforce CRM with essential details like name, industry, and contact information.

23 input

Action

Create Salesforce Account

SALESFORCE_ACCOUNT_CREATION_WITH_CONTENT_TYPE_OPTION

Adds a new customer account to your Salesforce CRM with customizable fields to capture important business details. Use this to quickly onboard clients, prospects, or business partners into your sales pipeline.

67 input

Action

Delete account

SALESFORCE_DELETE_ACCOUNT

Permanently removes an account record from Salesforce when it's no longer needed or active. This deletion cannot be reversed, so use with caution.

1 input

Action

Fetch account by ID with query

SALESFORCE_FETCH_ACCOUNT_BY_ID_WITH_QUERY

Retrieve detailed information about a specific customer account in Salesforce by its ID, optionally selecting which fields to display. This lets you quickly access account data without searching through your entire customer database.

2 input

Action

Get account

SALESFORCE_GET_ACCOUNT

Fetch detailed information about a specific customer account from Salesforce, including contact details, history, and custom fields relevant to your business.

1 input

Actions

1 operation

Access and execute quick actions, invocable actions, and related list actions to perform rapid updates on records without leaving your workflow. These operations streamline common business tasks like record creation, field updates, and standard processes across Salesforce objects.

Action

Execute sObject Quick Action

SALESFORCE_EXECUTE_SOBJECT_QUICK_ACTION

Execute a predefined quick action in Salesforce to instantly create or update records with automatically populated fields and default values, saving time on repetitive data entry.

4 input

Apps

1 operation

Retrieve information about Salesforce apps and the app menu to surface available applications in your workflow. Use these operations to access app metadata and determine which apps users have selected or have access to.

Action

Get an app

SALESFORCE_GET_APP

Retrieve detailed information and configuration settings for a specific Salesforce app, including its navigation structure and metadata. Use this to understand how an app is configured before customizing or integrating it with other tools.

2 input

Campaigns

5 operations

Create, update, and manage Salesforce campaigns while adding leads and contacts to campaign membership. Use these operations to orchestrate multi-channel marketing initiatives and track campaign performance across your organization.

Action

Add contact to campaign

SALESFORCE_ADD_CONTACT_TO_CAMPAIGN

Enroll a contact into a marketing campaign to track their engagement and interactions with your promotional efforts.

4 input

Action

Add lead to campaign

SALESFORCE_ADD_LEAD_TO_CAMPAIGN

Enrolls a lead into a marketing campaign to track their engagement and interactions with your promotional activities. This helps you measure campaign effectiveness and nurture leads through targeted communications.

4 input

Action

Create campaign

SALESFORCE_CREATE_CAMPAIGN

Creates a new campaign in Salesforce to organize and track your marketing efforts, promotions, or customer outreach initiatives. This establishes a container for managing related leads, contacts, and revenue opportunities under a unified campaign structure.

14 input

Action

Create campaign record

SALESFORCE_CREATE_CAMPAIGN_RECORD_VIA_POST

Creates a new marketing campaign in Salesforce to organize and track your promotional activities and customer outreach efforts.

36 input

Action

Delete campaign

SALESFORCE_DELETE_CAMPAIGN

Permanently remove a campaign from your Salesforce instance when it's no longer needed or has been completed. This is useful for cleaning up outdated marketing initiatives and keeping your database organized.

1 input

Contacts

4 operations

Create, update, delete, and search contact records to manage your relationship database. Use these operations to synchronize contact information, associate contacts with accounts, and keep your contact list aligned with external data sources.

Action★ Featured

Create contact

SALESFORCE_CREATE_CONTACT

Adds a new contact to your Salesforce CRM with their information such as name, email, and phone number. Use this to build your customer database and keep track of prospects and clients in one centralized location.

16 input

Action

Associate contact to account

SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT

Links a contact to an account in Salesforce, establishing the relationship needed for proper customer organization and reporting. Use this when you need to quickly assign or reassign a contact to a specific account.

3 input

Action

Create a new contact

SALESFORCE_CREATE_NEW_CONTACT_WITH_JSON_HEADER

Adds a new contact record to your Salesforce CRM with essential information like name and email, enabling you to build and organize your customer relationships in one centralized place.

64 input

Action

Delete contact

SALESFORCE_DELETE_CONTACT

Permanently removes a contact record from your Salesforce database when it's no longer needed. Use this to clean up duplicate, inactive, or incorrect contact entries and maintain an accurate customer database.

1 input

Fields

2 operations

Create custom fields and retrieve picklist values and field metadata for Salesforce objects. Use these operations to extend object schemas, understand available field choices, and manage custom field definitions.

Action

Create custom field

SALESFORCE_CREATE_CUSTOM_FIELD

Add custom fields to Salesforce objects like contacts, accounts, or deals to capture business-specific data tailored to your workflow. This lets you extend Salesforce's standard structure without complex deployments.

20 input

Action

Get all fields for an object

SALESFORCE_GET_ALL_FIELDS_FOR_OBJECT

Retrieve complete metadata about all fields available in a Salesforce object, including field types, validation rules, and picklist options. This helps you understand your data structure and plan integrations without manual inspection.

1 input

Files

1 operation

Upload, delete, and retrieve file content and sharing information in Salesforce Files. Use these operations to manage document attachments, control file access, and integrate file storage with your automation processes.

Action

Delete file

SALESFORCE_DELETE_FILE

Permanently remove a file from Salesforce when you no longer need it. This action cannot be reversed, so use it when you're confident the file should be deleted.

1 input

Jobs

2 operations

Manage Bulk API jobs for large-scale data operations including uploads, queries, and result retrieval. Use these operations to handle bulk inserts, updates, deletes, and queries when processing thousands of records efficiently.

Action

Close or abort a job

SALESFORCE_CLOSE_OR_ABORT_JOB

Finalize or cancel a bulk data import job in Salesforce by closing it for processing or aborting it to discard the upload. Use this to manage the completion status of large data operations.

2 input

Action

Delete job query

SALESFORCE_DELETE_JOB_QUERY

Permanently removes a completed Salesforce Bulk API v2 query job and its associated data from your system. Use this when you need to clean up old data extraction jobs or free up resources after processing query results.

1 input

Leads

5 operations

Create, update, delete, and search lead records to manage your sales pipeline. Use these operations to feed lead data into Salesforce, apply assignment rules, and keep lead information synchronized with external sources.

Action★ Featured

Create lead

SALESFORCE_CREATE_LEAD

Adds a new prospect to your Salesforce database with essential information like name and company. Use this to capture leads from web forms, email inquiries, or sales conversations and automatically populate them in your CRM.

20 input

Action

Apply lead assignment rules

SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES

Automatically route leads to the right team member based on your predefined assignment rules, ensuring consistent lead distribution and faster follow-up. This saves time on manual assignment and helps balance workload across your sales team.

1 input

Action

Create lead

SALESFORCE_CREATE_LEAD_WITH_SPECIFIED_CONTENT_TYPE

Adds a new lead record to your Salesforce CRM with required information like name and company. Use this to capture prospective customers and automatically organize them in your sales pipeline.

54 input

Action

Delete a lead object by its id

SALESFORCE_DELETE_A_LEAD_OBJECT_BY_ITS_ID

Permanently removes a lead record from your Salesforce database by its unique ID, freeing up storage and maintaining a clean prospect list. Use this when you need to eliminate duplicate, invalid, or no longer relevant lead entries.

1 input

Action

Delete lead

SALESFORCE_DELETE_LEAD

Permanently removes a lead record from Salesforce when it's no longer relevant or was created by mistake. This action cannot be undone, so use with caution.

1 input

Metadata

1 operation

Retrieve object metadata, list views, layouts, and supported object directories to understand your Salesforce data structure. Use these operations to dynamically discover available objects, fields, and customizations in your organization.

Action

Get all objects

SALESFORCE_GET_ALL_CUSTOM_OBJECTS

Retrieves a complete list of all Salesforce objects in your instance, including both standard and custom objects, along with their metadata and properties. Use this to discover what data structures are available in your Salesforce environment and understand their capabilities.

3 input

Notes

3 operations

Create, update, delete, and search notes to capture and organize unstructured information about records. Use these operations to build a knowledge base, maintain interaction records, and link notes to specific Salesforce objects.

Action

Create a note record

SALESFORCE_CREATE_NOTE_RECORD_WITH_CONTENT_TYPE_HEADER

Adds a note to any Salesforce record like a contact, opportunity, or account to capture important details, follow-ups, or internal reminders directly in your CRM.

15 input

Action

Create note

SALESFORCE_CREATE_NOTE

Add a note to any Salesforce record (like a contact, opportunity, or account) to capture important details, follow-up items, or context about your customer interactions.

6 input

Action

Delete note

SALESFORCE_DELETE_NOTE

Remove unwanted or outdated notes from your Salesforce records to keep your customer information clean and organized. This action permanently deletes the note and cannot be recovered.

1 input

Objects

1 operation

Create custom objects to extend your Salesforce data model. Use this operation to programmatically define new object types that capture domain-specific information unique to your business.

Action

Create custom object

SALESFORCE_CREATE_CUSTOM_OBJECT

Creates a new custom object in Salesforce to store specialized business data types tailored to your unique processes. This allows you to extend Salesforce's standard objects with new tables designed for your specific needs.

9 input

Opportunities

5 operations

Create, update, delete, and search opportunity records to manage your sales pipeline and revenue forecasting. Use these operations to track deals from creation through close, add products to opportunities, and clone records for similar deals.

Action★ Featured

Create opportunity

SALESFORCE_CREATE_OPPORTUNITY

Creates a new sales opportunity in Salesforce to track potential deals and revenue. Use this to log new customer prospects, project sales, and manage your pipeline in one centralized location.

13 input

Action

Add product to opportunity

SALESFORCE_ADD_OPPORTUNITY_LINE_ITEM

Add products or services to a sales opportunity with pricing details to build out complete deal proposals. This helps you track what you're selling and calculate accurate revenue forecasts.

9 input

Action

Clone opportunity with products

SALESFORCE_CLONE_OPPORTUNITY_WITH_PRODUCTS

Duplicates an existing sales opportunity along with its associated products, allowing you to quickly create similar deals without manually re-entering all the details and line items.

5 input

Action

Create opportunity record

SALESFORCE_CREATE_OPPORTUNITY_RECORD

Creates a new sales opportunity record in Salesforce to track potential deals and pipeline progress with accounts and clients.

49 input

Action

Delete opportunity

SALESFORCE_DELETE_OPPORTUNITY

Permanently removes a sales opportunity from your Salesforce account when deals fall through or are no longer relevant, helping keep your pipeline clean and accurate.

1 input

Query

1 operation

Execute SOQL queries to retrieve custom sets of records based on complex criteria and filtering. Use these operations for advanced data retrieval, aggregations, and reporting when standard object operations don't meet your needs.

Action

Execute SOQL query (Deprecated)

SALESFORCE_EXECUTE_SOQL_QUERY

Retrieve specific data from your Salesforce database using custom queries to find records that match your exact criteria. This is useful when you need to pull targeted information for reporting, analysis, or decision-making without manual data browsing.

1 input

Records

8 operations

Create, update, delete, and retrieve individual or multiple records with support for complex operations like upserts and tree creation. These core operations handle standard record lifecycle management, batch updates, and composite transactions across your objects.

Action

Clone record

SALESFORCE_CLONE_RECORD

Quickly duplicate an existing Salesforce record with all its data, optionally making modifications to create variations without manual re-entry.

3 input

Action

Create a record

SALESFORCE_CREATE_A_RECORD

Creates new records in Salesforce (such as leads, accounts, or opportunities) with properly formatted field values based on your org's layout configuration. Use this to quickly add new business data without manual data entry in Salesforce.

4 input

Action

Create SObject record

SALESFORCE_CREATE_S_OBJECT_RECORD

Creates a new record in Salesforce for any object type (contacts, leads, opportunities, accounts, etc.) by specifying the object and field values you want to store.

2 input

Action

Create sObject tree

SALESFORCE_CREATE_SOBJECT_TREE

Create multiple related records in Salesforce simultaneously, such as an account with its associated contacts and opportunities, all in one atomic operation. This ensures data consistency and saves time when setting up complex customer hierarchies.

2 input

Action

Delete multiple records (SObject Collections)

SALESFORCE_DELETE_SOBJECT_COLLECTIONS

Efficiently remove up to 200 records from your Salesforce database in a single request, with the option to roll back if any record fails. This helps you quickly clean up outdated or duplicate data without making multiple deletion calls.

2 input

Action

Delete sObject record

SALESFORCE_DELETE_SOBJECT

Permanently remove a specific record from Salesforce, such as a contact, opportunity, or custom object, using its unique ID.

2 input

Action

Execute Composite Graph (Deprecated)

SALESFORCE_COMPOSITE_GRAPH_ACTION

Execute multiple Salesforce operations in a single request where all operations must succeed together or fail together, ideal for complex workflows that involve dependent actions. This operation supports up to 500 related requests, making it efficient for batch processing tasks.

1 input

Action

Get batch of UI API records

SALESFORCE_GET_A_BATCH_OF_RECORDS

Fetch multiple Salesforce records at once with specific fields you need, saving time instead of retrieving them one by one. Perfect when you need to gather data from several contacts, deals, or accounts in a single operation.

3 input

Resources

1 operation

Access composite resources and API resources by version to understand available endpoints and capabilities. Use these operations to discover the complete API surface and manage integration across different Salesforce API versions.

Action

Get API resources by version

SALESFORCE_GET_API

Discover what REST API endpoints are available in your Salesforce instance for a specific API version, helping you understand what data and operations you can access.

1 input

Search

1 operation

Execute SOSL searches, retrieve lookup suggestions, and access parameterized search capabilities for flexible record discovery. Use these operations to implement advanced search functionality, auto-complete fields, and intelligent record lookups in your workflows.

Action

Execute SOSL search

SALESFORCE_EXECUTE_SOSL_SEARCH

Search for text and data across multiple Salesforce objects at once, making it easy to find records scattered throughout your database without searching each object type individually.

1 input

Tasks

2 operations

Create, update, complete, and search task records to manage team activities and to-do items. Use these operations to automatically generate tasks, track task completion, and keep your team's action items current.

Action★ Featured

Create task

SALESFORCE_CREATE_TASK

Create a new task in Salesforce to track activities, follow-ups, and to-dos linked to your contacts, leads, and deals.

12 input

Action

Complete task

SALESFORCE_COMPLETE_TASK

Mark a task as completed in Salesforce, optionally adding completion notes to document what was accomplished. This updates the task status and closes it out from your active task list.

3 input

Crm

167 operations

Action

Create records using sObject Collections

SALESFORCE_POST_COMPOSITE_SOBJECTS

Tool to create up to 200 records in one request using sObject Collections.

2 input

Action

Execute Composite Graph

SALESFORCE_POST_COMPOSITE_GRAPH

Tool to execute multiple related REST API requests in a single transactional call with up to 500 subrequests per graph.

1 input

Action

Execute SOQL Query (Deprecated)

SALESFORCE_QUERY

DEPRECATED: Use SALESFORCERUNSOQLQUERY instead.

1 input

Action

Execute SOSL search

SALESFORCE_SEARCH

DEPRECATED: Use SALESFORCEEXECUTESOSLSEARCH instead.

1 input

Action

Execute Tooling API query

SALESFORCE_TOOLING_QUERY

Tool to execute SOQL queries against Salesforce Tooling API metadata objects.

1 input

Action

Get Account AllAccounts list view metadata

SALESFORCE_GET_UIAPI_LIST_INFO_ACCOUNT_ALL_ACCOUNTS

Retrieves list view metadata for the Account AllAccounts view using Salesforce UI API.

Action

Get Account SearchResult list view metadata

SALESFORCE_GET_UIAPI_LIST_INFO_ACCOUNT_SEARCH_RESULT

Retrieves list view metadata for the Account SearchResult view using Salesforce UI API.

Action

Get AppMenu Salesforce1 headers

SALESFORCE_HEAD_APPMENU_SALESFORCE1

Tool to return HTTP headers for AppMenu Salesforce1 mobile navigation items without response body.

2 input

Action

Get approval layouts for object

SALESFORCE_GET_SOBJECTS_SOBJECT_DESCRIBE_APPROVALLAYOUTS

Retrieves approval layouts for a specified Salesforce object.

1 input

Action

Get apps

SALESFORCE_GET_APPS

Tool to get metadata for all apps a user has access to.

1 input

Action

Get batch of list view metadata

SALESFORCE_GET_LIST_VIEW_METADATA_BATCH

Tool to retrieve metadata for multiple list views in a single batch request.

1 input

Action

Get batch of related list user preferences

SALESFORCE_GET_RELATED_LIST_PREFERENCES_BATCH

Tool to get a batch of related list user preferences from Salesforce.

1 input

Action

Get campaign

SALESFORCE_GET_CAMPAIGN

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

1 input

Action

Get Chatter resources

SALESFORCE_GET_CHATTER_RESOURCES

Tool to access Chatter resources directory.

Action

Get child records

SALESFORCE_GET_CHILD_RECORDS

Tool to get child records for a specified parent record and child relationship name.

6 input

Action

Get Compact Layouts

SALESFORCE_GET_COMPACT_LAYOUTS

Tool to retrieve compact layout information for multiple Salesforce objects.

1 input

Action

Get composite resources

SALESFORCE_GET_COMPOSITE_RESOURCES

Tool to retrieve a list of available composite resources in Salesforce.

Action

Get consent preferences

SALESFORCE_GET_CONSENT_ACTION

Tool to retrieve aggregated consent preferences across multiple records for a specific action.

2 input

Action

Get contact

SALESFORCE_GET_CONTACT

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

2 input

Action

Get custom actions headers

SALESFORCE_HEAD_ACTIONS_CUSTOM

Tool to return HTTP headers for custom invocable actions without response body.

1 input

Action

Get custom invocable actions

SALESFORCE_LIST_CUSTOM_INVOCABLE_ACTIONS

Retrieves the list of custom actions including Flow actions, Apex actions, and invocable processes.

Action

Get dashboard

SALESFORCE_GET_DASHBOARD

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

1 input

Action

Get directory of supported objects

SALESFORCE_GET_SUPPORTED_OBJECTS_DIRECTORY

Tool to get a Salesforce org's active theme and directory of supported objects.

1 input

Action

Get file content

SALESFORCE_GET_FILE_CONTENT

Returns the binary content of a Salesforce file, including references to external files.

3 input

Action

Get file information

SALESFORCE_GET_FILE_INFORMATION

Tool to retrieve comprehensive metadata and information about a specified file in Salesforce.

1 input

Action

Get file shares

SALESFORCE_GET_FILE_SHARES

Returns information about the objects with which the specified file has been shared.

1 input

Action

Get global actions

SALESFORCE_GET_GLOBAL_ACTIONS

Tool to retrieve actions displayed in the Salesforce Global Actions menu with metadata.

3 input

Action

Get global publisher layouts headers

SALESFORCE_HEAD_SOBJECTS_GLOBAL_DESCRIBE_LAYOUTS

Tool to return HTTP headers for all global publisher layouts without response body.

2 input

Action

Get job failed record results

SALESFORCE_GET_JOB_FAILED_RECORD_RESULTS

Tool to retrieve failed records from a Salesforce Bulk API 2.0 ingest job.

3 input

Action

Get job info query

SALESFORCE_GET_QUERY_JOB_INFO

Tool to retrieve information about a Salesforce Bulk API v2 query job.

1 input

Action

Get job query result

SALESFORCE_GET_QUERY_JOB_RESULTS

Retrieves results for a completed Bulk API v2 query job in CSV format.

3 input

Action

Get job successful record results

SALESFORCE_GET_JOB_SUCCESSFUL_RECORD_RESULTS

Tool to retrieve successfully processed records from a Salesforce Bulk API 2.0 ingest job.

3 input

Action

Get job unprocessed record results

SALESFORCE_GET_JOB_UNPROCESSED_RECORD_RESULTS

Tool to retrieve unprocessed records from a Salesforce Bulk API 2.0 ingest job.

3 input

Action

Get last selected app

SALESFORCE_GET_LAST_SELECTED_APP

Retrieves the app the current user last selected or the app the user sees by default.

1 input

Action

Get layouts for object with record type

SALESFORCE_GET_S_OBJECTS_DESCRIBE_LAYOUTS_RECORD_TYPE_ID

Tool to retrieve layout metadata for a specific record type on an object.

2 input

Action

Get lead

SALESFORCE_GET_LEAD

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

1 input

Action

Get List View Header Actions

SALESFORCE_GET_LIST_VIEW_ACTIONS

Tool to retrieve header actions on list views.

1 input

Action

Get list view metadata

SALESFORCE_GET_LIST_VIEW_METADATA_BY_NAME

Returns list view metadata by object and list view API name.

2 input

Action

Get List View Metadata

SALESFORCE_GET_UIAPI_LIST_INFO_ACCOUNT_RECENT

Tool to get list view metadata from Salesforce UI API.

2 input

Action

Get list view records by API name

SALESFORCE_GET_LIST_VIEW_RECORDS_BY_NAME

Retrieves paginated record data for a specified list view using the object and list view API names.

9 input

Action

Get list view records by ID

SALESFORCE_GET_LIST_VIEW_RECORDS_BY_ID

Returns record data for a list view by its ID.

6 input

Action

Get list view results

SALESFORCE_GET_LIST_VIEW_RESULTS

Retrieves the results of a list view for a specified sObject.

2 input

Action

Get list views for an object

SALESFORCE_GET_OBJECT_LIST_VIEWS

Returns a collection of list views associated with a Salesforce object.

1 input

Action

Get List Views for Object

SALESFORCE_GET_UI_API_LIST_INFO_RECENT

Tool to get list views for a Salesforce object.

5 input

Action

Get list views for sObject

SALESFORCE_GET_SOBJECT_LIST_VIEWS

Tool to retrieve list views for a specified sObject.

1 input

Action

Get lookup field actions

SALESFORCE_GET_UI_API_ACTIONS_LOOKUP_ACCOUNT

Tool to get lookup field actions for a Salesforce object.

4 input

Action

Get lookup field suggestions

SALESFORCE_GET_LOOKUP_FIELD_SUGGESTIONS

Tool to retrieve lookup field suggestions for editing lookup fields with search filtering.

8 input

Action

Get lookup field suggestions with POST

SALESFORCE_GET_LOOKUP_SUGGESTIONS_CASE_CONTACT

Tool to get lookup field suggestions with POST request.

8 input

Action

Get most recently used list view records

SALESFORCE_GET_MRU_LIST_VIEW_RECORDS

Tool to retrieve record data for an object's most recently used (MRU) list view.

6 input

Action

Get MRU List Info for Account

SALESFORCE_GET_UIAPIMRU_LIST_INFO_ACCOUNT

Tool to get Most Recently Used (MRU) list view metadata for Account object.

Action

Get MRU List Records for Account

SALESFORCE_GET_UI_API_MRU_LIST_RECORDS_ACCOUNT

Tool to get Most Recently Used (MRU) list view records for Account object.

5 input

Action

Get MRU List View Actions

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.

3 input

Action

Get MRU list view metadata

SALESFORCE_GET_MRU_LIST_VIEW_METADATA

Tool to retrieve MRU list view metadata for a Salesforce object.

1 input

Action

Get multiple records by IDs

SALESFORCE_GET_COMPOSITE_SOBJECTS

Retrieves multiple records of the same object type by IDs with a request body.

3 input

Action

Get multiple sObject records

SALESFORCE_GET_SOBJECT_COLLECTIONS

Tool to retrieve multiple records of the same sObject type in a single API call.

4 input

Action

Get note

SALESFORCE_GET_NOTE

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

1 input

Action

Get opportunity

SALESFORCE_GET_OPPORTUNITY

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

2 input

Action

Get organization limits

SALESFORCE_GET_ORG_LIMITS

Tool to retrieve organization limits with max and remaining allocations.

Action

Get Personalized Navigation Items

SALESFORCE_GET_UI_API_APPS_USER_NAV_ITEMS

Tool to get personalized navigation items for a specific Salesforce app.

5 input

Action

Get photo actions

SALESFORCE_GET_PHOTO_ACTIONS

Tool to retrieve available photo actions for Salesforce pages.

3 input

Action

Get PlatformAction SObject metadata

SALESFORCE_GET_SOBJECT_PLATFORMACTION

Retrieves metadata description of PlatformAction SObject.

Action

Get process rules headers

SALESFORCE_HEAD_PROCESS_RULES_S_OBJECT

Tool to return HTTP headers for process rules of an sObject without retrieving the response body.

1 input

Action

Get quick action default values headers by ID

SALESFORCE_HEAD_SOBJECT_QUICK_ACTION_DEFAULT_VALUES

Tool to return HTTP headers for sObject quick action default values by context ID without response body.

5 input

Action

Get quick actions

SALESFORCE_GET_QUICK_ACTIONS

Tool to retrieve global and object-specific quick actions from Salesforce.

Action

Get Quick Actions headers

SALESFORCE_HEAD_QUICK_ACTIONS

Tool to return HTTP headers for Quick Actions resource without response body.

Action

Get record count for objects

SALESFORCE_GET_RECORD_COUNTS

Tool to retrieve total record counts for specified Salesforce objects.

1 input

Action

Get record edit page actions

SALESFORCE_GET_RECORD_EDIT_PAGE_ACTIONS

Tool to get available actions on record edit pages.

4 input

Action

Get record UI data and metadata

SALESFORCE_GET_UI_API_RECORD_UI

Tool to retrieve layout, field metadata, and record data in a single response.

7 input

Action

Get records using sObject relationships

SALESFORCE_GET_SOBJECT_RELATIONSHIP

Retrieves records by traversing sObject relationships using friendly URLs.

4 input

Action

Get related list actions

SALESFORCE_GET_RELATED_LIST_ACTIONS

Tool to get actions on related lists for record detail pages.

5 input

Action

Get related list actions

SALESFORCE_GET_UI_API_ACTIONS_RECORD_RELATED_LIST

Tool to get available actions on related lists for a record detail page.

5 input

Action

Get related list records with request body

SALESFORCE_GET_RELATED_LIST_RECORDS_CONTACTS

Tool to retrieve related list records with request body parameters for filtering and pagination.

8 input

Action

Get related list user preferences

SALESFORCE_GET_UIAPI_RELATED_LIST_PREFERENCES

Tool to retrieve user preferences for a specific related list on an object.

2 input

Action

Get report instance results

SALESFORCE_GET_REPORT_INSTANCE

Gets the results of a report instance created by running a report.

2 input

Action

Get report metadata

SALESFORCE_GET_REPORT

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

1 input

Action

Get search result layouts

SALESFORCE_GET_SEARCH_LAYOUT

Retrieves search result layout information for specified sObjects.

1 input

Action

Get sObject by external ID

SALESFORCE_GET_SOBJECT_BY_EXTERNAL_ID

Tool to retrieve a Salesforce record by matching an external ID field value.

4 input

Action

Get sObject list view information

SALESFORCE_GET_SOBJECT_LIST_VIEW

Tool to retrieve basic information about a specific list view for an sObject.

2 input

Action

Get sObject Quick Action Default Values

SALESFORCE_GET_SOBJECT_QUICK_ACTION_DEFAULT_VALUES

Retrieves default field values for a specific quick action on an sObject.

2 input

Action

Get sObject Quick Action Default Values by ID

SALESFORCE_GET_S_OBJECT_QUICK_ACTION_DEFAULT_VALUES

Retrieves default field values for a quick action in a specific record context.

3 input

Action

Get sObject quick action headers

SALESFORCE_HEAD_SOBJECTS_QUICK_ACTION

Tool to return HTTP headers for a specific sObject quick action without response body.

4 input

Action

Get sObject record by ID

SALESFORCE_GET_S_OBJECT_RECORD

Tool to retrieve a single Salesforce record by ID from any sObject type.

3 input

Action

Get standard actions headers

SALESFORCE_HEAD_ACTIONS_STANDARD

Tool to return HTTP headers for standard invocable actions metadata without response body.

2 input

Action

Get standard invocable actions

SALESFORCE_LIST_STANDARD_INVOCABLE_ACTIONS

Retrieves the list of standard actions that can be statically invoked.

Action

Get support knowledge

SALESFORCE_GET_SUPPORT

Retrieves the root of the Support Knowledge REST API.

Action

Get support knowledge articles

SALESFORCE_GET_SUPPORT_KNOWLEDGE_ARTICLES

Retrieves user's visible knowledge articles and data categories from Salesforce Knowledge.

8 input

Action

Get theme

SALESFORCE_GET_THEME

Tool to get icons and colors for Salesforce UI themes.

Action

Get updated sObject records

SALESFORCE_GET_S_OBJECTS_UPDATED

Tool to retrieve a list of sObject records that have been updated within a given timeframe.

3 input

Action

Get user info

SALESFORCE_GET_USER_INFO

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

2 input

Action

Get user password expiration status

SALESFORCE_SOBJECT_USER_PASSWORD

Tool to check whether a Salesforce user's password has expired.

1 input

Action

Get User password headers

SALESFORCE_HEAD_SOBJECTS_USER_PASSWORD

Tool to return HTTP headers for User password resource without response body.

1 input

Action

Get Values for All Picklist Fields

SALESFORCE_GET_PICKLIST_VALUES_BY_RECORD_TYPE

Tool to get values for all picklist fields of a record type, including dependent picklists.

2 input

Action

List accounts

SALESFORCE_LIST_ACCOUNTS

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

1 input

Action

List Analytics templates

SALESFORCE_LIST_ANALYTICS_TEMPLATES

Tool to list CRM Analytics templates available in the org.

4 input

Action

List campaigns

SALESFORCE_LIST_CAMPAIGNS

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

1 input

Action

List contacts

SALESFORCE_LIST_CONTACTS

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

1 input

Action

List dashboards

SALESFORCE_LIST_DASHBOARDS

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

Action

List email templates

SALESFORCE_LIST_EMAIL_TEMPLATES

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

8 input

Action

List leads

SALESFORCE_LIST_LEADS

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

1 input

Action

List notes

SALESFORCE_LIST_NOTES

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

1 input

Action

List opportunities

SALESFORCE_LIST_OPPORTUNITIES

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

1 input

Action

List pricebook entries

SALESFORCE_LIST_PRICEBOOK_ENTRIES

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

1 input

Action

List pricebooks

SALESFORCE_LIST_PRICEBOOKS

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

1 input

Action

List reports

SALESFORCE_LIST_REPORTS

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

Action

Log call

SALESFORCE_LOG_CALL

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

9 input

Action

Log email activity

SALESFORCE_LOG_EMAIL_ACTIVITY

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

15 input

Action

Mass transfer ownership

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.

4 input

Action

Parameterized Search

SALESFORCE_PARAMETERIZED_SEARCH

Tool to execute RESTful search using parameters instead of SOSL clause.

9 input

Action

Parameterized Search

SALESFORCE_POST_PARAMETERIZED_SEARCH

Tool to execute parameterized search across Salesforce objects with advanced filtering.

8 input

Action

Query All (including deleted)

SALESFORCE_QUERY_ALL

Tool to execute SOQL queries including soft-deleted and archived records.

1 input

Action

Query contacts by name

SALESFORCE_QUERY_CONTACTS_BY_NAME

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

3 input

Action

Query report

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…

32 input

Action

Remove a specific contact by id

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.

1 input

Action

Remove account by unique identifier

SALESFORCE_REMOVE_ACCOUNT_BY_UNIQUE_IDENTIFIER

DEPRECATED: Deletes an existing Salesforce Account using its unique ID, returning an empty response on success (HTTP 204).

1 input

Action

Remove campaign object by id

SALESFORCE_REMOVE_CAMPAIGN_OBJECT_BY_ID

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

1 input

Action

Remove from campaign

SALESFORCE_REMOVE_FROM_CAMPAIGN

Removes a lead or contact from a campaign by deleting the CampaignMember record.

3 input

Action

Remove note object by id

SALESFORCE_REMOVE_NOTE_OBJECT_BY_ID

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

1 input

Action

Remove opportunity by id

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.

1 input

Action

Retrieve account data and error responses

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.

Action

Retrieve campaign data with error handling

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,…

Action

Retrieve contact object metadata

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…

Action

Retrieve lead by id

SALESFORCE_RETRIEVE_LEAD_BY_ID

Retrieves details for a Salesforce Lead by its ID; the specified Lead ID must exist in Salesforce.

3 input

Action

Retrieve lead data with various responses

SALESFORCE_RETRIEVE_LEAD_DATA_WITH_VARIOUS_RESPONSES

DEPRECATED: Retrieves Lead sObject data from Salesforce, such as recently viewed leads or general Lead object information.

Action

Retrieve note object information

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.

Action

Retrieve Note with conditions

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.

2 input

Action

Retrieve opportunities data

SALESFORCE_RETRIEVE_OPPORTUNITIES_DATA

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

Action

Retrieve opportunity by id with optional fields

SALESFORCE_RETRIEVE_OPPORTUNITY_BY_ID_WITH_OPTIONAL_FIELDS

DEPRECATED: Retrieves a Salesforce Opportunity by its ID; the Opportunity ID must exist.

2 input

Action

Retrieve specific campaign object details

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.

2 input

Action

Retrieve specific contact by id

SALESFORCE_RETRIEVE_SPECIFIC_CONTACT_BY_ID

(DEPRECATED: use SALESFORCEGETCONTACTBYID) Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.

2 input

Action

Retrieve specific contact by id

SALESFORCE_GET_CONTACT_BY_ID

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

2 input

Action

Run report

SALESFORCE_RUN_REPORT

Runs a report and returns the results.

1 input

Action

Run SOQL query

SALESFORCE_RUN_SOQL_QUERY

Executes a SOQL query against Salesforce data.

1 input

Action

Search accounts

SALESFORCE_SEARCH_ACCOUNTS

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

10 input

Action

Search campaigns

SALESFORCE_SEARCH_CAMPAIGNS

Search for Salesforce campaigns using multiple criteria like name, type, status, date range, or active status.

8 input

Action

Search contacts

SALESFORCE_SEARCH_CONTACTS

Search Salesforce Contact records (not Leads — use SALESFORCESEARCHLEADS for those) using name, email, phone, account, or title.

7 input

Action

Search leads

SALESFORCE_SEARCH_LEADS

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

9 input

Action

Search notes

SALESFORCE_SEARCH_NOTES

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

9 input

Action

Search opportunities

SALESFORCE_SEARCH_OPPORTUNITIES

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

12 input

Action

Search suggested article title matches

SALESFORCE_SEARCH_KNOWLEDGE_ARTICLES

Search for Salesforce Knowledge articles with titles matching the search query.

7 input

Action

Search suggested queries

SALESFORCE_GET_SEARCH_SUGGESTIONS

Returns a list of suggested searches based on the user's query string.

4 input

Action

Search tasks

SALESFORCE_SEARCH_TASKS

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

11 input

Action

Send email

SALESFORCE_SEND_EMAIL

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

13 input

Action

Send email from template

SALESFORCE_SEND_EMAIL_FROM_TEMPLATE

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

11 input

Action

Send mass email

SALESFORCE_SEND_MASS_EMAIL

Sends bulk emails to multiple recipients immediately and irreversibly using a template or custom content.

9 input

Action

Set user password

SALESFORCE_SET_USER_PASSWORD

Tool to set or reset a user's password in Salesforce.

2 input

Action

Update a favorite

SALESFORCE_UPDATE_FAVORITE

Tool to update a favorite's properties in Salesforce UI API.

3 input

Action

Update a record

SALESFORCE_UPDATE_RECORD

Tool to update a record's data in Salesforce via UI API.

8 input

Action

Update account

SALESFORCE_UPDATE_ACCOUNT

Updates an existing account in Salesforce with the specified changes.

24 input

Action

Update account by id

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…

67 input

Action

Update campaign

SALESFORCE_UPDATE_CAMPAIGN

Updates an existing campaign in Salesforce with the specified changes.

15 input

Action

Update Campaign By ID

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.

36 input

Action

Update contact

SALESFORCE_UPDATE_CONTACT

Updates an existing contact in Salesforce with the specified changes.

16 input

Action

Update contact by id

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.

64 input

Action

Update lead

SALESFORCE_UPDATE_LEAD

Updates an existing lead in Salesforce with the specified changes.

21 input

Action

Update lead by ID with JSON payload

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…

62 input

Action

Update list view preferences

SALESFORCE_UPDATE_LIST_VIEW_PREFERENCES

Tool to update user preferences for a Salesforce list view including column widths, text wrapping, and display order.

5 input

Action

Update note

SALESFORCE_UPDATE_NOTE

Updates an existing note in Salesforce with the specified changes.

6 input

Action

Update opportunity

SALESFORCE_UPDATE_OPPORTUNITY

Updates an existing opportunity in Salesforce with the specified changes.

12 input

Action

Update opportunity by id

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,…

49 input

Action

Update Related List Preferences

SALESFORCE_UPDATE_RELATED_LIST_PREFERENCES

Tool to update user preferences for a specific related list on an object in Salesforce.

4 input

Action

Update sObject record

SALESFORCE_SOBJECT_ROWS_UPDATE

Tool to update specific fields in an existing Salesforce sObject record.

3 input

Action

Update specific note by id

SALESFORCE_UPDATE_SPECIFIC_NOTE_BY_ID

DEPRECATED: Use updatespecificnotebyid instead.

15 input

Action

Update task

SALESFORCE_UPDATE_TASK

Updates an existing task in Salesforce with new information.

11 input

Action

Upload file to Salesforce Files

SALESFORCE_UPLOAD_FILE

Upload a file to Salesforce Files home via the Connect REST API.

7 input

Action

Upload job data

SALESFORCE_UPLOAD_JOB_DATA

Tool to upload CSV data to a Salesforce Bulk API v2 ingest job.

2 input

Action

Upsert records using external ID

SALESFORCE_PATCH_COMPOSITE_SOBJECTS

Tool to upsert up to 200 records using external ID field matching.

4 input

Action

Upsert sObject by External ID

SALESFORCE_UPSERT_SOBJECT_BY_EXTERNAL_ID

Tool to upsert records using sObject Rows by External ID.

5 input

What now

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Drop a trigger and an action into a template; approve from your phone; the workflow runs.

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