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Salesforce for AI agents

Agents read Salesforce at once. Changes and sends are held for a person's approval by default.

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About Salesforce

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

What an agent can do in Salesforce

Every Salesforce action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Salesforce without asking first. 123 actions.

  • Get batch of UI API recordsTool to retrieve multiple Salesforce records in a single request with customizable field selection. Use when you need to fetch data for multiple records at once (up to 200 records).
  • Get accountRetrieves a specific account by ID from Salesforce, returning all available fields.
  • Get all fields for an objectRetrieves all fields (standard and custom) for a Salesforce object with complete metadata including field types, constraints, picklist values, and relationships.
  • Get campaignRetrieves a specific campaign by ID from Salesforce, returning all available fields.
  • Get composite resourcesTool to retrieve a list of available composite resources in Salesforce. Use when you need to discover which composite API endpoints are available for batch operations.
  • Get multiple records by IDsRetrieves multiple records of the same object type by IDs with a request body. Use when you need to retrieve more records than URL length limits allow (up to 2000 records vs ~800 via GET).
  • Get contactRetrieves a specific contact by ID from Salesforce, returning all available fields.
  • Get leadRetrieves a specific lead by ID from Salesforce, returning all available fields.
  • Get batch of list view metadataTool to retrieve metadata for multiple list views in a single batch request. Use when you need to get list view configuration, columns, filters, and sorting for multiple list views at once.
  • Get opportunityRetrieves a specific opportunity by ID from Salesforce, returning all available fields.
  • Get organization limitsTool to retrieve organization limits with max and remaining allocations. Use when you need to check API usage, storage limits, or other resource consumption in Salesforce.
  • Get batch of related list user preferencesTool to get a batch of related list user preferences from Salesforce. Use when retrieving display preferences, column widths, or sort orders for multiple related lists simultaneously.
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  • Who Am IReturn the identity (email, name, org) of the connected Salesforce account.
  • Describe list viewRetrieve columns, filters, ordering, and generated SOQL for a list view.
  • Get all objectsRetrieves Salesforce objects (standard and custom) with detailed metadata. Each object includes a 'custom' field to identify custom objects. Note: the underlying Global Describe (/sobjects) is not pag
  • Get all navigation itemsGets all navigation items (tabs) that the user has access to. Use when you need to retrieve available navigation tabs for display or navigation purposes.
  • Get Apex log bodyReturn the raw text body of one Salesforce Apex debug log.
  • Get API resources by versionTool to discover available REST API resources for a specified Salesforce API version. Use when you need to find available endpoints and their URIs for a specific API version.
  • Get an appTool to get metadata about a specific Salesforce app by ID. Use when you need to retrieve app configuration details and navigation items for a particular application.
  • Get appsTool to get metadata for all apps a user has access to. Use when you need to list available Salesforce applications or check app navigation items. Metadata for the selected app includes tabs on the ap
  • Get Chatter resourcesTool to access Chatter resources directory. Use when you need to discover available Chatter feeds, groups, users, email digest controls, emojis, extensions, or streams.
  • Get child recordsTool to get child records for a specified parent record and child relationship name. Use when you need to retrieve related records from a parent-child relationship in Salesforce, such as getting all C
  • Get Compact LayoutsTool to retrieve compact layout information for multiple Salesforce objects. Use when you need to display object data in compact form for Lightning Experience, mobile apps, or custom interfaces.
  • Get consent preferencesTool to check consent preferences for a SINGLE action (e.g. email, track, fax, phone, solicit, shouldForget) across one or more records (Contact, Lead, User, Person Account, or Individual). Returns a
  • Retrieve specific contact by idRetrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.
  • Get dashboardGets detailed metadata for a specific dashboard including its components, layout, and filters.
  • Get file informationTool to retrieve comprehensive metadata and information about a specified file in Salesforce. Use when you need detailed file information including ownership, sharing settings, download URLs, and rend
  • Get file sharesReturns information about the objects with which the specified file has been shared. Use when you need to understand who has access to a specific file in Salesforce.
  • Get folder sharesLists the explicit access entries for a report or dashboard folder.
  • Get global actionsTool to retrieve actions displayed in the Salesforce Global Actions menu with metadata. Use when you need to discover available global actions, quick actions, or custom buttons in the UI.
  • Get job failed record resultsTool to retrieve failed records from a Salesforce Bulk API 2.0 ingest job. Use when you need to get records that failed during a bulk operation, including error messages and original data.
  • Get job successful record resultsTool to retrieve successfully processed records from a Salesforce Bulk API 2.0 ingest job. Use when you need to get records that were successfully created or updated during a bulk operation.
  • Get job unprocessed record resultsTool to retrieve unprocessed records from a Salesforce Bulk API 2.0 ingest job. Use when you need to get records that were not processed during a bulk operation, typically due to job abortion or inter
  • Get last selected appRetrieves the app the current user last selected or the app the user sees by default. Use when you need to determine which application the user is currently working in or should be using.
  • Get List View Header ActionsTool to retrieve header actions on list views. Use when you need to get available actions, buttons, and quick actions displayed on a specific list view header in Salesforce.
  • Get list view metadataReturns list view metadata by object and list view API name. Use when you need to retrieve complete metadata information for a specific list view, including display columns, filters, sort order, permi
  • Get list view records by IDReturns record data for a list view by its ID. Use when you need to retrieve records from a specific Salesforce list view.
  • Get list view records by API nameRetrieves paginated record data for a specified list view using the object and list view API names. Use when you need to fetch records that match a specific list view's filters and sorting criteria. R
  • Get list view resultsRetrieves the results of a list view for a specified sObject. Returns column definitions and record data with a 2,000 record limit per response.
  • Get lookup field suggestionsTool to retrieve lookup field suggestions for editing lookup fields with search filtering. Use when searching for records to populate a lookup field, supporting typeahead, recent, and full-text search
  • Get lookup field suggestions with POSTTool to get lookup field suggestions with POST request. Use when editing lookup fields with dependent lookup filtering or when you need to pass source record context in the request body.
  • Get noteRetrieves a specific note by ID from Salesforce, returning all available fields. Notes with IsPrivate=true require the integration user to have sufficient permissions; inaccessible private notes will
  • Get list views for an objectReturns a collection of list views associated with a Salesforce object. Use when you need to discover available list views for an object like Account, Contact, or Opportunity.
  • Get photo actionsTool to retrieve available photo actions for Salesforce pages. Use when you need to get photo management actions for user or group pages. Currently, only group and user pages support photo actions.
  • Get Values for All Picklist FieldsTool to get values for all picklist fields of a record type, including dependent picklists. Use when you need to retrieve available picklist options for a specific object and record type, especially f
  • Get job info queryTool to retrieve information about a Salesforce Bulk API v2 query job. Use when you need to check the status and details of a query job.
  • Get job query resultRetrieves results for a completed Bulk API v2 query job in CSV format. Supports pagination for large datasets via maxRecords and locator parameters.
  • Get quick actionsTool to retrieve global and object-specific quick actions from Salesforce. Use when you need to list all available quick actions in the organization.
  • Get record count for objectsTool to retrieve total record counts for specified Salesforce objects. Use when you need to check storage usage or understand data volume for specific sObjects.
  • Get record edit page actionsTool to get available actions on record edit pages. Use when you need to retrieve metadata about actions (standard actions, custom actions, quick actions, productivity actions) displayed on the record
  • Get related list actionsTool to get actions on related lists for record detail pages. Use when you need to retrieve metadata about all available actions (standard buttons, quick actions, custom buttons, and productivity acti
  • Get related list records with request bodyTool to retrieve related list records with request body parameters for filtering and pagination. Use when you need to get records from a related list associated with a parent record with complex query
  • Get report instance resultsGets the results of a report instance created by running a report. Poll `attributes.status` until it equals 'Success' before parsing results. Response data is nested under `factMap` and `reportExtende
  • Get search result layoutsRetrieves search result layout information for specified sObjects. Use when you need to understand which fields are displayed in search results for objects.
  • Search suggested queriesReturns a list of suggested searches based on the user's query string. Use when you want to help users discover relevant search terms before performing a search.
  • Get sObject by external IDTool to retrieve a Salesforce record by matching an external ID field value. Use when you need to find a record using a custom external identifier instead of the Salesforce ID. The field specified mus
  • Get multiple sObject recordsTool to retrieve multiple records of the same sObject type in a single API call. Use when you need to fetch up to 200 records by their IDs. Returns an array of sObjects with the specified fields.
  • Get sObject list view informationTool to retrieve basic information about a specific list view for an sObject. Use when you need to get list view metadata including its ID, label, developer name, and URLs for accessing results and de
  • Get list views for sObjectTool to retrieve list views for a specified sObject. Use when you need to discover available filtered views of records for objects like Account, Contact, Lead, or Opportunity.
  • Get PlatformAction SObject metadataRetrieves metadata description of PlatformAction SObject. Use when you need to understand the structure and fields of PlatformAction for querying UI actions.
  • Get sObject Quick Action Default Values by IDRetrieves default field values for a quick action in a specific record context. Use when you need to pre-populate fields when creating related records through quick actions.
  • Get sObject Quick Action Default ValuesRetrieves default field values for a specific quick action on an sObject. Use when you need to understand what fields will be automatically populated when executing the quick action.
  • Get sObject record by IDTool to retrieve a single Salesforce record by ID from any sObject type. Use when you need to get detailed information about a specific record.
  • Get records using sObject relationshipsRetrieves records by traversing sObject relationships using friendly URLs. Use when you need to get related records through a relationship field (e.g., all Contacts for an Account).
  • Get layouts for object with record typeTool to retrieve layout metadata for a specific record type on an object. Use when you need detailed information about page layouts, field positioning, sections, quick actions, related lists, and butt
  • Get approval layouts for objectRetrieves approval layouts for a specified Salesforce object. Use when you need to understand which fields are displayed in approval pages or to dynamically build approval interfaces.
  • Get updated sObject recordsTool to retrieve a list of sObject records that have been updated within a given timeframe. Use when you need to synchronize records or track changes to specific sObject types over a time period.
  • Get support knowledgeRetrieves the root of the Support Knowledge REST API. Use when you need to access knowledge articles and data category information.
  • Get directory of supported objectsTool to get a Salesforce org's active theme and directory of supported objects. Use when you need to discover available objects that are supported by the User Interface API, including their CRUD permi
  • Get support knowledge articlesRetrieves user's visible knowledge articles and data categories from Salesforce Knowledge. Use when you need to access published, draft, or archived articles based on user permissions.
  • Get themeTool to get icons and colors for Salesforce UI themes. Use when you need to retrieve theme information for objects in the organization.
  • Get Tooling FlexiPageRetrieve one FlexiPage metadata record by its Tooling API ID.
  • Get Tooling API recordRetrieve one complete Tooling API metadata record by object name and ID.
  • Get lookup field actionsTool to get lookup field actions for a Salesforce object. Use when you need to retrieve available actions for lookup fields on a specific object type (e.g., Account, Contact).
  • Get MRU List View ActionsTool to retrieve header actions available on the MRU (Most Recently Used) list view for a specified Salesforce object. Use when you need to get available actions, buttons, and quick actions for an obj
  • Get related list actionsTool to get available actions on related lists for a record detail page. Use when you need to retrieve metadata about actions (standard actions, custom actions, quick actions, productivity actions) di
  • Get Personalized Navigation ItemsTool to get personalized navigation items for a specific Salesforce app. Use when you need to retrieve the navigation tabs that a user has access to within an application.
  • Get Account AllAccounts list view metadataRetrieves list view metadata for the Account AllAccounts view using Salesforce UI API. Use when you need to understand the structure, columns, filters, and sorting of the standard AllAccounts list vie
  • Get List View MetadataTool to get list view metadata from Salesforce UI API. Use when you need to retrieve configuration details for a list view including columns, filters, sorting, and permissions.
  • Get Account SearchResult list view metadataRetrieves list view metadata for the Account __SearchResult view using Salesforce UI API. Use when you need to understand the structure, columns, filters, and sorting of search results for Accounts.
  • Get List Views for ObjectTool to get list views for a Salesforce object. Use when you need to retrieve available list views with options to filter by recent usage and search.
  • Get record UI data and metadataTool to retrieve layout, field metadata, and record data in a single response. Use when you need comprehensive information including UI layout configuration, object metadata, and actual record values
  • Get related list user preferencesTool to retrieve user preferences for a specific related list on an object. Use when you need to get display settings, column widths, or sort preferences for related lists in Salesforce UI.
  • Get user infoRetrieves information about the current user or a specific user in Salesforce.
  • Get custom actions headersTool to return HTTP headers for custom invocable actions without response body. Use when you need to check resource availability and metadata before executing full requests or to validate resource sta
  • Get standard actions headersTool to return HTTP headers for standard invocable actions metadata without response body. Use when you need to perform efficient cache validation, check for metadata changes, or reduce bandwidth usag
  • Get AppMenu Salesforce1 headersTool to return HTTP headers for AppMenu Salesforce1 mobile navigation items without response body. Use when you need to check resource metadata, validate cache (via ETag or Last-Modified), or test end
  • Get process rules headersTool to return HTTP headers for process rules of an sObject without retrieving the response body. Use when you need to check if process rules exist for an sObject or retrieve metadata like ETag and La
  • Get Quick Actions headersTool to return HTTP headers for Quick Actions resource without response body. Use when you need to inspect metadata before retrieving full Quick Actions content or to validate resource availability.
  • Get quick action default values headers by IDTool to return HTTP headers for sObject quick action default values by context ID without response body. Use when you need to check resource availability, verify cache validation headers (ETag, Last-M
  • Get global publisher layouts headersTool to return HTTP headers for all global publisher layouts without response body. Use when implementing cache validation strategies, efficient resource polling, or checking if layouts have been modi
  • Get sObject quick action headersTool to return HTTP headers for a specific sObject quick action without response body. Use when you need to check ETag or Last-Modified headers before fetching full content or to validate quick action
  • Get User password headersTool to return HTTP headers for User password resource without response body. Use when you need to check user password metadata and expiration status efficiently without retrieving the full response c
  • List accountsLists accounts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results paginate via nextRecordsUrl with up to ~2000 rows per page. REQUEST_LIMIT_EXCEEDED r
  • List Analytics templatesTool to list CRM Analytics templates available in the org. Use when you need to discover available templates for creating Analytics apps.
  • List campaignsLists campaigns from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results returned under `response_data.records`; use `Id` (not `Name`) to identify campaigns
  • List contactsLists contacts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results are returned under `response_data.records`; check `response_data.done` and `response
  • Get custom invocable actionsRetrieves the list of custom actions including Flow actions, Apex actions, and invocable processes. Use when you need to discover available custom invocable actions in your Salesforce organization.
  • List dashboardsLists dashboards with basic metadata including name, ID, and URLs. Note: the Analytics REST API (GET /analytics/dashboards) returns only up to ~200 recently-viewed dashboards, not the org's entire das
  • List email templatesLists available email templates in Salesforce with filtering and search capabilities.
  • List leadsLists leads from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results are paginated; follow nextRecordsUrl in the response to retrieve subsequent pages — the
  • List notesLists notes from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Designed specifically for Note and ContentNote objects.
  • List opportunitiesLists opportunities from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results are paginated up to ~2000 rows per batch; check `done`, `totalSize`, and `nextR
  • List pricebook entriesLists pricebook entries from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Use this to map product names to pricebook entry IDs needed for opportunity line it
  • List pricebooksLists pricebooks from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Use this to map pricebook names to IDs.
  • List reportsLists reports with basic metadata including name, ID, and URLs. Note: the Analytics REST API (GET /analytics/reports) returns only up to ~200 recently-viewed reports, not the org's entire report catal
  • List report typesList report types available to the connected Salesforce user.
  • Get standard invocable actionsRetrieves the list of standard actions that can be statically invoked. Use when you need to discover available standard invocable actions like posting to Chatter, sending email, or sending custom noti
  • Parameterized SearchTool to execute RESTful search using parameters instead of SOSL clause. Use when you need to search across Salesforce objects with simple GET requests (URL parameters) or complex POST requests (JSON b
  • Query All (including deleted)Tool to execute SOQL queries including soft-deleted and archived records. Use when you need to query records that have been deleted via merge or delete operations, or when accessing archived Task and
  • Query more (next page of SOQL results)Retrieve the next page of SOQL results using a query locator (GET /query/{queryLocator}). SOQL queries return at most ~2000 rows per response plus a nextRecordsUrl when more remain; this action follow
  • Retrieve lead by idRetrieves details for a Salesforce Lead by its ID; the specified Lead ID must exist in Salesforce.
  • Retrieve opportunities dataRetrieves all available Opportunity records, representing potential revenue-generating deals, from Salesforce.
  • Search accountsSearch for Salesforce accounts using criteria like name, industry, type, location, or contact information. Always provide at least one filter parameter; omitting all filters returns a broad, slow list
  • Search campaignsSearch for Salesforce campaigns using multiple criteria like name, type, status, date range, or active status. Requires access to the Campaign object (Marketing User feature must be enabled in the org
  • Search contactsSearch Salesforce Contact records (not Leads — use SALESFORCE_SEARCH_LEADS for those) using name, email, phone, account, or title. All parameters support partial/fuzzy matching, so results may include
  • Search suggested article title matchesSearch for Salesforce Knowledge articles with titles matching the search query. Returns auto-suggest results for Knowledge articles based on title matches.
  • Search leadsSearch for Salesforce leads using criteria like name, email, phone, company, title, status, or lead source. At least one search criterion should be provided — omitting all parameters results in a broa
  • Search notesSearch for Salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date. Provide at least one filter criterion — omitting all filters returns a broad, slow
  • Search opportunitiesSearch for Salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status. Apply at least one filter to avoid broad result sets. Partial-match searches may r
  • Search tasksSearch for Salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates. Always provide at least one filter criterion — no filters produces broad,
  • Get user password expiration statusTool to check whether a Salesforce user's password has expired. Use when you need to verify password expiration status for a specific user.
  • Execute Tooling API queryTool to execute SOQL queries against Salesforce Tooling API metadata objects. Use when you need to query metadata components like ApexClass, ApexTrigger, ValidationRule, WorkflowRule, FieldDefinition,

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 76 actions.

  • Create accountCreates a new account in Salesforce with the specified information. Returns the created Account's ID at `data.response_data.id`.
  • Create campaignCreates a new campaign in Salesforce. Only `name` is universally required, but org-level validation rules commonly enforce `type`, `status`, `start_date`, and `end_date` as well — omitting them may ca
  • Create contactCreates a new contact in Salesforce with the specified information. Writes to live CRM data — obtain explicit user confirmation before executing. Failures may reflect org-specific validation rules, pe
  • Create custom fieldTool to create a custom field on a Salesforce object using the Tooling API. Use when you need to add a new field (Text, Number, Checkbox, Date, Picklist, Lookup, etc.) to any standard or custom object
  • Create custom objectTool to create a custom object in Salesforce using the Metadata API. Use when you need to dynamically create new object types (tables) in Salesforce with custom fields and configurations.
  • Create leadCreates a new lead in Salesforce. `LastName` and `Company` are required. Org-level validation rules (e.g., email format, custom required fields) may reject requests beyond these; inspect the error res
  • Create opportunityCreates a new opportunity in Salesforce with the specified information.
  • Create SObject recordTool to create a new Salesforce SObject record. Use when you need to create any type of standard or custom Salesforce object record by specifying the object type and field values.
  • Create Tooling FlowCreate a Salesforce Flow version through the Tooling API.
  • Create validation ruleCreate an active or inactive Salesforce validation rule through Tooling API.
  • Delete accountPermanently deletes an account from Salesforce. This action cannot be undone.
  • Delete campaignPermanently deletes a campaign from Salesforce. This action cannot be undone.
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  • Delete contactPermanently deletes a contact from Salesforce. This action cannot be undone. Associated records (activities, opportunities) lose the contact reference upon deletion — ensure related data is migrated o
  • Delete fileTool to permanently delete a file from Salesforce. Use when you need to remove a file and its content. This operation cannot be undone.
  • Delete leadPermanently deletes a lead from Salesforce. This action cannot be undone.
  • Delete opportunityPermanently deletes an opportunity from Salesforce. This action cannot be undone.
  • Execute SOSL searchExecute a SOSL search to search across multiple Salesforce objects. Use when you need to search for text across multiple object types simultaneously.
  • Execute Tooling compositeExecute up to 25 mixed GET, POST, PUT, PATCH, or DELETE Tooling API requests, including at most five queries. The optional all-or-none setting rolls back supported changes when a subrequest fails.
  • Upsert records using external IDTool to upsert up to 200 records using external ID field matching. Use when you need to create or update multiple records efficiently in a single API call based on an external ID field.
  • Execute Composite GraphTool to execute multiple related REST API requests in a single transactional call with up to 500 subrequests per graph. Use when you need to perform multiple Salesforce operations atomically where all
  • Create records using sObject CollectionsTool to create up to 200 records in one request using sObject Collections. Use when you need to create multiple records of potentially different sObject types efficiently in a single API call.
  • Run SOQL queryExecutes a SOQL query against Salesforce data. Returns records matching the query with pagination support.
  • Run tests synchronouslyRun methods from one Apex or automated flow test class synchronously. Select Apex tests by class ID or name; select flow tests by name.
  • Update accountUpdates an existing account in Salesforce with the specified changes. Only provided fields will be updated.
  • Update campaignUpdates an existing campaign in Salesforce with the specified changes. Only provided fields will be updated.
  • Update contactUpdates an existing contact in Salesforce with the specified changes. Only provided fields will be updated. Returns HTTP 204 with no body on success; use SALESFORCE_GET_CONTACT to verify applied chang
  • Update leadUpdates an existing lead in Salesforce with the specified changes. Only provided fields will be updated.
  • Update opportunityUpdates an existing opportunity in Salesforce with the specified changes. Only provided fields will be updated. Returns HTTP 204 with empty body on success; call SALESFORCE_GET_OPPORTUNITY afterward t
  • Upload file to Salesforce FilesUpload a file to Salesforce Files home via the Connect REST API. Use when you need to attach files to records or store them in a user's personal library. File size limit: 50 MB per request.
  • Add contact to campaignAdds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.
  • Add lead to campaignAdds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — na
  • Add product to opportunityAdds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.
  • Apply lead assignment rulesApplies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updat
  • Associate contact to accountAssociates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, u
  • Clone opportunity with productsClones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.
  • Clone recordCreates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record. Optionally apply field updates to the clone.
  • Clone reportCreates a persisted copy of an existing Salesforce report under a new name.
  • Close or abort a jobTool to close or abort a Salesforce Bulk API v2 ingest job. Use when you need to finalize job processing by closing (state: UploadComplete) or cancel a job by aborting (state: Aborted). This is requir
  • Complete taskMarks a task as completed with optional completion notes. This is a convenience action that updates the task status to 'Completed'.
  • Create a recordTool to create a Salesforce record using the UI API. Use when you need to create any type of Salesforce record with layout metadata and formatted field values.
  • Create bulk ingest jobCreate a Bulk API 2.0 ingest job (POST /jobs/ingest). Returns a job in the 'Open' state with an id and contentUrl. This is the first step of a bulk load: create the job here, upload CSV data to it (up
  • Create bulk query jobCreate a Bulk API 2.0 query job (POST /jobs/query) for a SOQL query over a large result set. Returns a job with an id; poll get_job_info_query until state is 'JobComplete', then retrieve CSV results w
  • Create noteCreates a new note attached to a Salesforce record with the specified title and content. Does not deduplicate — identical calls create duplicate notes. High-volume creation can trigger REQUEST_LIMIT_E
  • Create sObject treeTool to create one or more sObject trees with root records of the specified type. Use when creating nested parent-child record hierarchies in a single atomic operation (e.g., Account with Contacts and
  • Create taskCreates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records. Ensure who_id, what_id, and owner_id reference existing records before callin
  • Delete job queryTool to delete a Salesforce Bulk API v2 query job. Use when you need to permanently remove a job and its associated data. Only the user who created the job can delete it, and the job must be in a comp
  • Delete notePermanently deletes a note from Salesforce. This action cannot be undone.
  • Delete sObject recordTool to delete a single Salesforce record by its ID. Use when you need to permanently remove a specific record from Salesforce. This operation is idempotent - deleting the same record multiple times r
  • Delete multiple records (SObject Collections)Tool to delete up to 200 records in one request with optional rollback. Use when you need to delete multiple records efficiently, reducing API calls.
  • Execute global quick actionExecute a global (non-object-specific) quick action (POST /quickActions/{actionName}). The 'Get quick actions' action lists the available global quick actions, but only object-scoped quick actions cou
  • Execute invocable actionInvoke any standard or custom invocable action by name (POST /actions/standard/{name} or /actions/custom/{name}). The 'Get standard/custom invocable actions' actions enumerate the available actions (i
  • Execute sObject Quick ActionTool to execute a specific quick action on an sObject to create records with pre-configured defaults. Use when you need to leverage Salesforce Quick Actions to streamline record creation with field ma
  • Log callLogs a completed phone call as a task in Salesforce with call-specific details like duration, type, and disposition.
  • Log email activityCreates an EmailMessage record to log email activity in Salesforce, associating it with related records. Requires EmailMessage insert permissions enabled at the org level; some orgs block this entirel
  • Mass transfer ownershipTransfers ownership of multiple records to a new owner in a single operation using Salesforce's composite API for better performance. Operation has no rollback; all provided records are reassigned imm
  • Parameterized SearchTool to execute parameterized search across Salesforce objects with advanced filtering. Use when you need to search for records using specific search terms with fine-grained control over which objects
  • Remove from campaignRemoves a lead or contact from a campaign by deleting the CampaignMember record. Provide either the member_id (lead/contact ID) or the specific campaign_member_id.
  • Run reportRuns a report synchronously (GET /analytics/reports/{id}?includeDetails=true) and returns the results in one call. This does NOT create an asynchronous report instance — for that, use the async run re
  • Run report asyncRun a Salesforce report asynchronously (POST /analytics/reports/{id}/instances). Returns an instance id and status; the report runs in the background. Retrieve results later with get_report_instance u
  • Save reportCreate a saved report, or update selected fields when report_id is provided.
  • Send emailSends an email through Salesforce with options for recipients, attachments, and activity logging. Can partially succeed — check per-recipient success/failure status rather than treating the call as al
  • Send email from templateSends an email using a predefined Salesforce email template with merge field support.
  • Send mass emailSends an email to each recipient immediately and irreversibly, using a template or custom subject/body (requires either a valid template_id or both subject and body). Recipients are processed in batch
  • Set user passwordSet or reset a Salesforce user's password. Provide new_password to set a specific value (silent). Omit new_password to RESET: this is destructive — it invalidates the user's current password and email
  • Update sObject recordTool to update specific fields in an existing Salesforce sObject record. Use when you need to modify one or more fields in a record without affecting other fields.
  • Update custom field metadataUpdate the Metadata representation of one CustomField Tooling record.
  • Update dashboardSaves metadata changes to an existing Salesforce dashboard.
  • Update a favoriteTool to update a favorite's properties in Salesforce UI API. Use when you need to reorder favorites or modify their display properties.
  • Update list view preferencesTool to update user preferences for a Salesforce list view including column widths, text wrapping, and display order. Use when you need to customize how columns appear in a list view.
  • Update noteUpdates an existing note in Salesforce with the specified changes. Only provided fields will be updated.
  • Update a recordTool to update a record's data in Salesforce via UI API. Use when you need to modify field values on an existing record. Salesforce validation rules are enforced. Pass If-Unmodified-Since header to pr
  • Update Related List PreferencesTool to update user preferences for a specific related list on an object in Salesforce. Use when customizing display settings such as column widths, text wrapping, column ordering, and sorting prefere
  • Update sObject collectionUpdate up to 200 Salesforce records by ID in one request.
  • Update taskUpdates an existing task in Salesforce with new information. Only provided fields will be updated.
  • Upload job dataTool to upload CSV data to a Salesforce Bulk API v2 ingest job. Use after creating a job and before closing it. Only ONE upload is allowed per job - multiple uploads will fail. After upload, close the
  • Upsert sObject by External IDTool to upsert records using sObject Rows by External ID. Use when you need to create or update a Salesforce record based on an external ID field value - creates a new record if the external ID doesn'

Changes wait in Needs you

Changes and sends in Salesforce are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Salesforce questions

Can an agent change data in Salesforce on its own?

Not by default. Changes and sends in Salesforce are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Salesforce?

This connector lists 123 read actions. Reads run at once, without waiting for approval.

How does Salesforce connect?

It connects with OAuth 2.0 or Server-to-server OAuth. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

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