Salesforce

Usage Instructions

Integrate Salesforce into your workflow. Manage accounts, contacts, leads, opportunities, cases, and tasks with powerful automation capabilities.

Tools

`salesforce_get_accounts`

Retrieve accounts from Salesforce CRM

Input

Parameter	Type	Required	Description
`limit`	string	No	Number of results to return (default: 100, max: 2000)
`fields`	string	No	Comma-separated list of fields to return (e.g., "Id,Name,Industry,Phone")
`orderBy`	string	No	Field to order by (e.g., "Name ASC" or "CreatedDate DESC")

Output

Parameter	Type	Description
`success`	boolean	Operation success status
`output`	object	Accounts data

`salesforce_create_account`

Create a new account in Salesforce CRM

Input

Parameter	Type	Required	Description
`name`	string	Yes	Account name (required)
`type`	string	No	Account type (e.g., Customer, Partner, Prospect)
`industry`	string	No	Industry (e.g., Technology, Healthcare, Finance)
`phone`	string	No	Phone number
`website`	string	No	Website URL
`billingStreet`	string	No	Billing street address
`billingCity`	string	No	Billing city
`billingState`	string	No	Billing state/province
`billingPostalCode`	string	No	Billing postal code
`billingCountry`	string	No	Billing country
`description`	string	No	Account description
`annualRevenue`	string	No	Annual revenue (number)
`numberOfEmployees`	string	No	Number of employees (number)

Output

Parameter	Type	Description
`success`	boolean	Operation success status
`output`	object	Created account data

`salesforce_update_account`

Update an existing account in Salesforce CRM

Input

Parameter	Type	Required	Description
`accountId`	string	Yes	Account ID to update (required)
`name`	string	No	Account name
`type`	string	No	Account type
`industry`	string	No	Industry
`phone`	string	No	Phone number
`website`	string	No	Website URL
`billingStreet`	string	No	Billing street address
`billingCity`	string	No	Billing city
`billingState`	string	No	Billing state/province
`billingPostalCode`	string	No	Billing postal code
`billingCountry`	string	No	Billing country
`description`	string	No	Account description
`annualRevenue`	string	No	Annual revenue (number)
`numberOfEmployees`	string	No	Number of employees (number)

Output

Parameter	Type	Description
`success`	boolean	Operation success status
`output`	object	Updated account data

`salesforce_delete_account`

Delete an account from Salesforce CRM

Input

Parameter	Type	Required	Description
`accountId`	string	Yes	Account ID to delete (required)

Output

Parameter	Type	Description
`success`	boolean	Operation success status
`output`	object	Deleted account data

`salesforce_get_contacts`

Get contact(s) from Salesforce - single contact if ID provided, or list if not

Input

Parameter	Type	Required	Description
`contactId`	string	No	Contact ID (if provided, returns single contact)
`limit`	string	No	Number of results (default: 100, max: 2000). Only for list query.
`fields`	string	No	Comma-separated fields (e.g., "Id,FirstName,LastName,Email,Phone")
`orderBy`	string	No	Order by field (e.g., "LastName ASC"). Only for list query.

Output

Parameter	Type	Description
`success`	boolean	Operation success status
`output`	object	Contact(s) data

`salesforce_create_contact`

Create a new contact in Salesforce CRM

Input

Parameter	Type	Required	Description
`lastName`	string	Yes	Last name (required)
`firstName`	string	No	First name
`email`	string	No	Email address
`phone`	string	No	Phone number
`accountId`	string	No	Account ID to associate contact with
`title`	string	No	Job title
`department`	string	No	Department
`mailingStreet`	string	No	Mailing street
`mailingCity`	string	No	Mailing city
`mailingState`	string	No	Mailing state
`mailingPostalCode`	string	No	Mailing postal code
`mailingCountry`	string	No	Mailing country
`description`	string	No	Contact description

Output

Parameter	Type	Description
`success`	boolean	Operation success status
`output`	object	Created contact data

`salesforce_update_contact`

Update an existing contact in Salesforce CRM

Input

Parameter	Type	Required	Description
`contactId`	string	Yes	Contact ID to update (required)
`lastName`	string	No	Last name
`firstName`	string	No	First name
`email`	string	No	Email address
`phone`	string	No	Phone number
`accountId`	string	No	Account ID to associate with
`title`	string	No	Job title
`department`	string	No	Department
`mailingStreet`	string	No	Mailing street
`mailingCity`	string	No	Mailing city
`mailingState`	string	No	Mailing state
`mailingPostalCode`	string	No	Mailing postal code
`mailingCountry`	string	No	Mailing country
`description`	string	No	Description

Output

Parameter	Type	Description
`success`	boolean	Operation success status
`output`	object	Updated contact data

`salesforce_delete_contact`

Delete a contact from Salesforce CRM

Input

Parameter	Type	Required	Description
`contactId`	string	Yes	Contact ID to delete (required)

Output

Parameter	Type	Description
`success`	boolean	Operation success status
`output`	object	Deleted contact data

`salesforce_get_leads`

Get lead(s) from Salesforce

Input

Parameter	Type	Required	Description
`leadId`	string	No	Lead ID (optional)
`limit`	string	No	Max results (default: 100)
`fields`	string	No	Comma-separated fields
`orderBy`	string	No	Order by field

Output

Parameter	Type	Description
`success`	boolean	Success status
`output`	object	Lead data

`salesforce_create_lead`

Create a new lead

Input

Parameter	Type	Required	Description
`lastName`	string	Yes	Last name (required)
`company`	string	Yes	Company (required)
`firstName`	string	No	First name
`email`	string	No	Email
`phone`	string	No	Phone
`status`	string	No	Lead status
`leadSource`	string	No	Lead source
`title`	string	No	Title
`description`	string	No	Description

Output

Parameter	Type	Description
`success`	boolean	Success
`output`	object	Created lead

`salesforce_update_lead`

Update an existing lead

Input

Parameter	Type	Required	Description
`leadId`	string	Yes	Lead ID (required)
`lastName`	string	No	Last name
`company`	string	No	Company
`firstName`	string	No	First name
`email`	string	No	Email
`phone`	string	No	Phone
`status`	string	No	Lead status
`leadSource`	string	No	Lead source
`title`	string	No	Title
`description`	string	No	Description

Output

Parameter	Type	Description
`success`	boolean	Success
`output`	object	Updated lead

`salesforce_delete_lead`

Delete a lead

Input

Parameter	Type	Required	Description
`leadId`	string	Yes	Lead ID (required)

Output

Parameter	Type	Description
`success`	boolean	Success
`output`	object	Deleted lead

`salesforce_get_opportunities`

Get opportunity(ies) from Salesforce

Input

Parameter	Type	Required	Description
`opportunityId`	string	No	Opportunity ID (optional)
`limit`	string	No	Max results (default: 100)
`fields`	string	No	Comma-separated fields
`orderBy`	string	No	Order by field

Output

Parameter	Type	Description
`success`	boolean	Success
`output`	object	Opportunity data

`salesforce_create_opportunity`

Create a new opportunity

Input

Parameter	Type	Required	Description
`name`	string	Yes	Opportunity name (required)
`stageName`	string	Yes	Stage name (required)
`closeDate`	string	Yes	Close date YYYY-MM-DD (required)
`accountId`	string	No	Account ID
`amount`	string	No	Amount (number)
`probability`	string	No	Probability (0-100)
`description`	string	No	Description

Output

Parameter	Type	Description
`success`	boolean	Success
`output`	object	Created opportunity

`salesforce_update_opportunity`

Update an existing opportunity

Input

Parameter	Type	Required	Description
`opportunityId`	string	Yes	Opportunity ID (required)
`name`	string	No	Opportunity name
`stageName`	string	No	Stage name
`closeDate`	string	No	Close date YYYY-MM-DD
`accountId`	string	No	Account ID
`amount`	string	No	Amount
`probability`	string	No	Probability (0-100)
`description`	string	No	Description

Output

Parameter	Type	Description
`success`	boolean	Success
`output`	object	Updated opportunity

`salesforce_delete_opportunity`

Delete an opportunity

Input

Parameter	Type	Required	Description
`opportunityId`	string	Yes	Opportunity ID (required)

Output

Parameter	Type	Description
`success`	boolean	Success
`output`	object	Deleted opportunity

`salesforce_get_cases`

Get case(s) from Salesforce

Input

Parameter	Type	Required	Description
`caseId`	string	No	Case ID (optional)
`limit`	string	No	Max results (default: 100)
`fields`	string	No	Comma-separated fields
`orderBy`	string	No	Order by field

Output

Parameter	Type	Description
`success`	boolean	Success
`output`	object	Case data

`salesforce_create_case`

Create a new case

Input

Parameter	Type	Required	Description
`subject`	string	Yes	Case subject (required)
`status`	string	No	Status (e.g., New, Working, Escalated)
`priority`	string	No	Priority (e.g., Low, Medium, High)
`origin`	string	No	Origin (e.g., Phone, Email, Web)
`contactId`	string	No	Contact ID
`accountId`	string	No	Account ID
`description`	string	No	Description

Output

Parameter	Type	Description
`success`	boolean	Success
`output`	object	Created case

`salesforce_update_case`

Update an existing case

Input

Parameter	Type	Required	Description
`caseId`	string	Yes	Case ID (required)
`subject`	string	No	Case subject
`status`	string	No	Status
`priority`	string	No	Priority
`description`	string	No	Description

Output

Parameter	Type	Description
`success`	boolean	Success
`output`	object	Updated case

`salesforce_delete_case`

Delete a case

Input

Parameter	Type	Required	Description
`caseId`	string	Yes	Case ID (required)

Output

Parameter	Type	Description
`success`	boolean	Success
`output`	object	Deleted case

`salesforce_get_tasks`

Get task(s) from Salesforce

Input

Parameter	Type	Required	Description
`taskId`	string	No	Task ID (optional)
`limit`	string	No	Max results (default: 100)
`fields`	string	No	Comma-separated fields
`orderBy`	string	No	Order by field

Output

Parameter	Type	Description
`success`	boolean	Success
`output`	object	Task data

`salesforce_create_task`

Create a new task

Input

Parameter	Type	Required	Description
`subject`	string	Yes	Task subject (required)
`status`	string	No	Status (e.g., Not Started, In Progress, Completed)
`priority`	string	No	Priority (e.g., Low, Normal, High)
`activityDate`	string	No	Due date YYYY-MM-DD
`whoId`	string	No	Related Contact/Lead ID
`whatId`	string	No	Related Account/Opportunity ID
`description`	string	No	Description

Output

Parameter	Type	Description
`success`	boolean	Success
`output`	object	Created task

`salesforce_update_task`

Update an existing task

Input

Parameter	Type	Required	Description
`taskId`	string	Yes	Task ID (required)
`subject`	string	No	Task subject
`status`	string	No	Status
`priority`	string	No	Priority
`activityDate`	string	No	Due date YYYY-MM-DD
`description`	string	No	Description

Output

Parameter	Type	Description
`success`	boolean	Success
`output`	object	Updated task

`salesforce_delete_task`

Delete a task

Input

Parameter	Type	Required	Description
`taskId`	string	Yes	Task ID (required)

Output

Parameter	Type	Description
`success`	boolean	Success
`output`	object	Deleted task

`salesforce_list_reports`

Get a list of reports accessible by the current user

Input

Parameter	Type	Required	Description
`folderName`	string	No	Filter by folder name
`searchTerm`	string	No	Search term to filter reports by name

Output

Parameter	Type	Description
`success`	boolean	Success status
`output`	object	Reports data

`salesforce_get_report`

Get metadata and describe information for a specific report

Input

Parameter	Type	Required	Description
`reportId`	string	Yes	Report ID (required)

Output

Parameter	Type	Description
`success`	boolean	Success status
`output`	object	Report metadata

`salesforce_run_report`

Execute a report and retrieve the results

Input

Parameter	Type	Required	Description
`reportId`	string	Yes	Report ID (required)
`includeDetails`	string	No	Include detail rows (true/false, default: true)
`filters`	string	No	JSON string of report filters to apply

Output

Parameter	Type	Description
`success`	boolean	Success status
`output`	object	Report results

`salesforce_list_report_types`

Get a list of available report types

Input

Parameter	Type	Required	Description

Output

Parameter	Type	Description
`success`	boolean	Success status
`output`	object	Report types data

`salesforce_list_dashboards`

Get a list of dashboards accessible by the current user

Input

Parameter	Type	Required	Description
`folderName`	string	No	Filter by folder name

Output

Parameter	Type	Description
`success`	boolean	Success status
`output`	object	Dashboards data

`salesforce_get_dashboard`

Get details and results for a specific dashboard

Input

Parameter	Type	Required	Description
`dashboardId`	string	Yes	Dashboard ID (required)

Output

Parameter	Type	Description
`success`	boolean	Success status
`output`	object	Dashboard data

`salesforce_refresh_dashboard`

Refresh a dashboard to get the latest data

Input

Parameter	Type	Required	Description
`dashboardId`	string	Yes	Dashboard ID (required)

Output

Parameter	Type	Description
`success`	boolean	Success status
`output`	object	Refreshed dashboard data

`salesforce_query`

Execute a custom SOQL query to retrieve data from Salesforce

Input

Parameter	Type	Required	Description
`query`	string	Yes	SOQL query to execute (e.g., SELECT Id, Name FROM Account LIMIT 10)

Output

Parameter	Type	Description
`success`	boolean	Success status
`output`	object	Query results

`salesforce_query_more`

Retrieve additional query results using the nextRecordsUrl from a previous query

Input

Parameter	Type	Required	Description
`nextRecordsUrl`	string	Yes	The nextRecordsUrl from a previous query response

Output

Parameter	Type	Description
`success`	boolean	Success status
`output`	object	Query results

`salesforce_describe_object`

Get metadata and field information for a Salesforce object

Input

Parameter	Type	Required	Description
`objectName`	string	Yes	API name of the object (e.g., Account, Contact, Lead, Custom_Object__c)

Output

Parameter	Type	Description
`success`	boolean	Success status
`output`	object	Object metadata

`salesforce_list_objects`

Get a list of all available Salesforce objects

Input

Parameter	Type	Required	Description

Output

Parameter	Type	Description
`success`	boolean	Success status
`output`	object	Objects list

Notes

Category: tools
Type: salesforce

Salesforce

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