Salesforce
Interact with Salesforce CRM
Configuration
Get Accounts
Operation
Get Accounts
Salesforce Account*
Select Salesforce account
Fields to Return
Comma-separated fields
Limit
Max results (default: 100)
Order By
Field and direction (e.g., "Name ASC")
Get Accounts (
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 |
Create Account
Operation
Create Account
Salesforce Account*
Select Salesforce account
Name
Name
Type
Type
Industry
Industry
Phone
Phone
Website
Website
Description
Description
Create Account (
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 |
Update Account
Operation
Update Account
Salesforce Account*
Select Salesforce account
Account ID
Salesforce Account ID
Name
Name
Type
Type
Industry
Industry
Phone
Phone
Website
Website
Description
Description
Update Account (
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 |
Delete Account
Operation
Delete Account
Salesforce Account*
Select Salesforce account
Account ID
Salesforce Account ID
Delete Account (
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 |
Get Contacts
Operation
Get Contacts
Salesforce Account*
Select Salesforce account
Fields to Return
Comma-separated fields
Limit
Max results (default: 100)
Order By
Field and direction (e.g., "Name ASC")
Contact ID
Contact ID
Get Contacts (
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 |
Create Contact
Operation
Create Contact
Salesforce Account*
Select Salesforce account
Account ID
Salesforce Account ID
Phone
Phone
Last Name
Last name
First Name
First name
Email
Email
Job Title
Job title
Description
Description
Create Contact (
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 |
Update Contact
Operation
Update Contact
Salesforce Account*
Select Salesforce account
Account ID
Salesforce Account ID
Phone
Phone
Contact ID
Contact ID
Last Name
Last name
First Name
First name
Email
Email
Job Title
Job title
Description
Description
Update Contact (
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 |
Delete Contact
Operation
Delete Contact
Salesforce Account*
Select Salesforce account
Contact ID
Contact ID
Delete Contact (
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 |
Get Leads
Operation
Get Leads
Salesforce Account*
Select Salesforce account
Fields to Return
Comma-separated fields
Limit
Max results (default: 100)
Order By
Field and direction (e.g., "Name ASC")
Lead ID
Lead ID
Get Leads (
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 |
Create Lead
Operation
Create Lead
Salesforce Account*
Select Salesforce account
Phone
Phone
Last Name
Last name
First Name
First name
Email
Email
Job Title
Job title
Company
Company name
Status
Status
Lead Source
Lead source
Description
Description
Create Lead (
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 | |
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 |
Update Lead
Operation
Update Lead
Salesforce Account*
Select Salesforce account
Phone
Phone
Last Name
Last name
First Name
First name
Email
Email
Job Title
Job title
Lead ID
Lead ID
Company
Company name
Status
Status
Lead Source
Lead source
Description
Description
Update 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 | |
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 |
Delete Lead
Operation
Delete Lead
Salesforce Account*
Select Salesforce account
Lead ID
Lead ID
Delete 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 |
Get Opportunities
Operation
Get Opportunities
Salesforce Account*
Select Salesforce account
Fields to Return
Comma-separated fields
Limit
Max results (default: 100)
Order By
Field and direction (e.g., "Name ASC")
Opportunity ID
Opportunity ID
Get Opportunities (
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 |
Create Opportunity
Operation
Create Opportunity
Salesforce Account*
Select Salesforce account
Name
Name
Stage Name
Stage name
Close Date*
YYYY-MM-DD (required for create)
Amount
Deal amount
Probability
Win probability (0-100)
Description
Description
Create Opportunity (
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 |
Update Opportunity
Operation
Update Opportunity
Salesforce Account*
Select Salesforce account
Name
Name
Opportunity ID
Opportunity ID
Stage Name
Stage name
Close Date*
YYYY-MM-DD (required for create)
Amount
Deal amount
Probability
Win probability (0-100)
Description
Description
Update 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 |
Delete Opportunity
Operation
Delete Opportunity
Salesforce Account*
Select Salesforce account
Opportunity ID
Opportunity ID
Delete 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 |
Get Cases
Operation
Get Cases
Salesforce Account*
Select Salesforce account
Fields to Return
Comma-separated fields
Limit
Max results (default: 100)
Order By
Field and direction (e.g., "Name ASC")
Case ID
Case ID
Get Cases (
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 |
Create Case
Operation
Create Case
Salesforce Account*
Select Salesforce account
Account ID
Salesforce Account ID
Contact ID
Contact ID
Status
Status
Subject
Subject
Priority
Priority
Origin
Origin (e.g., Phone, Email, Web)
Description
Description
Create Case (
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 |
Update Case
Operation
Update Case
Salesforce Account*
Select Salesforce account
Status
Status
Case ID
Case ID
Subject
Subject
Priority
Priority
Description
Description
Update 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 |
Delete Case
Operation
Delete Case
Salesforce Account*
Select Salesforce account
Case ID
Case ID
Delete 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 |
Get Tasks
Operation
Get Tasks
Salesforce Account*
Select Salesforce account
Fields to Return
Comma-separated fields
Limit
Max results (default: 100)
Order By
Field and direction (e.g., "Name ASC")
Task ID
Task ID
Get Tasks (
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 |
Create Task
Operation
Create Task
Salesforce Account*
Select Salesforce account
Status
Status
Subject
Subject
Priority
Priority
Due Date
YYYY-MM-DD
Related Contact/Lead ID
Contact or Lead ID
Related Account/Opportunity ID
Account or Opportunity ID
Description
Description
Create Task (
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 |
Update Task
Operation
Update Task
Salesforce Account*
Select Salesforce account
Status
Status
Subject
Subject
Priority
Priority
Task ID
Task ID
Due Date
YYYY-MM-DD
Description
Description
Update 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 |
Delete Task
Operation
Delete Task
Salesforce Account*
Select Salesforce account
Task ID
Task ID
Delete 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 |
List Reports
Operation
List Reports
Salesforce Account*
Select Salesforce account
Folder Name
Filter by folder name
Search Term
Search reports by name
List Reports (
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 |
Get Report
Operation
Get Report
Salesforce Account*
Select Salesforce account
Report ID*
Report ID
Get Report (
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 |
Run Report
Operation
Run Report
Salesforce Account*
Select Salesforce account
Report ID*
Report ID
Include Details
Include detail rows (true/false)
Report Filters
JSON array of report filters
Run Report (
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 |
List Report Types
Operation
List Report Types
Salesforce Account*
Select Salesforce account
List Report Types (
salesforce_list_report_types)Get a list of available report types
Input
This operation has no direct parameters.
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Success status |
output | object | Report types data |
List Dashboards
Operation
List Dashboards
Salesforce Account*
Select Salesforce account
Folder Name
Filter by folder name
List Dashboards (
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 |
Get Dashboard
Operation
Get Dashboard
Salesforce Account*
Select Salesforce account
Dashboard ID*
Dashboard ID
Get Dashboard (
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 |
Refresh Dashboard
Operation
Refresh Dashboard
Salesforce Account*
Select Salesforce account
Dashboard ID*
Dashboard ID
Refresh Dashboard (
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 |
Run SOQL Query
Operation
Run SOQL Query
Salesforce Account*
Select Salesforce account
SOQL Query*
SELECT Id, Name FROM Account LIMIT 10
Run SOQL Query (
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 |
Get More Query Results
Operation
Get More Query Results
Salesforce Account*
Select Salesforce account
Next Records URL*
URL from previous query response
Get More 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 |
Describe Object
Operation
Describe Object
Salesforce Account*
Select Salesforce account
Object Name*
API name (e.g., Account, Lead, Custom_Object__c)
Describe Object (
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 |
List Objects
Operation
List Objects
Salesforce Account*
Select Salesforce account
List Objects (
salesforce_list_objects)Get a list of all available Salesforce objects
Input
This operation has no direct parameters.
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Success status |
output | object | Objects list |
Usage Instructions
Integrate Salesforce into your workflow. Manage accounts, contacts, leads, opportunities, cases, and tasks with powerful automation capabilities.
Notes
- Category:
tools - Type:
salesforce