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 |
|---|---|---|---|
idToken | string | No | The ID token from Salesforce OAuth (contains instance URL) |
instanceUrl | string | No | The Salesforce instance URL |
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 |
accounts | array | Array of account objects |
paging | object | Pagination information |
metadata | object | Operation metadata |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 | Salesforce operation success |
id | string | Created account ID |
created | boolean | Whether account was created |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 |
id | string | Updated account ID |
updated | boolean | Whether account was updated |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No description |
accountId | string | Yes | Account ID to delete (required) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
id | string | Deleted account ID |
deleted | boolean | Whether account was deleted |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 |
contacts | array | Array of contacts (list query) |
contact | object | Single contact (by ID) |
paging | object | Pagination info (list query) |
metadata | object | Operation metadata |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 | No description |
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 | Salesforce operation success |
id | string | Created contact ID |
created | boolean | Whether contact was created |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 | No description |
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 |
id | string | Updated contact ID |
updated | boolean | Whether contact was updated |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No description |
contactId | string | Yes | Contact ID to delete (required) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
id | string | Deleted contact ID |
deleted | boolean | Whether contact was deleted |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No description |
lastName | string | Yes | Last name (required) |
company | string | Yes | Company (required) |
firstName | string | No | First name |
email | string | No | No description |
phone | string | No | No description |
status | string | No | Lead status |
leadSource | string | No | Lead source |
title | string | No | No description |
description | string | No | Description |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Success |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No description |
leadId | string | Yes | Lead ID (required) |
lastName | string | No | Last name |
company | string | No | No description |
firstName | string | No | First name |
email | string | No | No description |
phone | string | No | No description |
status | string | No | Lead status |
leadSource | string | No | Lead source |
title | string | No | No description |
description | string | No | Description |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Success |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No description |
leadId | string | Yes | Lead ID (required) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Success |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 | No description |
probability | string | No | Probability (0-100) |
description | string | No | Description |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Success |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No description |
opportunityId | string | Yes | Opportunity ID (required) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Success |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No description |
caseId | string | Yes | Case ID (required) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Success |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No description |
taskId | string | Yes | Task ID (required) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Success |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 |
reports | array | Array of report objects |
metadata | object | Operation metadata |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No description |
reportId | string | Yes | Report ID (required) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Success status |
report | object | Report metadata object |
reportId | string | Report ID |
metadata | object | Operation 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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 |
reportId | string | Report ID |
reportMetadata | object | Report metadata |
reportExtendedMetadata | object | Extended metadata |
factMap | object | Report data organized by groupings |
groupingsDown | object | Row groupings |
groupingsAcross | object | Column groupings |
hasDetailRows | boolean | Whether report has detail rows |
allData | boolean | Whether all data is returned |
metadata | object | Operation metadata |
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
| Parameter | Type | Required | Description |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No description |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Success status |
reportTypes | array | Array of report type objects |
metadata | object | Operation metadata |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No description |
folderName | string | No | Filter by folder name |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Success status |
dashboards | array | Array of dashboard objects |
metadata | object | Operation metadata |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No description |
dashboardId | string | Yes | Dashboard ID (required) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Success status |
dashboard | object | Dashboard details |
dashboardId | string | Dashboard ID |
components | array | Dashboard component data |
metadata | object | Operation metadata |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No description |
dashboardId | string | Yes | Dashboard ID (required) |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Success status |
dashboard | object | Dashboard details |
dashboardId | string | Dashboard ID |
components | array | Dashboard component data |
status | object | Dashboard status |
metadata | object | Operation metadata |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 |
records | array | Array of record objects |
totalSize | number | Total number of records matching query |
done | boolean | Whether all records have been returned |
nextRecordsUrl | string | URL to fetch next batch of records |
query | string | The executed SOQL query |
metadata | object | Operation metadata |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No description |
nextRecordsUrl | string | Yes | The nextRecordsUrl from a previous query response |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Success status |
records | array | Array of record objects |
totalSize | number | Total number of records matching query |
done | boolean | Whether all records have been returned |
nextRecordsUrl | string | URL to fetch next batch of records |
metadata | object | Operation metadata |
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 |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No 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 |
objectName | string | API name of the object |
label | string | Display label |
labelPlural | string | Plural display label |
fields | array | Array of field definitions |
keyPrefix | string | ID prefix for this object type |
queryable | boolean | Whether object can be queried |
createable | boolean | Whether records can be created |
updateable | boolean | Whether records can be updated |
deletable | boolean | Whether records can be deleted |
childRelationships | array | Child relationship definitions |
recordTypeInfos | array | Record type information |
metadata | object | Operation 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
| Parameter | Type | Required | Description |
|---|---|---|---|
idToken | string | No | No description |
instanceUrl | string | No | No description |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Success status |
objects | array | Array of available Salesforce objects |
encoding | string | Encoding used |
maxBatchSize | number | Maximum batch size |
metadata | object | Operation metadata |
Usage Instructions
Integrate Salesforce into your workflow. Manage accounts, contacts, leads, opportunities, cases, and tasks with powerful automation capabilities.
Notes
- Category:
tools - Type:
salesforce