Salesforce
Tools
Name & Description | Type |
---|---|
SALESFORCE_ACCOUNT_CREATION_WITH_CONTENT_TYPE_OPTIONCreates a new Salesforce account using a json post request, requiring 'name'; specific fields (e. | action |
SALESFORCE_CREATE_CAMPAIGN_RECORD_VIA_POSTCreates a new campaign record in Salesforce; if 'parentid' is provided, it must be a valid id of an existing campaign record, and if 'ownerid' is provided, it must be a valid id of an active user. | action |
SALESFORCE_CREATE_LEAD_WITH_SPECIFIED_CONTENT_TYPECreates a new lead in Salesforce, requiring `lastname` and `company` unless person accounts are enabled and `company` is null. | action |
SALESFORCE_CREATE_NOTE_RECORD_WITH_CONTENT_TYPE_HEADERCreates a new note record in Salesforce, associated with an existing Salesforce object via `parentid`, automatically including a `content-type: application/json` header. | action |
SALESFORCE_EXECUTE_SOQL_QUERYExecutes the provided soql query against Salesforce; the query must begin with 'select'. | action |
SALESFORCE_FETCH_MODIFIED_OR_UNMODIFIED_SOBJECTSFetches sobjects from `/sobjects` based on caller-set 'if-modified-since' (returns objects modified after a date, or 304 status if none) or 'if-unmodified-since' (returns objects if unmodified since a date, or 412 status if modified) http headers. | action |
SALESFORCE_QUERY_CONTACTS_BY_NAMEFinds Salesforce contact records by name using a case-insensitive search. | action |
SALESFORCE_REMOVE_ACCOUNT_BY_UNIQUE_IDENTIFIERDeletes an existing Salesforce account using its unique id, returning an empty response on success (http 204). | action |
SALESFORCE_RETRIEVE_ACCOUNT_DATA_AND_ERROR_RESPONSESRetrieves comprehensive metadata for the Salesforce account sobject, detailing its properties, recent records, and related resource urls. | action |
SALESFORCE_RETRIEVE_CAMPAIGN_DATA_WITH_ERROR_HANDLINGRetrieves comprehensive information and metadata for the Salesforce campaign sobject, provided it is enabled and accessible in the organization, and features robust error handling. | action |
SALESFORCE_RETRIEVE_LEAD_BY_IDRetrieves details for a Salesforce lead by its id; the specified lead id must exist in Salesforce. | action |
SALESFORCE_RETRIEVE_LEAD_DATA_WITH_VARIOUS_RESPONSESRetrieves lead sobject data from Salesforce, such as recently viewed leads or general lead object information. | action |
SALESFORCE_RETRIEVE_NOTE_WITH_CONDITIONSRetrieves a Salesforce note object by its id, optionally specifying which fields to return; the note id must exist. | action |
SALESFORCE_RETRIEVE_OPPORTUNITIES_DATARetrieves all available opportunity records, representing potential revenue-generating deals, from Salesforce. | action |
SALESFORCE_RETRIEVE_SPECIFIC_CONTACT_BY_IDRetrieves a Salesforce contact by its unique id; the id must correspond to an existing contact record in Salesforce. | action |
SALESFORCE_UPDATE_CONTACT_BY_IDUpdates specified fields of an existing Salesforce contact by its id; at least one field must be provided for modification. | action |
SALESFORCE_CREATE_NEW_CONTACT_WITH_JSON_HEADERCreates a new contact in Salesforce; 'lastname' is required, an existing 'accountid' must be used if provided, and any custom fields (ending with ' c') must be predefined. | action |
SALESFORCE_CREATE_OPPORTUNITY_RECORDCreates a new opportunity record in Salesforce; `name`, `stagename`, and `closedate` are mandatory, and ensure any referenced ids (e. | action |
SALESFORCE_DELETE_A_LEAD_OBJECT_BY_ITS_IDPermanently deletes an existing lead object from Salesforce using its unique id. | action |
SALESFORCE_FETCH_ACCOUNT_BY_ID_WITH_QUERYUse this action to retrieve a Salesforce account by its unique id, which must be a valid and existing Salesforce account id; you can optionally specify a comma-delimited list of fields to return. | action |
SALESFORCE_QUERY_REPORTExecutes a Salesforce report synchronously by its `id` and `reporttype`, optionally with dynamic ad-hoc adjustments like filters or groupings, and returns its data without modifying the saved report. | action |
SALESFORCE_REMOVE_A_SPECIFIC_CONTACT_BY_IDPermanently deletes a specific contact from Salesforce using its unique id, which must correspond to an existing record. | action |
SALESFORCE_REMOVE_CAMPAIGN_OBJECT_BY_IDPermanently deletes a specific campaign sobject in Salesforce using its unique id. | action |
SALESFORCE_REMOVE_NOTE_OBJECT_BY_IDPermanently deletes an existing Salesforce note object identified by its unique id. | action |
SALESFORCE_REMOVE_OPPORTUNITY_BY_IDPermanently deletes an existing Salesforce opportunity by its id; if the opportunity does not exist, a 'not found' (404) error occurs. | action |
SALESFORCE_RETRIEVE_CONTACT_INFO_WITH_STANDARD_RESPONSESRetrieves comprehensive metadata (e. | action |
SALESFORCE_RETRIEVE_NOTE_OBJECT_INFORMATIONRetrieves comprehensive metadata for the Salesforce 'note' sobject, if it is enabled and accessible, to understand its structure and capabilities. | action |
SALESFORCE_RETRIEVE_OPPORTUNITY_BY_ID_WITH_OPTIONAL_FIELDSRetrieves a Salesforce opportunity by its id; the opportunity id must exist. | action |
SALESFORCE_RETRIEVE_SPECIFIC_CAMPAIGN_OBJECT_DETAILSRetrieves details for a specific Salesforce campaign object by its id, optionally limiting to specified fields; the campaign object must exist. | action |
SALESFORCE_UPDATE_ACCOUNT_OBJECT_BY_IDUpdates specified fields of an existing Salesforce account object identified by its unique id; field names are case-sensitive and read-only fields are ignored. | action |
SALESFORCE_UPDATE_CAMPAIGN_BY_ID_WITH_JSONUpdates specific fields of an existing campaign in Salesforce, identified by its unique `id`, which must already exist. | action |
SALESFORCE_UPDATE_LEAD_BY_ID_WITH_JSON_PAYLOADUpdates specified fields of an existing lead in Salesforce via its unique id (path parameter), returning http 204 on success or error details on failure; request body must contain at least one field to update. | action |
SALESFORCE_UPDATE_OPPORTUNITY_BY_IDUpdates specified fields of an existing Salesforce opportunity by its id; the opportunity must exist, and some fields (like name, stagename, closedate) may have specific Salesforce validation rules if being modified, while read-only fields update indirectly based on other changes. | action |
SALESFORCE_UPDATE_SPECIFIC_NOTE_BY_IDUpdates specified fields of an existing Salesforce note sobject identified by its id; the note must already exist. | action |
SALESFORCE_NEW_CONTACT_TRIGGERTriggers when a new Contact is Created in Salesforce. | trigger |
SALESFORCE_NEW_LEAD_TRIGGERTriggers when a new Lead is created in Salesforce. | trigger |