Salesforce

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

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Tools

Last update

1 week ago

Tools

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation Return only the translated text without explanations.

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation Return only the translated text without explanations.

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation Return only the translated text without explanations.

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation Return only the translated text without explanations.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Deletes an existing record in an object. See the documentation

Describe Object

Get field metadata for a Salesforce object type, including field names, types, required status, and picklist values. Use before **Create Record** or **Update Record** to discover available fields and valid picklist values. For picklist fields (like StageName on Opportunity, Status on Case), this returns all valid values — use the API value, not the display label. Use the fieldsFilter parameter to narrow results — full object descriptions can be very large (100+ fields). Use **List Objects** if you're unsure of the object's API name.

Find Records

Retrieves selected fields for some or all records of a selected object. See the documentation Return only the translated text without explanations.

Get Case

Retrieves a case by its ID. See the documentation

Get Current User

Returns the authenticated Salesforce user's ID, name, email, and organization ID. Call this first when the user says 'my leads', 'my opportunities', 'my cases', or any first-person query. Use user_id as the OwnerId filter in **SOQL Search** (e.g. WHERE OwnerId = '{user_id}') and organization_id to construct Salesforce UI URLs. See the documentation.

Get Knowledge Articles

Get a page of online articles for the given language and category through either search or query. See the documentation Return only the translated text without explanations.

Get Knowledge Data Category Groups

Fetch data category groups visible to the current user. See the documentation

Get Record by ID

Retrieves a record by its ID. See the documentation

Get Related Records

Get child records related to a parent Salesforce record via a relationship. Use to traverse relationships without writing SOQL joins. Common relationships: Account → Contacts, Opportunities, Cases, Tasks; Contact → Cases, Opportunities, Tasks; Opportunity → OpportunityLineItems, Tasks. Use **Describe Object** to discover available relationship names if unsure (look for relationshipName on reference fields).

Get User

Retrieves a user by their ID. See the documentation Return only the translated text without explanations.

Get User Info

Get the current authenticated Salesforce user's identity, including user ID, email, org ID, and instance URL. **Must be called before any query that uses first-person language ('my', 'I', 'me').** The userId can be used as an OwnerId filter in SOQL queries (e.g. WHERE OwnerId = '{userId}'). The instanceUrl is needed to construct clickable links to Salesforce records: {instanceUrl}/lightning/r/{objectType}/{recordId}/view.

Insert Blob Data

Inserts blob data in Salesforce standard objects. See the documentation

List Case Comments

Lists all comments for a case. See the documentation Return only the translated text without explanations.

List Email Messages

Lists all email messages for a case. See the documentation Return only the translated text without explanations.

List Email Templates

Lists all email templates. See the documentation

List Knowledge Articles

Lists all knowledge articles. See the documentation

List Object Fields

Lists all fields for a given object type. See the documentation

List Objects

List available Salesforce object types (SObjects) in the org. Use when the user references an object type you're not sure about, or to discover custom objects. Custom objects end in __c. Standard CRM objects: Account, Contact, Lead, Opportunity, Case, Task, Event, Campaign, User. Use **Describe Object** to get field details for a specific object type.

Post a Message to Chatter Feed

Post a feed item in Chatter. See the documentation

Search Object Records

Searches for records in an object using a parameterized search. See the documentation

Send Email

Sends an email. See the documentation

SOQL Query

Execute a SOQL query against Salesforce. This is the **primary tool for querying Salesforce data** — use for all structured queries. For free-text search across multiple objects, use **Text Search** instead. **When the user uses first-person language ('my', 'I', 'me'),** filter by OwnerId using the userId from **Get User Info**. Use **Describe Object** to discover field names and picklist values before querying non-obvious fields. **SOQL syntax reference:** - Basic: SELECT Id, Name, Email FROM Contact WHERE AccountId = '001xxx' - Operators: =, !=, >, <, >=, <=, LIKE '%text%', IN ('a','b'), NOT IN - Date literals: TODAY, THIS_MONTH, LAST_N_DAYS:30, THIS_QUARTER, LAST_QUARTER, THIS_YEAR - NULL checks: WHERE Email != null - Aggregates: SELECT StageName, COUNT(Id) c, SUM(Amount) s FROM Opportunity GROUP BY StageName - **SOQL does NOT support the AS keyword** — write COUNT(Id) c, not COUNT(Id) AS c - **Reserved words cannot be aliases** — count, sum, avg are reserved. Use short aliases like c, s, a - **Cannot ORDER BY alias** — repeat the aggregate: ORDER BY COUNT(Id) DESC, not ORDER BY c DESC - Parent relationship: SELECT Name, Account.Name FROM Contact - Child subquery: SELECT Name, (SELECT Name FROM Contacts) FROM Account - Sorting/limits: ORDER BY CreatedDate DESC LIMIT 10 **Always include Id in SELECT.** Include a clickable Salesforce link for every record using the format {instanceUrl}/lightning/r/{objectType}/{Id}/view (get instanceUrl from **Get User Info**).

SOQL Query (Object Query) Return only the translated text without explanations.

Executes a Salesforce Object Query Language (SOQL) query-based, SQL-like search.

SOSL Search (Object Search) Return only the translated text without explanations.

Executes a Salesforce Object Search Language (SOSL) text-based search query.

Text Search

Search Salesforce records by keyword across multiple object types simultaneously. Use for free-text search when the user mentions a name, term, or keyword without specifying an object type. Use **SOQL Query** instead for structured queries on a single object type with specific conditions. Results are grouped by object type.

Update Account

Updates a Salesforce account. See the documentation

Update Accounts (Batch)

Update multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Update Contact

Updates a contact. See the documentation

Update Content Note

Updates an enhanced Salesforce content note, which can include formatted text and is part of Salesforce Files. See the documentation and Set Up Notes.

Update Record

Update an existing Salesforce record. Only pass fields you want to change — unspecified fields remain unchanged. Use **Describe Object** for valid field names and picklist values. Use **SOQL Query** to find the record ID if you only have the name.

Update Email Template

Updates an email template. See the documentation

Update Note

Updates a classic Salesforce note, which can contain up to 32 KB of text and is associated with a parent record. See the documentation

Update Opportunities (Batch)

Update multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Update Opportunity

Updates an opportunity. See the documentation

Update Record

Update fields of a record. See the documentation

Upsert Record

Create or update a record of a given object. See the documentation