Salesforce

DEPRECATED: Creates a new Salesforce Account using a JSON POST request, requiring 'Name'; specific fields (e.g., custom, DunsNumber) may have org-level prerequisites.

This action allows you to add a contact to a specific campaign in Salesforce. It creates a CampaignMember record to track the engagement of the contact with the campaign.

This action allows you to add a lead to a specific campaign in Salesforce. It manages the creation of a CampaignMember record to facilitate tracking of lead engagement with the campaign.

This action adds a specified product as a line item to an existing opportunity in Salesforce. It ensures that all relevant details, such as pricing and quantity, are processed correctly for the opportunity.

This action applies lead assignment rules to a specified Salesforce lead. It determines the appropriate owner based on the rules configured in the organization.

This action updates a contact's association with an account in Salesforce. It takes the contact ID and account ID, and links the two by modifying the contact's AccountId field.

This action clones an existing sales opportunity and can also duplicate its associated products. It allows users to create a new opportunity with similar attributes to an original one, facilitating sales processes and record management.

This action clones an existing Salesforce record by fetching its data and creating a new record without certain system fields. Users can also specify updates to specific fields in the new record.

Tool to close or abort a Salesforce Bulk API v2 ingest job. Use when you need to finalize job processing by closing (state: UploadComplete) or cancel a job by aborting (state: Aborted). This is required for every ingest job - closing queues data for processing, while aborting cancels the job and deletes uploaded data.

This action marks a specific task as completed in Salesforce. You can also include optional notes that will be appended to the task's existing description.

DEPRECATED: Use SALESFORCE_POST_COMPOSITE_GRAPH instead. Tool to execute multiple Salesforce REST API requests in a single call using composite graphs. Use when you need to perform a series of related operations that should either all succeed or all fail together. Composite graphs support up to 500 subrequests per graph (compared to 25 for regular composite requests) and allow referencing outputs from previous subrequests using @{referenceId.fieldName} syntax.

This action creates a new account in Salesforce using the details provided in the request. It allows for specifying various attributes of the account such as name, type, address, and industry.

Tool to create a Salesforce record using the UI API. Use when you need to create any type of Salesforce record with layout metadata and formatted field values.

This action creates a Bulk API 2.0 ingest job for loading records in bulk (insert, update, upsert, delete, or hardDelete). It returns the new job's id, which you then use to upload data and close the job.

This action starts a Bulk API 2.0 query job for a SOQL query, suited to very large result sets. It returns the new job's id, which you then poll for completion and use to download the results as CSV.

This action creates a new campaign in Salesforce. It requires several details about the campaign, such as name, type, and dates. Upon successful creation, it returns the campaign ID and status.

Creates a new campaign record in Salesforce. This action allows for specifying various attributes such as the campaign name, type, dates, and costs. Operations are dependent on the values provided and may include hierarchical campaign organization.

This action creates a new contact in Salesforce using the provided details. It ensures all required fields are populated and communicates with the Salesforce API to register the contact.

Tool to create a custom field on a Salesforce object using the Tooling API. Use when you need to add a new field (Text, Number, Checkbox, Date, Picklist, Lookup, etc.) to any standard or custom object without deploying metadata packages. The Tooling API provides direct field creation for rapid development and automation tasks.

Tool to create a custom object in Salesforce using the Metadata API. Use when you need to dynamically create new object types (tables) in Salesforce with custom fields and configurations.

This action creates a new lead in Salesforce using the provided details. It requires essential information like the lead's last name and company name, and can include additional optional fields.

DEPRECATED: Creates a new Lead in Salesforce, requiring `LastName` and `Company` unless person accounts are enabled and `Company` is null.

DEPRECATED: Creates 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.

This action creates a new note associated with a record in Salesforce. It allows users to specify details such as the note's title, body, and whether it should be private.

This action creates a new Note record associated with a specific parent record in Salesforce. It ensures that the correct content type header is included in the request to support the API's payload requirements.

Creates a new opportunity in Salesforce based on the provided details. This action allows you to specify crucial information such as the opportunity name, close date, stage name, and other relevant fields.

DEPRECATED: Creates a new Opportunity record in Salesforce; `Name`, `StageName`, and `CloseDate` are mandatory, and ensure any referenced IDs (e.g., `AccountId`, `CampaignId`) are valid and corresponding Salesforce features are enabled if used.

Tool to create a new Salesforce SObject record. Use when you need to create any type of standard or custom Salesforce object record by specifying the object type and field values.

Tool to create one or more sObject trees with root records of the specified type. Use when creating nested parent-child record hierarchies in a single atomic operation (e.g., Account with Contacts and Opportunities). Supports up to 200 total records across all trees, up to 5 levels deep, with maximum 5 different object types. All records succeed or all fail together.

This action creates a new task in Salesforce. It allows users to track activities, to-dos, and follow-ups related to contacts, leads, or other records.

This action allows you to permanently delete a specified account from Salesforce. Once executed, the deletion cannot be reversed.

This action permanently deletes a Lead object from Salesforce. You must provide the unique ID of the Lead object to perform this action.

This action allows you to permanently remove a campaign from Salesforce. Once executed, the campaign cannot be recovered.

This action deletes a contact from Salesforce permanently. Once deleted, the contact cannot be recovered.

Tool to permanently delete a file from Salesforce. Use when you need to remove a file and its content. This operation cannot be undone.

Tool to delete a Salesforce Bulk API v2 query job. Use when you need to permanently remove a job and its associated data. Only the user who created the job can delete it, and the job must be in a completed state.

This action allows the removal of a lead from the Salesforce system. Once executed, the lead is permanently deleted and cannot be recovered.

This action deletes a specified note from Salesforce. Once executed, the note is permanently removed and cannot be retrieved.

This action allows the user to permanently delete a specific opportunity from Salesforce. Once executed, the deletion cannot be reversed.

Tool to delete a single Salesforce record by its ID. Use when you need to permanently remove a specific record from Salesforce. This operation is idempotent - deleting the same record multiple times returns success. Works with standard and custom objects.

Tool to delete up to 200 records in one request with optional rollback. Use when you need to delete multiple records efficiently, reducing API calls.

This action runs a global quick action to create or update a record with the action's pre-configured defaults. Use the action's API name (from 'Get quick actions') and provide the record field values.

This action runs any Salesforce invocable action — standard actions, custom Flows, or Apex invocable methods — by its API name, passing one or more input maps. It returns a result (success/outputs/errors) for each input.

Tool to execute a specific quick action on an sObject to create records with pre-configured defaults. Use when you need to leverage Salesforce Quick Actions to streamline record creation with field mappings and default values.

Executes a SOQL query against Salesforce. The query retrieves data from Salesforce based on the specified criteria and returns the results in a structured format.

This action executes a SOSL (Salesforce Object Search Language) search query to find records across multiple Salesforce object types. It returns matching records from all specified objects.

This action retrieves a Salesforce Account using its unique ID. Optionally, a user can specify which fields to return for the Account record.

Tool to retrieve multiple Salesforce records in a single request with customizable field selection. Use when you need to fetch data for multiple records at once (up to 200 records).

This action retrieves a specific account from Salesforce using its ID. It returns all fields and metadata associated with the account.

This action retrieves Salesforce objects from your organization, including both standard and custom objects, with metadata about permissions, capabilities, and URLs. Check the 'custom' field to identify custom objects. The page/page_size options slice the full object list on the client side (Salesforce returns all objects at once), so paging does not reduce the amount of data fetched.

This action returns detailed information about all fields on a Salesforce object. Use it to discover custom fields, understand field types and constraints, or build dynamic queries. Returns both standard fields (Id, Name, CreatedDate) and custom fields (ending in __c).

Gets all navigation items (tabs) that the user has access to. Use when you need to retrieve available navigation tabs for display or navigation purposes.

Tool to discover available REST API resources for a specified Salesforce API version. Use when you need to find available endpoints and their URIs for a specific API version.

This action retrieves metadata for a specific Salesforce application using its ID or API name. It returns app configuration details including navigation items (tabs) on the app's navigation bar.

This action retrieves metadata for all Salesforce applications the user has access to. It provides app details including navigation items for the selected app.

This action retrieves a campaign from Salesforce using its ID. It provides all available information related to the specified campaign.

Tool to access Chatter resources directory. Use when you need to discover available Chatter feeds, groups, users, email digest controls, emojis, extensions, or streams.

Tool to get child records for a specified parent record and child relationship name. Use when you need to retrieve related records from a parent-child relationship in Salesforce, such as getting all Contacts for an Account or all Opportunities for an Account. Results are paginated with configurable page size.

Tool to retrieve compact layout information for multiple Salesforce objects. Use when you need to display object data in compact form for Lightning Experience, mobile apps, or custom interfaces.

Tool to retrieve a list of available composite resources in Salesforce. Use when you need to discover which composite API endpoints are available for batch operations.