Salesforce

Creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

Associates a contact with an account by updating the contact's accountid field.

Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.

Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.

Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.

Creates a new account in salesforce with the specified information.

Creates a new campaign in salesforce with the specified information.

Creates 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.

Creates a new contact in salesforce with the specified information.

Creates a new lead in salesforce with the specified information.

Creates a new lead in salesforce, requiring `lastname` and `company` unless person accounts are enabled and `company` is null.

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.

Creates a new note attached to a salesforce record with the specified title and content.

Creates a new note record in salesforce, associated with an existing salesforce object via `parentid`, automatically including a `content-type: application/json` header.

Creates a new opportunity in salesforce with the specified information.

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.

Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.

Permanently deletes an account from salesforce. this action cannot be undone.

Permanently deletes an existing lead object from salesforce using its unique id.

Permanently deletes a campaign from salesforce. this action cannot be undone.

Permanently deletes a contact from salesforce. this action cannot be undone.

Permanently deletes a lead from salesforce. this action cannot be undone.

Permanently deletes a note from salesforce. this action cannot be undone.

Permanently deletes an opportunity from salesforce. this action cannot be undone.

Executes the provided soql query against salesforce; the query must begin with 'select'.

Use 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.

Fetches 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.

Retrieves a specific account by id from salesforce, returning all available fields.

Retrieves a specific campaign by id from salesforce, returning all available fields.

Retrieves a specific contact by id from salesforce, returning all available fields.

Gets detailed metadata for a specific dashboard including its components, layout, and filters.

Retrieves a specific lead by id from salesforce, returning all available fields.

Retrieves a specific note by id from salesforce, returning all available fields.

Retrieves a salesforce note object by its id, optionally specifying which fields to return; the note id must exist.

Retrieves a specific opportunity by id from salesforce, returning all available fields.

Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.

Gets the results of a report instance created by running a report. check status to see if report has completed.

Retrieves information about the current user or a specific user in salesforce.

Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

Lists campaigns from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

Lists all dashboards available in salesforce with basic metadata including name, id, and urls.

Lists available email templates in salesforce with filtering and search capabilities.

Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

Lists notes from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

Lists opportunities from salesforce using soql query, allowing flexible filtering, sorting, and field selection.

Lists all reports available in salesforce with basic metadata including name, id, and urls.

Logs a completed phone call as a task in salesforce with call-specific details like duration, type, and disposition.

Creates an emailmessage record to log email activity in salesforce, associating it with related records.

Transfers ownership of multiple records to a new owner in a single operation using salesforce's composite api for better performance.

Finds salesforce contact records by name using a case-insensitive search.

Executes 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.

Deletes an existing salesforce account using its unique id, returning an empty response on success (http 204).

Permanently deletes a specific contact from salesforce using its unique id, which must correspond to an existing record.

Permanently deletes a specific campaign sobject in salesforce using its unique id.

Removes a lead or contact from a campaign by deleting the campaignmember record. provide either the member id (lead/contact id) or the specific campaign member id.

Permanently deletes an existing salesforce note object identified by its unique id.

Permanently deletes an existing salesforce opportunity by its id; if the opportunity does not exist, a 'not found' (404) error occurs.

Retrieves comprehensive metadata for the salesforce account sobject, detailing its properties, recent records, and related resource urls.

Retrieves comprehensive information and metadata for the salesforce campaign sobject, provided it is enabled and accessible in the organization, and features robust error handling.

Retrieves comprehensive metadata (e.g., fields, data types, picklist values) for the salesforce contact sobject; this action does not retrieve individual contact records.

Retrieves details for a salesforce lead by its id; the specified lead id must exist in salesforce.

Retrieves lead sobject data from salesforce, such as recently viewed leads or general lead object information.

Retrieves comprehensive metadata for the salesforce 'note' sobject, if it is enabled and accessible, to understand its structure and capabilities.

Retrieves all available opportunity records, representing potential revenue-generating deals, from salesforce.

Retrieves a salesforce opportunity by its id; the opportunity id must exist.

Retrieves details for a specific salesforce campaign object by its id, optionally limiting to specified fields; the campaign object must exist.

Retrieves a salesforce contact by its unique id; the id must correspond to an existing contact record in salesforce.

Runs a report and returns the results. creates a report instance that can be checked for completion.

Executes a soql query against salesforce data. returns records matching the query with pagination support.

Search for salesforce accounts using multiple criteria like name, industry, type, location, or contact information.

Search for salesforce campaigns using multiple criteria like name, type, status, date range, or active status.

Search for salesforce contacts using multiple criteria like name, email, phone, account, or title.

Search for salesforce leads using multiple criteria like name, email, phone, company, title, status, or lead source.

Search for salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.

Search for salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.

Search for salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.

Sends an email through salesforce with options for recipients, attachments, and activity logging.

Sends an email using a predefined salesforce email template with merge field support.

Sends bulk emails to multiple recipients, either using a template or custom content. processes in batches for better performance.

Updates an existing account in salesforce with the specified changes. only provided fields will be updated.

Updates specified fields of an existing salesforce account object identified by its unique id; field names are case-sensitive and read-only fields are ignored.

Updates an existing campaign in salesforce with the specified changes. only provided fields will be updated.

Updates specific fields of an existing campaign in salesforce, identified by its unique `id`, which must already exist.

Updates an existing contact in salesforce with the specified changes. only provided fields will be updated.

Updates specified fields of an existing salesforce contact by its id; at least one field must be provided for modification.