CRM & Support

# Salesforce Connector

Connect to Salesforce to run SOQL/SOSL queries, manage sObject records, and describe object schemas.

$pip install "toolsconnector[salesforce]"
21
Actions
CRM & Support
Category
Free
Apache 2.0

## All 21 Actions

Action | Description | Parameters | Returns
--- | --- | --- | ---
`create_account ⚠` | Create a new Account | name [industry, website, phone] | `SalesforceRecordId`
`create_case ⚠` | Create a new Case | subject [description, contact_id, priority] | `SalesforceRecordId`
`create_contact ⚠` | Create a new Contact | last_name [account_id, email, first_name] | `SalesforceRecordId`
`create_event ⚠` | Create a new Event | subject, start, end [who_id] | `SalesforceRecordId`
`create_lead ⚠` | Create a new Lead | company, last_name [email, first_name, phone] | `SalesforceRecordId`
`create_opportunity ⚠` | Create a new Opportunity | name, stage, close_date [amount, account_id] | `SalesforceRecordId`
`create_record ⚠` | Create a new sObject record | sobject, fields | `SalesforceRecordId`
`create_task ⚠` | Create a new Task | subject [who_id, what_id, due_date, priority] | `SalesforceRecordId`
`delete_record ⚠` | Delete an sObject record | sobject, record_id | `NoneType`
`describe_global` | Describe all sObjects in the org (global describe) | — | `list`
`describe_object` | Describe an sObject schema | sobject | `SObjectDescription`
`get_limits` | Get org API usage limits | — | `SalesforceLimits`
`get_record` | Get a single sObject record | sobject, record_id | `SalesforceRecord`
`list_objects` | List all sObjects in the org | — | `list`
`list_recent` | List recently viewed records for an sObject | sobject [limit] | `PaginatedList[SalesforceRecord]`
`list_reports` | List available reports | — | `list`
`query` | Run a SOQL query | soql [limit] | `PaginatedList[SalesforceRecord]`
`run_report` | Run a Salesforce report | report_id | `dict`
`search` | Run a SOSL search | sosl | `list`
`update_record` | Update an existing sObject record | sobject, record_id, fields | `NoneType`
`upsert_record ⚠` | Upsert a record using an external ID | sobject, external_id_field, external_id, fields | `SalesforceRecordId`

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