Salesforce

Triggers7

Things that can wake up your Salesforce coworker.

• Account Created or Updated

  Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

  SALESFORCE_ACCOUNT_CREATED_OR_UPDATED_TRIGGER
• Contact Updated

  Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

  SALESFORCE_CONTACT_UPDATED_TRIGGER
• Record Updated (Generic SObject)

  Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

  SALESFORCE_GENERIC_S_OBJECT_RECORD_UPDATED_TRIGGER
• New Contact Trigger

  Triggers when a new Contact is Created in Salesforce.

  SALESFORCE_NEW_CONTACT_TRIGGER
• New Lead Trigger

  Triggers when a new Lead is created in Salesforce.

  SALESFORCE_NEW_LEAD_TRIGGER
• New or Updated Opportunity

  Triggers when a Salesforce Opportunity is created or updated.

  SALESFORCE_NEW_OR_UPDATED_OPPORTUNITY_TRIGGER
• Task Created or Completed

  Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.

  SALESFORCE_TASK_CREATED_OR_COMPLETED_TRIGGER

Actions20

Things your coworker can do in Salesforce.

• Execute Composite Graph (Deprecated)

  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.

  SALESFORCE_COMPOSITE_GRAPH_ACTION
• Create account

  Creates a new account in Salesforce with the specified information. Returns the created Account's ID at `data.response_data.id`.

  SALESFORCE_CREATE_ACCOUNT
• Create campaign

  Creates a new campaign in Salesforce. Only `name` is universally required, but org-level validation rules commonly enforce `type`, `status`, `start_date`, and `end_date` as well — omitting them may cause creation to fail.

  SALESFORCE_CREATE_CAMPAIGN
• Create contact

  Creates a new contact in Salesforce with the specified information. Writes to live CRM data — obtain explicit user confirmation before executing. Failures may reflect org-specific validation rules, permission restrictions, or duplicate rules rather than invalid inputs.

  SALESFORCE_CREATE_CONTACT
• Create custom field

  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.

  SALESFORCE_CREATE_CUSTOM_FIELD
• Create custom object

  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.

  SALESFORCE_CREATE_CUSTOM_OBJECT
• Create lead

  Creates a new lead in Salesforce. `LastName` and `Company` are required. Org-level validation rules (e.g., email format, custom required fields) may reject requests beyond these; inspect the error response body for the failing field. The created lead `id` is returned in a response wrapper, not at the top level.

  SALESFORCE_CREATE_LEAD
• Create opportunity

  Creates a new opportunity in Salesforce with the specified information.

  SALESFORCE_CREATE_OPPORTUNITY
• Create SObject record

  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.

  SALESFORCE_CREATE_S_OBJECT_RECORD
• Delete account

  Permanently deletes an account from Salesforce. This action cannot be undone.

  SALESFORCE_DELETE_ACCOUNT
• Delete campaign

  Permanently deletes a campaign from Salesforce. This action cannot be undone.

  SALESFORCE_DELETE_CAMPAIGN
• Delete contact

  Permanently deletes a contact from Salesforce. This action cannot be undone. Associated records (activities, opportunities) lose the contact reference upon deletion — ensure related data is migrated or acceptable to lose before proceeding. Returns HTTP 204 with empty body on success.

  SALESFORCE_DELETE_CONTACT
• Delete file

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

  SALESFORCE_DELETE_FILE
• Delete lead

  Permanently deletes a lead from Salesforce. This action cannot be undone.

  SALESFORCE_DELETE_LEAD
• Delete opportunity

  Permanently deletes an opportunity from Salesforce. This action cannot be undone.

  SALESFORCE_DELETE_OPPORTUNITY
• Execute SOSL search

  Execute a SOSL search to search across multiple Salesforce objects. Use when you need to search for text across multiple object types simultaneously.

  SALESFORCE_EXECUTE_SOSL_SEARCH
• Get batch of UI API records

  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).

  SALESFORCE_GET_A_BATCH_OF_RECORDS
• Get account

  Retrieves a specific account by ID from Salesforce, returning all available fields.

  SALESFORCE_GET_ACCOUNT
• Get all fields for an object

  Retrieves all fields (standard and custom) for a Salesforce object with complete metadata including field types, constraints, picklist values, and relationships.

  SALESFORCE_GET_ALL_FIELDS_FOR_OBJECT
• Get campaign

  Retrieves a specific campaign by ID from Salesforce, returning all available fields.

  SALESFORCE_GET_CAMPAIGN