Salesforce

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth salesforce · 223 tools · 7 triggers

Connect it

run auth salesforce
run auth salesforce --scope team    # shared with the organization

Or from the Integrations page in the console. See Connections for personal versus shared, and who may remove one.

Use it

run salesforce          # common commands
run salesforce --all    # every command

import { salesforce } from "@boxd/run";

Common tools

Tool	What it does
`composite-graph-action`	DEPRECATED: Use SALESFORCE_POST_COMPOSITE_GRAPH instead. Tool to execute multiple Salesforce REST API requests in a single call using composite graphs.
`create-account`	Creates a new account in Salesforce with the specified information.
`create-campaign`	Creates a new campaign in Salesforce. Only `name` is universally required, but org-level validation rules commonly enforce `type`, `status`…
`create-contact`	Creates a new contact in Salesforce with the specified information.
`create-custom-field`	Tool to create a custom field on a Salesforce object using the Tooling API.
`create-custom-object`	Tool to create a custom object in Salesforce using the Metadata API.
`create-lead`	Creates a new lead in Salesforce. `LastName` and `Company` are required.
`create-opportunity`	Creates a new opportunity in Salesforce with the specified information.
`create-s-object-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…
`delete-account`	Permanently deletes an account from Salesforce. This action cannot be undone.
`delete-campaign`	Permanently deletes a campaign from Salesforce. This action cannot be undone.
`delete-contact`	Permanently deletes a contact from Salesforce. This action cannot be undone.
`delete-file`	Tool to permanently delete a file from Salesforce. Use when you need to remove a file and its content.
`delete-lead`	Permanently deletes a lead from Salesforce. This action cannot be undone.
`delete-opportunity`	Permanently deletes an opportunity from Salesforce. This action cannot be undone.
`execute-sosl-search`	Execute a SOSL search to search across multiple Salesforce objects.
`get-batch-of-records`	Tool to retrieve multiple Salesforce records in a single request with customizable field selection.
`get-account`	Retrieves a specific account by ID from Salesforce, returning all available fields.
`get-all-fields-for-object`	Retrieves all fields (standard and custom) for a Salesforce object with complete metadata including field types, constraints, picklist values, and relationships.
`get-campaign`	Retrieves a specific campaign by ID from Salesforce, returning all available fields.
`get-composite-resources`	Tool to retrieve a list of available composite resources in Salesforce.
`get-composite-sobjects`	Retrieves multiple records of the same object type by IDs with a request body.
`get-contact`	Retrieves a specific contact by ID from Salesforce, returning all available fields.
`get-file-content`	Returns the binary content of a Salesforce file, including references to external files.
`get-lead`	Retrieves a specific lead by ID from Salesforce, returning all available fields.

All 200 tools

Tool	What it does
`account-creation-with-content-type-option`	DEPRECATED: Creates a new Salesforce Account using a JSON POST request, requiring ‘Name’; specific fields (e.g., custom, DunsNumber) may have org-level prerequisites.
`add-contact-to-campaign`	Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement.
`add-lead-to-campaign`	Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.
`add-opportunity-line-item`	Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that’s associated with the opportunity’s pricebook.
`apply-lead-assignment-rules`	Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization’s rules.
`associate-contact-to-account`	Associates a contact with an account by updating the contact’s AccountId field.
`clone-opportunity-with-products`	Clones an opportunity and optionally its products (line items).
`clone-record`	Creates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record.
`close-or-abort-job`	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…
`complete-task`	Marks a task as completed with optional completion notes. This is a convenience action that updates the task status to ‘Completed’.
`composite-graph-action`	DEPRECATED: Use SALESFORCE_POST_COMPOSITE_GRAPH instead. Tool to execute multiple Salesforce REST API requests in a single call using composite graphs.
`create-account`	Creates a new account in Salesforce with the specified information.
`create-record`	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.
`create-bulk-ingest-job`	Create a Bulk API 2.0 ingest job (POST /jobs/ingest). Returns a job in the ‘Open’ state with an id and contentUrl.
`create-bulk-query-job`	Create a Bulk API 2.0 query job (POST /jobs/query) for a SOQL query over a large result set.
`create-campaign`	Creates a new campaign in Salesforce. Only `name` is universally required, but org-level validation rules commonly enforce `type`, `status`…
`create-campaign-record-via-post`	DEPRECATED: Creates a new campaign record in Salesforce; if ‘ParentId’ is provided, it must be a valid ID of an existing Campaign record, and if…
`create-contact`	Creates a new contact in Salesforce with the specified information.
`create-custom-field`	Tool to create a custom field on a Salesforce object using the Tooling API.
`create-custom-object`	Tool to create a custom object in Salesforce using the Metadata API.
`create-lead`	Creates a new lead in Salesforce. `LastName` and `Company` are required.
`create-lead-with-specified-content-type`	DEPRECATED: Creates a new Lead in Salesforce, requiring `LastName` and `Company` unless person accounts are enabled and `Company` is null.
`create-new-contact-with-json-header`	DEPRECATED: Creates a new Contact in Salesforce; ‘LastName’ is required, an existing ‘AccountId’ must be used if provided, and any custom fields…
`create-note`	Creates a new note attached to a Salesforce record with the specified title and content.
`create-note-record-with-content-type-header`	DEPRECATED: Creates a new Note record in Salesforce, associated with an existing Salesforce object via `ParentId`, automatically including a…
`create-opportunity`	Creates a new opportunity in Salesforce with the specified information.
`create-opportunity-record`	DEPRECATED: Creates a new Opportunity record in Salesforce; `Name`, `StageName`, and `CloseDate` are mandatory, and ensure any referenced IDs (e.g…
`create-s-object-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…
`create-sobject-tree`	Tool to create one or more sObject trees with root records of the specified type.
`create-task`	Creates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
`delete-account`	Permanently deletes an account from Salesforce. This action cannot be undone.
`delete-lead-object-by-its-id`	DEPRECATED: Permanently deletes an existing Lead object from Salesforce using its unique ID.
`delete-campaign`	Permanently deletes a campaign from Salesforce. This action cannot be undone.
`delete-contact`	Permanently deletes a contact from Salesforce. This action cannot be undone.
`delete-file`	Tool to permanently delete a file from Salesforce. Use when you need to remove a file and its content.
`delete-job-query`	Tool to delete a Salesforce Bulk API v2 query job. Use when you need to permanently remove a job and its associated data.
`delete-lead`	Permanently deletes a lead from Salesforce. This action cannot be undone.
`delete-note`	Permanently deletes a note from Salesforce. This action cannot be undone.
`delete-opportunity`	Permanently deletes an opportunity from Salesforce. This action cannot be undone.
`delete-sobject`	Tool to delete a single Salesforce record by its ID. Use when you need to permanently remove a specific record from Salesforce.
`delete-sobject-collections`	Tool to delete up to 200 records in one request with optional rollback.
`execute-global-quick-action`	Execute a global (non-object-specific) quick action (POST /quickActions/{actionName}).
`execute-invocable-action`	Invoke any standard or custom invocable action by name (POST /actions/standard/{name} or /actions/custom/{name}).
`execute-sobject-quick-action`	Tool to execute a specific quick action on an sObject to create records with pre-configured defaults.
`execute-soql-query`	DEPRECATED: Use SALESFORCE_RUN_SOQL_QUERY instead. Executes the provided SOQL query against Salesforce; the query must begin with ‘SELECT’.
`execute-sosl-search`	Execute a SOSL search to search across multiple Salesforce objects.
`fetch-account-by-id-with-query`	DEPRECATED: Use this action to retrieve a Salesforce Account by its unique ID, which must be a valid and existing Salesforce Account ID; you can…
`get-batch-of-records`	Tool to retrieve multiple Salesforce records in a single request with customizable field selection.
`get-account`	Retrieves a specific account by ID from Salesforce, returning all available fields.
`get-all-custom-objects`	Retrieves Salesforce objects (standard and custom) with detailed metadata.
`get-all-fields-for-object`	Retrieves all fields (standard and custom) for a Salesforce object with complete metadata including field types, constraints, picklist values, and relationships.
`get-all-navigation-items`	Gets all navigation items (tabs) that the user has access to.
`get-api`	Tool to discover available REST API resources for a specified Salesforce API version.
`get-app`	Tool to get metadata about a specific Salesforce app by ID. Use when you need to retrieve app configuration details and navigation items for a particular application.
`get-apps`	Tool to get metadata for all apps a user has access to. Use when you need to list available Salesforce applications or check app navigation items.
`get-campaign`	Retrieves a specific campaign by ID from Salesforce, returning all available fields.
`get-chatter-resources`	Tool to access Chatter resources directory. Use when you need to discover available Chatter feeds, groups, users, email digest controls, emojis, extensions, or streams.
`get-child-records`	Tool to get child records for a specified parent record and child relationship name.
`get-compact-layouts`	Tool to retrieve compact layout information for multiple Salesforce objects.
`get-composite-resources`	Tool to retrieve a list of available composite resources in Salesforce.
`get-composite-sobjects`	Retrieves multiple records of the same object type by IDs with a request body.
`get-consent-action`	Tool to check consent preferences for a SINGLE action (e.g. email, track, fax, phone, solicit, shouldForget) across one or more records (Contact…
`get-contact`	Retrieves a specific contact by ID from Salesforce, returning all available fields.
`get-contact-by-id`	Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.
`get-dashboard`	Gets detailed metadata for a specific dashboard including its components, layout, and filters.
`get-file-content`	Returns the binary content of a Salesforce file, including references to external files.
`get-file-information`	Tool to retrieve comprehensive metadata and information about a specified file in Salesforce.
`get-file-shares`	Returns information about the objects with which the specified file has been shared.
`get-global-actions`	Tool to retrieve actions displayed in the Salesforce Global Actions menu with metadata.
`get-job-failed-record-results`	Tool to retrieve failed records from a Salesforce Bulk API 2.0 ingest job.
`get-job-successful-record-results`	Tool to retrieve successfully processed records from a Salesforce Bulk API 2.0 ingest job.
`get-job-unprocessed-record-results`	Tool to retrieve unprocessed records from a Salesforce Bulk API 2.0 ingest job.
`get-last-selected-app`	Retrieves the app the current user last selected or the app the user sees by default.
`get-lead`	Retrieves a specific lead by ID from Salesforce, returning all available fields.
`get-list-view-actions`	Tool to retrieve header actions on list views. Use when you need to get available actions, buttons, and quick actions displayed on a specific list…
`get-list-view-metadata-batch`	Tool to retrieve metadata for multiple list views in a single batch request.
`get-list-view-metadata-by-name`	Returns list view metadata by object and list view API name.
`get-list-view-records-by-id`	Returns record data for a list view by its ID. Use when you need to retrieve records from a specific Salesforce list view.
`get-list-view-records-by-name`	Retrieves paginated record data for a specified list view using the object and list view API names.
`get-list-view-results`	Retrieves the results of a list view for a specified sObject.
`get-lookup-field-suggestions`	Tool to retrieve lookup field suggestions for editing lookup fields with search filtering.
`get-lookup-suggestions-case-contact`	Tool to get lookup field suggestions with POST request. Use when editing lookup fields with dependent lookup filtering or when you need to pass…
`get-mru-list-view-metadata`	Tool to retrieve MRU list view metadata for a Salesforce object.
`get-mru-list-view-records`	Tool to retrieve record data for an object’s most recently used (MRU) list view.
`get-note`	Retrieves a specific note by ID from Salesforce, returning all available fields.
`get-note-by-id-with-fields`	DEPRECATED: Retrieves a Salesforce Note object by its ID, optionally specifying which fields to return; the Note ID must exist.
`get-object-list-views`	Returns a collection of list views associated with a Salesforce object.
`get-opportunity`	Retrieves a specific opportunity by ID from Salesforce, returning all available fields.
`get-org-limits`	Tool to retrieve organization limits with max and remaining allocations.
`get-photo-actions`	Tool to retrieve available photo actions for Salesforce pages.
`get-picklist-values-by-record-type`	Tool to get values for all picklist fields of a record type, including dependent picklists.
`get-query-job-info`	Tool to retrieve information about a Salesforce Bulk API v2 query job.
`get-query-job-results`	Retrieves results for a completed Bulk API v2 query job in CSV format.
`get-quick-actions`	Tool to retrieve global and object-specific quick actions from Salesforce.
`get-record-counts`	Tool to retrieve total record counts for specified Salesforce objects.
`get-record-edit-page-actions`	Tool to get available actions on record edit pages. Use when you need to retrieve metadata about actions (standard actions, custom actions, quick…
`get-related-list-actions`	Tool to get actions on related lists for record detail pages.
`get-related-list-preferences-batch`	Tool to get a batch of related list user preferences from Salesforce.
`get-related-list-records-contacts`	Tool to retrieve related list records with request body parameters for filtering and pagination.
`get-report`	Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.
`get-report-instance`	Gets the results of a report instance created by running a report.
`get-search-layout`	Retrieves search result layout information for specified sObjects.
`get-search-suggestions`	Returns a list of suggested searches based on the user’s query string.
`get-sobject-by-external-id`	Tool to retrieve a Salesforce record by matching an external ID field value.
`get-sobject-collections`	Tool to retrieve multiple records of the same sObject type in a single API call.
`get-sobject-list-view`	Tool to retrieve basic information about a specific list view for an sObject.
`get-sobject-list-views`	Tool to retrieve list views for a specified sObject. Use when you need to discover available filtered views of records for objects like Account…
`get-sobject-platformaction`	Retrieves metadata description of PlatformAction SObject. Use when you need to understand the structure and fields of PlatformAction for querying UI actions.
`get-s-object-quick-action-default-values`	Retrieves default field values for a specific quick action on an sObject.
`get-sobject-quick-action-default-values`	Retrieves default field values for a specific quick action on an sObject.
`get-s-object-record`	Tool to retrieve a single Salesforce record by ID from any sObject type.
`get-sobject-relationship`	Retrieves records by traversing sObject relationships using friendly URLs.
`get-s-objects-describe-layouts-record-type-id`	Tool to retrieve layout metadata for a specific record type on an object.
`get-sobjects-sobject-describe-approvallayouts`	Retrieves approval layouts for a specified Salesforce object.
`get-s-objects-updated`	Tool to retrieve a list of sObject records that have been updated within a given timeframe.
`get-support`	Retrieves the root of the Support Knowledge REST API. Use when you need to access knowledge articles and data category information.
`get-supported-objects-directory`	Tool to get a Salesforce org’s active theme and directory of supported objects.
`get-support-knowledge-articles`	Retrieves user’s visible knowledge articles and data categories from Salesforce Knowledge.
`get-theme`	Tool to get icons and colors for Salesforce UI themes. Use when you need to retrieve theme information for objects in the organization.
`get-ui-api-actions-lookup-account`	Tool to get lookup field actions for a Salesforce object. Use when you need to retrieve available actions for lookup fields on a specific object type…
`get-uiapi-actions-mru-list-account`	Tool to retrieve header actions available on the MRU (Most Recently Used) list view for a specified Salesforce object.
`get-ui-api-actions-record-related-list`	Tool to get available actions on related lists for a record detail page.
`get-ui-api-apps-user-nav-items`	Tool to get personalized navigation items for a specific Salesforce app.
`get-uiapi-list-info-account-all-accounts`	Retrieves list view metadata for the Account AllAccounts view using Salesforce UI API.
`get-uiapi-list-info-account-recent`	Tool to get list view metadata from Salesforce UI API. Use when you need to retrieve configuration details for a list view including columns…
`get-uiapi-list-info-account-search-result`	Retrieves list view metadata for the Account __SearchResult view using Salesforce UI API.
`get-ui-api-list-info-recent`	Tool to get list views for a Salesforce object. Use when you need to retrieve available list views with options to filter by recent usage and search.
`get-uiapimru-list-info-account`	Tool to get Most Recently Used (MRU) list view metadata for Account object.
`get-ui-api-mru-list-records-account`	Tool to get Most Recently Used (MRU) list view records for Account object.
`get-ui-api-record-ui`	Tool to retrieve layout, field metadata, and record data in a single response.
`get-uiapi-related-list-preferences`	Tool to retrieve user preferences for a specific related list on an object.
`get-user-info`	Retrieves information about the current user or a specific user in Salesforce.
`head-actions-custom`	Tool to return HTTP headers for custom invocable actions without response body.
`head-actions-standard`	Tool to return HTTP headers for standard invocable actions metadata without response body.
`head-appmenu-salesforce1`	Tool to return HTTP headers for AppMenu Salesforce1 mobile navigation items without response body.
`head-process-rules-s-object`	Tool to return HTTP headers for process rules of an sObject without retrieving the response body.
`head-quick-actions`	Tool to return HTTP headers for Quick Actions resource without response body.
`head-sobject-quick-action-default-values`	Tool to return HTTP headers for sObject quick action default values by context ID without response body.
`head-sobjects-global-describe-layouts`	Tool to return HTTP headers for all global publisher layouts without response body.
`head-sobjects-quick-action`	Tool to return HTTP headers for a specific sObject quick action without response body.
`head-sobjects-user-password`	Tool to return HTTP headers for User password resource without response body.
`list-accounts`	Lists accounts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
`list-analytics-templates`	Tool to list CRM Analytics templates available in the org. Use when you need to discover available templates for creating Analytics apps.
`list-campaigns`	Lists campaigns from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
`list-contacts`	Lists contacts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
`list-custom-invocable-actions`	Retrieves the list of custom actions including Flow actions, Apex actions, and invocable processes.
`list-dashboards`	Lists dashboards with basic metadata including name, ID, and URLs.
`list-email-templates`	Lists available email templates in Salesforce with filtering and search capabilities.
`list-leads`	Lists leads from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
`list-notes`	Lists notes from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
`list-opportunities`	Lists opportunities from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
`list-pricebook-entries`	Lists pricebook entries from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
`list-pricebooks`	Lists pricebooks from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
`list-reports`	Lists reports with basic metadata including name, ID, and URLs.
`list-standard-invocable-actions`	Retrieves the list of standard actions that can be statically invoked.
`log-call`	Logs a completed phone call as a task in Salesforce with call-specific details like duration, type, and disposition.
`log-email-activity`	Creates an EmailMessage record to log email activity in Salesforce, associating it with related records.
`mass-transfer-ownership`	Transfers ownership of multiple records to a new owner in a single operation using Salesforce’s composite API for better performance.
`parameterized-search`	Tool to execute RESTful search using parameters instead of SOSL clause.
`patch-composite-sobjects`	Tool to upsert up to 200 records using external ID field matching.
`post-composite-graph`	Tool to execute multiple related REST API requests in a single transactional call with up to 500 subrequests per graph.
`post-composite-sobjects`	Tool to create up to 200 records in one request using sObject Collections.
`post-parameterized-search`	Tool to execute parameterized search across Salesforce objects with advanced filtering.
`query`	DEPRECATED: Use SALESFORCE_RUN_SOQL_QUERY instead. Tool to execute SOQL queries against Salesforce.
`query-all`	Tool to execute SOQL queries including soft-deleted and archived records.
`query-contacts-by-name`	DEPRECATED: Finds Salesforce Contact records by name using a case-insensitive search.
`query-more`	Retrieve the next page of SOQL results using a query locator (GET /query/{queryLocator}).
`query-report`	DEPRECATED: Executes a Salesforce report synchronously by its `id` and `reportType`, optionally with dynamic ad-hoc adjustments like filters or…
`remove-account-by-unique-identifier`	DEPRECATED: Deletes an existing Salesforce Account using its unique ID, returning an empty response on success (HTTP 204).
`remove-specific-contact-by-id`	DEPRECATED: Permanently deletes a specific Contact from Salesforce using its unique ID, which must correspond to an existing record.
`remove-campaign-object-by-id`	DEPRECATED: Permanently deletes a specific Campaign SObject in Salesforce using its unique ID.
`remove-from-campaign`	Removes a lead or contact from a campaign by deleting the CampaignMember record.
`remove-note-object-by-id`	DEPRECATED: Permanently deletes an existing Salesforce Note object identified by its unique ID.
`remove-opportunity-by-id`	DEPRECATED: Permanently deletes an existing Salesforce Opportunity by its ID; if the Opportunity does not exist, a ‘not found’ (404) error occurs.
`retrieve-account-data-and-error-responses`	DEPRECATED: Retrieves comprehensive metadata for the Salesforce Account sObject, detailing its properties, recent records, and related resource URLs.
`retrieve-campaign-data-with-error-handling`	DEPRECATED: Retrieves comprehensive information and metadata for the Salesforce Campaign sObject, provided it is enabled and accessible in the…
`retrieve-contact-info-with-standard-responses`	DEPRECATED: Retrieves comprehensive metadata (e.g., fields, data types, picklist values) for the Salesforce Contact SObject; this action does not…
`retrieve-lead-by-id`	Retrieves details for a Salesforce Lead by its ID; the specified Lead ID must exist in Salesforce.
`retrieve-lead-data-with-various-responses`	DEPRECATED: Retrieves Lead sObject data from Salesforce, such as recently viewed leads or general Lead object information.
`retrieve-note-object-information`	DEPRECATED: Retrieves comprehensive metadata for the Salesforce ‘Note’ SObject, if it is enabled and accessible, to understand its structure and capabilities.
`retrieve-opportunities-data`	Retrieves all available Opportunity records, representing potential revenue-generating deals, from Salesforce.
`retrieve-opportunity-by-id-with-optional-fields`	DEPRECATED: Retrieves a Salesforce Opportunity by its ID; the Opportunity ID must exist.
`retrieve-specific-campaign-object-details`	DEPRECATED: Retrieves details for a specific Salesforce Campaign object by its ID, optionally limiting to specified fields; the Campaign object must exist.
`retrieve-specific-contact-by-id`	(DEPRECATED: use `SALESFORCE_GET_CONTACT_BY_ID`) Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.
`run-report`	Runs a report synchronously (GET /analytics/reports/{id}?includeDetails=true) and returns the results in one call.
`run-report-async`	Run a Salesforce report asynchronously (POST /analytics/reports/{id}/instances).
`run-soql-query`	Executes a SOQL query against Salesforce data. Returns records matching the query with pagination support.
`search`	DEPRECATED: Use SALESFORCE_EXECUTE_SOSL_SEARCH instead. Executes a SOSL search query across multiple Salesforce objects.
`search-accounts`	Search for Salesforce accounts using criteria like name, industry, type, location, or contact information.
`search-campaigns`	Search for Salesforce campaigns using multiple criteria like name, type, status, date range, or active status.
`search-contacts`	Search Salesforce Contact records (not Leads - use SALESFORCE_SEARCH_LEADS for those) using name, email, phone, account, or title.
`search-knowledge-articles`	Search for Salesforce Knowledge articles with titles matching the search query.
`search-leads`	Search for Salesforce leads using criteria like name, email, phone, company, title, status, or lead source.
`search-notes`	Search for Salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.
`search-opportunities`	Search for Salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.
`search-tasks`	Search for Salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.
`send-email`	Sends an email through Salesforce with options for recipients, attachments, and activity logging.
`send-email-from-template`	Sends an email using a predefined Salesforce email template with merge field support.
`send-mass-email`	Sends an email to each recipient immediately and irreversibly, using a template or custom subject/body (requires either a valid template_id or both subject and body).
`set-user-password`	Set or reset a Salesforce user’s password. Provide new_password to set a specific value (silent).

Triggers (7)

Subscribe with .on(...) in a script. A trigger with required configuration takes it as the second argument.

Trigger	Needs	What fires it
Account Created or Updated	nothing	Triggers when an Account is created or updated in Salesforce.
Contact Updated	nothing	Triggers when an existing Salesforce Contact record is modified.
Record Updated (Generic SObject)	`sobject_name`	Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type
New Contact Trigger	nothing	Triggers when a new Contact is Created in Salesforce.
New Lead Trigger	nothing	Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity	nothing	Triggers when a Salesforce Opportunity is created or updated.
Task Created or Completed	nothing	Triggers when a Task is created or when its status changes to Completed in Salesforce.

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Triggers (7)

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Triggers (7)