> ## Documentation Index > Fetch the complete documentation index at: https://docs.boxd.sh/llms.txt > Use this file to discover all available pages before exploring further. # Salesforce > Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth 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 ```bash theme={"theme":"github-dark"} run auth salesforce run auth salesforce --scope team # shared with the organization ``` Or from the [Integrations page](https://app.boxd.sh/integrations) in the console. See [Connections](/guides/integrations/connections) for personal versus shared, and who may remove one. ## Use it ```bash theme={"theme":"github-dark"} run salesforce # common commands run salesforce --all # every command ``` ```ts theme={"theme":"github-dark"} 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. | | 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. | [Open Salesforce in the console →](https://app.boxd.sh/integrations/detail/salesforce)