SALESFORCE_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.
SALESFORCE_ADD_CONTACT_TO_CAMPAIGN
Adds a contact to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.
SALESFORCE_ADD_LEAD_TO_CAMPAIGN
Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement.
SALESFORCE_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.
SALESFORCE_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.
SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT
Associates a contact with an account by updating the contact's AccountId field.
SALESFORCE_CLONE_OPPORTUNITY_WITH_PRODUCTS
Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.
SALESFORCE_CLONE_RECORD
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.
SALESFORCE_COMPLETE_TASK
Marks a task as completed with optional completion notes. This is a convenience action that updates the task status to 'Completed'.
SALESFORCE_CREATE_ACCOUNT
Creates a new account in Salesforce with the specified information.
SALESFORCE_CREATE_CAMPAIGN
Creates a new campaign in Salesforce with the specified information.
SALESFORCE_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 'OwnerId' is provided, it must be a valid ID of an active User.
SALESFORCE_CREATE_CONTACT
Creates a new contact in Salesforce with the specified information.
SALESFORCE_CREATE_LEAD
Creates a new lead in Salesforce with the specified information.
SALESFORCE_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.
SALESFORCE_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 (ending with '__c') must be predefined.
SALESFORCE_CREATE_NOTE
Creates a new note attached to a Salesforce record with the specified title and content.
SALESFORCE_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 `Content-Type: application/json` header.
SALESFORCE_CREATE_OPPORTUNITY
Creates a new opportunity in Salesforce with the specified information.
SALESFORCE_CREATE_OPPORTUNITY_RECORD
DEPRECATED: 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.
SALESFORCE_CREATE_TASK
Creates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
SALESFORCE_DELETE_ACCOUNT
Permanently deletes an account from Salesforce. This action cannot be undone.
SALESFORCE_DELETE_A_LEAD_OBJECT_BY_ITS_ID
DEPRECATED: Permanently deletes an existing Lead object from Salesforce using its unique ID.
SALESFORCE_DELETE_CAMPAIGN
Permanently deletes a campaign from Salesforce. This action cannot be undone.
SALESFORCE_DELETE_CONTACT
Permanently deletes a contact from Salesforce. This action cannot be undone.
SALESFORCE_DELETE_LEAD
Permanently deletes a lead from Salesforce. This action cannot be undone.
SALESFORCE_DELETE_NOTE
Permanently deletes a note from Salesforce. This action cannot be undone.
SALESFORCE_DELETE_OPPORTUNITY
Permanently deletes an opportunity from Salesforce. This action cannot be undone.
SALESFORCE_EXECUTE_SOQL_QUERY
DEPRECATED: Executes the provided SOQL query against Salesforce; the query must begin with 'SELECT'.
SALESFORCE_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 optionally specify a comma-delimited list of fields to return.
SALESFORCE_FETCH_MODIFIED_OR_UNMODIFIED_SOBJECTS
DEPRECATED: 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.
SALESFORCE_GET_ACCOUNT
Retrieves a specific account by ID from Salesforce, returning all available fields.
SALESFORCE_GET_CAMPAIGN
Retrieves a specific campaign by ID from Salesforce, returning all available fields.
SALESFORCE_GET_CONTACT
Retrieves a specific contact by ID from Salesforce, returning all available fields.
SALESFORCE_GET_DASHBOARD
Gets detailed metadata for a specific dashboard including its components, layout, and filters.
SALESFORCE_GET_LEAD
Retrieves a specific lead by ID from Salesforce, returning all available fields.
SALESFORCE_GET_NOTE
Retrieves a specific note by ID from Salesforce, returning all available fields.
SALESFORCE_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.
SALESFORCE_GET_OPPORTUNITY
Retrieves a specific opportunity by ID from Salesforce, returning all available fields.
SALESFORCE_GET_REPORT
Gets detailed metadata for a specific report including its structure, columns, filters, and groupings.
SALESFORCE_GET_REPORT_INSTANCE
Gets the results of a report instance created by running a report. Check status to see if report has completed.
SALESFORCE_GET_USER_INFO
Retrieves information about the current user or a specific user in Salesforce.
SALESFORCE_LIST_ACCOUNTS
Lists accounts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_CAMPAIGNS
Lists campaigns from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_CONTACTS
Lists contacts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_DASHBOARDS
Lists all dashboards available in Salesforce with basic metadata including name, ID, and URLs.
SALESFORCE_LIST_EMAIL_TEMPLATES
Lists available email templates in Salesforce with filtering and search capabilities.
SALESFORCE_LIST_LEADS
Lists leads from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_NOTES
Lists notes from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_OPPORTUNITIES
Lists opportunities from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
SALESFORCE_LIST_PRICEBOOK_ENTRIES
Lists pricebook entries from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Use this to map product names to pricebook entry IDs needed for opportunity line items.
SALESFORCE_LIST_PRICEBOOKS
Lists pricebooks from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Use this to map pricebook names to IDs.
SALESFORCE_LIST_REPORTS
Lists all reports available in Salesforce with basic metadata including name, ID, and URLs.
SALESFORCE_LOG_CALL
Logs a completed phone call as a task in Salesforce with call-specific details like duration, type, and disposition.
SALESFORCE_LOG_EMAIL_ACTIVITY
Creates an EmailMessage record to log email activity in Salesforce, associating it with related records.
SALESFORCE_MASS_TRANSFER_OWNERSHIP
Transfers ownership of multiple records to a new owner in a single operation using Salesforce's composite API for better performance.
SALESFORCE_QUERY_CONTACTS_BY_NAME
DEPRECATED: Finds Salesforce Contact records by name using a case-insensitive search.
SALESFORCE_QUERY_REPORT
DEPRECATED: 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.
SALESFORCE_REMOVE_ACCOUNT_BY_UNIQUE_IDENTIFIER
DEPRECATED: Deletes an existing Salesforce Account using its unique ID, returning an empty response on success (HTTP 204).
SALESFORCE_REMOVE_A_SPECIFIC_CONTACT_BY_ID
DEPRECATED: Permanently deletes a specific Contact from Salesforce using its unique ID, which must correspond to an existing record.
SALESFORCE_REMOVE_CAMPAIGN_OBJECT_BY_ID
DEPRECATED: Permanently deletes a specific Campaign SObject in Salesforce using its unique ID.
SALESFORCE_REMOVE_FROM_CAMPAIGN
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.
SALESFORCE_REMOVE_NOTE_OBJECT_BY_ID
DEPRECATED: Permanently deletes an existing Salesforce Note object identified by its unique ID.
SALESFORCE_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.
SALESFORCE_RETRIEVE_ACCOUNT_DATA_AND_ERROR_RESPONSES
DEPRECATED: Retrieves comprehensive metadata for the Salesforce Account sObject, detailing its properties, recent records, and related resource URLs.
SALESFORCE_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 organization, and features robust error handling.
SALESFORCE_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 individual contact records.
SALESFORCE_RETRIEVE_LEAD_BY_ID
Retrieves details for a Salesforce Lead by its ID; the specified Lead ID must exist in Salesforce.
SALESFORCE_RETRIEVE_LEAD_DATA_WITH_VARIOUS_RESPONSES
DEPRECATED: Retrieves Lead sObject data from Salesforce, such as recently viewed leads or general Lead object information.
SALESFORCE_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.
SALESFORCE_RETRIEVE_OPPORTUNITIES_DATA
Retrieves all available Opportunity records, representing potential revenue-generating deals, from Salesforce.
SALESFORCE_RETRIEVE_OPPORTUNITY_BY_ID_WITH_OPTIONAL_FIELDS
DEPRECATED: Retrieves a Salesforce Opportunity by its ID; the Opportunity ID must exist.
SALESFORCE_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.
SALESFORCE_RETRIEVE_SPECIFIC_CONTACT_BY_ID
Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.
SALESFORCE_RUN_REPORT
Runs a report and returns the results. Creates a report instance that can be checked for completion.
SALESFORCE_RUN_SOQL_QUERY
Executes a SOQL query against Salesforce data. Returns records matching the query with pagination support.
SALESFORCE_SEARCH_ACCOUNTS
Search for Salesforce accounts using multiple criteria like name, industry, type, location, or contact information.
SALESFORCE_SEARCH_CAMPAIGNS
Search for Salesforce campaigns using multiple criteria like name, type, status, date range, or active status.
SALESFORCE_SEARCH_CONTACTS
Search for Salesforce contacts using multiple criteria like name, email, phone, account, or title.
SALESFORCE_SEARCH_LEADS
Search for Salesforce leads using multiple criteria like name, email, phone, company, title, status, or lead source.
SALESFORCE_SEARCH_NOTES
Search for Salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.
SALESFORCE_SEARCH_OPPORTUNITIES
Search for Salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.
SALESFORCE_SEARCH_TASKS
Search for Salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.
SALESFORCE_SEND_EMAIL
Sends an email through Salesforce with options for recipients, attachments, and activity logging.
SALESFORCE_SEND_EMAIL_FROM_TEMPLATE
Sends an email using a predefined Salesforce email template with merge field support.
SALESFORCE_SEND_MASS_EMAIL
Sends bulk emails to multiple recipients, either using a template or custom content. Processes in batches for better performance.
SALESFORCE_UPDATE_ACCOUNT
Updates an existing account in Salesforce with the specified changes. Only provided fields will be updated.
SALESFORCE_UPDATE_ACCOUNT_OBJECT_BY_ID
DEPRECATED: 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.
SALESFORCE_UPDATE_CAMPAIGN
Updates an existing campaign in Salesforce with the specified changes. Only provided fields will be updated.
SALESFORCE_UPDATE_CAMPAIGN_BY_ID_WITH_JSON
DEPRECATED: Updates specific fields of an existing Campaign in Salesforce, identified by its unique `id`, which must already exist.
SALESFORCE_UPDATE_CONTACT
Updates an existing contact in Salesforce with the specified changes. Only provided fields will be updated.
SALESFORCE_UPDATE_CONTACT_BY_ID
DEPRECATED: Updates specified fields of an existing Salesforce Contact by its ID; at least one field must be provided for modification.
SALESFORCE_UPDATE_LEAD
Updates an existing lead in Salesforce with the specified changes. Only provided fields will be updated.
SALESFORCE_UPDATE_LEAD_BY_ID_WITH_JSON_PAYLOAD
DEPRECATED: Updates specified fields of an existing Lead in Salesforce via its unique ID (path parameter), returning HTTP 204 on success or error details on failure; request body must contain at least one field to update.
SALESFORCE_UPDATE_NOTE
Updates an existing note in Salesforce with the specified changes. Only provided fields will be updated.
SALESFORCE_UPDATE_OPPORTUNITY
Updates an existing opportunity in Salesforce with the specified changes. Only provided fields will be updated.
SALESFORCE_UPDATE_OPPORTUNITY_BY_ID
DEPRECATED: Updates specified fields of an existing Salesforce Opportunity by its ID; the Opportunity must exist, and some fields (like Name, StageName, CloseDate) may have specific Salesforce validation rules if being modified, while read-only fields update indirectly based on other changes.
SALESFORCE_UPDATE_SPECIFIC_NOTE_BY_ID
DEPRECATED: Use `update_specific_note_by_id` instead. Updates specified fields of an existing Salesforce Note SObject identified by its ID; the Note must already exist.
SALESFORCE_UPDATE_TASK
Updates an existing task in Salesforce with new information. Only provided fields will be updated.