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Catalogue metadata onlycrmv20260826_00

SALESFORCE

Salesforce

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.

Pakkawork boundary

Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.

No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Attributed source

223

Action summaries

Display-only definitions

7

Trigger types

Not installed instances

2

Auth modes

Field names, never values

No

Execution

No runtime adapter

Authentication map

What setup is declared?

Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
OAUTH2 · managed upstreamS2S_OAUTH2

OAUTH2

salesforce_oauth2

Upstream managed

Developer setup

  • Client idclient_id · stringRequired
  • Client secretclient_secret · stringRequired
  • Redirect URIoauth_redirect_uri · stringOptional
  • Scopesscopes · stringOptional

User connection

  • Salesforce Subdomainsubdomain · stringRequired
  • Instance endpointsuffix.one · stringRequired

S2S_OAUTH2

salesforce_s2s_oauth2

Provider setup

Developer setup

  • Client IDclient_id · stringRequired
  • Client Secretclient_secret · stringRequired

User connection

  • My Domain Subdomainsubdomain · stringRequired
  • Instance endpointsuffix.one · stringRequired

Capability index

Actions and trigger definitions

Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.

Showing 31–60 of 223 actions

Delete account

SALESFORCE_DELETE_ACCOUNT

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

Untrusted display-only summary

Delete a lead object by its id

SALESFORCE_DELETE_A_LEAD_OBJECT_BY_ITS_ID

DEPRECATED: Permanently deletes an existing Lead object from Salesforce using its unique ID.

Untrusted display-only summary

Delete campaign

SALESFORCE_DELETE_CAMPAIGN

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

Untrusted display-only summary

Delete contact

SALESFORCE_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.

Untrusted display-only summary

Delete file

SALESFORCE_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.

Untrusted display-only summary

Delete job query

SALESFORCE_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. Only the user who created the job can delete it, and the job must be in a completed state.

Untrusted display-only summary

Delete lead

SALESFORCE_DELETE_LEAD

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

Untrusted display-only summary

Delete note

SALESFORCE_DELETE_NOTE

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

Untrusted display-only summary

Delete opportunity

SALESFORCE_DELETE_OPPORTUNITY

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

Untrusted display-only summary

Delete sObject record

SALESFORCE_DELETE_SOBJECT

Tool to delete a single Salesforce record by its ID. Use when you need to permanently remove a specific record from Salesforce. This operation is idempotent - deleting the same record multiple times returns success. Works with standard and custom objects.

Untrusted display-only summary

Delete multiple records (SObject Collections)

SALESFORCE_DELETE_SOBJECT_COLLECTIONS

Tool to delete up to 200 records in one request with optional rollback. Use when you need to delete multiple records efficiently, reducing API calls.

Untrusted display-only summary

Execute global quick action

SALESFORCE_EXECUTE_GLOBAL_QUICK_ACTION

Execute a global (non-object-specific) quick action (POST /quickActions/{actionName}). The 'Get quick actions' action lists the available global quick actions, but only object-scoped quick actions could be executed before — this runs the global ones. Distinct from the sObject-scoped execute (POST /sobjects/{type}/quic…

Untrusted display-only summary

Execute invocable action

SALESFORCE_EXECUTE_INVOCABLE_ACTION

Invoke any standard or custom invocable action by name (POST /actions/standard/{name} or /actions/custom/{name}). The 'Get standard/custom invocable actions' actions enumerate the available actions (including Flows and Apex invocable methods), but previously only emailSimple and invocableApplyLeadAssignmentRules could…

Untrusted display-only summary

Execute sObject Quick Action

SALESFORCE_EXECUTE_SOBJECT_QUICK_ACTION

Tool to execute a specific quick action on an sObject to create records with pre-configured defaults. Use when you need to leverage Salesforce Quick Actions to streamline record creation with field mappings and default values.

Untrusted display-only summary

Execute SOQL query (Deprecated)

SALESFORCE_EXECUTE_SOQL_QUERY

DEPRECATED: Use SALESFORCE_RUN_SOQL_QUERY instead. Executes the provided SOQL query against Salesforce; the query must begin with 'SELECT'.

Untrusted display-only summary

Execute SOSL search

SALESFORCE_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.

Untrusted display-only summary

Fetch account by ID with query

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.

Untrusted display-only summary

Get batch of UI API records

SALESFORCE_GET_A_BATCH_OF_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).

Untrusted display-only summary

Get account

SALESFORCE_GET_ACCOUNT

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

Untrusted display-only summary

Get all objects

SALESFORCE_GET_ALL_CUSTOM_OBJECTS

Retrieves Salesforce objects (standard and custom) with detailed metadata. Each object includes a 'custom' field to identify custom objects. Note: the underlying Global Describe (/sobjects) is not paginated — it returns every object in one call — so the page/page_size parameters here are CLIENT-SIDE convenience slicin…

Untrusted display-only summary

Get all fields for an object

SALESFORCE_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.

Untrusted display-only summary

Get all navigation items

SALESFORCE_GET_ALL_NAVIGATION_ITEMS

Gets all navigation items (tabs) that the user has access to. Use when you need to retrieve available navigation tabs for display or navigation purposes.

Untrusted display-only summary

Get API resources by version

SALESFORCE_GET_API

Tool to discover available REST API resources for a specified Salesforce API version. Use when you need to find available endpoints and their URIs for a specific API version.

Untrusted display-only summary

Get an app

SALESFORCE_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.

Untrusted display-only summary

Get apps

SALESFORCE_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. Metadata for the selected app includes tabs on the app's navigation bar, while other apps don't include tab details.

Untrusted display-only summary

Get campaign

SALESFORCE_GET_CAMPAIGN

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

Untrusted display-only summary

Get Chatter resources

SALESFORCE_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.

Untrusted display-only summary

Get child records

SALESFORCE_GET_CHILD_RECORDS

Tool to get child records for a specified parent record and child relationship name. Use when you need to retrieve related records from a parent-child relationship in Salesforce, such as getting all Contacts for an Account or all Opportunities for an Account. Results are paginated with configurable page size.

Untrusted display-only summary

Get Compact Layouts

SALESFORCE_GET_COMPACT_LAYOUTS

Tool to retrieve compact layout information for multiple Salesforce objects. Use when you need to display object data in compact form for Lightning Experience, mobile apps, or custom interfaces.

Untrusted display-only summary

Get composite resources

SALESFORCE_GET_COMPOSITE_RESOURCES

Tool to retrieve a list of available composite resources in Salesforce. Use when you need to discover which composite API endpoints are available for batch operations.

Untrusted display-only summary

Provenance

Versioned facts, explicit trust.

The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.

Repository
https://github.com/provider-directoryHQ/provider-directory
Commit
85e33f6a81dfe987f6fc3637d48d45052cea8ca5
Generated
2026-09-12
Trust policy
untrusted_display_only

Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.