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
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.
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.
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