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.
Retrieves multiple records of the same object type by IDs with a request body. Use when you need to retrieve more records than URL length limits allow (up to 2000 records vs ~800 via GET).
Untrusted display-only summary
Get consent preferences
SALESFORCE_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, Lead, User, Person Account, or Individual). Returns a result per identifier; the 'proceed' object is keyed by the requested action, not a fixed set of actions. To query mult…
Untrusted display-only summary
Get contact
SALESFORCE_GET_CONTACT
Retrieves a specific contact by ID from Salesforce, returning all available fields.
Untrusted display-only summary
Retrieve specific contact by id
SALESFORCE_GET_CONTACT_BY_ID
Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.
Untrusted display-only summary
Get dashboard
SALESFORCE_GET_DASHBOARD
Gets detailed metadata for a specific dashboard including its components, layout, and filters.
Untrusted display-only summary
Get file content
SALESFORCE_GET_FILE_CONTENT
Returns the binary content of a Salesforce file, including references to external files. Use when you need to download or retrieve the actual file data from Salesforce.
Untrusted display-only summary
Get file information
SALESFORCE_GET_FILE_INFORMATION
Tool to retrieve comprehensive metadata and information about a specified file in Salesforce. Use when you need detailed file information including ownership, sharing settings, download URLs, and rendition status.
Untrusted display-only summary
Get file shares
SALESFORCE_GET_FILE_SHARES
Returns information about the objects with which the specified file has been shared. Use when you need to understand who has access to a specific file in Salesforce.
Untrusted display-only summary
Get global actions
SALESFORCE_GET_GLOBAL_ACTIONS
Tool to retrieve actions displayed in the Salesforce Global Actions menu with metadata. Use when you need to discover available global actions, quick actions, or custom buttons in the UI.
Untrusted display-only summary
Get job failed record results
SALESFORCE_GET_JOB_FAILED_RECORD_RESULTS
Tool to retrieve failed records from a Salesforce Bulk API 2.0 ingest job. Use when you need to get records that failed during a bulk operation, including error messages and original data.
Untrusted display-only summary
Get job successful record results
SALESFORCE_GET_JOB_SUCCESSFUL_RECORD_RESULTS
Tool to retrieve successfully processed records from a Salesforce Bulk API 2.0 ingest job. Use when you need to get records that were successfully created or updated during a bulk operation.
Untrusted display-only summary
Get job unprocessed record results
SALESFORCE_GET_JOB_UNPROCESSED_RECORD_RESULTS
Tool to retrieve unprocessed records from a Salesforce Bulk API 2.0 ingest job. Use when you need to get records that were not processed during a bulk operation, typically due to job abortion or interruption.
Untrusted display-only summary
Get last selected app
SALESFORCE_GET_LAST_SELECTED_APP
Retrieves the app the current user last selected or the app the user sees by default. Use when you need to determine which application the user is currently working in or should be using.
Untrusted display-only summary
Get lead
SALESFORCE_GET_LEAD
Retrieves a specific lead by ID from Salesforce, returning all available fields.
Untrusted display-only summary
Get List View Header Actions
SALESFORCE_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 view header in Salesforce.
Untrusted display-only summary
Get batch of list view metadata
SALESFORCE_GET_LIST_VIEW_METADATA_BATCH
Tool to retrieve metadata for multiple list views in a single batch request. Use when you need to get list view configuration, columns, filters, and sorting for multiple list views at once.
Untrusted display-only summary
Get list view metadata
SALESFORCE_GET_LIST_VIEW_METADATA_BY_NAME
Returns list view metadata by object and list view API name. Use when you need to retrieve complete metadata information for a specific list view, including display columns, filters, sort order, permissions, and user preferences.
Untrusted display-only summary
Get list view records by ID
SALESFORCE_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.
Untrusted display-only summary
Get list view records by API name
SALESFORCE_GET_LIST_VIEW_RECORDS_BY_NAME
Retrieves paginated record data for a specified list view using the object and list view API names. Use when you need to fetch records that match a specific list view's filters and sorting criteria. Returns the same data that powers Lightning Experience list views.
Untrusted display-only summary
Get list view results
SALESFORCE_GET_LIST_VIEW_RESULTS
Retrieves the results of a list view for a specified sObject. Returns column definitions and record data with a 2,000 record limit per response.
Untrusted display-only summary
Get lookup field suggestions
SALESFORCE_GET_LOOKUP_FIELD_SUGGESTIONS
Tool to retrieve lookup field suggestions for editing lookup fields with search filtering. Use when searching for records to populate a lookup field, supporting typeahead, recent, and full-text search.
Untrusted display-only summary
Get lookup field suggestions with POST
SALESFORCE_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 source record context in the request body.
Untrusted display-only summary
Get MRU list view metadata
SALESFORCE_GET_MRU_LIST_VIEW_METADATA
Tool to retrieve MRU list view metadata for a Salesforce object. Use when you need to understand the structure and configuration of the most recently used list view for an object.
Untrusted display-only summary
Get most recently used list view records
SALESFORCE_GET_MRU_LIST_VIEW_RECORDS
Tool to retrieve record data for an object's most recently used (MRU) list view. Use when you need to get the records that a user has recently accessed for a specific Salesforce object type.
Untrusted display-only summary
Get note
SALESFORCE_GET_NOTE
Retrieves a specific note by ID from Salesforce, returning all available fields. Notes with IsPrivate=true require the integration user to have sufficient permissions; inaccessible private notes will not be returned.
Untrusted display-only summary
Retrieve Note with conditions
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.
Untrusted display-only summary
Get list views for an object
SALESFORCE_GET_OBJECT_LIST_VIEWS
Returns a collection of list views associated with a Salesforce object. Use when you need to discover available list views for an object like Account, Contact, or Opportunity.
Untrusted display-only summary
Get opportunity
SALESFORCE_GET_OPPORTUNITY
Retrieves a specific opportunity by ID from Salesforce, returning all available fields.
Untrusted display-only summary
Get organization limits
SALESFORCE_GET_ORG_LIMITS
Tool to retrieve organization limits with max and remaining allocations. Use when you need to check API usage, storage limits, or other resource consumption in Salesforce.
Untrusted display-only summary
Get photo actions
SALESFORCE_GET_PHOTO_ACTIONS
Tool to retrieve available photo actions for Salesforce pages. Use when you need to get photo management actions for user or group pages. Currently, only group and user pages support photo actions.
Untrusted display-only summary
Provenance
Versioned facts, explicit trust.
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