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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 61–90 of 223 actions

Get multiple records by IDs

SALESFORCE_GET_COMPOSITE_SOBJECTS

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.

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.