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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 91–120 of 223 actions

Get Values for All Picklist Fields

SALESFORCE_GET_PICKLIST_VALUES_BY_RECORD_TYPE

Tool to get values for all picklist fields of a record type, including dependent picklists. Use when you need to retrieve available picklist options for a specific object and record type, especially for dependent picklist hierarchies.

Untrusted display-only summary

Get job info query

SALESFORCE_GET_QUERY_JOB_INFO

Tool to retrieve information about a Salesforce Bulk API v2 query job. Use when you need to check the status and details of a query job.

Untrusted display-only summary

Get job query result

SALESFORCE_GET_QUERY_JOB_RESULTS

Retrieves results for a completed Bulk API v2 query job in CSV format. Supports pagination for large datasets via maxRecords and locator parameters.

Untrusted display-only summary

Get quick actions

SALESFORCE_GET_QUICK_ACTIONS

Tool to retrieve global and object-specific quick actions from Salesforce. Use when you need to list all available quick actions in the organization.

Untrusted display-only summary

Get record count for objects

SALESFORCE_GET_RECORD_COUNTS

Tool to retrieve total record counts for specified Salesforce objects. Use when you need to check storage usage or understand data volume for specific sObjects.

Untrusted display-only summary

Get record edit page actions

SALESFORCE_GET_RECORD_EDIT_PAGE_ACTIONS

Tool to get available actions on record edit pages. Use when you need to retrieve metadata about actions (standard actions, custom actions, quick actions, productivity actions) displayed on the record edit page for specific records.

Untrusted display-only summary

Get related list actions

SALESFORCE_GET_RELATED_LIST_ACTIONS

Tool to get actions on related lists for record detail pages. Use when you need to retrieve metadata about all available actions (standard buttons, quick actions, custom buttons, and productivity actions) that can be performed on records within a specific related list context.

Untrusted display-only summary

Get batch of related list user preferences

SALESFORCE_GET_RELATED_LIST_PREFERENCES_BATCH

Tool to get a batch of related list user preferences from Salesforce. Use when retrieving display preferences, column widths, or sort orders for multiple related lists simultaneously.

Untrusted display-only summary

Get related list records with request body

SALESFORCE_GET_RELATED_LIST_RECORDS_CONTACTS

Tool to retrieve related list records with request body parameters for filtering and pagination. Use when you need to get records from a related list associated with a parent record with complex query parameters. Returns up to 1,999 records per related list with pagination support.

Untrusted display-only summary

Get report metadata

SALESFORCE_GET_REPORT

Gets detailed metadata for a specific report including its structure, columns, filters, and groupings. Only fields included in the report layout are returned; use SALESFORCE_RUN_SOQL_QUERY when specific fields outside the report layout are required.

Untrusted display-only summary

Get report instance results

SALESFORCE_GET_REPORT_INSTANCE

Gets the results of a report instance created by running a report. Poll `attributes.status` until it equals 'Success' before parsing results. Response data is nested under `factMap` and `reportExtendedMetadata`; an empty `factMap` or zero rows is a valid successful result, not an error.

Untrusted display-only summary

Get search result layouts

SALESFORCE_GET_SEARCH_LAYOUT

Retrieves search result layout information for specified sObjects. Use when you need to understand which fields are displayed in search results for objects.

Untrusted display-only summary

Search suggested queries

SALESFORCE_GET_SEARCH_SUGGESTIONS

Returns a list of suggested searches based on the user's query string. Use when you want to help users discover relevant search terms before performing a search.

Untrusted display-only summary

Get sObject by external ID

SALESFORCE_GET_SOBJECT_BY_EXTERNAL_ID

Tool to retrieve a Salesforce record by matching an external ID field value. Use when you need to find a record using a custom external identifier instead of the Salesforce ID. The field specified must be marked as an External ID in Salesforce.

Untrusted display-only summary

Get multiple sObject records

SALESFORCE_GET_SOBJECT_COLLECTIONS

Tool to retrieve multiple records of the same sObject type in a single API call. Use when you need to fetch up to 200 records by their IDs. Returns an array of sObjects with the specified fields.

Untrusted display-only summary

Get sObject list view information

SALESFORCE_GET_SOBJECT_LIST_VIEW

Tool to retrieve basic information about a specific list view for an sObject. Use when you need to get list view metadata including its ID, label, developer name, and URLs for accessing results and detailed descriptions.

Untrusted display-only summary

Get list views for sObject

SALESFORCE_GET_SOBJECT_LIST_VIEWS

Tool to retrieve list views for a specified sObject. Use when you need to discover available filtered views of records for objects like Account, Contact, Lead, or Opportunity.

Untrusted display-only summary

Get PlatformAction SObject metadata

SALESFORCE_GET_SOBJECT_PLATFORMACTION

Retrieves metadata description of PlatformAction SObject. Use when you need to understand the structure and fields of PlatformAction for querying UI actions.

Untrusted display-only summary

Get sObject Quick Action Default Values by ID

SALESFORCE_GET_S_OBJECT_QUICK_ACTION_DEFAULT_VALUES

Retrieves default field values for a quick action in a specific record context. Use when you need to pre-populate fields when creating related records through quick actions.

Untrusted display-only summary

Get sObject Quick Action Default Values

SALESFORCE_GET_SOBJECT_QUICK_ACTION_DEFAULT_VALUES

Retrieves default field values for a specific quick action on an sObject. Use when you need to understand what fields will be automatically populated when executing the quick action.

Untrusted display-only summary

Get sObject record by ID

SALESFORCE_GET_S_OBJECT_RECORD

Tool to retrieve a single Salesforce record by ID from any sObject type. Use when you need to get detailed information about a specific record.

Untrusted display-only summary

Get records using sObject relationships

SALESFORCE_GET_SOBJECT_RELATIONSHIP

Retrieves records by traversing sObject relationships using friendly URLs. Use when you need to get related records through a relationship field (e.g., all Contacts for an Account).

Untrusted display-only summary

Get layouts for object with record type

SALESFORCE_GET_S_OBJECTS_DESCRIBE_LAYOUTS_RECORD_TYPE_ID

Tool to retrieve layout metadata for a specific record type on an object. Use when you need detailed information about page layouts, field positioning, sections, quick actions, related lists, and buttons for a particular record type.

Untrusted display-only summary

Get approval layouts for object

SALESFORCE_GET_SOBJECTS_SOBJECT_DESCRIBE_APPROVALLAYOUTS

Retrieves approval layouts for a specified Salesforce object. Use when you need to understand which fields are displayed in approval pages or to dynamically build approval interfaces.

Untrusted display-only summary

Get updated sObject records

SALESFORCE_GET_S_OBJECTS_UPDATED

Tool to retrieve a list of sObject records that have been updated within a given timeframe. Use when you need to synchronize records or track changes to specific sObject types over a time period.

Untrusted display-only summary

Get support knowledge

SALESFORCE_GET_SUPPORT

Retrieves the root of the Support Knowledge REST API. Use when you need to access knowledge articles and data category information.

Untrusted display-only summary

Get directory of supported objects

SALESFORCE_GET_SUPPORTED_OBJECTS_DIRECTORY

Tool to get a Salesforce org's active theme and directory of supported objects. Use when you need to discover available objects that are supported by the User Interface API, including their CRUD permissions, labels, and theme information.

Untrusted display-only summary

Get support knowledge articles

SALESFORCE_GET_SUPPORT_KNOWLEDGE_ARTICLES

Retrieves user's visible knowledge articles and data categories from Salesforce Knowledge. Use when you need to access published, draft, or archived articles based on user permissions.

Untrusted display-only summary

Get theme

SALESFORCE_GET_THEME

Tool to get icons and colors for Salesforce UI themes. Use when you need to retrieve theme information for objects in the organization.

Untrusted display-only summary

Get lookup field actions

SALESFORCE_GET_UI_API_ACTIONS_LOOKUP_ACCOUNT

Tool to get lookup field actions for a Salesforce object. Use when you need to retrieve available actions for lookup fields on a specific object type (e.g., Account, Contact).

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.