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.
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.
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.
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).
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.
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.
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