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 retrieve header actions available on the MRU (Most Recently Used) list view for a specified Salesforce object. Use when you need to get available actions, buttons, and quick actions for an object's list view.
Untrusted display-only summary
Get related list actions
SALESFORCE_GET_UI_API_ACTIONS_RECORD_RELATED_LIST
Tool to get available actions on related lists for a record detail page. Use when you need to retrieve metadata about actions (standard actions, custom actions, quick actions, productivity actions) displayed on related lists for a specific parent record.
Untrusted display-only summary
Get Personalized Navigation Items
SALESFORCE_GET_UI_API_APPS_USER_NAV_ITEMS
Tool to get personalized navigation items for a specific Salesforce app. Use when you need to retrieve the navigation tabs that a user has access to within an application.
Retrieves list view metadata for the Account AllAccounts view using Salesforce UI API. Use when you need to understand the structure, columns, filters, and sorting of the standard AllAccounts list view.
Untrusted display-only summary
Get List View Metadata
SALESFORCE_GET_UIAPI_LIST_INFO_ACCOUNT_RECENT
Tool to get list view metadata from Salesforce UI API. Use when you need to retrieve configuration details for a list view including columns, filters, sorting, and permissions.
Retrieves list view metadata for the Account __SearchResult view using Salesforce UI API. Use when you need to understand the structure, columns, filters, and sorting of search results for Accounts.
Untrusted display-only summary
Get List Views for Object
SALESFORCE_GET_UI_API_LIST_INFO_RECENT
Tool to get list views for a Salesforce object. Use when you need to retrieve available list views with options to filter by recent usage and search.
Untrusted display-only summary
Get MRU List Info for Account
SALESFORCE_GET_UIAPIMRU_LIST_INFO_ACCOUNT
Tool to get Most Recently Used (MRU) list view metadata for Account object. Use when you need to retrieve list view settings, display columns, and preferences. Note: This endpoint is deprecated and no longer updates.
Untrusted display-only summary
Get MRU List Records for Account
SALESFORCE_GET_UI_API_MRU_LIST_RECORDS_ACCOUNT
Tool to get Most Recently Used (MRU) list view records for Account object. Use when you need to retrieve recently accessed Account records. Note: This endpoint is deprecated and no longer updates. It is not part of the Services under your Main Services Agreement with Salesforce and is for evaluation purposes only, not…
Untrusted display-only summary
Get record UI data and metadata
SALESFORCE_GET_UI_API_RECORD_UI
Tool to retrieve layout, field metadata, and record data in a single response. Use when you need comprehensive information including UI layout configuration, object metadata, and actual record values with child relationships.
Untrusted display-only summary
Get related list user preferences
SALESFORCE_GET_UIAPI_RELATED_LIST_PREFERENCES
Tool to retrieve user preferences for a specific related list on an object. Use when you need to get display settings, column widths, or sort preferences for related lists in Salesforce UI.
Untrusted display-only summary
Get user info
SALESFORCE_GET_USER_INFO
Retrieves information about the current user or a specific user in Salesforce.
Untrusted display-only summary
Get custom actions headers
SALESFORCE_HEAD_ACTIONS_CUSTOM
Tool to return HTTP headers for custom invocable actions without response body. Use when you need to check resource availability and metadata before executing full requests or to validate resource state conditionally.
Untrusted display-only summary
Get standard actions headers
SALESFORCE_HEAD_ACTIONS_STANDARD
Tool to return HTTP headers for standard invocable actions metadata without response body. Use when you need to perform efficient cache validation, check for metadata changes, or reduce bandwidth usage before retrieving full action metadata.
Untrusted display-only summary
Get AppMenu Salesforce1 headers
SALESFORCE_HEAD_APPMENU_SALESFORCE1
Tool to return HTTP headers for AppMenu Salesforce1 mobile navigation items without response body. Use when you need to check resource metadata, validate cache (via ETag or Last-Modified), or test endpoint availability without data transfer overhead.
Untrusted display-only summary
Get process rules headers
SALESFORCE_HEAD_PROCESS_RULES_S_OBJECT
Tool to return HTTP headers for process rules of an sObject without retrieving the response body. Use when you need to check if process rules exist for an sObject or retrieve metadata like ETag and Last-Modified headers.
Untrusted display-only summary
Get Quick Actions headers
SALESFORCE_HEAD_QUICK_ACTIONS
Tool to return HTTP headers for Quick Actions resource without response body. Use when you need to inspect metadata before retrieving full Quick Actions content or to validate resource availability.
Tool to return HTTP headers for sObject quick action default values by context ID without response body. Use when you need to check resource availability, verify cache validation headers (ETag, Last-Modified), or optimize API calls by avoiding unnecessary data transfer.
Untrusted display-only summary
Get global publisher layouts headers
SALESFORCE_HEAD_SOBJECTS_GLOBAL_DESCRIBE_LAYOUTS
Tool to return HTTP headers for all global publisher layouts without response body. Use when implementing cache validation strategies, efficient resource polling, or checking if layouts have been modified without transferring layout data.
Untrusted display-only summary
Get sObject quick action headers
SALESFORCE_HEAD_SOBJECTS_QUICK_ACTION
Tool to return HTTP headers for a specific sObject quick action without response body. Use when you need to check ETag or Last-Modified headers before fetching full content or to validate quick action availability.
Untrusted display-only summary
Get User password headers
SALESFORCE_HEAD_SOBJECTS_USER_PASSWORD
Tool to return HTTP headers for User password resource without response body. Use when you need to check user password metadata and expiration status efficiently without retrieving the full response content.
Untrusted display-only summary
List accounts
SALESFORCE_LIST_ACCOUNTS
Lists accounts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results paginate via nextRecordsUrl with up to ~2000 rows per page. REQUEST_LIMIT_EXCEEDED requires exponential backoff; INVALID_FIELD or INSUFFICIENT_ACCESS_OR_READONLY errors indicate profile or field-level re…
Untrusted display-only summary
List Analytics templates
SALESFORCE_LIST_ANALYTICS_TEMPLATES
Tool to list CRM Analytics templates available in the org. Use when you need to discover available templates for creating Analytics apps.
Untrusted display-only summary
List campaigns
SALESFORCE_LIST_CAMPAIGNS
Lists campaigns from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results returned under `response_data.records`; use `Id` (not `Name`) to identify campaigns in downstream operations.
Untrusted display-only summary
List contacts
SALESFORCE_LIST_CONTACTS
Lists contacts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results are returned under `response_data.records`; check `response_data.done` and `response_data.totalSize` for pagination — use OFFSET or `nextRecordsUrl` until `done=true` to retrieve all records.
Untrusted display-only summary
Get custom invocable actions
SALESFORCE_LIST_CUSTOM_INVOCABLE_ACTIONS
Retrieves the list of custom actions including Flow actions, Apex actions, and invocable processes. Use when you need to discover available custom invocable actions in your Salesforce organization.
Untrusted display-only summary
List dashboards
SALESFORCE_LIST_DASHBOARDS
Lists dashboards with basic metadata including name, ID, and URLs. Note: the Analytics REST API (GET /analytics/dashboards) returns only up to ~200 recently-viewed dashboards, not the org's entire dashboard catalog.
Untrusted display-only summary
List email templates
SALESFORCE_LIST_EMAIL_TEMPLATES
Lists available email templates in Salesforce with filtering and search capabilities.
Untrusted display-only summary
List leads
SALESFORCE_LIST_LEADS
Lists leads from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results are paginated; follow nextRecordsUrl in the response to retrieve subsequent pages — the first page may silently omit matching records beyond the page limit.
Untrusted display-only summary
List notes
SALESFORCE_LIST_NOTES
Lists notes from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Designed specifically for Note and ContentNote objects.
Untrusted display-only summary
Provenance
Versioned facts, explicit trust.
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