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SA
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 121–150 of 223 actions

Get MRU List View Actions

SALESFORCE_GET_UIAPI_ACTIONS_MRU_LIST_ACCOUNT

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.

Untrusted display-only summary

Get Account AllAccounts list view metadata

SALESFORCE_GET_UIAPI_LIST_INFO_ACCOUNT_ALL_ACCOUNTS

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.

Untrusted display-only summary

Get Account SearchResult list view metadata

SALESFORCE_GET_UIAPI_LIST_INFO_ACCOUNT_SEARCH_RESULT

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.

Untrusted display-only summary

Get quick action default values headers by ID

SALESFORCE_HEAD_SOBJECT_QUICK_ACTION_DEFAULT_VALUES

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.

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.