Salesforce

Retrieves all available Opportunity records, representing potential revenue-generating deals, from Salesforce.

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DEPRECATED: Retrieves a Salesforce Opportunity by its ID; the Opportunity ID must exist.

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DEPRECATED: Retrieves details for a specific Salesforce Campaign object by its ID, optionally limiting to specified fields; the Campaign object must exist.

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(DEPRECATED: use `SALESFORCE_GET_CONTACT_BY_ID`) Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.

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Runs a report synchronously (GET /analytics/reports/{id}?includeDetails=true) and returns the results in one call. This does NOT create an asynchronous report instance — for that, use the async run resource. Results are returned in a nested structure (factMap, reportExtendedMetadata), not a flat record list; an empty…

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Run a Salesforce report asynchronously (POST /analytics/reports/{id}/instances). Returns an instance id and status; the report runs in the background. Retrieve results later with get_report_instance using the returned instance id. Use this (instead of the synchronous run_report) for large reports or to avoid blocking.…

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Executes a SOQL query against Salesforce data. Returns records matching the query with pagination support.

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DEPRECATED: Use SALESFORCE_EXECUTE_SOSL_SEARCH instead. Executes a SOSL search query across multiple Salesforce objects. Use when you need to search for text across multiple object types simultaneously.

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Search for Salesforce accounts using criteria like name, industry, type, location, or contact information. Always provide at least one filter parameter; omitting all filters returns a broad, slow listing. Owner/territory filtering is unsupported — use SALESFORCE_RUN_SOQL_QUERY for ownership-based filters. Use SALESFOR…

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Search for Salesforce campaigns using multiple criteria like name, type, status, date range, or active status. Requires access to the Campaign object (Marketing User feature must be enabled in the org). For complex sorting (multi-field ORDER BY), use SALESFORCE_RUN_SOQL_QUERY instead.

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Search Salesforce Contact records (not Leads — use SALESFORCE_SEARCH_LEADS for those) using name, email, phone, account, or title. All parameters support partial/fuzzy matching, so results may include unrelated records; post-filter client-side for exact matches. Partial matches and common names can return multiple con…

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Search for Salesforce Knowledge articles with titles matching the search query. Returns auto-suggest results for Knowledge articles based on title matches.

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Search for Salesforce leads using criteria like name, email, phone, company, title, status, or lead source. At least one search criterion should be provided — omitting all parameters results in a broad, slow listing of arbitrary records. Partial matches on name, email, and company may return multiple candidates; confi…

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Search for Salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date. Provide at least one filter criterion — omitting all filters returns a broad, slow, noisy listing.

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Search for Salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status. Apply at least one filter to avoid broad result sets. Partial-match searches may return multiple similar records; verify the correct record by Id before downstream use.

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Search for Salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates. Always provide at least one filter criterion — no filters produces broad, slow results. For complex filtering not supported here, use SALESFORCE_RUN_SOQL_QUERY.

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Sends an email through Salesforce with options for recipients, attachments, and activity logging. Can partially succeed — check per-recipient success/failure status rather than treating the call as all-or-nothing. For large recipient lists, use SALESFORCE_SEND_MASS_EMAIL instead.

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Sends an email using a predefined Salesforce email template with merge field support.

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Sends an email to each recipient immediately and irreversibly, using a template or custom subject/body (requires either a valid template_id or both subject and body). Recipients are processed in batches of up to 150 via the emailSimple action. IMPORTANT: this sends one individual email per recipient, so it consumes th…

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Set or reset a Salesforce user's password. Provide new_password to set a specific value (silent). Omit new_password to RESET: this is destructive — it invalidates the user's current password and emails them a reset link, and does NOT return a password. This endpoint never returns a generated password.

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Tool to update specific fields in an existing Salesforce sObject record. Use when you need to modify one or more fields in a record without affecting other fields.

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Tool to check whether a Salesforce user's password has expired. Use when you need to verify password expiration status for a specific user.

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Tool to execute SOQL queries against Salesforce Tooling API metadata objects. Use when you need to query metadata components like ApexClass, ApexTrigger, ValidationRule, WorkflowRule, FieldDefinition, or EntityDefinition. The Tooling API exposes objects that use the external object framework and provides granular acce…

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Updates an existing account in Salesforce with the specified changes. Only provided fields will be updated.

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DEPRECATED: Updates specified fields of an existing Salesforce Account object identified by its unique ID; field names are case-sensitive and read-only fields are ignored.

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Updates an existing campaign in Salesforce with the specified changes. Only provided fields will be updated.

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DEPRECATED: Updates specific fields of an existing Campaign in Salesforce, identified by its unique `id`, which must already exist.

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Updates an existing contact in Salesforce with the specified changes. Only provided fields will be updated. Returns HTTP 204 with no body on success; use SALESFORCE_GET_CONTACT to verify applied changes. Org-level validation rules, duplicate rules, or field-level permissions may reject correctly formatted requests wit…

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DEPRECATED: Updates specified fields of an existing Salesforce Contact by its ID; at least one field must be provided for modification.

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Tool to update a favorite's properties in Salesforce UI API. Use when you need to reorder favorites or modify their display properties.

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