Pakkawork
All integrations
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.
Actions (223)Triggers (7)

Showing 211–223 of 223 actions

Update lead

SALESFORCE_UPDATE_LEAD

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

Untrusted display-only summary

Update lead by ID with JSON payload

SALESFORCE_UPDATE_LEAD_BY_ID_WITH_JSON_PAYLOAD

DEPRECATED: Updates specified fields of an existing Lead in Salesforce via its unique ID (path parameter), returning HTTP 204 on success or error details on failure; request body must contain at least one field to update.

Untrusted display-only summary

Update list view preferences

SALESFORCE_UPDATE_LIST_VIEW_PREFERENCES

Tool to update user preferences for a Salesforce list view including column widths, text wrapping, and display order. Use when you need to customize how columns appear in a list view.

Untrusted display-only summary

Update note

SALESFORCE_UPDATE_NOTE

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

Untrusted display-only summary

Update opportunity

SALESFORCE_UPDATE_OPPORTUNITY

Updates an existing opportunity in Salesforce with the specified changes. Only provided fields will be updated. Returns HTTP 204 with empty body on success; call SALESFORCE_GET_OPPORTUNITY afterward to read updated values. Updates may fail with FIELD_CUSTOM_VALIDATION_EXCEPTION or REQUIRED_FIELD_MISSING — inspect the…

Untrusted display-only summary

Update opportunity by id

SALESFORCE_UPDATE_OPPORTUNITY_BY_ID

DEPRECATED: Updates specified fields of an existing Salesforce Opportunity by its ID; the Opportunity must exist, and some fields (like Name, StageName, CloseDate) may have specific Salesforce validation rules if being modified, while read-only fields update indirectly based on other changes.

Untrusted display-only summary

Update a record

SALESFORCE_UPDATE_RECORD

Tool to update a record's data in Salesforce via UI API. Use when you need to modify field values on an existing record. Salesforce validation rules are enforced. Pass If-Unmodified-Since header to prevent conflicts.

Untrusted display-only summary

Update Related List Preferences

SALESFORCE_UPDATE_RELATED_LIST_PREFERENCES

Tool to update user preferences for a specific related list on an object in Salesforce. Use when customizing display settings such as column widths, text wrapping, column ordering, and sorting preferences for related lists.

Untrusted display-only summary

Update specific note by id

SALESFORCE_UPDATE_SPECIFIC_NOTE_BY_ID

DEPRECATED: Use `update_specific_note_by_id` instead. Updates specified fields of an existing Salesforce Note SObject identified by its ID; the Note must already exist.

Untrusted display-only summary

Update task

SALESFORCE_UPDATE_TASK

Updates an existing task in Salesforce with new information. Only provided fields will be updated.

Untrusted display-only summary

Upload file to Salesforce Files

SALESFORCE_UPLOAD_FILE

Upload a file to Salesforce Files home via the Connect REST API. Use when you need to attach files to records or store them in a user's personal library. File size limit: 50 MB per request.

Untrusted display-only summary

Upload job data

SALESFORCE_UPLOAD_JOB_DATA

Tool to upload CSV data to a Salesforce Bulk API v2 ingest job. Use after creating a job and before closing it. Only ONE upload is allowed per job - multiple uploads will fail. After upload, close the job with state 'UploadComplete' to begin processing.

Untrusted display-only summary

Upsert sObject by External ID

SALESFORCE_UPSERT_SOBJECT_BY_EXTERNAL_ID

Tool to upsert records using sObject Rows by External ID. Use when you need to create or update a Salesforce record based on an external ID field value - creates a new record if the external ID doesn't exist, or updates the existing record if it does.

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.