Pakkawork
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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.
Actions (223)Triggers (7)

Showing 1–7 of 7 triggers

Account Created or Updated

SALESFORCE_ACCOUNT_CREATED_OR_UPDATED_TRIGGER

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

Untrusted display-only summary

Contact Updated

SALESFORCE_CONTACT_UPDATED_TRIGGER

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

Untrusted display-only summary

Record Updated (Generic SObject)

SALESFORCE_GENERIC_S_OBJECT_RECORD_UPDATED_TRIGGER

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

Untrusted display-only summary

New Contact Trigger

SALESFORCE_NEW_CONTACT_TRIGGER

Triggers when a new Contact is Created in Salesforce.

Untrusted display-only summary

New Lead Trigger

SALESFORCE_NEW_LEAD_TRIGGER

Triggers when a new Lead is created in Salesforce.

Untrusted display-only summary

New or Updated Opportunity

SALESFORCE_NEW_OR_UPDATED_OPPORTUNITY_TRIGGER

Triggers when a Salesforce Opportunity is created or updated.

Untrusted display-only summary

Task Created or Completed

SALESFORCE_TASK_CREATED_OR_COMPLETED_TRIGGER

Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.

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.