Salesforce connector for AI agents
Connect your AI agent to Salesforce with production-ready actions. Ship in minutes.
StackOne AI Agent Actions
for Salesforce.
371 production-ready actions for your agent to do more on Salesforce.
371 Actions
List Accounts - Retrieve A Paginated List Of Account Records From Salesforce Using SOQL Query. Returns Account Information Including Name, Type, Industry, Website, And Other Standard Fields.
Get Account - Retrieve A Specific Account Record By Its Unique Salesforce ID. Returns Complete Account Details Including All Standard And Accessible Custom Fields.
Create Account - Create A New Account Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Account.
Update Account - Update An Existing Account Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Delete Account - Delete An Account Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Search Accounts - Search For Account Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Accounts Matching The Search Term.
List Custom Invocable Actions - Retrieve A List Of All Custom Invocable Actions Including Apex And Flow Actions.
List Flow Actions - Retrieve A List Of All Autolaunched Flows Available As Invocable Actions.
List Apex Invocable Actions - Retrieve A List Of All Apex Invocable Methods Available As Actions.
Send Email - Send An Email Using The EmailSimple Standard Invocable Action.
Get Activity History - Retrieve Combined Activity History (Tasks, Events, Emails) For A Specific Record.
Get Open Activities - Retrieve Open (Pending) Activities For A Specific Record.
Get Tasks For Contact - Retrieve All Tasks Where A Contact Is The Who (Related Person).
Get Events For Contact - Retrieve All Events Where A Contact Is The Who (Related Person).
Get My Tasks - Retrieve Tasks Assigned To A Specific User.
Get My Events - Retrieve Calendar Events For A Specific User.
Get Overdue Tasks - Retrieve All Overdue Tasks That Are Not Completed.
Get Tasks Due Today - Retrieve All Tasks Due Today That Are Not Completed.
Get Upcoming Events - Retrieve Upcoming Calendar Events Within The Next Specified Days.
Get Recent Activities - Retrieve Recently Completed Tasks And Past Events.
Schedule Meeting - Create A Calendar Event To Schedule A Meeting With A Contact.
Complete Task - Mark A Task As Completed.
List Reports - Retrieve A List Of Recently Viewed Reports Available To The Current User.
Get Report Metadata - Retrieve Metadata About A Specific Report Including Columns, Filters, And Groupings.
Run Report Synchronously - Execute A Report Synchronously And Return The Results Immediately.
Run Report Asynchronously - Start An Asynchronous Report Execution And Get An Instance ID For Results.
List Report Instances - Retrieve A List Of Asynchronous Report Execution Instances For A Report.
List Dashboards - Retrieve A List Of Recently Viewed Dashboards Available To The Current User.
Get Dashboard - Retrieve Metadata And Current Data For A Specific Dashboard.
Refresh Dashboard - Refresh A Dashboard To Get The Latest Data For All Components.
Describe Dashboard - Retrieve Metadata About A Dashboard Including Components, Filters, And Layout.
Get Dashboard Status - Check The Refresh Status Of A Dashboard.
Get Approval Processes - Retrieve All Available Approval Processes For The Organization.
Recall Approval Request - Recall A Previously Submitted Approval Request Before It Has Been Fully Processed.
List Pending Approval Work Items - Retrieve Pending Approval Work Items For Processing.
List Process Instances - Retrieve Process Instances Showing Approval History For Records.
List Process Instance Steps - Retrieve Step History For A Process Instance Showing Each Approval Step'S Outcome.
List Assets - Retrieve A Paginated List Of Asset Records From Salesforce Using SOQL Query.
Get Asset - Retrieve A Specific Asset Record By Its Unique Salesforce ID.
Create Asset - Create A New Asset Record In Salesforce With Specified Field Values.
Update Asset - Update An Existing Asset Record In Salesforce With Specified Field Values.
Delete Asset - Delete An Asset Record From Salesforce By Its Unique ID.
Get Asset Hierarchy - Retrieve Child Assets For A Parent Asset To Understand Asset Hierarchy.
Search Assets - Search For Asset Records Using Salesforce Full-Text Search (SOSL).
Create Bulk Ingest Job - Create A New Bulk API 2.0 Ingest Job For Inserting, Updating, Upserting, Or Deleting Records.
Upload Bulk Job Data - Upload CSV Data To A Bulk Ingest Job For Processing.
Abort Bulk Ingest Job - Abort A Bulk Ingest Job To Stop Processing.
Get Bulk Ingest Job - Retrieve Status And Details Of A Bulk Ingest Job.
List Bulk Ingest Jobs - Retrieve A List Of All Bulk Ingest Jobs.
Get Bulk Job Successful Results - Retrieve Successfully Processed Records From A Completed Bulk Ingest Job.
Get Bulk Job Failed Results - Retrieve Failed Records From A Completed Bulk Ingest Job With Error Details.
Get Bulk Job Unprocessed Records - Retrieve Unprocessed Records From An Aborted Bulk Ingest Job.
Delete Bulk Ingest Job - Delete A Bulk Ingest Job And Its Associated Data.
Create Bulk Query Job - Create A New Bulk API 2.0 Query Job For Extracting Large Volumes Of Data.
Get Bulk Query Job - Retrieve Status And Details Of A Bulk Query Job.
List Bulk Query Jobs - Retrieve A List Of All Bulk Query Jobs.
Get Bulk Query Results - Retrieve Query Results From A Completed Bulk Query Job.
Abort Bulk Query Job - Abort A Bulk Query Job To Stop Processing.
Delete Bulk Query Job - Delete A Bulk Query Job And Its Associated Data.
List Campaigns - Retrieve A Paginated List Of Campaign Records From Salesforce Using SOQL Query. Returns Campaign Information Including Name, Status, Type, Dates, And Budget Details.
Get Campaign - Retrieve A Specific Campaign Record By Its Unique Salesforce ID. Returns Complete Campaign Details Including All Standard And Accessible Custom Fields.
Search Campaigns - Search For Campaign Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Campaigns Matching The Search Term.
Add Campaign Member - Add A Contact Or Lead As A Member Of A Campaign. Creates A CampaignMember Record Linking The Individual To The Campaign.
List Cases - Retrieve A Paginated List Of Case Records From Salesforce Using SOQL Query. Returns Case Information Including Subject, Status, Priority, Origin, And Related Records.
Get Case - Retrieve A Specific Case Record By Its Unique Salesforce ID. Returns Complete Case Details Including All Standard And Accessible Custom Fields.
Create Case - Create A New Case Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Case.
Update Case - Update An Existing Case Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Delete Case - Delete A Case Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Search Cases - Search For Case Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Cases Matching The Search Term.
Post Feed Element - Create A New Post On A User'S Feed, Group, Or Record Feed.
Get Feed Element - Retrieve A Specific Feed Element (Post) By Its ID.
Delete Feed Element - Delete A Feed Element (Post) From Chatter.
Post Comment - Add A Comment To A Feed Element (Post).
Like Feed Element - Add A Like To A Feed Element (Post) Or Comment.
List Chatter Groups - Retrieve A List Of Chatter Groups In The Organization.
Execute Composite Batch - Execute Multiple Independent Subrequests In A Single API Call. Returns Results For All Subrequests.
Create Records Collection - Create Up To 200 Records Of The Same Object Type In A Single API Call Using SObject Collections.
Update Records Collection - Update Up To 200 Records Of Mixed Object Types In A Single API Call Using SObject Collections.
Delete Records Collection - Delete Up To 200 Records In A Single API Call Using SObject Collections.
Execute Composite Graph - Execute Multiple Composite Graphs Containing Dependent And Independent Subrequests In A Single API Call.
List Contacts - Retrieve A Paginated List Of Contact Records From Salesforce Using SOQL Query. Returns Contact Information Including Name, Email, Phone, Account Association, And Other Standard Fields.
Get Contact - Retrieve A Specific Contact Record By Its Unique Salesforce ID. Returns Complete Contact Details Including All Standard And Accessible Custom Fields.
Create Contact - Create A New Contact Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Contact.
Update Contact - Update An Existing Contact Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Delete Contact - Delete A Contact Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Search Contacts - Search For Contact Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Contacts Matching The Search Term.
List Contracts - Retrieve A Paginated List Of Contract Records From Salesforce Using SOQL Query.
Get Contract - Retrieve A Specific Contract Record By Its Unique Salesforce ID.
Create Contract - Create A New Contract Record In Salesforce With Specified Field Values.
Update Contract - Update An Existing Contract Record In Salesforce With Specified Field Values.
Delete Contract - Delete A Contract Record From Salesforce By Its Unique ID.
Activate Contract - Activate A Draft Contract By Updating Its Status To Activated.
Search Contracts - Search For Contract Records Using Salesforce Full-Text Search (SOSL).
Describe Global - Retrieve A List Of All Available SObjects In The Salesforce Organization With Metadata.
Describe SObject - Retrieve Detailed Describe Metadata For A Specific Salesforce Object (SObject), Including Field Definitions And Permissions.
List Global Quick Actions - Retrieve All Global Quick Actions Available In The Organization.
Describe Quick Action - Retrieve Detailed Metadata About A Specific Quick Action.
Get Tabs - Retrieve Information About All Tabs Available To The Current User.
Get Themes - Retrieve Theme Information For Displaying Salesforce Icons And Colors.
Search Suggest Records - Get Search Suggestions Based On User Input For Building Autocomplete Functionality.
Parameterized Search - Execute A Parameterized SOSL Search With Additional Filtering Options.
List Email Messages - Retrieve A Paginated List Of EmailMessage Records From Salesforce Using SOQL Query.
Get Email Message - Retrieve A Specific EmailMessage Record By Its Unique Salesforce ID.
Create Email Message - Create A New EmailMessage Record In Salesforce To Log An Email.
Delete Email Message - Delete An EmailMessage Record From Salesforce By Its Unique ID.
List Email Templates - Retrieve A List Of EmailTemplate Records From Salesforce.
Get Email Template - Retrieve A Specific EmailTemplate Record By Its Unique Salesforce ID.
List Email Message Relations - Retrieve Email Message Relations Linking Emails To Recipients And Related Records.
Get Emails For Record - Retrieve All Email Messages Associated With A Specific Record (Case, Contact, Etc.).
List Entitlements - Retrieve A Paginated List Of Entitlement Records From Salesforce Using SOQL Query.
Get Entitlement - Retrieve A Specific Entitlement Record By Its Unique Salesforce ID.
Create Entitlement - Create A New Entitlement Record In Salesforce With Specified Field Values.
Update Entitlement - Update An Existing Entitlement Record In Salesforce With Specified Field Values.
Delete Entitlement - Delete An Entitlement Record From Salesforce By Its Unique ID.
List Service Contracts - Retrieve A Paginated List Of ServiceContract Records From Salesforce.
Get Service Contract - Retrieve A Specific ServiceContract Record By Its Unique Salesforce ID.
Create Service Contract - Create A New ServiceContract Record In Salesforce.
Update Service Contract - Update An Existing ServiceContract Record In Salesforce.
Delete Service Contract - Delete A ServiceContract Record From Salesforce By Its Unique ID.
List Events - Retrieve A Paginated List Of Event Records From Salesforce Using SOQL Query. Returns Event Information Including Subject, Start/End Times, Location, And Related Records.
Get Event - Retrieve A Specific Event Record By Its Unique Salesforce ID. Returns Complete Event Details Including All Standard And Accessible Custom Fields.
Create Event - Create A New Event Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Event.
Update Event - Update An Existing Event Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Delete Event - Delete An Event Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
List Content Documents - Retrieve A List Of ContentDocument Records Representing Files Stored In Salesforce.
Delete Content Document - Delete A ContentDocument Record And All Its Versions From Salesforce.
List Content Versions - Retrieve ContentVersion Records Representing File Versions In Salesforce.
Get Content Version - Retrieve A Specific ContentVersion Record By Its Unique Salesforce ID.
Download Content Version - Download The Binary Content Of A File Version Using The VersionData Blob Field.
Delete Content Document Link - Remove The Link Between A File And A Salesforce Record By Deleting A ContentDocumentLink.
List Attachments - Retrieve Legacy Attachment Records Linked To Salesforce Records.
Get Attachment - Retrieve A Specific Attachment Record By Its Unique Salesforce ID.
Download Attachment - Download The Binary Content Of A Legacy Attachment Using The Body Blob Field.
Create Attachment - Create A New Legacy Attachment Linked To A Parent Salesforce Record.
Delete Attachment - Delete A Legacy Attachment Record From Salesforce.
List Knowledge Articles - Retrieve A List Of Published Knowledge Articles Visible To The Current User.
Get Knowledge Article - Retrieve The Full Content Of A Knowledge Article By Its ID.
Search Knowledge Articles - Search Knowledge Articles By Keyword With Optional Category Filtering.
List Data Category Groups - Retrieve Data Category Groups Used To Organize Knowledge Articles.
List Leads - Retrieve A Paginated List Of Lead Records From Salesforce Using SOQL Query. Returns Lead Information Including Name, Company, Status, Source, And Other Standard Fields.
Get Lead - Retrieve A Specific Lead Record By Its Unique Salesforce ID. Returns Complete Lead Details Including All Standard And Accessible Custom Fields.
Create Lead - Create A New Lead Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Lead.
Update Lead - Update An Existing Lead Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Delete Lead - Delete A Lead Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Search Leads - Search For Lead Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Leads Matching The Search Term.
List Record Types - Retrieve All Record Types For A Specific Object.
Get Record Type - Retrieve A Specific RecordType Record By Its Unique Salesforce ID.
Get Record Type By Name - Retrieve A Record Type By Its Developer Name And Object Type.
Get Global Picklist Values - Retrieve Values From A Global Value Set (Global Picklist).
Get Compact Layouts - Retrieve Compact Layout Information For An Object.
Get Page Layouts - Retrieve Page Layout Information For An Object.
Get Approval Layout - Retrieve Approval Layout Information For An Object.
List Notes - Retrieve A Paginated List Of Note Records From Salesforce Using SOQL Query. Returns Note Information Including Title, Body, And Parent Record Association.
Get Note - Retrieve A Specific Note Record By Its Unique Salesforce ID. Returns Complete Note Details Including Title, Body, And Parent Record Information.
Create Note - Create A New Note Record In Salesforce Attached To A Parent Record. Returns The ID Of The Newly Created Note.
Update Note - Update An Existing Note Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Delete Note - Delete A Note Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Get Content Note - Retrieve A Specific ContentNote Record By Its Unique Salesforce ID. Returns Enhanced Note Details Including Rich Text Content.
List Opportunities - Retrieve A Paginated List Of Opportunity Records From Salesforce Using SOQL Query. Returns Opportunity Information Including Name, Stage, Amount, Close Date, And Other Standard Fields.
Get Opportunity - Retrieve A Specific Opportunity Record By Its Unique Salesforce ID. Returns Complete Opportunity Details Including All Standard And Accessible Custom Fields.
Create Opportunity - Create A New Opportunity Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Opportunity.
Update Opportunity - Update An Existing Opportunity Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Delete Opportunity - Delete An Opportunity Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Search Opportunities - Search For Opportunity Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Opportunities Matching The Search Term.
List Orders - Retrieve A Paginated List Of Order Records From Salesforce Using SOQL Query.
Get Order - Retrieve A Specific Order Record By Its Unique Salesforce ID.
Create Order - Create A New Order Record In Salesforce With Specified Field Values.
Update Order - Update An Existing Order Record In Salesforce With Specified Field Values.
Delete Order - Delete An Order Record From Salesforce By Its Unique ID.
List Order Items - Retrieve All Line Items For A Specific Order.
Get Order Item - Retrieve A Specific OrderItem Record By Its Unique Salesforce ID.
Create Order Item - Add A Line Item To An Order In Salesforce.
Update Order Item - Update An Existing OrderItem Record In Salesforce.
Delete Order Item - Delete An OrderItem Record From Salesforce By Its Unique ID.
Search Orders - Search For Order Records Using Salesforce Full-Text Search (SOSL).
Get Orders For Account - Retrieve All Orders Associated With A Specific Account.
Activate Order - Change An Order'S Status From Draft To Activated.
List Pricebooks - Retrieve A Paginated List Of Pricebook2 Records From Salesforce Using SOQL Query.
Get Pricebook - Retrieve A Specific Pricebook2 Record By Its Unique Salesforce ID.
Get Standard Pricebook - Retrieve The Standard Pricebook For The Organization.
Create Pricebook - Create A New Custom Pricebook2 Record In Salesforce.
Update Pricebook - Update An Existing Pricebook2 Record In Salesforce.
Delete Pricebook - Delete A Pricebook2 Record From Salesforce By Its Unique ID.
List Pricebook Entries - Retrieve Pricebook Entries For A Specific Pricebook.
Get Pricebook Entry - Retrieve A Specific PricebookEntry Record By Its Unique Salesforce ID.
Create Pricebook Entry - Add A Product To A Pricebook With Specified Pricing.
Update Pricebook Entry - Update An Existing PricebookEntry Record In Salesforce.
Delete Pricebook Entry - Delete A PricebookEntry Record From Salesforce By Its Unique ID.
Get Product Pricing - Retrieve All Pricebook Entries For A Specific Product Across All Pricebooks.
Search Pricebook Entries - Search For PricebookEntry Records By Product Name Or Code.
List Products - Retrieve A Paginated List Of Product2 Records From Salesforce Using SOQL Query.
Get Product - Retrieve A Specific Product2 Record By Its Unique Salesforce ID.
Create Product - Create A New Product2 Record In Salesforce With Specified Field Values.
Update Product - Update An Existing Product2 Record In Salesforce With Specified Field Values.
Delete Product - Delete A Product2 Record From Salesforce By Its Unique ID.
Execute SOQL Query - Execute A Custom SOQL Query Against Salesforce. Allows Querying Any Standard Or Custom Object With Full SOQL Syntax Support.
Execute SOSL Search - Execute A Custom SOSL Search Against Salesforce. Allows Full-Text Searching Across Multiple Objects Simultaneously.
List SObjects - Retrieve A List Of All Available Salesforce Objects In The Organization Including Standard And Custom Objects.
Get API Limits - Retrieve The Current API Usage Limits And Remaining Capacity For The Salesforce Organization.
Get API Versions - Retrieve A List Of All Available Salesforce REST API Versions Supported By The Instance.
Get Recently Viewed Records - Retrieve Recently Viewed Records For The Current User Across Specified Or All Object Types.
Execute Composite Request - Execute Multiple API Requests In A Single Call Using Salesforce Composite API. Supports Referencing Results Between Requests.
List Service Resources - Retrieve A List Of ServiceResource Records From Salesforce.
Get Service Resource - Retrieve A Specific ServiceResource Record By Its Unique Salesforce ID.
Create Service Resource - Create A New ServiceResource Record In Salesforce.
Update Service Resource - Update An Existing ServiceResource Record In Salesforce.
List Service Territories - Retrieve A List Of ServiceTerritory Records From Salesforce.
Get Service Territory - Retrieve A Specific ServiceTerritory Record By Its Unique Salesforce ID.
List Service Appointments - Retrieve A List Of ServiceAppointment Records From Salesforce.
Get Service Appointment - Retrieve A Specific ServiceAppointment Record By Its Unique Salesforce ID.
Create Service Appointment - Create A New ServiceAppointment Record In Salesforce.
Update Service Appointment - Update An Existing ServiceAppointment Record In Salesforce.
List Assigned Resources - Retrieve Assigned Resources For A Service Appointment.
Assign Resource To Appointment - Assign A Service Resource To A Service Appointment.
List Public Groups - Retrieve All Public Groups In The Organization.
List Queues - Retrieve All Queues In The Organization.
Get User Permissions - Retrieve Permission Set Assignments For A Specific User.
List Permission Sets - Retrieve All Permission Sets In The Organization.
Assign Permission Set - Assign A Permission Set To A User.
Remove Permission Set - Remove A Permission Set Assignment From A User.
Transfer Record Ownership - Transfer Ownership Of A Record To A Different User.
List Tasks - Retrieve A Paginated List Of Task Records From Salesforce Using SOQL Query. Returns Task Information Including Subject, Status, Priority, Due Date, And Related Records.
Get Task - Retrieve A Specific Task Record By Its Unique Salesforce ID. Returns Complete Task Details Including All Standard And Accessible Custom Fields.
Create Task - Create A New Task Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Task.
Update Task - Update An Existing Task Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Delete Task - Delete A Task Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
List Topics - Retrieve A List Of Topic Records From Salesforce.
Get Topic - Retrieve A Specific Topic Record By Its Unique Salesforce ID.
Create Topic - Create A New Topic Record In Salesforce.
Update Topic - Update An Existing Topic Record In Salesforce.
Delete Topic - Delete A Topic Record From Salesforce By Its Unique ID.
List Topic Assignments - Retrieve Topic Assignments Linking Topics To Records.
Assign Topic To Record - Assign A Topic To A Record (Account, Contact, Case, Etc.).
Remove Topic From Record - Remove A Topic Assignment From A Record.
Get Topics For Record - Retrieve All Topics Assigned To A Specific Record.
Search Topics - Search For Topic Records Using Salesforce Full-Text Search (SOSL).
List Users - Retrieve A Paginated List Of User Records From Salesforce Using SOQL Query. Returns User Information Including Name, Email, Profile, Role, And Other Standard Fields.
Get User - Retrieve A Specific User Record By Its Unique Salesforce ID. Returns Complete User Details Including All Standard And Accessible Custom Fields.
Update User - Update An Existing User Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Search Users - Search For User Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Users Matching The Search Term.
Get Current User - Retrieve The Currently Authenticated User'S Information. Returns Complete Details Of The Logged-In User.
List Work Orders - Retrieve A Paginated List Of WorkOrder Records From Salesforce Using SOQL Query.
Get Work Order - Retrieve A Specific WorkOrder Record By Its Unique Salesforce ID.
Create Work Order - Create A New WorkOrder Record In Salesforce With Specified Field Values.
Update Work Order - Update An Existing WorkOrder Record In Salesforce With Specified Field Values.
Delete Work Order - Delete A WorkOrder Record From Salesforce By Its Unique ID.
List Work Order Line Items - Retrieve All Line Items For A Specific WorkOrder.
Create Work Order Line Item - Add A Line Item To A WorkOrder.
Search Work Orders - Search For WorkOrder Records Using Salesforce Full-Text Search (SOSL).
List Account Contact Roles - Retrieve All Contact Roles For An Account.
Create Account Contact Role - Assign A Role To A Contact On An Account.
Update Account Contact Role - Update A Contact Role On An Account.
Delete Account Contact Role - Remove A Contact Role From An Account.
List Opportunity Contact Roles - Retrieve All Contact Roles For An Opportunity.
Create Opportunity Contact Role - Assign A Role To A Contact On An Opportunity.
Update Opportunity Contact Role - Update A Contact Role On An Opportunity.
Delete Opportunity Contact Role - Remove A Contact Role From An Opportunity.
List Opportunity Line Items - Retrieve All Product Line Items For An Opportunity.
Get Opportunity Line Item - Retrieve A Specific Opportunity Line Item By ID.
Create Opportunity Line Item - Add A Product Line Item To An Opportunity.
Update Opportunity Line Item - Update An Existing Opportunity Line Item.
Delete Opportunity Line Item - Remove A Product Line Item From An Opportunity.
Get Opportunity Products Summary - Get A Summary Of All Products On An Opportunity With Totals.
List User Roles - Retrieve All User Roles In The Organization.
Get User Role - Retrieve A Specific User Role By ID.
Get Role Hierarchy - Retrieve The Role Hierarchy Tree Structure.
List Profiles - Retrieve All Profiles In The Organization.
Get Profile - Retrieve A Specific Profile By ID.
List Users By Role - Retrieve All Users Assigned To A Specific Role.
List Users By Profile - Retrieve All Users Assigned To A Specific Profile.
List User Licenses - Retrieve All User Licenses In The Organization.
Get Opportunity Forecast Category - Retrieve The Forecast Category For An Opportunity.
Update Opportunity Forecast Category - Update The Forecast Category For An Opportunity.
Get Pipeline By Stage - Get Aggregated Opportunity Amounts Grouped By Stage.
Get Forecast By Category - Get Aggregated Opportunity Amounts Grouped By Forecast Category.
Create Campaign Member - Add A Contact Or Lead To A Campaign.
List Campaign Members - Retrieve A List Of CampaignMember Records For A Specific Campaign.
Get Campaign Member - Retrieve A Specific CampaignMember Record By ID.
Update Campaign Member - Update A CampaignMember Record'S Status Or Other Fields.
Delete Campaign Member - Remove A Member From A Campaign.
List Campaign Member Statuses - Get All Available Member Statuses For A Campaign.
Get Campaign Statistics - Get Aggregated Statistics For A Campaign'S Membership.
Search Campaign Members - Search For Campaign Members By Name Or Email.
List Case Comments - Retrieve All Comments For A Specific Case.
Get Case Comment - Retrieve A Specific Case Comment By ID.
Create Case Comment - Add A New Comment To A Case.
Update Case Comment - Update An Existing Case Comment.
Delete Case Comment - Delete A Case Comment.
List Public Case Comments - Retrieve Only Published (Public) Comments For A Case.
List Opportunity Stages - Retrieve All Opportunity Stages Defined In The Sales Process.
List Active Opportunity Stages - Retrieve Only Active Opportunity Stages.
List Lead Statuses - Retrieve All Lead Status Values.
List Case Statuses - Retrieve All Case Status Values.
List Task Statuses - Retrieve All Task Status Values.
List Contract Statuses - Retrieve All Contract Status Values.
List Order Statuses - Retrieve All Order Status Values.
List Solution Statuses - Retrieve All Solution Status Values.
List Work Order Statuses - Retrieve All Work Order Status Values.
Get Organization Info - Retrieve Information About The Salesforce Organization.
List Periods - Retrieve Fiscal Periods For A Given Fiscal Year.
List Holidays - Retrieve All Holidays Defined In The Organization.
Get Holiday - Retrieve A Specific Holiday By ID.
List Org Wide Email Addresses - Retrieve All Organization-Wide Email Addresses.
List Group Members - Retrieve All Members Of A Specific Group Or Queue.
Get Group Member - Retrieve A Specific Group Membership Record.
Add Group Member - Add A User Or Group As A Member Of A Group.
Remove Group Member - Remove A Member From A Group.
Get Group - Retrieve Details Of A Specific Group.
List All Groups - Retrieve All Groups In The Organization.
Get Users In Group - Retrieve All Users Who Are Members Of A Specific Group.
Get Queue Supported Objects - Retrieve The Objects Supported By A Queue.
List Business Hours - Retrieve All Business Hours Records In The Organization.
Get Business Hours - Retrieve A Specific Business Hours Record By ID.
Get Default Business Hours - Retrieve The Default Business Hours Record.
List Milestones - Retrieve All Milestone Records For Entitlement Management.
Get Milestone - Retrieve A Specific Milestone Type By ID.
List Case Milestones - Retrieve Milestone Instances For A Specific Case.
List Entitlement Processes - Retrieve All Entitlement Processes (SLA Processes).
List Documents - Retrieve Documents From A Folder.
Get Document - Retrieve A Specific Document By ID.
Download Document - Download The Body Of A Document.
Delete Document - Delete A Document.
List Folders - Retrieve All Folders For Documents, Reports, Or Dashboards.
Get Folder - Retrieve A Specific Folder By ID.
Get Account History - Retrieve Field Change History For An Account.
Get Contact History - Retrieve Field Change History For A Contact.
Get Opportunity History - Retrieve Field Change History For An Opportunity.
Get Lead History - Retrieve Field Change History For A Lead.
Get Case History - Retrieve Field Change History For A Case.
Get Contract History - Retrieve Field Change History For A Contract.
List Setup Audit Trail - Retrieve Setup Audit Trail Entries For Admin Changes.
Get Opportunity Field History - Retrieve Granular Field Change History For An Opportunity.
List Individuals - Retrieve Individual Records For Privacy Management.
Get Individual - Retrieve A Specific Individual Record By ID.
Create Individual - Create A New Individual Record For Privacy Tracking.
Update Individual - Update An Individual Record Including Personal Info And Privacy Preferences.
Delete Individual - Delete An Individual Record.
List Contact Point Consents - Retrieve Consent Records For Contact Points (Email, Phone, Etc.).
List Authorization Form Consents - Retrieve Authorization Form Consent Records.
List Solutions - Retrieve A Paginated List Of Solution Records From Salesforce Using SOQL Query.
Get Solution - Retrieve A Specific Solution Record By Its Unique Salesforce ID.
Create Solution - Create A New Solution Record In Salesforce With Specified Field Values.
Update Solution - Update An Existing Solution Record In Salesforce With Specified Field Values.
Delete Solution - Delete A Solution Record From Salesforce By Its Unique ID.
Search Solutions - Search For Solution Records Using Salesforce Full-Text Search (SOSL).
List Case Solutions - Retrieve Solutions Associated With A Specific Case Through CaseSolution Junction Object.
Link Solution To Case - Associate A Solution With A Case By Creating A CaseSolution Record.
Unlink Solution From Case - Remove The Association Between A Solution And A Case By Deleting The CaseSolution Record.
List Partners - Retrieve A Paginated List Of Partner Records From Salesforce Using SOQL Query.
Get Partner - Retrieve A Specific Partner Record By Its Unique Salesforce ID.
Create Partner - Create A New Partner Relationship Record In Salesforce.
Delete Partner - Delete A Partner Record From Salesforce By Its Unique ID.
List Feed Items - Retrieve A Paginated List Of FeedItem Records From Salesforce Chatter Feeds.
Get Feed Item - Retrieve A Specific FeedItem Record By Its Unique Salesforce ID.
Create Feed Item - Create A New FeedItem (Chatter Post) In Salesforce.
Delete Feed Item - Delete A FeedItem Record From Salesforce.
List Feed Comments - Retrieve Comments On A Specific FeedItem.
Create Feed Comment - Create A Comment On A FeedItem.
Delete Feed Comment - Delete A FeedComment From Salesforce.
List Locations - Retrieve A Paginated List Of Location Records From Salesforce.
Get Location - Retrieve A Specific Location Record By Its Unique Salesforce ID.
Create Location - Create A New Location Record In Salesforce.
Update Location - Update An Existing Location Record In Salesforce.
Delete Location - Delete A Location Record From Salesforce.
Search Locations - Search For Location Records Using Salesforce Full-Text Search (SOSL).
List Return Orders - Retrieve A Paginated List Of ReturnOrder Records From Salesforce.
Get Return Order - Retrieve A Specific ReturnOrder Record By Its Unique Salesforce ID.
Create Return Order - Create A New ReturnOrder Record In Salesforce.
Update Return Order - Update An Existing ReturnOrder Record In Salesforce.
Delete Return Order - Delete A ReturnOrder Record From Salesforce.
List Return Order Line Items - Retrieve Line Items For A Specific Return Order.
371 Actions
List Accounts-Retrieve A Paginated List Of Account Records From Salesforce Using SOQL Query. Returns Account Information Including Name, Type, Industry, Website, And Other Standard Fields.
Get Account-Retrieve A Specific Account Record By Its Unique Salesforce ID. Returns Complete Account Details Including All Standard And Accessible Custom Fields.
Create Account-Create A New Account Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Account.
Update Account-Update An Existing Account Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Delete Account-Delete An Account Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Search Accounts-Search For Account Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Accounts Matching The Search Term.
List Custom Invocable Actions-Retrieve A List Of All Custom Invocable Actions Including Apex And Flow Actions.
List Flow Actions-Retrieve A List Of All Autolaunched Flows Available As Invocable Actions.
List Apex Invocable Actions-Retrieve A List Of All Apex Invocable Methods Available As Actions.
Send Email-Send An Email Using The EmailSimple Standard Invocable Action.
Get Activity History-Retrieve Combined Activity History (Tasks, Events, Emails) For A Specific Record.
Get Open Activities-Retrieve Open (Pending) Activities For A Specific Record.
Get Tasks For Contact-Retrieve All Tasks Where A Contact Is The Who (Related Person).
Get Events For Contact-Retrieve All Events Where A Contact Is The Who (Related Person).
Get My Tasks-Retrieve Tasks Assigned To A Specific User.
Get My Events-Retrieve Calendar Events For A Specific User.
Get Overdue Tasks-Retrieve All Overdue Tasks That Are Not Completed.
Get Tasks Due Today-Retrieve All Tasks Due Today That Are Not Completed.
Get Upcoming Events-Retrieve Upcoming Calendar Events Within The Next Specified Days.
Get Recent Activities-Retrieve Recently Completed Tasks And Past Events.
Schedule Meeting-Create A Calendar Event To Schedule A Meeting With A Contact.
Complete Task-Mark A Task As Completed.
List Reports-Retrieve A List Of Recently Viewed Reports Available To The Current User.
Get Report Metadata-Retrieve Metadata About A Specific Report Including Columns, Filters, And Groupings.
Run Report Synchronously-Execute A Report Synchronously And Return The Results Immediately.
Run Report Asynchronously-Start An Asynchronous Report Execution And Get An Instance ID For Results.
List Report Instances-Retrieve A List Of Asynchronous Report Execution Instances For A Report.
List Dashboards-Retrieve A List Of Recently Viewed Dashboards Available To The Current User.
Get Dashboard-Retrieve Metadata And Current Data For A Specific Dashboard.
Refresh Dashboard-Refresh A Dashboard To Get The Latest Data For All Components.
Describe Dashboard-Retrieve Metadata About A Dashboard Including Components, Filters, And Layout.
Get Dashboard Status-Check The Refresh Status Of A Dashboard.
Get Approval Processes-Retrieve All Available Approval Processes For The Organization.
Recall Approval Request-Recall A Previously Submitted Approval Request Before It Has Been Fully Processed.
List Pending Approval Work Items-Retrieve Pending Approval Work Items For Processing.
List Process Instances-Retrieve Process Instances Showing Approval History For Records.
List Process Instance Steps-Retrieve Step History For A Process Instance Showing Each Approval Step'S Outcome.
List Assets-Retrieve A Paginated List Of Asset Records From Salesforce Using SOQL Query.
Get Asset-Retrieve A Specific Asset Record By Its Unique Salesforce ID.
Create Asset-Create A New Asset Record In Salesforce With Specified Field Values.
Update Asset-Update An Existing Asset Record In Salesforce With Specified Field Values.
Delete Asset-Delete An Asset Record From Salesforce By Its Unique ID.
Get Asset Hierarchy-Retrieve Child Assets For A Parent Asset To Understand Asset Hierarchy.
Search Assets-Search For Asset Records Using Salesforce Full-Text Search (SOSL).
Create Bulk Ingest Job-Create A New Bulk API 2.0 Ingest Job For Inserting, Updating, Upserting, Or Deleting Records.
Upload Bulk Job Data-Upload CSV Data To A Bulk Ingest Job For Processing.
Abort Bulk Ingest Job-Abort A Bulk Ingest Job To Stop Processing.
Get Bulk Ingest Job-Retrieve Status And Details Of A Bulk Ingest Job.
List Bulk Ingest Jobs-Retrieve A List Of All Bulk Ingest Jobs.
Get Bulk Job Successful Results-Retrieve Successfully Processed Records From A Completed Bulk Ingest Job.
Get Bulk Job Failed Results-Retrieve Failed Records From A Completed Bulk Ingest Job With Error Details.
Get Bulk Job Unprocessed Records-Retrieve Unprocessed Records From An Aborted Bulk Ingest Job.
Delete Bulk Ingest Job-Delete A Bulk Ingest Job And Its Associated Data.
Create Bulk Query Job-Create A New Bulk API 2.0 Query Job For Extracting Large Volumes Of Data.
Get Bulk Query Job-Retrieve Status And Details Of A Bulk Query Job.
List Bulk Query Jobs-Retrieve A List Of All Bulk Query Jobs.
Get Bulk Query Results-Retrieve Query Results From A Completed Bulk Query Job.
Abort Bulk Query Job-Abort A Bulk Query Job To Stop Processing.
Delete Bulk Query Job-Delete A Bulk Query Job And Its Associated Data.
List Campaigns-Retrieve A Paginated List Of Campaign Records From Salesforce Using SOQL Query. Returns Campaign Information Including Name, Status, Type, Dates, And Budget Details.
Get Campaign-Retrieve A Specific Campaign Record By Its Unique Salesforce ID. Returns Complete Campaign Details Including All Standard And Accessible Custom Fields.
Search Campaigns-Search For Campaign Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Campaigns Matching The Search Term.
Add Campaign Member-Add A Contact Or Lead As A Member Of A Campaign. Creates A CampaignMember Record Linking The Individual To The Campaign.
List Cases-Retrieve A Paginated List Of Case Records From Salesforce Using SOQL Query. Returns Case Information Including Subject, Status, Priority, Origin, And Related Records.
Get Case-Retrieve A Specific Case Record By Its Unique Salesforce ID. Returns Complete Case Details Including All Standard And Accessible Custom Fields.
Create Case-Create A New Case Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Case.
Update Case-Update An Existing Case Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Delete Case-Delete A Case Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Search Cases-Search For Case Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Cases Matching The Search Term.
Post Feed Element-Create A New Post On A User'S Feed, Group, Or Record Feed.
Get Feed Element-Retrieve A Specific Feed Element (Post) By Its ID.
Delete Feed Element-Delete A Feed Element (Post) From Chatter.
Post Comment-Add A Comment To A Feed Element (Post).
Like Feed Element-Add A Like To A Feed Element (Post) Or Comment.
List Chatter Groups-Retrieve A List Of Chatter Groups In The Organization.
Execute Composite Batch-Execute Multiple Independent Subrequests In A Single API Call. Returns Results For All Subrequests.
Create Records Collection-Create Up To 200 Records Of The Same Object Type In A Single API Call Using SObject Collections.
Update Records Collection-Update Up To 200 Records Of Mixed Object Types In A Single API Call Using SObject Collections.
Delete Records Collection-Delete Up To 200 Records In A Single API Call Using SObject Collections.
Execute Composite Graph-Execute Multiple Composite Graphs Containing Dependent And Independent Subrequests In A Single API Call.
List Contacts-Retrieve A Paginated List Of Contact Records From Salesforce Using SOQL Query. Returns Contact Information Including Name, Email, Phone, Account Association, And Other Standard Fields.
Get Contact-Retrieve A Specific Contact Record By Its Unique Salesforce ID. Returns Complete Contact Details Including All Standard And Accessible Custom Fields.
Create Contact-Create A New Contact Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Contact.
Update Contact-Update An Existing Contact Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Delete Contact-Delete A Contact Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Search Contacts-Search For Contact Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Contacts Matching The Search Term.
List Contracts-Retrieve A Paginated List Of Contract Records From Salesforce Using SOQL Query.
Get Contract-Retrieve A Specific Contract Record By Its Unique Salesforce ID.
Create Contract-Create A New Contract Record In Salesforce With Specified Field Values.
Update Contract-Update An Existing Contract Record In Salesforce With Specified Field Values.
Delete Contract-Delete A Contract Record From Salesforce By Its Unique ID.
Activate Contract-Activate A Draft Contract By Updating Its Status To Activated.
Search Contracts-Search For Contract Records Using Salesforce Full-Text Search (SOSL).
Describe Global-Retrieve A List Of All Available SObjects In The Salesforce Organization With Metadata.
Describe SObject-Retrieve Detailed Describe Metadata For A Specific Salesforce Object (SObject), Including Field Definitions And Permissions.
List Global Quick Actions-Retrieve All Global Quick Actions Available In The Organization.
Describe Quick Action-Retrieve Detailed Metadata About A Specific Quick Action.
Get Tabs-Retrieve Information About All Tabs Available To The Current User.
Get Themes-Retrieve Theme Information For Displaying Salesforce Icons And Colors.
Search Suggest Records-Get Search Suggestions Based On User Input For Building Autocomplete Functionality.
Parameterized Search-Execute A Parameterized SOSL Search With Additional Filtering Options.
List Email Messages-Retrieve A Paginated List Of EmailMessage Records From Salesforce Using SOQL Query.
Get Email Message-Retrieve A Specific EmailMessage Record By Its Unique Salesforce ID.
Create Email Message-Create A New EmailMessage Record In Salesforce To Log An Email.
Delete Email Message-Delete An EmailMessage Record From Salesforce By Its Unique ID.
List Email Templates-Retrieve A List Of EmailTemplate Records From Salesforce.
Get Email Template-Retrieve A Specific EmailTemplate Record By Its Unique Salesforce ID.
List Email Message Relations-Retrieve Email Message Relations Linking Emails To Recipients And Related Records.
Get Emails For Record-Retrieve All Email Messages Associated With A Specific Record (Case, Contact, Etc.).
List Entitlements-Retrieve A Paginated List Of Entitlement Records From Salesforce Using SOQL Query.
Get Entitlement-Retrieve A Specific Entitlement Record By Its Unique Salesforce ID.
Create Entitlement-Create A New Entitlement Record In Salesforce With Specified Field Values.
Update Entitlement-Update An Existing Entitlement Record In Salesforce With Specified Field Values.
Delete Entitlement-Delete An Entitlement Record From Salesforce By Its Unique ID.
List Service Contracts-Retrieve A Paginated List Of ServiceContract Records From Salesforce.
Get Service Contract-Retrieve A Specific ServiceContract Record By Its Unique Salesforce ID.
Create Service Contract-Create A New ServiceContract Record In Salesforce.
Update Service Contract-Update An Existing ServiceContract Record In Salesforce.
Delete Service Contract-Delete A ServiceContract Record From Salesforce By Its Unique ID.
List Events-Retrieve A Paginated List Of Event Records From Salesforce Using SOQL Query. Returns Event Information Including Subject, Start/End Times, Location, And Related Records.
Get Event-Retrieve A Specific Event Record By Its Unique Salesforce ID. Returns Complete Event Details Including All Standard And Accessible Custom Fields.
Create Event-Create A New Event Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Event.
Update Event-Update An Existing Event Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Delete Event-Delete An Event Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
List Content Documents-Retrieve A List Of ContentDocument Records Representing Files Stored In Salesforce.
Delete Content Document-Delete A ContentDocument Record And All Its Versions From Salesforce.
List Content Versions-Retrieve ContentVersion Records Representing File Versions In Salesforce.
Get Content Version-Retrieve A Specific ContentVersion Record By Its Unique Salesforce ID.
Download Content Version-Download The Binary Content Of A File Version Using The VersionData Blob Field.
Delete Content Document Link-Remove The Link Between A File And A Salesforce Record By Deleting A ContentDocumentLink.
List Attachments-Retrieve Legacy Attachment Records Linked To Salesforce Records.
Get Attachment-Retrieve A Specific Attachment Record By Its Unique Salesforce ID.
Download Attachment-Download The Binary Content Of A Legacy Attachment Using The Body Blob Field.
Create Attachment-Create A New Legacy Attachment Linked To A Parent Salesforce Record.
Delete Attachment-Delete A Legacy Attachment Record From Salesforce.
List Knowledge Articles-Retrieve A List Of Published Knowledge Articles Visible To The Current User.
Get Knowledge Article-Retrieve The Full Content Of A Knowledge Article By Its ID.
Search Knowledge Articles-Search Knowledge Articles By Keyword With Optional Category Filtering.
List Data Category Groups-Retrieve Data Category Groups Used To Organize Knowledge Articles.
List Leads-Retrieve A Paginated List Of Lead Records From Salesforce Using SOQL Query. Returns Lead Information Including Name, Company, Status, Source, And Other Standard Fields.
Get Lead-Retrieve A Specific Lead Record By Its Unique Salesforce ID. Returns Complete Lead Details Including All Standard And Accessible Custom Fields.
Create Lead-Create A New Lead Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Lead.
Update Lead-Update An Existing Lead Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Delete Lead-Delete A Lead Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Search Leads-Search For Lead Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Leads Matching The Search Term.
List Record Types-Retrieve All Record Types For A Specific Object.
Get Record Type-Retrieve A Specific RecordType Record By Its Unique Salesforce ID.
Get Record Type By Name-Retrieve A Record Type By Its Developer Name And Object Type.
Get Global Picklist Values-Retrieve Values From A Global Value Set (Global Picklist).
Get Compact Layouts-Retrieve Compact Layout Information For An Object.
Get Page Layouts-Retrieve Page Layout Information For An Object.
Get Approval Layout-Retrieve Approval Layout Information For An Object.
List Notes-Retrieve A Paginated List Of Note Records From Salesforce Using SOQL Query. Returns Note Information Including Title, Body, And Parent Record Association.
Get Note-Retrieve A Specific Note Record By Its Unique Salesforce ID. Returns Complete Note Details Including Title, Body, And Parent Record Information.
Create Note-Create A New Note Record In Salesforce Attached To A Parent Record. Returns The ID Of The Newly Created Note.
Update Note-Update An Existing Note Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Delete Note-Delete A Note Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Get Content Note-Retrieve A Specific ContentNote Record By Its Unique Salesforce ID. Returns Enhanced Note Details Including Rich Text Content.
List Opportunities-Retrieve A Paginated List Of Opportunity Records From Salesforce Using SOQL Query. Returns Opportunity Information Including Name, Stage, Amount, Close Date, And Other Standard Fields.
Get Opportunity-Retrieve A Specific Opportunity Record By Its Unique Salesforce ID. Returns Complete Opportunity Details Including All Standard And Accessible Custom Fields.
Create Opportunity-Create A New Opportunity Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Opportunity.
Update Opportunity-Update An Existing Opportunity Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Delete Opportunity-Delete An Opportunity Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
Search Opportunities-Search For Opportunity Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Opportunities Matching The Search Term.
List Orders-Retrieve A Paginated List Of Order Records From Salesforce Using SOQL Query.
Get Order-Retrieve A Specific Order Record By Its Unique Salesforce ID.
Create Order-Create A New Order Record In Salesforce With Specified Field Values.
Update Order-Update An Existing Order Record In Salesforce With Specified Field Values.
Delete Order-Delete An Order Record From Salesforce By Its Unique ID.
List Order Items-Retrieve All Line Items For A Specific Order.
Get Order Item-Retrieve A Specific OrderItem Record By Its Unique Salesforce ID.
Create Order Item-Add A Line Item To An Order In Salesforce.
Update Order Item-Update An Existing OrderItem Record In Salesforce.
Delete Order Item-Delete An OrderItem Record From Salesforce By Its Unique ID.
Search Orders-Search For Order Records Using Salesforce Full-Text Search (SOSL).
Get Orders For Account-Retrieve All Orders Associated With A Specific Account.
Activate Order-Change An Order'S Status From Draft To Activated.
List Pricebooks-Retrieve A Paginated List Of Pricebook2 Records From Salesforce Using SOQL Query.
Get Pricebook-Retrieve A Specific Pricebook2 Record By Its Unique Salesforce ID.
Get Standard Pricebook-Retrieve The Standard Pricebook For The Organization.
Create Pricebook-Create A New Custom Pricebook2 Record In Salesforce.
Update Pricebook-Update An Existing Pricebook2 Record In Salesforce.
Delete Pricebook-Delete A Pricebook2 Record From Salesforce By Its Unique ID.
List Pricebook Entries-Retrieve Pricebook Entries For A Specific Pricebook.
Get Pricebook Entry-Retrieve A Specific PricebookEntry Record By Its Unique Salesforce ID.
Create Pricebook Entry-Add A Product To A Pricebook With Specified Pricing.
Update Pricebook Entry-Update An Existing PricebookEntry Record In Salesforce.
Delete Pricebook Entry-Delete A PricebookEntry Record From Salesforce By Its Unique ID.
Get Product Pricing-Retrieve All Pricebook Entries For A Specific Product Across All Pricebooks.
Search Pricebook Entries-Search For PricebookEntry Records By Product Name Or Code.
List Products-Retrieve A Paginated List Of Product2 Records From Salesforce Using SOQL Query.
Get Product-Retrieve A Specific Product2 Record By Its Unique Salesforce ID.
Create Product-Create A New Product2 Record In Salesforce With Specified Field Values.
Update Product-Update An Existing Product2 Record In Salesforce With Specified Field Values.
Delete Product-Delete A Product2 Record From Salesforce By Its Unique ID.
Execute SOQL Query-Execute A Custom SOQL Query Against Salesforce. Allows Querying Any Standard Or Custom Object With Full SOQL Syntax Support.
Execute SOSL Search-Execute A Custom SOSL Search Against Salesforce. Allows Full-Text Searching Across Multiple Objects Simultaneously.
List SObjects-Retrieve A List Of All Available Salesforce Objects In The Organization Including Standard And Custom Objects.
Get API Limits-Retrieve The Current API Usage Limits And Remaining Capacity For The Salesforce Organization.
Get API Versions-Retrieve A List Of All Available Salesforce REST API Versions Supported By The Instance.
Get Recently Viewed Records-Retrieve Recently Viewed Records For The Current User Across Specified Or All Object Types.
Execute Composite Request-Execute Multiple API Requests In A Single Call Using Salesforce Composite API. Supports Referencing Results Between Requests.
List Service Resources-Retrieve A List Of ServiceResource Records From Salesforce.
Get Service Resource-Retrieve A Specific ServiceResource Record By Its Unique Salesforce ID.
Create Service Resource-Create A New ServiceResource Record In Salesforce.
Update Service Resource-Update An Existing ServiceResource Record In Salesforce.
List Service Territories-Retrieve A List Of ServiceTerritory Records From Salesforce.
Get Service Territory-Retrieve A Specific ServiceTerritory Record By Its Unique Salesforce ID.
List Service Appointments-Retrieve A List Of ServiceAppointment Records From Salesforce.
Get Service Appointment-Retrieve A Specific ServiceAppointment Record By Its Unique Salesforce ID.
Create Service Appointment-Create A New ServiceAppointment Record In Salesforce.
Update Service Appointment-Update An Existing ServiceAppointment Record In Salesforce.
List Assigned Resources-Retrieve Assigned Resources For A Service Appointment.
Assign Resource To Appointment-Assign A Service Resource To A Service Appointment.
List Public Groups-Retrieve All Public Groups In The Organization.
List Queues-Retrieve All Queues In The Organization.
Get User Permissions-Retrieve Permission Set Assignments For A Specific User.
List Permission Sets-Retrieve All Permission Sets In The Organization.
Assign Permission Set-Assign A Permission Set To A User.
Remove Permission Set-Remove A Permission Set Assignment From A User.
Transfer Record Ownership-Transfer Ownership Of A Record To A Different User.
List Tasks-Retrieve A Paginated List Of Task Records From Salesforce Using SOQL Query. Returns Task Information Including Subject, Status, Priority, Due Date, And Related Records.
Get Task-Retrieve A Specific Task Record By Its Unique Salesforce ID. Returns Complete Task Details Including All Standard And Accessible Custom Fields.
Create Task-Create A New Task Record In Salesforce With Specified Field Values. Returns The ID Of The Newly Created Task.
Update Task-Update An Existing Task Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Delete Task-Delete A Task Record From Salesforce By Its Unique ID. This Action Moves The Record To The Recycle Bin.
List Topics-Retrieve A List Of Topic Records From Salesforce.
Get Topic-Retrieve A Specific Topic Record By Its Unique Salesforce ID.
Create Topic-Create A New Topic Record In Salesforce.
Update Topic-Update An Existing Topic Record In Salesforce.
Delete Topic-Delete A Topic Record From Salesforce By Its Unique ID.
List Topic Assignments-Retrieve Topic Assignments Linking Topics To Records.
Assign Topic To Record-Assign A Topic To A Record (Account, Contact, Case, Etc.).
Remove Topic From Record-Remove A Topic Assignment From A Record.
Get Topics For Record-Retrieve All Topics Assigned To A Specific Record.
Search Topics-Search For Topic Records Using Salesforce Full-Text Search (SOSL).
List Users-Retrieve A Paginated List Of User Records From Salesforce Using SOQL Query. Returns User Information Including Name, Email, Profile, Role, And Other Standard Fields.
Get User-Retrieve A Specific User Record By Its Unique Salesforce ID. Returns Complete User Details Including All Standard And Accessible Custom Fields.
Update User-Update An Existing User Record In Salesforce With Specified Field Values. Only Include Fields That Need To Be Modified.
Search Users-Search For User Records Using Salesforce SOSL (Salesforce Object Search Language). Returns Users Matching The Search Term.
Get Current User-Retrieve The Currently Authenticated User'S Information. Returns Complete Details Of The Logged-In User.
List Work Orders-Retrieve A Paginated List Of WorkOrder Records From Salesforce Using SOQL Query.
Get Work Order-Retrieve A Specific WorkOrder Record By Its Unique Salesforce ID.
Create Work Order-Create A New WorkOrder Record In Salesforce With Specified Field Values.
Update Work Order-Update An Existing WorkOrder Record In Salesforce With Specified Field Values.
Delete Work Order-Delete A WorkOrder Record From Salesforce By Its Unique ID.
List Work Order Line Items-Retrieve All Line Items For A Specific WorkOrder.
Create Work Order Line Item-Add A Line Item To A WorkOrder.
Search Work Orders-Search For WorkOrder Records Using Salesforce Full-Text Search (SOSL).
List Account Contact Roles-Retrieve All Contact Roles For An Account.
Create Account Contact Role-Assign A Role To A Contact On An Account.
Update Account Contact Role-Update A Contact Role On An Account.
Delete Account Contact Role-Remove A Contact Role From An Account.
List Opportunity Contact Roles-Retrieve All Contact Roles For An Opportunity.
Create Opportunity Contact Role-Assign A Role To A Contact On An Opportunity.
Update Opportunity Contact Role-Update A Contact Role On An Opportunity.
Delete Opportunity Contact Role-Remove A Contact Role From An Opportunity.
List Opportunity Line Items-Retrieve All Product Line Items For An Opportunity.
Get Opportunity Line Item-Retrieve A Specific Opportunity Line Item By ID.
Create Opportunity Line Item-Add A Product Line Item To An Opportunity.
Update Opportunity Line Item-Update An Existing Opportunity Line Item.
Delete Opportunity Line Item-Remove A Product Line Item From An Opportunity.
Get Opportunity Products Summary-Get A Summary Of All Products On An Opportunity With Totals.
List User Roles-Retrieve All User Roles In The Organization.
Get User Role-Retrieve A Specific User Role By ID.
Get Role Hierarchy-Retrieve The Role Hierarchy Tree Structure.
List Profiles-Retrieve All Profiles In The Organization.
Get Profile-Retrieve A Specific Profile By ID.
List Users By Role-Retrieve All Users Assigned To A Specific Role.
List Users By Profile-Retrieve All Users Assigned To A Specific Profile.
List User Licenses-Retrieve All User Licenses In The Organization.
Get Opportunity Forecast Category-Retrieve The Forecast Category For An Opportunity.
Update Opportunity Forecast Category-Update The Forecast Category For An Opportunity.
Get Pipeline By Stage-Get Aggregated Opportunity Amounts Grouped By Stage.
Get Forecast By Category-Get Aggregated Opportunity Amounts Grouped By Forecast Category.
Create Campaign Member-Add A Contact Or Lead To A Campaign.
List Campaign Members-Retrieve A List Of CampaignMember Records For A Specific Campaign.
Get Campaign Member-Retrieve A Specific CampaignMember Record By ID.
Update Campaign Member-Update A CampaignMember Record'S Status Or Other Fields.
Delete Campaign Member-Remove A Member From A Campaign.
List Campaign Member Statuses-Get All Available Member Statuses For A Campaign.
Get Campaign Statistics-Get Aggregated Statistics For A Campaign'S Membership.
Search Campaign Members-Search For Campaign Members By Name Or Email.
List Case Comments-Retrieve All Comments For A Specific Case.
Get Case Comment-Retrieve A Specific Case Comment By ID.
Create Case Comment-Add A New Comment To A Case.
Update Case Comment-Update An Existing Case Comment.
Delete Case Comment-Delete A Case Comment.
List Public Case Comments-Retrieve Only Published (Public) Comments For A Case.
List Opportunity Stages-Retrieve All Opportunity Stages Defined In The Sales Process.
List Active Opportunity Stages-Retrieve Only Active Opportunity Stages.
List Lead Statuses-Retrieve All Lead Status Values.
List Case Statuses-Retrieve All Case Status Values.
List Task Statuses-Retrieve All Task Status Values.
List Contract Statuses-Retrieve All Contract Status Values.
List Order Statuses-Retrieve All Order Status Values.
List Solution Statuses-Retrieve All Solution Status Values.
List Work Order Statuses-Retrieve All Work Order Status Values.
Get Organization Info-Retrieve Information About The Salesforce Organization.
List Periods-Retrieve Fiscal Periods For A Given Fiscal Year.
List Holidays-Retrieve All Holidays Defined In The Organization.
Get Holiday-Retrieve A Specific Holiday By ID.
List Org Wide Email Addresses-Retrieve All Organization-Wide Email Addresses.
List Group Members-Retrieve All Members Of A Specific Group Or Queue.
Get Group Member-Retrieve A Specific Group Membership Record.
Add Group Member-Add A User Or Group As A Member Of A Group.
Remove Group Member-Remove A Member From A Group.
Get Group-Retrieve Details Of A Specific Group.
List All Groups-Retrieve All Groups In The Organization.
Get Users In Group-Retrieve All Users Who Are Members Of A Specific Group.
Get Queue Supported Objects-Retrieve The Objects Supported By A Queue.
List Business Hours-Retrieve All Business Hours Records In The Organization.
Get Business Hours-Retrieve A Specific Business Hours Record By ID.
Get Default Business Hours-Retrieve The Default Business Hours Record.
List Milestones-Retrieve All Milestone Records For Entitlement Management.
Get Milestone-Retrieve A Specific Milestone Type By ID.
List Case Milestones-Retrieve Milestone Instances For A Specific Case.
List Entitlement Processes-Retrieve All Entitlement Processes (SLA Processes).
List Documents-Retrieve Documents From A Folder.
Get Document-Retrieve A Specific Document By ID.
Download Document-Download The Body Of A Document.
Delete Document-Delete A Document.
List Folders-Retrieve All Folders For Documents, Reports, Or Dashboards.
Get Folder-Retrieve A Specific Folder By ID.
Get Account History-Retrieve Field Change History For An Account.
Get Contact History-Retrieve Field Change History For A Contact.
Get Opportunity History-Retrieve Field Change History For An Opportunity.
Get Lead History-Retrieve Field Change History For A Lead.
Get Case History-Retrieve Field Change History For A Case.
Get Contract History-Retrieve Field Change History For A Contract.
List Setup Audit Trail-Retrieve Setup Audit Trail Entries For Admin Changes.
Get Opportunity Field History-Retrieve Granular Field Change History For An Opportunity.
List Individuals-Retrieve Individual Records For Privacy Management.
Get Individual-Retrieve A Specific Individual Record By ID.
Create Individual-Create A New Individual Record For Privacy Tracking.
Update Individual-Update An Individual Record Including Personal Info And Privacy Preferences.
Delete Individual-Delete An Individual Record.
List Contact Point Consents-Retrieve Consent Records For Contact Points (Email, Phone, Etc.).
List Authorization Form Consents-Retrieve Authorization Form Consent Records.
List Solutions-Retrieve A Paginated List Of Solution Records From Salesforce Using SOQL Query.
Get Solution-Retrieve A Specific Solution Record By Its Unique Salesforce ID.
Create Solution-Create A New Solution Record In Salesforce With Specified Field Values.
Update Solution-Update An Existing Solution Record In Salesforce With Specified Field Values.
Delete Solution-Delete A Solution Record From Salesforce By Its Unique ID.
Search Solutions-Search For Solution Records Using Salesforce Full-Text Search (SOSL).
List Case Solutions-Retrieve Solutions Associated With A Specific Case Through CaseSolution Junction Object.
Link Solution To Case-Associate A Solution With A Case By Creating A CaseSolution Record.
Unlink Solution From Case-Remove The Association Between A Solution And A Case By Deleting The CaseSolution Record.
List Partners-Retrieve A Paginated List Of Partner Records From Salesforce Using SOQL Query.
Get Partner-Retrieve A Specific Partner Record By Its Unique Salesforce ID.
Create Partner-Create A New Partner Relationship Record In Salesforce.
Delete Partner-Delete A Partner Record From Salesforce By Its Unique ID.
List Feed Items-Retrieve A Paginated List Of FeedItem Records From Salesforce Chatter Feeds.
Get Feed Item-Retrieve A Specific FeedItem Record By Its Unique Salesforce ID.
Create Feed Item-Create A New FeedItem (Chatter Post) In Salesforce.
Delete Feed Item-Delete A FeedItem Record From Salesforce.
List Feed Comments-Retrieve Comments On A Specific FeedItem.
Create Feed Comment-Create A Comment On A FeedItem.
Delete Feed Comment-Delete A FeedComment From Salesforce.
List Locations-Retrieve A Paginated List Of Location Records From Salesforce.
Get Location-Retrieve A Specific Location Record By Its Unique Salesforce ID.
Create Location-Create A New Location Record In Salesforce.
Update Location-Update An Existing Location Record In Salesforce.
Delete Location-Delete A Location Record From Salesforce.
Search Locations-Search For Location Records Using Salesforce Full-Text Search (SOSL).
List Return Orders-Retrieve A Paginated List Of ReturnOrder Records From Salesforce.
Get Return Order-Retrieve A Specific ReturnOrder Record By Its Unique Salesforce ID.
Create Return Order-Create A New ReturnOrder Record In Salesforce.
Update Return Order-Update An Existing ReturnOrder Record In Salesforce.
Delete Return Order-Delete A ReturnOrder Record From Salesforce.
List Return Order Line Items-Retrieve Line Items For A Specific Return Order.
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Anthropic's code_execution processes data already in context. Custom MCP code mode keeps raw tool responses in a sandbox. 14K tokens vs 500.
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Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery
Benchmarking BM25, TF-IDF, and hybrid search for MCP tool discovery across 916 tools. The 80/20 TF-IDF/BM25 hybrid hits 21% Top-1 accuracy in under 1ms.
10 minPut your AI agents to work
All the tools you need to build and scale AI agents integrations, with best-in-class security & privacy.