Salesforce

216 tools available · 7 triggers

Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth

crm contact management

Connect Salesforce Visit Salesforce ↗

Connect Salesforce to Definable to enrich new leads, route deals by ICP, flag stalled opportunities. Personas call Salesforce's 216 tools (and react to 7 triggers) directly from chat or scheduled flows. Wire it to a sales persona to keep records clean, score in real-time, and surface what needs attention.

Common workflows with Salesforce

Enrich every new lead

Webhook on lead create
Persona enriches with public sources
Writes back firmographic and technographic data

Auto-route hot deals

Score new opportunities by intent
Match to the closer with the right ICP
Notify both in Slack

Stall detection

Find deals with no activity in 14 days
Draft a re-engagement message per persona
Queue for sales rep approval

Salesforce actions 216

Every Salesforce action below is a callable tool any Definable persona can invoke.

Create Salesforce Account

DEPRECATED: Creates a new Salesforce Account using a JSON POST request, requiring 'Name'; specific fields (e.g., custom, DunsNumber) may have org-level prerequisites.

Add contact to campaign

Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.

Add lead to campaign

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted, and deleted or inactive records will cause the call to fail. This is a persistent CRM write; confirm the correct lead and campaign before calling.

Add product to opportunity

Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after rule application.

Associate contact to account

Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.

Clone opportunity with products

Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.

Clone record

Creates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record. Optionally apply field updates to the clone.

Close or abort a job

Tool to close or abort a Salesforce Bulk API v2 ingest job. Use when you need to finalize job processing by closing (state: UploadComplete) or cancel a job by aborting (state: Aborted). This is required for every ingest job - closing queues data for processing, while aborting cancels the job and deletes uploaded data.

Complete task

Marks a task as completed with optional completion notes. This is a convenience action that updates the task status to 'Completed'.

Execute Composite Graph (Deprecated)

DEPRECATED: Use SALESFORCE_POST_COMPOSITE_GRAPH instead. Tool to execute multiple Salesforce REST API requests in a single call using composite graphs. Use when you need to perform a series of related operations that should either all succeed or all fail together. Composite graphs support up to 500 subrequests per graph (compared to 25 for regular composite requests) and allow referencing outputs from previous subrequests using @{referenceId.fieldName} syntax.

Create account

Creates a new account in Salesforce with the specified information. Returns the created Account's ID at `data.response_data.id`.

Create a record

Tool to create a Salesforce record using the UI API. Use when you need to create any type of Salesforce record with layout metadata and formatted field values.

Create campaign

Creates a new campaign in Salesforce. Only `name` is universally required, but org-level validation rules commonly enforce `type`, `status`, `start_date`, and `end_date` as well — omitting them may cause creation to fail.

Create campaign record

DEPRECATED: Creates a new campaign record in Salesforce; if 'ParentId' is provided, it must be a valid ID of an existing Campaign record, and if 'OwnerId' is provided, it must be a valid ID of an active User.

Create contact

Creates a new contact in Salesforce with the specified information. Writes to live CRM data — obtain explicit user confirmation before executing. Failures may reflect org-specific validation rules, permission restrictions, or duplicate rules rather than invalid inputs.

Create custom field

Tool to create a custom field on a Salesforce object using the Tooling API. Use when you need to add a new field (Text, Number, Checkbox, Date, Picklist, Lookup, etc.) to any standard or custom object without deploying metadata packages. The Tooling API provides direct field creation for rapid development and automation tasks.

Create custom object

Tool to create a custom object in Salesforce using the Metadata API. Use when you need to dynamically create new object types (tables) in Salesforce with custom fields and configurations.

Create lead

Creates a new lead in Salesforce. `LastName` and `Company` are required. Org-level validation rules (e.g., email format, custom required fields) may reject requests beyond these; inspect the error response body for the failing field. The created lead `id` is returned in a response wrapper, not at the top level.

Create lead

DEPRECATED: Creates a new Lead in Salesforce, requiring `LastName` and `Company` unless person accounts are enabled and `Company` is null.

Create a new contact

DEPRECATED: Creates a new Contact in Salesforce; 'LastName' is required, an existing 'AccountId' must be used if provided, and any custom fields (ending with '__c') must be predefined.

Create note

Creates a new note attached to a Salesforce record with the specified title and content. Does not deduplicate — identical calls create duplicate notes. High-volume creation can trigger REQUEST_LIMIT_EXCEEDED; apply exponential backoff on retries.

Create a note record

DEPRECATED: Creates a new Note record in Salesforce, associated with an existing Salesforce object via `ParentId`, automatically including a `Content-Type: application/json` header.

Create opportunity

Creates a new opportunity in Salesforce with the specified information.

Create opportunity record

DEPRECATED: Creates a new Opportunity record in Salesforce; `Name`, `StageName`, and `CloseDate` are mandatory, and ensure any referenced IDs (e.g., `AccountId`, `CampaignId`) are valid and corresponding Salesforce features are enabled if used.

Create SObject record

Tool to create a new Salesforce SObject record. Use when you need to create any type of standard or custom Salesforce object record by specifying the object type and field values.

Create sObject tree

Tool to create one or more sObject trees with root records of the specified type. Use when creating nested parent-child record hierarchies in a single atomic operation (e.g., Account with Contacts and Opportunities). Supports up to 200 total records across all trees, up to 5 levels deep, with maximum 5 different object types. All records succeed or all fail together.

Create task

Creates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records. Ensure who_id, what_id, and owner_id reference existing records before calling; invalid IDs cause silent linkage failures or validation errors.

Delete account

Permanently deletes an account from Salesforce. This action cannot be undone.

Delete a lead object by its id

DEPRECATED: Permanently deletes an existing Lead object from Salesforce using its unique ID.

Delete campaign

Permanently deletes a campaign from Salesforce. This action cannot be undone.

Delete contact

Permanently deletes a contact from Salesforce. This action cannot be undone. Associated records (activities, opportunities) lose the contact reference upon deletion — ensure related data is migrated or acceptable to lose before proceeding. Returns HTTP 204 with empty body on success.

Delete file

Tool to permanently delete a file from Salesforce. Use when you need to remove a file and its content. This operation cannot be undone.

Delete job query

Tool to delete a Salesforce Bulk API v2 query job. Use when you need to permanently remove a job and its associated data. Only the user who created the job can delete it, and the job must be in a completed state.

Delete lead

Permanently deletes a lead from Salesforce. This action cannot be undone.

Delete note

Permanently deletes a note from Salesforce. This action cannot be undone.

Delete opportunity

Permanently deletes an opportunity from Salesforce. This action cannot be undone.

Delete sObject record

Tool to delete a single Salesforce record by its ID. Use when you need to permanently remove a specific record from Salesforce. This operation is idempotent - deleting the same record multiple times returns success. Works with standard and custom objects.

Delete multiple records (SObject Collections)

Tool to delete up to 200 records in one request with optional rollback. Use when you need to delete multiple records efficiently, reducing API calls.

Execute sObject Quick Action

Tool to execute a specific quick action on an sObject to create records with pre-configured defaults. Use when you need to leverage Salesforce Quick Actions to streamline record creation with field mappings and default values.

Execute SOQL query (Deprecated)

DEPRECATED: Use SALESFORCE_RUN_SOQL_QUERY instead. Executes the provided SOQL query against Salesforce; the query must begin with 'SELECT'.

Execute SOSL search

Execute a SOSL search to search across multiple Salesforce objects. Use when you need to search for text across multiple object types simultaneously.

Fetch account by ID with query

DEPRECATED: Use this action to retrieve a Salesforce Account by its unique ID, which must be a valid and existing Salesforce Account ID; you can optionally specify a comma-delimited list of fields to return.

Get batch of UI API records

Tool to retrieve multiple Salesforce records in a single request with customizable field selection. Use when you need to fetch data for multiple records at once (up to 200 records).

Get account

Retrieves a specific account by ID from Salesforce, returning all available fields.

Get all objects

Retrieves all Salesforce objects (standard and custom) with detailed metadata. Each object includes a 'custom' field to identify custom objects. Use when you need to discover available objects or their capabilities.

Get all fields for an object

Retrieves all fields (standard and custom) for a Salesforce object with complete metadata including field types, constraints, picklist values, and relationships.

Get all navigation items

Gets all navigation items (tabs) that the user has access to. Use when you need to retrieve available navigation tabs for display or navigation purposes.

Get API resources by version

Tool to discover available REST API resources for a specified Salesforce API version. Use when you need to find available endpoints and their URIs for a specific API version.

Get an app

Tool to get metadata about a specific Salesforce app by ID. Use when you need to retrieve app configuration details and navigation items for a particular application.

Get apps

Tool to get metadata for all apps a user has access to. Use when you need to list available Salesforce applications or check app navigation items. Metadata for the selected app includes tabs on the app's navigation bar, while other apps don't include tab details.

Get campaign

Retrieves a specific campaign by ID from Salesforce, returning all available fields.

Get Chatter resources

Tool to access Chatter resources directory. Use when you need to discover available Chatter feeds, groups, users, email digest controls, emojis, extensions, or streams.

Get child records

Tool to get child records for a specified parent record and child relationship name. Use when you need to retrieve related records from a parent-child relationship in Salesforce, such as getting all Contacts for an Account or all Opportunities for an Account. Results are paginated with configurable page size.

Get Compact Layouts

Tool to retrieve compact layout information for multiple Salesforce objects. Use when you need to display object data in compact form for Lightning Experience, mobile apps, or custom interfaces.

Get composite resources

Tool to retrieve a list of available composite resources in Salesforce. Use when you need to discover which composite API endpoints are available for batch operations.

Get multiple records by IDs

Retrieves multiple records of the same object type by IDs with a request body. Use when you need to retrieve more records than URL length limits allow (up to 2000 records vs ~800 via GET).

Get consent preferences

Tool to retrieve aggregated consent preferences across multiple records for a specific action. Use when you need to check if users have consented to email, tracking, fax, or other actions across Contact, Lead, User, Person Account, or Individual objects.

Get contact

Retrieves a specific contact by ID from Salesforce, returning all available fields.

Retrieve specific contact by id

Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.

Get dashboard

Gets detailed metadata for a specific dashboard including its components, layout, and filters.

Get file content

Returns the binary content of a Salesforce file, including references to external files. Use when you need to download or retrieve the actual file data from Salesforce.

Get file information

Tool to retrieve comprehensive metadata and information about a specified file in Salesforce. Use when you need detailed file information including ownership, sharing settings, download URLs, and rendition status.

Get file shares

Returns information about the objects with which the specified file has been shared. Use when you need to understand who has access to a specific file in Salesforce.

Get global actions

Tool to retrieve actions displayed in the Salesforce Global Actions menu with metadata. Use when you need to discover available global actions, quick actions, or custom buttons in the UI.

Get job failed record results

Tool to retrieve failed records from a Salesforce Bulk API 2.0 ingest job. Use when you need to get records that failed during a bulk operation, including error messages and original data.

Get job successful record results

Tool to retrieve successfully processed records from a Salesforce Bulk API 2.0 ingest job. Use when you need to get records that were successfully created or updated during a bulk operation.

Get job unprocessed record results

Tool to retrieve unprocessed records from a Salesforce Bulk API 2.0 ingest job. Use when you need to get records that were not processed during a bulk operation, typically due to job abortion or interruption.

Get last selected app

Retrieves the app the current user last selected or the app the user sees by default. Use when you need to determine which application the user is currently working in or should be using.

Get lead

Retrieves a specific lead by ID from Salesforce, returning all available fields.

Get List View Header Actions

Tool to retrieve header actions on list views. Use when you need to get available actions, buttons, and quick actions displayed on a specific list view header in Salesforce.

Get batch of list view metadata

Tool to retrieve metadata for multiple list views in a single batch request. Use when you need to get list view configuration, columns, filters, and sorting for multiple list views at once.

Get list view metadata

Returns list view metadata by object and list view API name. Use when you need to retrieve complete metadata information for a specific list view, including display columns, filters, sort order, permissions, and user preferences.

Get list view records by ID

Returns record data for a list view by its ID. Use when you need to retrieve records from a specific Salesforce list view.

Get list view records by API name

Retrieves paginated record data for a specified list view using the object and list view API names. Use when you need to fetch records that match a specific list view's filters and sorting criteria. Returns the same data that powers Lightning Experience list views.

Get list view results

Retrieves the results of a list view for a specified sObject. Returns column definitions and record data with a 2,000 record limit per response.

Get lookup field suggestions

Tool to retrieve lookup field suggestions for editing lookup fields with search filtering. Use when searching for records to populate a lookup field, supporting typeahead, recent, and full-text search.

Get lookup field suggestions with POST

Tool to get lookup field suggestions with POST request. Use when editing lookup fields with dependent lookup filtering or when you need to pass source record context in the request body.

Get MRU list view metadata

Tool to retrieve MRU list view metadata for a Salesforce object. Use when you need to understand the structure and configuration of the most recently used list view for an object.

Get most recently used list view records

Tool to retrieve record data for an object's most recently used (MRU) list view. Use when you need to get the records that a user has recently accessed for a specific Salesforce object type.

Get note

Retrieves a specific note by ID from Salesforce, returning all available fields. Notes with IsPrivate=true require the integration user to have sufficient permissions; inaccessible private notes will not be returned.

Retrieve Note with conditions

DEPRECATED: Retrieves a Salesforce Note object by its ID, optionally specifying which fields to return; the Note ID must exist.

Get list views for an object

Returns a collection of list views associated with a Salesforce object. Use when you need to discover available list views for an object like Account, Contact, or Opportunity.

Get opportunity

Retrieves a specific opportunity by ID from Salesforce, returning all available fields.

Get organization limits

Tool to retrieve organization limits with max and remaining allocations. Use when you need to check API usage, storage limits, or other resource consumption in Salesforce.

Get photo actions

Tool to retrieve available photo actions for Salesforce pages. Use when you need to get photo management actions for user or group pages. Currently, only group and user pages support photo actions.

Get Values for All Picklist Fields

Tool to get values for all picklist fields of a record type, including dependent picklists. Use when you need to retrieve available picklist options for a specific object and record type, especially for dependent picklist hierarchies.

Get job info query

Tool to retrieve information about a Salesforce Bulk API v2 query job. Use when you need to check the status and details of a query job.

Get job query result

Retrieves results for a completed Bulk API v2 query job in CSV format. Supports pagination for large datasets via maxRecords and locator parameters.

Get quick actions

Tool to retrieve global and object-specific quick actions from Salesforce. Use when you need to list all available quick actions in the organization.

Get record count for objects

Tool to retrieve total record counts for specified Salesforce objects. Use when you need to check storage usage or understand data volume for specific sObjects.

Get record edit page actions

Tool to get available actions on record edit pages. Use when you need to retrieve metadata about actions (standard actions, custom actions, quick actions, productivity actions) displayed on the record edit page for specific records.

Get related list actions

Tool to get actions on related lists for record detail pages. Use when you need to retrieve metadata about all available actions (standard buttons, quick actions, custom buttons, and productivity actions) that can be performed on records within a specific related list context.

Get batch of related list user preferences

Tool to get a batch of related list user preferences from Salesforce. Use when retrieving display preferences, column widths, or sort orders for multiple related lists simultaneously.

Get related list records with request body

Tool to retrieve related list records with request body parameters for filtering and pagination. Use when you need to get records from a related list associated with a parent record with complex query parameters. Returns up to 1,999 records per related list with pagination support.

Get report metadata

Gets detailed metadata for a specific report including its structure, columns, filters, and groupings. Only fields included in the report layout are returned; use SALESFORCE_RUN_SOQL_QUERY when specific fields outside the report layout are required.

Get report instance results

Gets the results of a report instance created by running a report. Poll `attributes.status` until it equals 'Success' before parsing results. Response data is nested under `factMap` and `reportExtendedMetadata`; an empty `factMap` or zero rows is a valid successful result, not an error.

Get search result layouts

Retrieves search result layout information for specified sObjects. Use when you need to understand which fields are displayed in search results for objects.

Search suggested queries

Returns a list of suggested searches based on the user's query string. Use when you want to help users discover relevant search terms before performing a search.

Get sObject by external ID

Tool to retrieve a Salesforce record by matching an external ID field value. Use when you need to find a record using a custom external identifier instead of the Salesforce ID. The field specified must be marked as an External ID in Salesforce.

Get multiple sObject records

Tool to retrieve multiple records of the same sObject type in a single API call. Use when you need to fetch up to 200 records by their IDs. Returns an array of sObjects with the specified fields.

Get sObject list view information

Tool to retrieve basic information about a specific list view for an sObject. Use when you need to get list view metadata including its ID, label, developer name, and URLs for accessing results and detailed descriptions.

Get list views for sObject

Tool to retrieve list views for a specified sObject. Use when you need to discover available filtered views of records for objects like Account, Contact, Lead, or Opportunity.

Get PlatformAction SObject metadata

Retrieves metadata description of PlatformAction SObject. Use when you need to understand the structure and fields of PlatformAction for querying UI actions.

Get sObject Quick Action Default Values by ID

Retrieves default field values for a quick action in a specific record context. Use when you need to pre-populate fields when creating related records through quick actions.

Get sObject Quick Action Default Values

Retrieves default field values for a specific quick action on an sObject. Use when you need to understand what fields will be automatically populated when executing the quick action.

Get sObject record by ID

Tool to retrieve a single Salesforce record by ID from any sObject type. Use when you need to get detailed information about a specific record.

Get records using sObject relationships

Retrieves records by traversing sObject relationships using friendly URLs. Use when you need to get related records through a relationship field (e.g., all Contacts for an Account).

Get layouts for object with record type

Tool to retrieve layout metadata for a specific record type on an object. Use when you need detailed information about page layouts, field positioning, sections, quick actions, related lists, and buttons for a particular record type.

Get approval layouts for object

Retrieves approval layouts for a specified Salesforce object. Use when you need to understand which fields are displayed in approval pages or to dynamically build approval interfaces.

Get updated sObject records

Tool to retrieve a list of sObject records that have been updated within a given timeframe. Use when you need to synchronize records or track changes to specific sObject types over a time period.

Get support knowledge

Retrieves the root of the Support Knowledge REST API. Use when you need to access knowledge articles and data category information.

Get directory of supported objects

Tool to get a Salesforce org's active theme and directory of supported objects. Use when you need to discover available objects that are supported by the User Interface API, including their CRUD permissions, labels, and theme information.

Get support knowledge articles

Retrieves user's visible knowledge articles and data categories from Salesforce Knowledge. Use when you need to access published, draft, or archived articles based on user permissions.

Get theme

Tool to get icons and colors for Salesforce UI themes. Use when you need to retrieve theme information for objects in the organization.

Get lookup field actions

Tool to get lookup field actions for a Salesforce object. Use when you need to retrieve available actions for lookup fields on a specific object type (e.g., Account, Contact).

Get MRU List View Actions

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.

Get related list actions

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.

Get Personalized Navigation 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.

Get Account AllAccounts list view metadata

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.

Get List View Metadata

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.

Get Account SearchResult list view metadata

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.

Get List Views for Object

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.

Get MRU List Info for 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.

Get MRU List Records for 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 for production use.

Get record UI data and metadata

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.

Get related list user 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.

Get user info

Retrieves information about the current user or a specific user in Salesforce.

Get custom actions headers

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.

Get standard actions headers

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.

Get AppMenu Salesforce1 headers

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.

Get process rules headers

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.

Get Quick Actions headers

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.

Get quick action default values headers by ID

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.

Get global publisher layouts headers

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.

Get sObject quick action headers

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.

Get User password headers

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.

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 restrictions — simplify SELECT/WHERE clauses.

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.

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.

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.

Get 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.

List dashboards

Lists all dashboards available in Salesforce with basic metadata including name, ID, and URLs.

List email templates

Lists available email templates in Salesforce with filtering and search capabilities.

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.

List notes

Lists notes from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Designed specifically for Note and ContentNote objects.

List opportunities

Lists opportunities from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results are paginated up to ~2000 rows per batch; check `done`, `totalSize`, and `nextRecordsUrl` fields to detect and retrieve additional pages, or use a SOQL `LIMIT` clause to cap results. For complex queries rejected by this tool, use `SALESFORCE_RUN_SOQL_QUERY` instead.

List pricebook entries

Lists pricebook entries from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Use this to map product names to pricebook entry IDs needed for opportunity line items. When using returned IDs with SALESFORCE_ADD_OPPORTUNITY_LINE_ITEM, always filter with WHERE IsActive = true — inactive entries cause REQUIRED_FIELD_MISSING or INVALID_CROSS_REFERENCE_KEY errors.

List pricebooks

Lists pricebooks from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Use this to map pricebook names to IDs.

List reports

Lists all reports available in Salesforce with basic metadata including name, ID, and URLs.

Get standard invocable actions

Retrieves the list of standard actions that can be statically invoked. Use when you need to discover available standard invocable actions like posting to Chatter, sending email, or sending custom notifications.

Log call

Logs a completed phone call as a task in Salesforce with call-specific details like duration, type, and disposition.

Log email activity

Creates an EmailMessage record to log email activity in Salesforce, associating it with related records. Requires EmailMessage insert permissions enabled at the org level; some orgs block this entirely.

Mass transfer ownership

Transfers ownership of multiple records to a new owner in a single operation using Salesforce's composite API for better performance. Operation has no rollback; all provided records are reassigned immediately.

Parameterized Search

Tool to execute RESTful search using parameters instead of SOSL clause. Use when you need to search across Salesforce objects with simple GET requests (URL parameters) or complex POST requests (JSON body with advanced filtering). POST method supports DataCategories, networks, orderBy constraints, and per-object filtering.

Upsert records using external ID

Tool to upsert up to 200 records using external ID field matching. Use when you need to create or update multiple records efficiently in a single API call based on an external ID field.

Execute Composite Graph

Tool to execute multiple related REST API requests in a single transactional call with up to 500 subrequests per graph. Use when you need to perform multiple Salesforce operations atomically where all operations must succeed or fail together. Supports referencing output from one request as input to subsequent requests using @{referenceId.fieldName} syntax.

Create records using sObject Collections

Tool to create up to 200 records in one request using sObject Collections. Use when you need to create multiple records of potentially different sObject types efficiently in a single API call.

Parameterized Search

Tool to execute parameterized search across Salesforce objects with advanced filtering. Use when you need to search for records using specific search terms with fine-grained control over which objects to search, which fields to return, and additional filtering criteria.

Execute SOQL Query (Deprecated)

DEPRECATED: Use SALESFORCE_RUN_SOQL_QUERY instead. Tool to execute SOQL queries against Salesforce. Use when you need to retrieve data from Salesforce objects using SOQL syntax. Returns up to 2000 records per request with pagination support via nextRecordsUrl.

Query All (including deleted)

Tool to execute SOQL queries including soft-deleted and archived records. Use when you need to query records that have been deleted via merge or delete operations, or when accessing archived Task and Event records.

Query contacts by name

DEPRECATED: Finds Salesforce Contact records by name using a case-insensitive search.

Query report

DEPRECATED: Executes a Salesforce report synchronously by its `id` and `reportType`, optionally with dynamic ad-hoc adjustments like filters or groupings, and returns its data without modifying the saved report.

Remove account by unique identifier

DEPRECATED: Deletes an existing Salesforce Account using its unique ID, returning an empty response on success (HTTP 204).

Remove a specific contact by id

DEPRECATED: Permanently deletes a specific Contact from Salesforce using its unique ID, which must correspond to an existing record.

Remove campaign object by id

DEPRECATED: Permanently deletes a specific Campaign SObject in Salesforce using its unique ID.

Remove from campaign

Removes a lead or contact from a campaign by deleting the CampaignMember record. Provide either the member_id (lead/contact ID) or the specific campaign_member_id.

Remove note object by id

DEPRECATED: Permanently deletes an existing Salesforce Note object identified by its unique ID.

Remove opportunity by id

DEPRECATED: Permanently deletes an existing Salesforce Opportunity by its ID; if the Opportunity does not exist, a 'not found' (404) error occurs.

Retrieve account data and error responses

DEPRECATED: Retrieves comprehensive metadata for the Salesforce Account sObject, detailing its properties, recent records, and related resource URLs.

Retrieve campaign data with error handling

DEPRECATED: Retrieves comprehensive information and metadata for the Salesforce Campaign sObject, provided it is enabled and accessible in the organization, and features robust error handling.

Retrieve contact object metadata

DEPRECATED: Retrieves comprehensive metadata (e.g., fields, data types, picklist values) for the Salesforce Contact SObject; this action does not retrieve individual contact records.

Retrieve lead by id

Retrieves details for a Salesforce Lead by its ID; the specified Lead ID must exist in Salesforce.

Retrieve lead data with various responses

DEPRECATED: Retrieves Lead sObject data from Salesforce, such as recently viewed leads or general Lead object information.

Retrieve note object information

DEPRECATED: Retrieves comprehensive metadata for the Salesforce 'Note' SObject, if it is enabled and accessible, to understand its structure and capabilities.

Retrieve opportunities data

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

Retrieve opportunity by id with optional fields

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

Retrieve specific campaign object details

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

Run report

Runs a report and returns the results. Creates a report instance that can be checked for completion. Results are returned in a nested structure (factMap, reportExtendedMetadata), not a flat record list; an empty factMap/rows is a valid result. Avoid repeated calls when freshness allows — reuse an existing instance_id instead.

Run SOQL query

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

Execute SOSL search

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.

Search accounts

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 SALESFORCE_GET_ACCOUNT to fetch complete field data for a specific record. Unsupported filter fields may be silently ignored — verify results reflect intended criteria.

Search campaigns

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.

Search contacts

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 contacts — always confirm the correct contact by its 18-character Id before passing to write operations like SALESFORCE_LOG_CALL or SALESFORCE_CREATE_TASK. A response with totalSize=0 is a valid 'not found' outcome. Provide at least one search criterion; omitting all returns a broad, slow result set. Returned Ids are 18-character strings and must be used as-is in downstream tools.

Search suggested article title matches

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

Search leads

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; confirm Email or Company field values before using a lead ID in downstream operations.

Search notes

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.

Search opportunities

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.

Search tasks

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.

Send email

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.

Send email from template

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

Send mass email

Sends bulk emails to multiple recipients immediately and irreversibly using a template or custom content. Requires either a valid template_id or both subject and body; omitting all three causes errors. Processes in batches for performance. Check failedRecipients and summary.failureCount in the response even when success=true, as individual recipient failures can occur without an overall failure.

Set user password

Tool to set or reset a user's password in Salesforce. Use when you need to assign a specific password or generate a random one for a user.

Update sObject record

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.

Get user password expiration status

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

Execute Tooling API query

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 access to metadata components for development and deployment tasks.

Update account

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

Update account by id

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.

Update campaign

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

Update Campaign By ID

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

Update contact

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 with HTTP 400; inspect the error response to identify the constraint.

Update contact by id

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

Update a favorite

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

Update lead

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

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.

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.

Update note

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

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 error message to identify the offending field.

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.

Update a 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.

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.

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.

Update task

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

Upload file to Salesforce Files

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.

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.

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.

Frequently asked questions

What can I automate with Salesforce on Definable?

Anything Salesforce exposes through its API. Common crm workflows on Definable include enrich new leads, route deals by ICP, flag stalled opportunities. Personas can call any of the 216 Salesforce tools directly, or react to its 7 triggers, then chain the result into another integration without you writing code.

How does Salesforce authentication work?

Salesforce uses OAUTH2, S2S_OAUTH2 on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

Is the Salesforce integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 216 Salesforce tools. You only need a separate Salesforce subscription if Salesforce itself charges per seat or per API call.

Is using Salesforce through Definable secure?

Every call from a persona to Salesforce is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

How do I get started with Salesforce on Definable?

Sign up for Definable, open the integrations page, find Salesforce, and connect via OAuth or API key. You can immediately attach Salesforce to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

What Salesforce actions does Definable expose?

Definable exposes all 216 Salesforce actions as callable tools — including `Create Salesforce Account`, `Add contact to campaign`, `Add lead to campaign`, plus 213 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

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