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name: salesforce description: Query and update Salesforce CRM records via salesforce_* REST Data API tools.

Salesforce

Purpose

Read and write Salesforce records through native REST Data API integration tools.

When to Use

• Verify connection; run SOQL queries for reporting or lookup.
• Get, create, or update records by object type and id.
• Log a Task activity on a contact, lead, or related record.

When NOT to Use

• HubSpot CRM → use hubspot.
• Bulk data loads or Apex execution (not supported).

Workflow

1. salesforce_verify_connection.
2. salesforce_query for SOQL reads; salesforce_get_record for one record.
3. Writes (approval): salesforce_create_record, salesforce_update_record, salesforce_create_task.

Main tools

Tool	Purpose
salesforce_verify_connection	Verify REST API access
salesforce_query	Run SOQL query
salesforce_get_record	Get record by type + id
salesforce_create_record	Create record
salesforce_update_record	Update record
salesforce_create_task	Log Task activity

Safety and Boundaries

• Requires Salesforce OAuth connect with instance URL.
• All write tools require approval — confirm object type, id, and field map.