Automate Salesforce without writing code.

• Account creation with content type optionDEPRECATED: Creates a new Salesforce Account using a JSON POST request, requiring 'Name'; specific fields (e.g., custom, DunsNumber) may hav
• Add contact to campaignAdds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of t
• Add lead to campaignAdds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` m
• Add opportunity line itemAdds 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 rulesApplies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's
• Associate contact to accountAssociates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broade
• Clone opportunity with productsClones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the ori
• Clone recordCreates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record. Optionally apply fie
• Close or abort jobTool to close or abort a Salesforce Bulk API v2 ingest job. Use when you need to finalize job processing by closing (state: UploadComplete)
• Complete taskMarks a task as completed with optional completion notes. This is a convenience action that updates the task status to 'Completed'.
• Composite graph actionDEPRECATED: Use SALESFORCE_POST_COMPOSITE_GRAPH instead. Tool to execute multiple Salesforce REST API requests in a single call using compos
• Create accountCreates a new account in Salesforce with the specified information. Returns the created Account's ID at `data.response_data.id`.
• Create a recordTool to create a Salesforce record using the UI API. Use when you need to create any type of Salesforce record with layout metadata and form
• Create bulk ingest jobCreate a Bulk API 2.0 ingest job (POST /jobs/ingest). Returns a job in the 'Open' state with an id and contentUrl. This is the first step of
• Create bulk query jobCreate a Bulk API 2.0 query job (POST /jobs/query) for a SOQL query over a large result set. Returns a job with an id; poll get_job_info_que
• Create campaignCreates a new campaign in Salesforce. Only `name` is universally required, but org-level validation rules commonly enforce `type`, `status`,
• Create campaign record via postDEPRECATED: Creates a new campaign record in Salesforce; if 'ParentId' is provided, it must be a valid ID of an existing Campaign record, an
• Create contactCreates a new contact in Salesforce with the specified information. Writes to live CRM data — obtain explicit user confirmation before execu
• Create custom fieldTool 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, Da
• Create custom objectTool to create a custom object in Salesforce using the Metadata API. Use when you need to dynamically create new object types (tables) in Sa
• Create leadCreates a new lead in Salesforce. `LastName` and `Company` are required. Org-level validation rules (e.g., email format, custom required fie
• Create lead with specified content typeDEPRECATED: Creates a new Lead in Salesforce, requiring `LastName` and `Company` unless person accounts are enabled and `Company` is null.
• Create new contact with json headerDEPRECATED: Creates a new Contact in Salesforce; 'LastName' is required, an existing 'AccountId' must be used if provided, and any custom fi
• Create noteCreates a new note attached to a Salesforce record with the specified title and content. Does not deduplicate — identical calls create dupli

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