Salesforce
Salesforce is a leading enterprise customer relationship management (CRM) platform. Operations run against the Salesforce REST API (v60.0) for standard and custom SObject CRUD (Account, Contact, Lead, Opportunity, Case, and any custom object), SOQL queries, sObject describe/metadata discovery, and polling triggers for new and updated records.
What your agent can do with Salesforce
Triggers and actions 2 triggers · 9 actions
- TriggerNew object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- TriggerNew or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- ActionCreate object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
- ActionDelete object record
Deletes an existing SObject record by object type and record ID.
- ActionDescribe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- ActionFind most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- ActionFind object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- ActionGet object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- ActionList objects
Lists all available SObject types (standard and custom) on the org.
- ActionSOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- ActionUpdate object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Not listed?
Need a trigger or action that is not here?
Ask your agent. Describe what you need in plain language and it reads the Salesforce API documentation, builds the operation at whatever depth the API allows, tests every branch and ships it. The list above is what exists today, not the limit.
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