Salesforce

Authentication Type: OAuth
Description: Integrate with Salesforce to manage contacts, accounts, and custom objects with full CRUD operations.

Contacts

Operations for managing Salesforce contacts.

Find Contact by Email

Finds a Salesforce contact by email address.

Operation Type: Query (Read)

Parameters:

• email string (required): The Salesforce Contact Email to search for

Returns:

• id string (nullable): Salesforce Contact ID
• name string (nullable): Contact full name
• email string (nullable): Contact email address

Returns null if no contact is found with the specified email.

Example Usage:

{
  "email": "john.doe@example.com"
}

Update Contact

Updates the first and last name of a Salesforce contact, given the contact ID.

Operation Type: Mutation (Write)

Parameters:

• contactId string (required): The Salesforce Contact ID to update
• property string (required): The property name to update
• value string (required): The new value for the property

Returns:

• Success confirmation (empty object)

Example Usage:

{
  "contactId": "003XX000004TmiQ",
  "property": "FirstName",
  "value": "Jonathan"
}

Accounts

Operations for managing Salesforce accounts.

Find Account by Name

Finds a Salesforce account by company name.

Operation Type: Query (Read)

Parameters:

• name string (required): The Salesforce Account Name to search for

Returns:

• id string (nullable): Salesforce Account ID
• name string (nullable): Account name

Returns null if no account is found with the specified name.

Example Usage:

{
  "name": "Acme Corporation"
}

Update Account

Updates the name of a Salesforce account, given the account ID.

Operation Type: Mutation (Write)

Parameters:

• accountId string (required): The Salesforce Account ID to update
• property string (required): The property name to update
• value string (required): The new value for the property

Returns:

• Success confirmation (empty object)

Example Usage:

{
  "accountId": "001XX000003DHPt",
  "property": "Name",
  "value": "Acme Corp Ltd"
}

Objects

Operations for managing Salesforce sObjects (custom objects).

Create Objects

Creates new Salesforce Objects with custom field specifications.

Operation Type: Mutation (Write)

Parameters:

• records array of objects (required): Array of record objects to create
  • objectType string: Salesforce object type (e.g., "Contact", "Account", "Custom_Object__c")
  • fields array of objects: Field specifications
    • key string: Field name (e.g., "FirstName", "LastName", "Email")
    • value string: Field value

Returns:

• Success confirmation (empty object)

Example Usage:

{
  "records": [
    {
      "objectType": "Contact",
      "fields": [
        { "key": "FirstName", "value": "Jane" },
        { "key": "LastName", "value": "Smith" },
        { "key": "Email", "value": "jane.smith@example.com" }
      ]
    }
  ]
}

Update Objects

Updates existing Salesforce Objects with new field values.

Operation Type: Mutation (Write)

Parameters:

• records array of objects (required): Array of record objects to update
  • id string: Salesforce record ID to update
  • objectType string: Salesforce object type
  • fields array of objects: Field specifications to update
    • key string: Field name
    • value string: New field value

Returns:

• Success confirmation (empty object)

Example Usage:

{
  "records": [
    {
      "id": "003XX000004TmiQ",
      "objectType": "Contact",
      "fields": [{ "key": "Phone", "value": "+1-555-123-4567" }]
    }
  ]
}

Common Use Cases

Lead Management:

• Find contacts by email before creating duplicates
• Update contact information when leads convert
• Create custom objects for specialized tracking

Account Management:

• Look up accounts by company name
• Update account details when information changes
• Link contacts to the correct accounts

Data Synchronization:

• Bulk create/update records from external systems
• Maintain data consistency across platforms
• Custom object management for specialized workflows