AACFlow

Salesforce

Interact with Salesforce CRM

Usage Instructions

Integrate Salesforce into your workflow. Manage accounts, contacts, leads, opportunities, cases, and tasks with powerful automation capabilities.

Tools

salesforce_get_accounts

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
limitstringNoNo description
fieldsstringNoComma-separated field API names (e.g., "Id,Name,Industry,Phone")
orderBystringNoField and direction for sorting (e.g., "Name ASC" or "CreatedDate DESC")

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectAccounts data
pagingobjectPagination information from Salesforce API
nextRecordsUrlstringURL to fetch the next batch of records (present when done is false)
totalSizenumberTotal number of records matching the query (may exceed records returned)
donebooleanWhether all records have been returned (false if more batches exist)
metadataobjectResponse metadata
totalReturnednumberNumber of records returned in this response
hasMorebooleanWhether more records exist (inverse of done)
accountsarrayArray of account objects
successbooleanSalesforce operation success

salesforce_create_account

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
namestringYesNo description
typestringNoNo description
industrystringNoNo description
phonestringNoNo description
websitestringNoNo description
billingStreetstringNoNo description
billingCitystringNoNo description
billingStatestringNoNo description
billingPostalCodestringNoNo description
billingCountrystringNoNo description
descriptionstringNoNo description
annualRevenuestringNoNo description
numberOfEmployeesstringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectCreated account data
idstringThe Salesforce ID of the newly created record
successbooleanWhether the create operation was successful
createdbooleanWhether the record was created (always true on success)

salesforce_update_account

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
accountIdstringYesNo description
namestringNoNo description
typestringNoNo description
industrystringNoNo description
phonestringNoNo description
websitestringNoNo description
billingStreetstringNoNo description
billingCitystringNoNo description
billingStatestringNoNo description
billingPostalCodestringNoNo description
billingCountrystringNoNo description
descriptionstringNoNo description
annualRevenuestringNoNo description
numberOfEmployeesstringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectUpdated account data
idstringThe Salesforce ID of the updated record
updatedbooleanWhether the record was updated (always true on success)

salesforce_delete_account

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
accountIdstringYesNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectDeleted account data
idstringThe Salesforce ID of the deleted record
deletedbooleanWhether the record was deleted (always true on success)

salesforce_get_contacts

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
contactIdstringNoSalesforce Contact ID (18-character string starting with 003) to get a single contact
limitstringNoNo description
fieldsstringNoComma-separated field API names (e.g., "Id,FirstName,LastName,Email,Phone")
orderBystringNoField and direction for sorting (e.g., "LastName ASC"). Only for list query.

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectContact(s) data
pagingobjectPagination information from Salesforce API
nextRecordsUrlstringURL to fetch the next batch of records (present when done is false)
totalSizenumberTotal number of records matching the query (may exceed records returned)
donebooleanWhether all records have been returned (false if more batches exist)
metadataobjectResponse metadata
totalReturnednumberNumber of records returned in this response
hasMorebooleanWhether more records exist (inverse of done)
contactsarrayArray of contacts (list query)
contactobjectSingle contact (by ID)
singleContactbooleanWhether single contact was returned
successbooleanSalesforce operation success

salesforce_create_contact

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
lastNamestringYesNo description
firstNamestringNoNo description
emailstringNoNo description
phonestringNoNo description
accountIdstringNoNo description
titlestringNoNo description
departmentstringNoNo description
mailingStreetstringNoNo description
mailingCitystringNoNo description
mailingStatestringNoNo description
mailingPostalCodestringNoNo description
mailingCountrystringNoNo description
descriptionstringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectCreated contact data
idstringThe Salesforce ID of the newly created record
successbooleanWhether the create operation was successful
createdbooleanWhether the record was created (always true on success)

salesforce_update_contact

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
contactIdstringYesNo description
lastNamestringNoNo description
firstNamestringNoNo description
emailstringNoNo description
phonestringNoNo description
accountIdstringNoNo description
titlestringNoNo description
departmentstringNoNo description
mailingStreetstringNoNo description
mailingCitystringNoNo description
mailingStatestringNoNo description
mailingPostalCodestringNoNo description
mailingCountrystringNoNo description
descriptionstringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectUpdated contact data
idstringThe Salesforce ID of the updated record
updatedbooleanWhether the record was updated (always true on success)

salesforce_delete_contact

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
contactIdstringYesNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectDeleted contact data
idstringThe Salesforce ID of the deleted record
deletedbooleanWhether the record was deleted (always true on success)

salesforce_get_leads

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
leadIdstringNoSalesforce Lead ID (18-character string starting with 00Q) to get a single lead
limitstringNoNo description
fieldsstringNoNo description
orderBystringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectLead data
pagingobjectPagination information from Salesforce API
nextRecordsUrlstringURL to fetch the next batch of records (present when done is false)
totalSizenumberTotal number of records matching the query (may exceed records returned)
donebooleanWhether all records have been returned (false if more batches exist)
metadataobjectResponse metadata
totalReturnednumberNumber of records returned in this response
hasMorebooleanWhether more records exist (inverse of done)
leadobjectSingle lead object (when leadId provided)
leadsarrayArray of lead objects (when listing)
singleLeadbooleanWhether single lead was returned
successbooleanOperation success status

salesforce_create_lead

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
lastNamestringYesNo description
companystringYesNo description
firstNamestringNoNo description
emailstringNoNo description
phonestringNoNo description
statusstringNoNo description
leadSourcestringNoNo description
titlestringNoNo description
descriptionstringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectCreated lead data
idstringThe Salesforce ID of the newly created record
successbooleanWhether the create operation was successful
createdbooleanWhether the record was created (always true on success)

salesforce_update_lead

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
leadIdstringYesNo description
lastNamestringNoNo description
companystringNoNo description
firstNamestringNoNo description
emailstringNoNo description
phonestringNoNo description
statusstringNoNo description
leadSourcestringNoNo description
titlestringNoNo description
descriptionstringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectUpdated lead data
idstringThe Salesforce ID of the updated record
updatedbooleanWhether the record was updated (always true on success)

salesforce_delete_lead

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
leadIdstringYesNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectDeleted lead data
idstringThe Salesforce ID of the deleted record
deletedbooleanWhether the record was deleted (always true on success)

salesforce_get_opportunities

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
opportunityIdstringNoSalesforce Opportunity ID (18-character string starting with 006) to get a single opportunity
limitstringNoNo description
fieldsstringNoNo description
orderBystringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectOpportunity data
pagingobjectPagination information from Salesforce API
nextRecordsUrlstringURL to fetch the next batch of records (present when done is false)
totalSizenumberTotal number of records matching the query (may exceed records returned)
donebooleanWhether all records have been returned (false if more batches exist)
metadataobjectResponse metadata
totalReturnednumberNumber of records returned in this response
hasMorebooleanWhether more records exist (inverse of done)
opportunityobjectSingle opportunity object (when opportunityId provided)
opportunitiesarrayArray of opportunity objects (when listing)
successbooleanOperation success status

salesforce_create_opportunity

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
namestringYesNo description
stageNamestringYesNo description
closeDatestringYesNo description
accountIdstringNoNo description
amountstringNoNo description
probabilitystringNoNo description
descriptionstringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectCreated opportunity data
idstringThe Salesforce ID of the newly created record
successbooleanWhether the create operation was successful
createdbooleanWhether the record was created (always true on success)

salesforce_update_opportunity

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
opportunityIdstringYesNo description
namestringNoNo description
stageNamestringNoNo description
closeDatestringNoNo description
accountIdstringNoNo description
amountstringNoNo description
probabilitystringNoNo description
descriptionstringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectUpdated opportunity data
idstringThe Salesforce ID of the updated record
updatedbooleanWhether the record was updated (always true on success)

salesforce_delete_opportunity

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
opportunityIdstringYesNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectDeleted opportunity data
idstringThe Salesforce ID of the deleted record
deletedbooleanWhether the record was deleted (always true on success)

salesforce_get_cases

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
caseIdstringNoSalesforce Case ID (18-character string starting with 500) to get a single case
limitstringNoNo description
fieldsstringNoNo description
orderBystringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectCase data
pagingobjectPagination information from Salesforce API
nextRecordsUrlstringURL to fetch the next batch of records (present when done is false)
totalSizenumberTotal number of records matching the query (may exceed records returned)
donebooleanWhether all records have been returned (false if more batches exist)
metadataobjectResponse metadata
totalReturnednumberNumber of records returned in this response
hasMorebooleanWhether more records exist (inverse of done)
caseobjectSingle case object (when caseId provided)
casesarrayArray of case objects (when listing)
successbooleanOperation success status

salesforce_create_case

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
subjectstringYesNo description
statusstringNoNo description
prioritystringNoNo description
originstringNoNo description
contactIdstringNoNo description
accountIdstringNoNo description
descriptionstringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectCreated case data
idstringThe Salesforce ID of the newly created record
successbooleanWhether the create operation was successful
createdbooleanWhether the record was created (always true on success)

salesforce_update_case

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
caseIdstringYesNo description
subjectstringNoNo description
statusstringNoNo description
prioritystringNoNo description
descriptionstringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectUpdated case data
idstringThe Salesforce ID of the updated record
updatedbooleanWhether the record was updated (always true on success)

salesforce_delete_case

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
caseIdstringYesNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectDeleted case data
idstringThe Salesforce ID of the deleted record
deletedbooleanWhether the record was deleted (always true on success)

salesforce_get_tasks

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
taskIdstringNoSalesforce Task ID (18-character string starting with 00T) to get a single task
limitstringNoNo description
fieldsstringNoNo description
orderBystringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectTask data
pagingobjectPagination information from Salesforce API
nextRecordsUrlstringURL to fetch the next batch of records (present when done is false)
totalSizenumberTotal number of records matching the query (may exceed records returned)
donebooleanWhether all records have been returned (false if more batches exist)
metadataobjectResponse metadata
totalReturnednumberNumber of records returned in this response
hasMorebooleanWhether more records exist (inverse of done)
taskobjectSingle task object (when taskId provided)
tasksarrayArray of task objects (when listing)
successbooleanOperation success status

salesforce_create_task

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
subjectstringYesNo description
statusstringNoNo description
prioritystringNoNo description
activityDatestringNoNo description
whoIdstringNoNo description
whatIdstringNoNo description
descriptionstringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectCreated task data
idstringThe Salesforce ID of the newly created record
successbooleanWhether the create operation was successful
createdbooleanWhether the record was created (always true on success)

salesforce_update_task

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
taskIdstringYesNo description
subjectstringNoNo description
statusstringNoNo description
prioritystringNoNo description
activityDatestringNoNo description
descriptionstringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectUpdated task data
idstringThe Salesforce ID of the updated record
updatedbooleanWhether the record was updated (always true on success)

salesforce_delete_task

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
taskIdstringYesNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectDeleted task data
idstringThe Salesforce ID of the deleted record
deletedbooleanWhether the record was deleted (always true on success)

salesforce_list_reports

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
folderNamestringNoNo description
searchTermstringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectReports data
totalReturnednumberNumber of items returned
successbooleanSalesforce operation success
reportsarrayArray of report objects

salesforce_get_report

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
reportIdstringYesNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectReport metadata
reportobjectReport metadata object
reportIdstringReport ID
successbooleanSalesforce operation success

salesforce_run_report

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
reportIdstringYesNo description
includeDetailsstringNoNo description
filtersstringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectReport results
reportIdstringReport ID
reportMetadataobjectReport metadata including name, format, and filter definitions
reportExtendedMetadataobjectExtended metadata for aggregate columns and groupings
factMapobjectReport data organized by groupings with aggregates and row data
groupingsDownobjectRow grouping hierarchy and values
groupingsAcrossobjectColumn grouping hierarchy and values
hasDetailRowsbooleanWhether the report includes detail-level row data
allDatabooleanWhether all data is returned (false if truncated due to size limits)
reportNamestringDisplay name of the report
reportFormatstringReport format type (TABULAR, SUMMARY, MATRIX, JOINED)
successbooleanSalesforce operation success

salesforce_list_report_types

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectReport types data
totalReturnednumberNumber of items returned
successbooleanSalesforce operation success
reportTypesarrayArray of report type objects

salesforce_list_dashboards

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
folderNamestringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectDashboards data
totalReturnednumberNumber of items returned
successbooleanSalesforce operation success
dashboardsarrayArray of dashboard objects

salesforce_get_dashboard

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
dashboardIdstringYesNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectDashboard data
dashboardobjectFull dashboard details object
dashboardIdstringDashboard ID
componentsarrayArray of dashboard component data with visualizations and filters
dashboardNamestringDisplay name of the dashboard
folderIdstringID of the folder containing the dashboard
runningUserobjectUser context under which the dashboard data was retrieved
successbooleanSalesforce operation success

salesforce_refresh_dashboard

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
dashboardIdstringYesNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectRefreshed dashboard data
dashboardobjectFull dashboard details object
dashboardIdstringDashboard ID
componentsarrayArray of dashboard component data with fresh visualizations
statusobjectDashboard refresh status information
dashboardNamestringDisplay name of the dashboard
refreshDatestringISO 8601 timestamp when the dashboard was last refreshed
successbooleanSalesforce operation success

salesforce_query

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
querystringYesNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectQuery results
recordsarrayArray of sObject records matching the query
querystringThe executed SOQL query
metadataobjectResponse metadata
totalReturnednumberNumber of records returned in this response
hasMorebooleanWhether more records exist (inverse of done)
successbooleanSalesforce operation success

salesforce_query_more

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
nextRecordsUrlstringYesThe nextRecordsUrl value from a previous query response (e.g., /services/data/v59.0/query/01g...)

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectQuery results
recordsarrayArray of sObject records matching the query
metadataobjectResponse metadata
totalReturnednumberNumber of records returned in this response
hasMorebooleanWhether more records exist (inverse of done)
successbooleanSalesforce operation success

salesforce_describe_object

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description
objectNamestringYesNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectObject metadata
objectNamestringAPI name of the object (e.g., Account, Contact)
labelstringHuman-readable singular label for the object
labelPluralstringHuman-readable plural label for the object
fieldsarrayArray of field metadata objects
namestringAPI name of the field
labelstringDisplay label of the field
typestringField data type (string, boolean, int, double, date, etc.)
lengthnumberMaximum length for text fields
precisionnumberPrecision for numeric fields
scalenumberScale for numeric fields
nillablebooleanWhether the field can be null
uniquebooleanWhether values must be unique
createablebooleanWhether field can be set on create
updateablebooleanWhether field can be updated
defaultedOnCreatebooleanWhether field has default value on create
calculatedbooleanWhether field is a formula field
autoNumberbooleanWhether field is auto-number
externalIdbooleanWhether field is an external ID
idLookupbooleanWhether field can be used in ID lookup
inlineHelpTextstringHelp text for the field
picklistValuesarrayAvailable picklist values for picklist fields
referenceToarrayObjects this field can reference (for lookup fields)
relationshipNamestringRelationship name for lookup fields
custombooleanWhether this is a custom field
filterablebooleanWhether field can be used in SOQL filter
groupablebooleanWhether field can be used in GROUP BY
sortablebooleanWhether field can be used in ORDER BY
keyPrefixstringThree-character prefix used in record IDs (e.g., "001" for Account)
queryablebooleanWhether the object can be queried via SOQL
createablebooleanWhether records can be created for this object
updateablebooleanWhether records can be updated for this object
deletablebooleanWhether records can be deleted for this object
childRelationshipsarrayArray of child relationship metadata for related objects
recordTypeInfosarrayArray of record type information for the object
fieldCountnumberTotal number of fields on the object
successbooleanSalesforce operation success

salesforce_list_objects

Input

ParameterTypeRequiredDescription
idTokenstringNoNo description
instanceUrlstringNoNo description

Output

ParameterTypeDescription
successbooleanOperation success status
outputobjectObjects list
objectsarrayArray of sObject metadata
namestringAPI name of the object
labelstringDisplay label of the object
labelPluralstringPlural display label
keyPrefixstringThree-character ID prefix
custombooleanWhether this is a custom object
queryablebooleanWhether object can be queried
createablebooleanWhether records can be created
updateablebooleanWhether records can be updated
deletablebooleanWhether records can be deleted
searchablebooleanWhether object is searchable
triggerablebooleanWhether triggers are supported
layoutablebooleanWhether page layouts are supported
replicateablebooleanWhether object can be replicated
retrieveablebooleanWhether records can be retrieved
undeletablebooleanWhether records can be undeleted
urlsobjectURLs for accessing object resources
encodingstringCharacter encoding for the organization (e.g., UTF-8)
maxBatchSizenumberMaximum number of records that can be returned in a single query batch (typically 200)
totalReturnednumberNumber of objects returned
successbooleanSalesforce operation success

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