Salesforce

Connect to Salesforce CRM. Manage leads, opportunities, accounts, and customer relationships

Supports authentication: OAuth 2.0

Set up the agent connector

Register your Scalekit environment with the Salesforce connector so Scalekit handles the authentication flow and token lifecycle for you. The connection name you create will be used to identify and invoke the connection programmatically. You’ll need your app credentials from the Salesforce Developer Console.

1. Set up auth redirects

   • In Scalekit dashboard, go to Agent Auth → Create Connection.

   • Find Salesforce from the list of providers and click Create.

     Note

     By default, a connection using Scalekit’s credentials will be created. If you are testing, go directly to the next section. Before going to production, update your connection by following the steps below.

   • Click Use your own credentials and copy the redirect URI. It looks like https://<SCALEKIT_ENVIRONMENT_URL>/sso/v1/oauth/<CONNECTION_ID>/callback.

   • Log in to Salesforce and go to Setup.

   • In the Quick Find box, search for App Manager and click to open it.

   • Click New Connected App.

   • Enter a name for your app, check the Enable OAuth Settings checkbox, and paste the redirect URI in the Callback URL field.

   • Select the required OAuth scopes for your application.

2. Get client credentials

   • In your Connected App settings, note the following:
     • Consumer Key — listed under OAuth Settings
     • Consumer Secret — click Reveal to view and copy

3. Add credentials in Scalekit

   • In Scalekit dashboard, go to Agent Auth → Connections and open the connection you created.

   • Enter your credentials:

     • Client ID (Consumer Key from above)
     • Client Secret (Consumer Secret from above)
     • Permissions (scopes — see Salesforce OAuth Scopes documentation)

   • Click Save.

Tool list

salesforce_account_create

Create a new Account in Salesforce. Supports standard fields

Name	Type	Required	Description
AccountNumber	string	No	Account number for the organization
AnnualRevenue	number	No	Annual revenue
BillingCity	string	No	Billing city
BillingCountry	string	No	Billing country
BillingPostalCode	string	No	Billing postal code
BillingState	string	No	Billing state/province
BillingStreet	string	No	Billing street
Description	string	No	Description
Industry	string	No	Industry
Name	string	Yes	Account Name
NumberOfEmployees	integer	No	Number of employees
OwnerId	string	No	Record owner (User/Queue Id)
Phone	string	No	Main phone number
RecordTypeId	string	No	Record Type Id
Website	string	No	Website URL

salesforce_account_delete

Delete an existing Account from Salesforce by account ID. This is a destructive operation that permanently removes the account record.

Name	Type	Required	Description
account_id	string	Yes	ID of the account to delete

salesforce_account_get

Retrieve details of a specific account from Salesforce by account ID. Returns account properties and associated data.

Name	Type	Required	Description
account_id	string	Yes	ID of the account to retrieve
fields	string	No	Comma-separated list of fields to include in the response

salesforce_account_update

Update an existing Account in Salesforce by account ID. Allows updating account properties like name, phone, website, industry, billing information, and more.

Name	Type	Required	Description
AccountNumber	string	No	Account number for the organization
AccountSource	string	No	Lead source for this account
AnnualRevenue	number	No	Annual revenue
BillingCity	string	No	Billing city
BillingCountry	string	No	Billing country
BillingGeocodeAccuracy	string	No	Billing geocode accuracy
BillingLatitude	number	No	Billing address latitude
BillingLongitude	number	No	Billing address longitude
BillingPostalCode	string	No	Billing postal code
BillingState	string	No	Billing state/province
BillingStreet	string	No	Billing street
CleanStatus	string	No	Data.com clean status
Description	string	No	Description
DunsNumber	string	No	D-U-N-S Number
Fax	string	No	Fax number
Industry	string	No	Industry
Jigsaw	string	No	Data.com key
JigsawCompanyId	string	No	Jigsaw company ID
NaicsCode	string	No	NAICS code
NaicsDesc	string	No	NAICS description
Name	string	No	Account Name
NumberOfEmployees	integer	No	Number of employees
OwnerId	string	No	Record owner (User/Queue Id)
Ownership	string	No	Ownership type
ParentId	string	No	Parent Account Id
Phone	string	No	Main phone number
Rating	string	No	Account rating
RecordTypeId	string	No	Record Type Id
ShippingCity	string	No	Shipping city
ShippingCountry	string	No	Shipping country
ShippingGeocodeAccuracy	string	No	Shipping geocode accuracy
ShippingLatitude	number	No	Shipping address latitude
ShippingLongitude	number	No	Shipping address longitude
ShippingPostalCode	string	No	Shipping postal code
ShippingState	string	No	Shipping state/province
ShippingStreet	string	No	Shipping street
Sic	string	No	SIC code
SicDesc	string	No	SIC description
Site	string	No	Account site or location
TickerSymbol	string	No	Stock ticker symbol
Tradestyle	string	No	Trade style name
Type	string	No	Account type
Website	string	No	Website URL
YearStarted	string	No	Year the company started
account_id	string	Yes	ID of the account to update

salesforce_accounts_list

Retrieve a list of accounts from Salesforce using a pre-built SOQL query. Returns basic account information.

Name	Type	Required	Description
limit	number	Yes	Number of results to return per page

salesforce_composite

Execute multiple Salesforce REST API requests in a single call using the Composite API. Allows for efficient batch operations and related data retrieval.

Name	Type	Required	Description
composite_request	string	Yes	JSON string containing composite request with multiple sub-requests

salesforce_contact_create

Create a new contact in Salesforce. Allows setting contact properties like name, email, phone, account association, and other standard fields.

Name	Type	Required	Description
AccountId	string	No	Salesforce Account Id associated with this contact
Department	string	No	Department of the contact
Description	string	No	Free-form description
Email	string	No	Email address of the contact
FirstName	string	No	First name of the contact
LastName	string	Yes	Last name of the contact (required)
LeadSource	string	No	Lead source for the contact
MailingCity	string	No	Mailing city
MailingCountry	string	No	Mailing country
MailingPostalCode	string	No	Mailing postal code
MailingState	string	No	Mailing state/province
MailingStreet	string	No	Mailing street
MobilePhone	string	No	Mobile phone of the contact
Phone	string	No	Phone number of the contact
Title	string	No	Job title of the contact

salesforce_contact_get

Retrieve details of a specific contact from Salesforce by contact ID. Returns contact properties and associated data.

Name	Type	Required	Description
contact_id	string	Yes	ID of the contact to retrieve
fields	string	No	Comma-separated list of fields to include in the response

salesforce_dashboard_clone

Clone an existing dashboard in Salesforce. Creates a copy of the source dashboard in the specified folder.

Name	Type	Required	Description
folderId	string	No	Folder to place the cloned dashboard
source_dashboard_id	string	Yes	ID of the dashboard to clone

salesforce_dashboard_get

Retrieve dashboard data and results from Salesforce by dashboard ID. Returns dashboard component data and results from all underlying reports.

Name	Type	Required	Description
dashboard_id	string	Yes	ID of the dashboard to retrieve
filter1	string	No	First dashboard filter value (DashboardFilterOption ID)
filter2	string	No	Second dashboard filter value (DashboardFilterOption ID)
filter3	string	No	Third dashboard filter value (DashboardFilterOption ID)

salesforce_dashboard_metadata_get

Retrieve metadata for a Salesforce dashboard, including dashboard components, filters, layout, and the running user.

Name	Type	Required	Description
dashboard_id	string	Yes	The unique ID of the Salesforce dashboard

salesforce_dashboard_update

Save dashboard filters (sticky filters) in Salesforce. Use GET dashboard first to find filter IDs.

Name	Type	Required	Description
dashboard_id	string	Yes	ID of the dashboard to update
filters	array<unknown>	No	Dashboard filters to save (array)

salesforce_global_describe

Retrieve metadata about all available SObjects in the Salesforce organization. Returns list of all objects with basic information.

salesforce_limits_get

Retrieve organization limits information from Salesforce. Returns API usage limits, data storage limits, and other organizational constraints.

salesforce_object_describe

Retrieve detailed metadata about a specific SObject in Salesforce. Returns fields, relationships, and other object metadata.

Name	Type	Required	Description
sobject	string	Yes	SObject API name to describe

salesforce_opportunities_list

Retrieve a list of opportunities from Salesforce using a pre-built SOQL query. Returns basic opportunity information.

Name	Type	Required	Description
limit	number	No	Number of results to return per page

salesforce_opportunity_create

Create a new opportunity in Salesforce. Allows setting opportunity properties like name, amount, stage, close date, and account association.

Name	Type	Required	Description
AccountId	string	No	Associated Account Id
Amount	number	No	Opportunity amount
CampaignId	string	No	Related Campaign Id
CloseDate	string	Yes	Expected close date (YYYY-MM-DD, required)
Custom_Field__c	string	No	Example custom field (replace with your org’s custom field API name)
Description	string	No	Opportunity description
ForecastCategoryName	string	No	Forecast category name
LeadSource	string	No	Lead source
Name	string	Yes	Opportunity name (required)
NextStep	string	No	Next step in the sales process
OwnerId	string	No	Record owner (User/Queue Id)
PricebookId	string	No	Associated Price Book Id
Probability	number	No	Probability percentage (0–100)
RecordTypeId	string	No	Record Type Id for Opportunity
StageName	string	Yes	Current sales stage (required)
Type	string	No	Opportunity type

salesforce_opportunity_get

Retrieve details of a specific opportunity from Salesforce by opportunity ID. Returns opportunity properties and associated data.

Name	Type	Required	Description
fields	string	No	Comma-separated list of fields to include in the response
opportunity_id	string	Yes	ID of the opportunity to retrieve

salesforce_opportunity_update

Update an existing opportunity in Salesforce by opportunity ID. Allows updating opportunity properties like name, amount, stage, and close date.

Name	Type	Required	Description
AccountId	string	No	Associated Account Id
Amount	number	No	Opportunity amount
CampaignId	string	No	Related Campaign Id
CloseDate	string	No	Expected close date (YYYY-MM-DD)
Description	string	No	Opportunity description
ForecastCategoryName	string	No	Forecast category name
LeadSource	string	No	Lead source
Name	string	No	Opportunity name
NextStep	string	No	Next step in the sales process
OwnerId	string	No	Record owner (User/Queue Id)
Pricebook2Id	string	No	Associated Price Book Id
Probability	number	No	Probability percentage (0–100)
RecordTypeId	string	No	Record Type Id for Opportunity
StageName	string	No	Current sales stage
Type	string	No	Opportunity type
opportunity_id	string	Yes	ID of the opportunity to update

salesforce_query_soql

Execute SOQL queries against Salesforce data. Supports complex queries with joins, filters, and aggregations.

Name	Type	Required	Description
query	string	Yes	SOQL query string to execute

salesforce_report_create

Create a new report in Salesforce using the Analytics API. Minimal verified version with only confirmed working fields.

Name	Type	Required	Description
aggregates	string	No	Aggregates configuration (JSON array)
chart	string	No	Chart configuration (JSON object)
description	string	No	Report description
detailColumns	string	No	Detail columns (JSON array of field names)
folderId	string	No	Folder ID where report will be stored
groupingsAcross	string	No	Column groupings (JSON array)
groupingsDown	string	No	Row groupings (JSON array)
name	string	Yes	Report name
reportBooleanFilter	string	No	Filter logic
reportFilters	string	No	Report filters (JSON array)
reportType	string	Yes	Report type - object name (e.g., Account, Opportunity, Contact, Lead)

salesforce_report_delete

Delete an existing report from Salesforce by report ID. This is a destructive operation that permanently removes the report and cannot be undone.

Name	Type	Required	Description
report_id	string	Yes	ID of the report to delete

salesforce_report_metadata_get

Retrieve report, report type, and related metadata for a Salesforce report. Returns information about report structure, fields, groupings, and configuration.

Name	Type	Required	Description
report_id	string	Yes	The unique ID of the Salesforce report

salesforce_report_update

Update an existing report in Salesforce by report ID. Minimal verified version with only confirmed working fields. Only updates fields that are provided.

Name	Type	Required	Description
aggregates	string	No	Aggregates configuration (JSON array)
chart	string	No	Chart configuration (JSON object)
description	string	No	Updated report description
detailColumns	string	No	Detail columns (JSON array of field names)
folderId	string	No	Move report to different folder
groupingsAcross	string	No	Column groupings (JSON array)
groupingsDown	string	No	Row groupings (JSON array)
name	string	No	Updated report name
reportBooleanFilter	string	No	Filter logic
reportFilters	string	No	Report filters (JSON array)
report_id	string	Yes	ID of the report to update

salesforce_search_parameterized

Execute parameterized searches against Salesforce data. Provides simplified search interface with predefined parameters.

Name	Type	Required	Description
fields	string	No	Comma-separated list of fields to return
search_text	string	Yes	Text to search for
sobject	string	Yes	SObject type to search in

salesforce_search_sosl

Execute SOSL searches against Salesforce data. Performs full-text search across multiple objects and fields.

Name	Type	Required	Description
search_query	string	Yes	SOSL search query string to execute

salesforce_sobject_create

Create a new record for any Salesforce SObject type (Account, Contact, Lead, Opportunity, custom objects, etc.). Provide the object type and fields as a dynamic object.

Name	Type	Required	Description
fields	object	Yes	Object containing field names and values to set on the new record
sobject_type	string	Yes	The Salesforce SObject API name (e.g., Account, Contact, Lead, CustomObject__c)

salesforce_sobject_delete

Delete a record from any Salesforce SObject type by ID. This is a destructive operation that permanently removes the record.

Name	Type	Required	Description
record_id	string	Yes	ID of the record to delete
sobject_type	string	Yes	The Salesforce SObject API name (e.g., Account, Contact, Lead, CustomObject__c)

salesforce_sobject_get

Retrieve a record from any Salesforce SObject type by ID. Optionally specify which fields to return.

Name	Type	Required	Description
fields	string	No	Comma-separated list of fields to include in the response
record_id	string	Yes	ID of the record to retrieve
sobject_type	string	Yes	The Salesforce SObject API name (e.g., Account, Contact, Lead, CustomObject__c)

salesforce_sobject_update

Update an existing record for any Salesforce SObject type by ID. Only the fields provided will be updated.

Name	Type	Required	Description
fields	object	Yes	Object containing field names and values to update on the record
record_id	string	Yes	ID of the record to update
sobject_type	string	Yes	The Salesforce SObject API name (e.g., Account, Contact, Lead, CustomObject__c)

salesforce_soql_execute

Execute custom SOQL queries against Salesforce data. Supports complex queries with joins, filters, aggregations, and custom field selection.

Name	Type	Required	Description
soql_query	string	Yes	SOQL query string to execute

salesforce_tooling_query_execute

Execute SOQL queries against Salesforce Tooling API to access metadata objects like ApexClass, ApexTrigger, CustomObject, and development metadata. Use this for querying metadata rather than data objects.

Name	Type	Required	Description
soql_query	string	Yes	SOQL query string to execute against Tooling API

salesforce_tooling_sobject_create

Create a new metadata record for any Salesforce Tooling API object type (ApexClass, ApexTrigger, CustomField, etc.). Supports both simple and nested field structures. For CustomField, use FullName and Metadata properties.

Name	Type	Required	Description
fields	object	Yes	Object containing field names and values to set on the new metadata record. Supports nested structures for complex metadata types.
sobject_type	string	Yes	The Tooling API object name (e.g., ApexClass, ApexTrigger, CustomObject)

salesforce_tooling_sobject_delete

Delete a metadata record from any Salesforce Tooling API object type by ID. This is a destructive operation that permanently removes the metadata.

Name	Type	Required	Description
record_id	string	Yes	ID of the metadata record to delete
sobject_type	string	Yes	The Tooling API object name (e.g., ApexClass, ApexTrigger, CustomObject)

salesforce_tooling_sobject_describe

Retrieve detailed metadata schema for a specific Tooling API object type. Returns fields, relationships, and other metadata properties.

Name	Type	Required	Description
sobject	string	Yes	Tooling API object name to describe

salesforce_tooling_sobject_get

Retrieve a metadata record from any Salesforce Tooling API object type by ID. Optionally specify which fields to return.

Name	Type	Required	Description
fields	string	No	Comma-separated list of fields to include in the response
record_id	string	Yes	ID of the metadata record to retrieve
sobject_type	string	Yes	The Tooling API object name (e.g., ApexClass, ApexTrigger, CustomObject)

salesforce_tooling_sobject_update

Update an existing metadata record for any Salesforce Tooling API object type by ID. Supports both simple and nested field structures. Only the fields provided will be updated.

Name	Type	Required	Description
fields	object	Yes	Object containing field names and values to update on the metadata record. Supports nested structures for complex metadata types.
record_id	string	Yes	ID of the metadata record to update
sobject_type	string	Yes	The Tooling API object name (e.g., ApexClass, ApexTrigger, CustomObject)