Salesforce REST API provides a simple, scalable, and language-agnostic web services interface that allows business users and developers to perform create, read, update, and delete (CRUD) operations on Salesforce records. It supports powerful querying capabilities through Salesforce Object Query Language (SOQL) and Salesforce Object Search Language (SOSL), enabling efficient data retrieval and search. The API facilitates integration with external systems, mobile apps, and custom applications, helping businesses unify their data and automate processes across platforms. Its stateless design ensures good performance and scalability, making it suitable for high-volume and real-time business operations. By leveraging this API, businesses can enhance customer relationship management, streamline sales and marketing automation, and improve service delivery through seamless data connectivity.
Agent Actions with Salesforce Rest Api
These are the specific actions that AI agents can perform with this tool
Add Contact to Campaign
Associates an existing contact with an existing Salesforce campaign by creating a campaign member record.
Add Lead to Campaign
Associates an existing lead with a specified campaign in Salesforce to track campaign engagement.
Convert SOAP XML Object to JSON
Transforms a Salesforce SOAP XML response into a structured JSON format for easier data manipulation.
Create Account
Creates a new account record in Salesforce with specified details.
Create Attachment
Creates a new Attachment record linked to a specified parent Salesforce object.
Create Campaign
Creates a new marketing campaign in Salesforce with specified campaign details.
Create Case
Creates a new Case record in Salesforce to log and track a customer issue or problem.
Create Case Comment
Creates a new comment on a specified Salesforce Case to capture additional details or updates.
Create Contact
Creates a new contact record in Salesforce with the provided contact details
Create Content Note
Creates a new content note in Salesforce to store rich text or files associated with records.
Create Event
Creates a new event record in Salesforce with specified details
Create Lead
Creates a new lead record in Salesforce with specified attributes to capture potential customer information.
Create Note
Creates a new note in Salesforce associated with a specified record.
Create Opportunity
Creates a new sales opportunity in Salesforce with specified details
Create Record
Creates a new record for a specified Salesforce object using the REST API.
Create Task
Creates a new task record in Salesforce with specified details
Create User
Creates a new user in Salesforce by submitting the required user details via the REST API.
Delete Opportunity
Deletes a specified opportunity record from Salesforce using the REST API.
Delete Record
Deletes a specified record from a Salesforce object using its unique record ID.
Find Records
Retrieves specified fields from one or more records of a chosen Salesforce object.
Insert Blob Data
Inserts binary large object (blob) data into standard Salesforce objects via the REST API
Post a Message to Chatter Feed
Creates and posts a new feed item to a specified Chatter feed within Salesforce.
SOQL Query (Object Query)
Executes a SOQL query to retrieve Salesforce records matching specified criteria.
SOSL Search (Object Search)
Performs a text-based search across multiple Salesforce objects using SOSL to retrieve relevant records matching the search criteria.
Search Object Records
Performs a parameterized search query to find records across Salesforce objects based on specified search criteria.
Update Account
Updates the specified Account record in Salesforce with new data provided.
Update Contact
Updates an existing Contact record in Salesforce with specified field values.
Update Opportunity
Updates the details of an existing Opportunity record in Salesforce using the REST API.
Update Record
Updates specified fields of a Salesforce record identified by its object type and record ID.
Upsert Record
Creates a new record or updates an existing record for a specified Salesforce object using an external ID.