Salesforce Rest Api | AI Agent Tools

•

One-click Login

About Salesforce Rest Api

Salesforce REST API provides a simple, scalable, and language-agnostic interface for businesses to perform create, read, update, and delete (CRUD) operations on Salesforce data. It supports powerful querying capabilities through SOQL and SOSL, allowing users to efficiently search and retrieve relevant records. The API facilitates integration with external systems, mobile apps, and web applications, enabling streamlined workflows and data synchronization. Its stateless design ensures good performance and scalability, making it suitable for handling both small and large volumes of data. Overall, it empowers businesses to automate processes, enhance data management, and build custom solutions that improve operational efficiency.

AI Agent Use Cases

• AI agents can autonomously monitor Salesforce data changes via the REST API and trigger automated workflows such as updating related records or notifying stakeholders. They can intelligently execute complex SOQL queries to extract actionable insights and generate reports without manual intervention. Additionally, AI agents can orchestrate batch updates or data synchronization tasks across multiple systems, reducing manual data entry and ensuring data consistency in Salesforce-driven business processes.

Available Actions

These are the specific actions that AI agents can perform with this tool

Add Contact to Campaign

2 inputs

Associates an existing contact with a specified campaign in Salesforce to track their participation.

Inputs

campaignId

The Campaign to add a Contact to.

contactId

The Contact to add to the selected Campaign.

Add Lead to Campaign

2 inputs

Associates an existing lead with an existing campaign in Salesforce to track campaign participation.

Inputs

campaignId

The Campaign to add a Lead to.

leadId

The Lead to add to the selected Campaign.

Convert SOAP XML Object to JSON

4 inputs

Transforms a Salesforce SOAP XML response into a JSON object for easier data handling.

Inputs

infoBox

xml

The object received from Salesforce that will be converted.

extractNotificationOnly

Whether to extract only the notification parts from the XML. Default: `true`.

failOnError

Whether the action should fail if an error occurs when extracting notifications. Default: `false`.

Create Account

Creates a new account record in Salesforce with specified details.

Create Attachment

Creates an attachment linked to a specified parent record in Salesforce using the REST API.

Create Campaign

Creates a new marketing campaign in Salesforce with specified details

Create Case

Creates a new Case record in Salesforce to log a customer issue or problem.

Create Case Comment

Creates a new comment associated with a specified Salesforce Case to capture additional details or communication.

Create Contact

Creates a new contact record in Salesforce with the specified details

Create Content Note

Creates a new content note in Salesforce, allowing users to store and associate rich text notes with records.

Create Event

Creates a new event record in Salesforce with specified details.

Create Lead

Creates a new lead record in Salesforce using the REST API.

Create Note

Creates a new note in Salesforce associated with a specified record

Create Opportunity

Creates a new sales opportunity record in Salesforce with specified details

Create Record

1 input

Creates a new record for a specified Salesforce object using the REST API

Inputs

objectType

The type of object to create a record of

Create Task

Creates a new task record in Salesforce with specified details such as subject, status, priority, and related objects

Create User

Creates a new user in Salesforce by submitting user details via the REST API.

Delete Opportunity

1 input

Deletes a specified opportunity record from Salesforce based on its ID

Inputs

recordId

ID of the opportunity to delete.

Delete Record

2 inputs

Deletes a specified record from a Salesforce object, removing it permanently from the database.

Inputs

sobjectType

The type of object to delete a record of.

recordId

The record to delete.

Find Records

3 inputs

Fetches specified fields for multiple records from a chosen Salesforce object using the REST API.

Inputs

sobjectType

The type of object to obtain records of.

fieldsToObtain

Select the field(s) to obtain for the selected record(s) (or all records).

recordIds

The record(s) to retrieve. If not specified, all records will be retrieved.

Insert Blob Data

7 inputs

Inserts binary large object (BLOB) data into specified Salesforce standard objects to store files or media content.

Inputs

entiyName

Name of the entity to insert as part of the form-data sent along the Salesforce API as a request with multipart/form-data content type. I.e. entityDocument for Documents.

entityDocument

Salesforce object entity to insert.

formContentName

Name of the binary content to insert as part of the form-data sent along the Salesforce API as a request with multipart/form-data content type.

filename

Filename of the blob data to insert.

contentType

Mime type of the content to insert.

attachmentBinarycontent

Binary content of the blob data to insert.

sobjectName

Salesforce standard object type to insert.

Post a Message to Chatter Feed

3 inputs

Posts a new feed item to a specified Chatter feed within Salesforce to enable real-time collaboration and updates.

Inputs

sobjectType

The type of object to select a record from.

subjectId

The record that will parent the feed item.

messageSegments

Each message segment can be a text string, which will be treated as a segment of `type: Text`, or a [message segment object](https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/connect_requests_message_body_input.htm) such as `{ \

SOQL Query (Object Query)

2 inputs

Executes a SOQL query to retrieve Salesforce records matching specific criteria.

Inputs

exampleInfo

query

SOQL Query

SOSL Search (Object Search)

2 inputs

Performs a SOSL query to perform a text-based search across multiple Salesforce objects and fields.

Inputs

exampleInfo

SOSL Query

Search Object Records

4 inputs

Performs a parameterized search to retrieve records across Salesforce objects based on a given search string.

Inputs

infoBox

sobjectType

The type of object to search for records.

searchTerm

The term to search for.

fields

List of the Salesforce object

Update Account

1 input

Updates an existing Account record in Salesforce with specified field changes.

Inputs

accountId

The Account to update.

Update Contact

1 input

Updates the details of an existing Salesforce Contact record using the REST API.

Inputs

contactId

The Contact to update.

Update Opportunity

1 input

Updates an existing Opportunity record in Salesforce with specified data fields.

Inputs

opportunityId

The Opportunity to update.

Update Record

3 inputs

Updates specified fields of an existing Salesforce record using the REST API.

Inputs

sobjectType

The type of object to update a record of.

recordId

The record to update.

fieldsToUpdate

Select the field(s) you want to update for this record.

Upsert Record

1 input

Creates a new record or updates an existing record for a specified Salesforce object using an external ID.

Inputs

objectType

The type of object to create a record of

About Salesforce Rest Api

AI Agent Use Cases

Available Actions

These are the specific actions that AI agents can perform with this tool

Add Contact to Campaign

2 inputs

Associates an existing contact with a specified campaign in Salesforce to track their participation.

Inputs

campaignId

The Campaign to add a Contact to.

contactId

The Contact to add to the selected Campaign.

Add Lead to Campaign

2 inputs

Associates an existing lead with an existing campaign in Salesforce to track campaign participation.

Inputs

campaignId

The Campaign to add a Lead to.

leadId

The Lead to add to the selected Campaign.

Convert SOAP XML Object to JSON

4 inputs

Transforms a Salesforce SOAP XML response into a JSON object for easier data handling.

Inputs

infoBox

xml

The object received from Salesforce that will be converted.

extractNotificationOnly

Whether to extract only the notification parts from the XML. Default: `true`.

failOnError

Whether the action should fail if an error occurs when extracting notifications. Default: `false`.

Create Account

Creates a new account record in Salesforce with specified details.

Create Attachment

Creates an attachment linked to a specified parent record in Salesforce using the REST API.

Create Campaign

Creates a new marketing campaign in Salesforce with specified details

Create Case

Creates a new Case record in Salesforce to log a customer issue or problem.

Create Case Comment

Creates a new comment associated with a specified Salesforce Case to capture additional details or communication.

Create Contact

Creates a new contact record in Salesforce with the specified details

Create Content Note

Creates a new content note in Salesforce, allowing users to store and associate rich text notes with records.

Create Event

Creates a new event record in Salesforce with specified details.

Create Lead

Creates a new lead record in Salesforce using the REST API.

Create Note

Creates a new note in Salesforce associated with a specified record

Create Opportunity

Creates a new sales opportunity record in Salesforce with specified details

Create Record

1 input

Creates a new record for a specified Salesforce object using the REST API

Inputs

objectType

The type of object to create a record of

Create Task

Creates a new task record in Salesforce with specified details such as subject, status, priority, and related objects

Create User

Creates a new user in Salesforce by submitting user details via the REST API.

Delete Opportunity

1 input

Deletes a specified opportunity record from Salesforce based on its ID

Inputs

recordId

ID of the opportunity to delete.

Delete Record

2 inputs

Deletes a specified record from a Salesforce object, removing it permanently from the database.

Inputs

sobjectType

The type of object to delete a record of.

recordId

The record to delete.

Find Records

3 inputs

Fetches specified fields for multiple records from a chosen Salesforce object using the REST API.

Inputs

sobjectType

The type of object to obtain records of.

fieldsToObtain

Select the field(s) to obtain for the selected record(s) (or all records).

recordIds

The record(s) to retrieve. If not specified, all records will be retrieved.

Insert Blob Data

7 inputs

Inserts binary large object (BLOB) data into specified Salesforce standard objects to store files or media content.

Inputs

entiyName

Name of the entity to insert as part of the form-data sent along the Salesforce API as a request with multipart/form-data content type. I.e. entityDocument for Documents.

entityDocument

Salesforce object entity to insert.

formContentName

Name of the binary content to insert as part of the form-data sent along the Salesforce API as a request with multipart/form-data content type.

filename

Filename of the blob data to insert.

contentType

Mime type of the content to insert.

attachmentBinarycontent

Binary content of the blob data to insert.

sobjectName

Salesforce standard object type to insert.

Post a Message to Chatter Feed

3 inputs

Posts a new feed item to a specified Chatter feed within Salesforce to enable real-time collaboration and updates.

Inputs

sobjectType

The type of object to select a record from.

subjectId

The record that will parent the feed item.

messageSegments

SOQL Query (Object Query)

2 inputs

Executes a SOQL query to retrieve Salesforce records matching specific criteria.

Inputs

exampleInfo

query

SOQL Query

SOSL Search (Object Search)

2 inputs

Performs a SOSL query to perform a text-based search across multiple Salesforce objects and fields.

Inputs

exampleInfo

SOSL Query

Search Object Records

4 inputs

Performs a parameterized search to retrieve records across Salesforce objects based on a given search string.

Inputs

infoBox

sobjectType

The type of object to search for records.

searchTerm

The term to search for.

fields

List of the Salesforce object

Update Account

1 input

Updates an existing Account record in Salesforce with specified field changes.

Inputs

accountId

The Account to update.

Update Contact

1 input

Updates the details of an existing Salesforce Contact record using the REST API.

Inputs

contactId

The Contact to update.

Update Opportunity

1 input

Updates an existing Opportunity record in Salesforce with specified data fields.

Inputs

opportunityId

The Opportunity to update.

Update Record

3 inputs

Updates specified fields of an existing Salesforce record using the REST API.

Inputs

sobjectType

The type of object to update a record of.

recordId

The record to update.

fieldsToUpdate

Select the field(s) you want to update for this record.

Upsert Record

1 input

Creates a new record or updates an existing record for a specified Salesforce object using an external ID.

Inputs

objectType

The type of object to create a record of