Salesforce Automation

Core Workflows

1. Manage Leads

When to use: User wants to create, search, update, or list leads

Tool sequence:

1. SALESFORCE_SEARCH_LEADS - Search leads by criteria [Optional]
2. SALESFORCE_LIST_LEADS - List all leads [Optional]
3. SALESFORCE_CREATE_LEAD - Create a new lead [Optional]
4. SALESFORCE_UPDATE_LEAD - Update lead fields [Optional]
5. SALESFORCE_ADD_LEAD_TO_CAMPAIGN - Add lead to campaign [Optional]
6. SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES - Apply assignment rules [Optional]

Key parameters:

• LastName: Required for lead creation
• Company: Required for lead creation
• Email, Phone, Title: Common lead fields
• lead_id: Lead ID for updates
• campaign_id: Campaign ID for campaign operations

Pitfalls:

• LastName and Company are required fields for lead creation
• Lead IDs are 15 or 18 character Salesforce IDs

2. Manage Contacts and Accounts

When to use: User wants to manage contacts and their associated accounts

Tool sequence:

1. SALESFORCE_SEARCH_CONTACTS - Search contacts [Optional]
2. SALESFORCE_LIST_CONTACTS - List contacts [Optional]
3. SALESFORCE_CREATE_CONTACT - Create a new contact [Optional]
4. SALESFORCE_SEARCH_ACCOUNTS - Search accounts [Optional]
5. SALESFORCE_CREATE_ACCOUNT - Create a new account [Optional]
6. SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT - Link contact to account [Optional]

Key parameters:

• LastName: Required for contact creation
• Name: Account name for creation
• AccountId: Account ID to associate with contact
• contact_id, account_id: IDs for association

Pitfalls:

• Contact requires at least LastName
• Account association requires both valid contact and account IDs

3. Manage Opportunities

When to use: User wants to track and manage sales opportunities

Tool sequence:

1. SALESFORCE_SEARCH_OPPORTUNITIES - Search opportunities [Optional]
2. SALESFORCE_LIST_OPPORTUNITIES - List all opportunities [Optional]
3. SALESFORCE_GET_OPPORTUNITY - Get opportunity details [Optional]
4. SALESFORCE_CREATE_OPPORTUNITY - Create new opportunity [Optional]
5. SALESFORCE_RETRIEVE_OPPORTUNITIES_DATA - Retrieve opportunity data [Optional]

Key parameters:

• Name: Opportunity name (required)
• StageName: Sales stage (required)
• CloseDate: Expected close date (required)
• Amount: Deal value
• AccountId: Associated account

Pitfalls:

• Name, StageName, and CloseDate are required for creation
• Stage names must match exactly what is configured in Salesforce

4. Run SOQL Queries

When to use: User wants to query Salesforce data with custom SOQL

Tool sequence:

1. SALESFORCE_RUN_SOQL_QUERY / SALESFORCE_QUERY - Execute SOQL [Required]

Key parameters:

• query: SOQL query string

Pitfalls:

• SOQL syntax differs from SQL; uses Salesforce object and field API names
• Field API names may differ from display labels (e.g., Account.Name not Account Name)
• Results are paginated for large datasets

5. Manage Tasks

When to use: User wants to create, search, update, or complete tasks

Tool sequence:

1. SALESFORCE_SEARCH_TASKS - Search tasks [Optional]
2. SALESFORCE_UPDATE_TASK - Update task fields [Optional]
3. SALESFORCE_COMPLETE_TASK - Mark task as complete [Optional]

Key parameters:

• task_id: Task ID for updates
• Status: Task status value
• Subject: Task subject

Pitfalls:

• Task status values must match picklist options in Salesforce

Common Patterns

SOQL Syntax

Basic query:

SELECT Id, Name, Email FROM Contact WHERE LastName = 'Smith'

With relationships:

SELECT Id, Name, Account.Name FROM Contact WHERE Account.Industry = 'Technology'

Date filtering:

SELECT Id, Name FROM Lead WHERE CreatedDate = TODAY
SELECT Id, Name FROM Opportunity WHERE CloseDate = NEXT_MONTH

Pagination

• SOQL queries with large results return pagination tokens
• Use SALESFORCE_QUERY with nextRecordsUrl for pagination
• Check done field in response; if false, continue paging

Known Pitfalls

Field API Names:

• Always use API names, not display labels
• Custom fields end with __c suffix
• Use SALESFORCE_GET_ALL_CUSTOM_OBJECTS to discover custom objects

ID Formats:

• Salesforce IDs are 15 (case-sensitive) or 18 (case-insensitive) characters
• Both formats are accepted in most operations

Quick Reference

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