Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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Abort query job
Abort a Bulk API 2.0 query job in UploadComplete or InProgress state. Requires the job creator or Manage Data Integrations permission. Completed, failed, or already aborted jobs cannot be aborted. Does not delete the job.
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Add contact to campaign
Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.
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Add lead to campaign
Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted, and deleted or inactive records will cause the call to fail. This is a persistent CRM write; confirm the correct lead and campaign before calling.
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Add product to opportunity
Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.
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Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after rule application.
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Associate contact to account
Associates a Salesforce contact with an account by updating its AccountId, replacing any existing association. It can also update additional contact fields supplied in custom_fields.
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Clone opportunity with products
Clones a Salesforce opportunity, with optional name, close date, and stage changes, and optionally copies its product line items. The opportunity is created before products are copied, so a later failure can leave a partial clone.
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Clone record
Creates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record. Optionally apply field updates to the clone.
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Clone report
Creates a persisted copy of an existing Salesforce report under a new name.
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Close or abort a job
Tool to close or abort a Salesforce Bulk API v2 ingest job. Use when you need to finalize job processing by closing (state: UploadComplete) or cancel a job by aborting (state: Aborted). This is required for every ingest job - closing queues data for processing, while aborting cancels the job and deletes uploaded data.
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Complete task
Updates a Salesforce task with status Completed, optional completion notes, and additional field values. Additional field values can override the status or description set by the action.
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Create a new contact
DEPRECATED: Creates a new Contact in Salesforce; 'LastName' is required, an existing 'AccountId' must be used if provided, and any custom fields (ending with '__c') must be predefined.
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Create a note record
DEPRECATED: Creates a new Note record in Salesforce, associated with an existing Salesforce object via `ParentId`, automatically including a `Content-Type: application/json` header.
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Create a record
Creates a Salesforce record using the UI API and returns its ID and field values, including formatted display values where available.
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Create account
Creates a new account in Salesforce with the specified information. Returns the created Account's ID at `data.response_data.id`.
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Create analytics notification
Create a scheduled report, dashboard or Analytics notification with delivery actions.
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Create bulk ingest job
Create a Bulk API 2.0 ingest job (POST /jobs/ingest). Returns a job in the 'Open' state with an id and contentUrl. This is the first step of a bulk load: create the job here, upload CSV data to it (upload_job_data), then close it (close_or_abort_a_job with state=UploadComplete) to queue processing. Without this action the rest of the ingest-job family has no obtainable job_id.
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Create bulk query job
Create a Bulk API 2.0 query job (POST /jobs/query) for a SOQL query over a large result set. Returns a job with an id; poll get_job_info_query until state is 'JobComplete', then retrieve CSV results with get_job_query_result. Without this action the Bulk query family has no obtainable job_id.
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Create campaign
Creates a new campaign in Salesforce. Only `name` is universally required, but org-level validation rules commonly enforce `type`, `status`, `start_date`, and `end_date` as well — omitting them may cause creation to fail.
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Create campaign record
DEPRECATED: Creates a new campaign record in Salesforce; if 'ParentId' is provided, it must be a valid ID of an existing Campaign record, and if 'OwnerId' is provided, it must be a valid ID of an active User.
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Create contact
Creates a new contact in Salesforce with the specified information. Writes to live CRM data — obtain explicit user confirmation before executing. Failures may reflect org-specific validation rules, permission restrictions, or duplicate rules rather than invalid inputs.
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Create custom field
Tool to create a custom field on a Salesforce object using the Tooling API. Use when you need to add a new field (Text, Number, Checkbox, Date, Picklist, Lookup, etc.) to any standard or custom object without deploying metadata packages. The Tooling API provides direct field creation for rapid development and automation tasks.
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Create custom object
Creates a Salesforce custom object using the Metadata API, with a configured name field and object settings.
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Create folder
Create a Salesforce folder, optionally beneath an existing parent folder.
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Create folder shares
Append shares to a Salesforce folder without replacing its share list.
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Create Knowledge article draft
Create a draft copy of an online primary Knowledge article without unpublishing it.
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Create lead
Creates a new lead in Salesforce. `LastName` and `Company` are required. Org-level validation rules (e.g., email format, custom required fields) may reject requests beyond these; inspect the error response body for the failing field. The created lead `id` is returned in a response wrapper, not at the top level.
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Create lead
DEPRECATED: Creates a new Lead in Salesforce, requiring LastName and Company.
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Create list view
Create a Salesforce UI API list view for a standard or custom object.
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Create note
Creates a new note attached to a Salesforce record with the specified title and content. Does not deduplicate — identical calls create duplicate notes. High-volume creation can trigger REQUEST_LIMIT_EXCEEDED; apply exponential backoff on retries.
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Create opportunity
Creates a Salesforce opportunity with the specified information. The contact ID parameter is ignored, and standard amount and probability values are sent only when positive.
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Create opportunity record
DEPRECATED: Creates a new Opportunity record in Salesforce; `Name`, `StageName`, and `CloseDate` are mandatory, and ensure any referenced IDs (e.g., `AccountId`, `CampaignId`) are valid and corresponding Salesforce features are enabled if used.
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Create records using sObject Collections
Tool to create up to 200 records in one request using sObject Collections. Use when you need to create multiple records of potentially different sObject types efficiently in a single API call.
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Create Salesforce Account
DEPRECATED: Creates a new Salesforce Account using a JSON POST request, requiring 'Name'; specific fields (e.g., custom, DunsNumber) may have org-level prerequisites.
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Create SObject record
Tool to create a new Salesforce SObject record. Use when you need to create any type of standard or custom Salesforce object record by specifying the object type and field values.
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Create sObject tree
Tool to create one or more sObject trees with root records of the specified type. Use when creating nested parent-child record hierarchies in a single atomic operation (e.g., Account with Contacts and Opportunities). Supports up to 200 total records across all trees, up to 5 levels deep, with maximum 5 different object types. All records succeed or all fail together.
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Create task
Creates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records. Ensure who_id, what_id, and owner_id reference existing records before calling; invalid IDs cause silent linkage failures or validation errors.
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Create Tooling API record
Create a supported Salesforce Tooling API sObject record.
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Create Tooling Flow
Create a Salesforce Flow version through the Tooling API.
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Create validation rule
Create an active or inactive Salesforce validation rule through Tooling API.
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Delete a lead object by its id
DEPRECATED: Deletes a Salesforce Lead record by its unique ID.
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Delete account
Deletes a Salesforce account by its ID.
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Delete analytics notification
Permanently delete one Salesforce analytics notification by ID.
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Delete campaign
Permanently deletes a campaign from Salesforce. This action cannot be undone.
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Delete contact
Permanently deletes a contact from Salesforce. This action cannot be undone. Associated records (activities, opportunities) lose the contact reference upon deletion — ensure related data is migrated or acceptable to lose before proceeding. Returns HTTP 204 with empty body on success.
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Delete dashboard
Delete a Salesforce dashboard by moving it to the Recycle Bin.
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Delete file
Tool to permanently delete a file from Salesforce. Use when you need to remove a file and its content. This operation cannot be undone.
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Delete folder
Delete a Salesforce report or dashboard folder by ID.
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Delete folder share
Delete one report or dashboard folder share. Requires manage access to the folder.
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Delete ingest job
Delete a Bulk API 2.0 ingest job and its stored job data and metadata.
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Delete job query
Tool to delete a Salesforce Bulk API v2 query job. Use when you need to permanently remove a job and its associated data. Only the user who created the job can delete it, and the job must be in a completed state.
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Delete lead
Permanently deletes a lead from Salesforce. This action cannot be undone.
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Delete multiple records (SObject Collections)
Tool to delete up to 200 records in one request with optional rollback. Use when you need to delete multiple records efficiently, reducing API calls.
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Delete note
Permanently deletes a note from Salesforce. This action cannot be undone.
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Delete opportunity
Permanently deletes an opportunity from Salesforce. This action cannot be undone.
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Delete report
Delete a saved Salesforce report by moving it to the Recycle Bin.
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Delete sObject record
Delete a single Salesforce record by object type and record ID. Works with standard and custom objects.
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Delete survey translations
Delete one or a batch of translated Survey flow fields (REST API 48.0+).
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Delete Tooling API record
Delete one Tooling API metadata record by object name and Salesforce ID.
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Describe dashboard
Get dashboard metadata, components, filters, layout, and running user.
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Describe list view
Retrieve columns, filters, ordering, and generated SOQL for a list view.
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Describe report type
Describe a Salesforce report type's fields, filters and default metadata.
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Describe Tooling object
Describe a Tooling API object's fields, URLs, and child relationships.
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Discover unit tests
Discover one page of Apex and automated flow tests without running them.
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Download attachment body
Download the binary Body field of a legacy Salesforce Attachment record.
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Execute composite
Execute up to 25 dependent Salesforce subrequests for sObjects, query, queryAll, and sObject Collections, including record creation, updates, or deletion. Supports optional rollback and collation; inspect each subrequest status because the outer call can succeed when a subrequest fails.
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Execute composite batch
Execute up to 25 independent JSON Salesforce REST subrequests serially. Successful mutations commit immediately and are not rolled back when a later subrequest fails. Subrequests can create, update, or delete data. Multipart binary batch uploads are not supported by this action.
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Execute Composite Graph
Tool to execute multiple related REST API requests in a single transactional call with up to 500 subrequests per graph. Use when you need to perform multiple Salesforce operations atomically where all operations must succeed or fail together. Supports referencing output from one request as input to subsequent requests using @{referenceId.fieldName} syntax.
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Execute Composite Graph (Deprecated)
DEPRECATED: Use SALESFORCE_POST_COMPOSITE_GRAPH instead. Tool to execute multiple Salesforce REST API requests in a single call using composite graphs. Use when you need to perform a series of related operations that should either all succeed or all fail together. Composite graphs support up to 500 subrequests per graph (compared to 25 for regular composite requests) and allow referencing outputs from previous subrequests using @{referenceId.fieldName} syntax.
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Execute global quick action
Execute a global (non-object-specific) quick action (POST /quickActions/{actionName}). The 'Get quick actions' action lists the available global quick actions, but only object-scoped quick actions could be executed before — this runs the global ones. Distinct from the sObject-scoped execute (POST /sobjects/{type}/quickActions/{name}).
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Execute invocable action
Invoke any standard or custom invocable action by name (POST /actions/standard/{name} or /actions/custom/{name}). The 'Get standard/custom invocable actions' actions enumerate the available actions (including Flows and Apex invocable methods), but previously only emailSimple and invocableApplyLeadAssignmentRules could actually be run — this executes any of them generically. Returns one result per input.
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Execute sObject Quick Action
Tool to execute a specific quick action on an sObject to create records with pre-configured defaults. Use when you need to leverage Salesforce Quick Actions to streamline record creation with field mappings and default values.
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Execute SOQL query (Deprecated)
DEPRECATED: Use SALESFORCE_RUN_SOQL_QUERY instead. Executes the provided SOQL query against Salesforce; the query must begin with 'SELECT'.
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Execute SOQL Query (Deprecated)
Executes a SOQL query to retrieve Salesforce object data, returning up to 2,000 records per request and a nextRecordsUrl when more results are available. DEPRECATED: Use SALESFORCE_RUN_SOQL_QUERY instead.
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Execute SOSL search
Execute a SOSL search to search across multiple Salesforce objects. Use when you need to search for text across multiple object types simultaneously.
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Execute SOSL search
DEPRECATED: Use SALESFORCE_EXECUTE_SOSL_SEARCH instead. Executes a SOSL search query across multiple Salesforce objects. Use when you need to search for text across multiple object types simultaneously.
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Execute Tooling API query
Tool to execute SOQL queries against Salesforce Tooling API metadata objects. Use when you need to query metadata components like ApexClass, ApexTrigger, ValidationRule, WorkflowRule, FieldDefinition, or EntityDefinition. The Tooling API exposes objects that use the external object framework and provides granular access to metadata components for development and deployment tasks.
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Execute Tooling composite
Execute up to 25 mixed GET, POST, PUT, PATCH, or DELETE Tooling API requests, including at most five queries. The optional all-or-none setting rolls back supported changes when a subrequest fails.
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Fetch account by ID with query
DEPRECATED: Use this action to retrieve a Salesforce Account by its unique ID, which must be a valid and existing Salesforce Account ID; you can optionally specify a comma-delimited list of fields to return.
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Get account
Retrieves a Salesforce account by ID and returns the fields represented in the account response schema.
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Get Account AllAccounts list view metadata
Retrieves list view metadata for the Account AllAccounts view using Salesforce UI API. Use when you need to understand the structure, columns, filters, and sorting of the standard AllAccounts list view.
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Get Account SearchResult list view metadata
Retrieves list view metadata for the Account __SearchResult view using Salesforce UI API. Use when you need to understand the structure, columns, filters, and sorting of search results for Accounts.
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Get all fields for an object
Retrieves all fields (standard and custom) for a Salesforce object with complete metadata including field types, constraints, picklist values, and relationships.
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Get all navigation items
Retrieve a page of navigation items accessible to the user, optionally filtered by item names and device form factor.
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Get all objects
Retrieves Salesforce objects (standard and custom) with detailed metadata. Each object includes a 'custom' field to identify custom objects. Note: the underlying Global Describe (/sobjects) is not paginated — it returns every object in one call — so the page/page_size parameters here are CLIENT-SIDE convenience slicing of that full list, not a server cursor. The full list is fetched on every call, and a page past the end returns an empty slice. Use when you need to discover available objects or their capabilities.
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Get an app
Tool to get metadata about a specific Salesforce app by ID. Use when you need to retrieve app configuration details and navigation items for a particular application.
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Get analytics notification
Retrieve a Salesforce analytics notification or subscription by ID and source.
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Get Analytics notification limits
Get maximum and remaining notification limits for a selected source.
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Get Apex log body
Return the raw text body of one Salesforce Apex debug log.
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Get API resources by version
Discovers available REST API resource URIs for a Salesforce API version, returning a subset of resource types represented by the response schema.
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Get App Menu
Discover App Menu types or retrieve Lightning/mobile menu items or headers.
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Get AppMenu Salesforce1 headers
Tool to return HTTP headers for AppMenu Salesforce1 mobile navigation items without response body. Use when you need to check resource metadata, validate cache (via ETag or Last-Modified), or test endpoint availability without data transfer overhead.
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Get appointment candidates
Find available Salesforce Scheduler resources and time slots without booking an appointment.
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Get appointment slots
Find available Salesforce Scheduler time slots without booking appointments.
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Get approval layouts for object
Retrieves approval layouts for a specified Salesforce object. Use when you need to understand which fields are displayed in approval pages or to dynamically build approval interfaces.
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Get apps
Tool to get metadata for all apps a user has access to. Use when you need to list available Salesforce applications or check app navigation items. Metadata for the selected app includes tabs on the app's navigation bar, while other apps don't include tab details.
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Get batch of list view metadata
Tool to retrieve metadata for multiple list views in a single batch request. Use when you need to get list view configuration, columns, filters, and sorting for multiple list views at once.
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Get batch of related list user preferences
Tool to get a batch of related list user preferences from Salesforce. Use when retrieving display preferences, column widths, or sort orders for multiple related lists simultaneously.
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Get batch of UI API records
Tool to retrieve multiple Salesforce records in a single request with customizable field selection. Use when you need to fetch data for multiple records at once (up to 200 records).
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Get campaign
Retrieves a Salesforce campaign by ID and returns the fields represented in the response model.
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Get Chatter resources
Tool to access Chatter resources directory. Use when you need to discover available Chatter feeds, groups, users, email digest controls, emojis, extensions, or streams.
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Get child records
Tool to get child records for a specified parent record and child relationship name. Use when you need to retrieve related records from a parent-child relationship in Salesforce, such as getting all Contacts for an Account or all Opportunities for an Account. Results are paginated with configurable page size.
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Get Compact Layouts
Tool to retrieve compact layout information for multiple Salesforce objects. Use when you need to display object data in compact form for Lightning Experience, mobile apps, or custom interfaces.
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Get composite resources
Tool to retrieve a list of available composite resources in Salesforce. Use when you need to discover which composite API endpoints are available for batch operations.
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Get consent preferences
Tool to check consent preferences for a SINGLE action (e.g. email, track, fax, phone, solicit, shouldForget) across one or more records (Contact, Lead, User, Person Account, or Individual). Returns a result per identifier; the 'proceed' object is keyed by the requested action, not a fixed set of actions. To query multiple actions at once, use the /consent/multiaction endpoint instead.
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Get contact
Retrieves a Salesforce contact by ID, optionally requesting selected fields. The response is limited to fields represented by the tool's response schema.
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Get custom actions headers
Tool to return HTTP headers for custom invocable actions without response body. Use when you need to check resource availability and metadata before executing full requests or to validate resource state conditionally.
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Get custom invocable actions
Retrieves the list of custom actions including Flow actions, Apex actions, and invocable processes. Use when you need to discover available custom invocable actions in your Salesforce organization.
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Get dashboard
Gets detailed metadata for a specific dashboard including its components, layout, and filters.
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Get dashboard components
Read details and status for selected dashboard components without refreshing or saving.
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Get dashboard filter options
Validate dashboard filter options against report fields without saving changes.
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Get dashboard status
Read dashboard component refresh status without triggering a refresh.
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Get data categories
List visible Knowledge data category groups or retrieve one category's children.
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Get deleted records
List record IDs and deletion times for one Salesforce object and time window.
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Get directory of supported objects
Tool to get a Salesforce org's active theme and directory of supported objects. Use when you need to discover available objects that are supported by the User Interface API, including their CRUD permissions, labels, and theme information.
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Get Embedded Service configuration
Retrieve an Embedded Service deployment's configuration or response headers.
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Get enhanced note content
Download the rich-text Content blob for a Salesforce Enhanced Note.
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Get file content
Returns the binary content of a Salesforce file, including references to external files. Use when you need to download or retrieve the actual file data from Salesforce.
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Get file information
Tool to retrieve comprehensive metadata and information about a specified file in Salesforce. Use when you need detailed file information including ownership, sharing settings, download URLs, and rendition status.
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Get file shares
Returns information about the objects with which the specified file has been shared. Use when you need to understand who has access to a specific file in Salesforce.
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Get folder
Get a report or dashboard folder's details, ancestors, and sharing URLs.
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Get folder share
Retrieve one explicit access entry for a report or dashboard folder.
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Get folder shares
Lists the explicit access entries for a report or dashboard folder.
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Get global actions
Tool to retrieve actions displayed in the Salesforce Global Actions menu with metadata. Use when you need to discover available global actions, quick actions, or custom buttons in the UI.
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Get global publisher layouts headers
Tool to return HTTP headers for all global publisher layouts without response body. Use when implementing cache validation strategies, efficient resource polling, or checking if layouts have been modified without transferring layout data.
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Get ingest job info
Retrieve status, processing counts, and metadata for one Bulk API 2.0 ingest job.
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Get invalid Apex compilation results
Read compilation results for invalid Apex classes and triggers (API 68.0+).
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Get job failed record results
Tool to retrieve failed records from a Salesforce Bulk API 2.0 ingest job. Use when you need to get records that failed during a bulk operation, including error messages and original data.
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Get job info query
Tool to retrieve information about a Salesforce Bulk API v2 query job. Use when you need to check the status and details of a query job.
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Get job query result
Retrieves results for a completed Bulk API v2 query job in CSV format. Supports pagination for large datasets via maxRecords and locator parameters.
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Get job successful record results
Tool to retrieve successfully processed records from a Salesforce Bulk API 2.0 ingest job. Use when you need to get records that were successfully created or updated during a bulk operation.
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Get job unprocessed record results
Tool to retrieve unprocessed records from a Salesforce Bulk API 2.0 ingest job. Use when you need to get records that were not processed during a bulk operation, typically due to job abortion or interruption.
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Get last selected app
Retrieves the app the current user last selected or the app the user sees by default. Use when you need to determine which application the user is currently working in or should be using.
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Get layouts for object with record type
Tool to retrieve layout metadata for a specific record type on an object. Use when you need detailed information about page layouts, field positioning, sections, quick actions, related lists, and buttons for a particular record type.
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Get lead
Retrieves a specific lead by ID from Salesforce, returning all available fields.
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Get List View Header Actions
Tool to retrieve header actions on list views. Use when you need to get available actions, buttons, and quick actions displayed on a specific list view header in Salesforce.
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Get list view metadata
Returns list view metadata by object and list view API name. Use when you need to retrieve complete metadata information for a specific list view, including display columns, filters, sort order, permissions, and user preferences.
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Get List View Metadata
Tool to get list view metadata from Salesforce UI API. Use when you need to retrieve configuration details for a list view including columns, filters, sorting, and permissions.
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Get list view records by API name
Retrieves paginated record data for a specified list view using the object and list view API names. Use when you need to fetch records that match a specific list view's filters and sorting criteria. Returns the same data that powers Lightning Experience list views.
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Get list view records by ID
Returns record data for a list view by its ID. Use when you need to retrieve records from a specific Salesforce list view.
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Get list view results
Retrieves the results of a list view for a specified sObject. Returns column definitions and record data with a 2,000 record limit per response.
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Get list views for an object
Returns a collection of list views associated with a Salesforce object. Use when you need to discover available list views for an object like Account, Contact, or Opportunity.
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Get List Views for Object
Tool to get list views for a Salesforce object. Use when you need to retrieve available list views with options to filter by recent usage and search.
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Get list views for sObject
Tool to retrieve list views for a specified sObject. Use when you need to discover available filtered views of records for objects like Account, Contact, Lead, or Opportunity.
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Get lookup field actions
Tool to get lookup field actions for a Salesforce object. Use when you need to retrieve available actions for lookup fields on a specific object type (e.g., Account, Contact).
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Get lookup field suggestions
Tool to retrieve lookup field suggestions for editing lookup fields with search filtering. Use when searching for records to populate a lookup field, supporting typeahead, recent, and full-text search.
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Get lookup field suggestions with POST
Tool to get lookup field suggestions with POST request. Use when editing lookup fields with dependent lookup filtering or when you need to pass source record context in the request body.
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Get Metadata Deployment Status
Poll a Metadata API deployment request and optionally return detailed results.
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Get most recently used list view records
Tool to retrieve record data for an object's most recently used (MRU) list view. Use when you need to get the records that a user has recently accessed for a specific Salesforce object type.
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Get MRU List Info for Account
Tool to get Most Recently Used (MRU) list view metadata for Account object. Use when you need to retrieve list view settings, display columns, and preferences. Note: This endpoint is deprecated and no longer updates.
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Get MRU List Records for Account
Tool to get Most Recently Used (MRU) list view records for Account object. Use when you need to retrieve recently accessed Account records. Note: This endpoint is deprecated and no longer updates. It is not part of the Services under your Main Services Agreement with Salesforce and is for evaluation purposes only, not for production use.
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Get MRU List View Actions
Tool to retrieve header actions available on the MRU (Most Recently Used) list view for a specified Salesforce object. Use when you need to get available actions, buttons, and quick actions for an object's list view.
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Get MRU list view metadata
Tool to retrieve MRU list view metadata for a Salesforce object. Use when you need to understand the structure and configuration of the most recently used list view for an object.
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Get multiple records by IDs
Retrieves multiple records of the same object type by IDs with a request body. Use when you need to retrieve more records than URL length limits allow (up to 2000 records vs ~800 via GET).
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Get multiple sObject records
Tool to retrieve multiple records of the same sObject type in a single API call. Use when you need to fetch up to 200 records by their IDs. Returns an array of sObjects with the specified fields.
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Get named layout
Retrieve an object's alternate named layout by its discovered layout name.
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Get note
Retrieves a specific note by ID from Salesforce, returning all available fields. Notes with IsPrivate=true require the integration user to have sufficient permissions; inaccessible private notes will not be returned.
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Get object UI layout
Retrieve object-level UI layout metadata without requiring a record ID.
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Get opportunity
Retrieves a Salesforce opportunity by its ID, optionally requesting a selected set of fields. Use it to inspect the opportunity's details without retrieving every available field.
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Get organization limits
Tool to retrieve organization limits with max and remaining allocations. Use when you need to check API usage, storage limits, or other resource consumption in Salesforce.
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Get Personalized Navigation Items
Tool to get personalized navigation items for a specific Salesforce app. Use when you need to retrieve the navigation tabs that a user has access to within an application.
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Get photo actions
Tool to retrieve available photo actions for Salesforce pages. Use when you need to get photo management actions for user or group pages. Currently, only group and user pages support photo actions.
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Get platform event schema
Read a platform event schema by event API name or schema ID, without publishing events.
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Get PlatformAction SObject metadata
Retrieve basic metadata and recent items for the PlatformAction sObject.
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Get Process Approvals
List Salesforce approval processes grouped by object, or read their headers.
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Get process rules
Read active workflow rules or their headers, globally, by object, or by rule ID.
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Get process rules headers
Tool to return HTTP headers for process rules of an sObject without retrieving the response body. Use when you need to check if process rules exist for an sObject or retrieve metadata like ETag and Last-Modified headers.
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Get query result pages
List up to five parallel result download links for a completed Bulk API 2.0 query job. Use the same connection API version used to create the job (58.0 or later), otherwise Salesforce returns 409. This lists links, not the CSV result data. Continue with the locator from nextRecordsUrl until done is true.
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Get quick action default values headers by ID
Tool to return HTTP headers for sObject quick action default values by context ID without response body. Use when you need to check resource availability, verify cache validation headers (ETag, Last-Modified), or optimize API calls by avoiding unnecessary data transfer.
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Get quick actions
List global Salesforce quick actions and their types.
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Get Quick Actions headers
Tool to return HTTP headers for Quick Actions resource without response body. Use when you need to inspect metadata before retrieving full Quick Actions content or to validate resource availability.
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Get record count for objects
Tool to retrieve total record counts for specified Salesforce objects. Use when you need to check storage usage or understand data volume for specific sObjects.
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Get record edit page actions
Tool to get available actions on record edit pages. Use when you need to retrieve metadata about actions (standard actions, custom actions, quick actions, productivity actions) displayed on the record edit page for specific records.
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Get record UI data and metadata
Tool to retrieve layout, field metadata, and record data in a single response. Use when you need comprehensive information including UI layout configuration, object metadata, and actual record values with child relationships.
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Get records using sObject relationships
Retrieves a collection of related records by traversing an sObject relationship, such as Contacts for an Account. The response includes pagination information when more records are available.
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Get related list actions
Tool to get actions on related lists for record detail pages. Use when you need to retrieve metadata about all available actions (standard buttons, quick actions, custom buttons, and productivity actions) that can be performed on records within a specific related list context.
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Get related list actions
Tool to get available actions on related lists for a record detail page. Use when you need to retrieve metadata about actions (standard actions, custom actions, quick actions, productivity actions) displayed on related lists for a specific parent record.
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Get related list records with request body
Tool to retrieve related list records with request body parameters for filtering and pagination. Use when you need to get records from a related list associated with a parent record with complex query parameters. Returns up to 1,999 records per related list with pagination support.
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Get related list user preferences
Tool to retrieve user preferences for a specific related list on an object. Use when you need to get display settings, column widths, or sort preferences for related lists in Salesforce UI.
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Get relevant items
Get the current user's relevant record IDs grouped by Salesforce object.
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Get report fields
Read a report's available filter fields, optionally intersecting other reports.
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Get report instance results
Gets the results of a report instance created by running a report. Poll `attributes.status` until it equals 'Success' before parsing results. Response data is nested under `factMap` and `reportExtendedMetadata`; an empty `factMap` or zero rows is a valid successful result, not an error.
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Get report metadata
Gets detailed metadata for a specific report including its structure, columns, filters, and groupings. Only fields included in the report layout are returned; use SALESFORCE_RUN_SOQL_QUERY when specific fields outside the report layout are required.
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Get rich text image
Download an image embedded in a Salesforce record's rich text area field.
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Get scheduling resources
Discover available Salesforce Scheduler REST resources and their URIs.
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Get search result layouts
Retrieves search result layout information for specified sObjects. Use when you need to understand which fields are displayed in search results for objects.
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Get search scope
Get the connected user's default global search scope and object order.
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Get self-service user password status
Read a legacy self-service user's password expiration status or headers.
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Get sObject basic information
Get basic sObject metadata, related resource URLs, and recent records.
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Get sObject by external ID
Tool to retrieve a Salesforce record by matching an external ID field value. Use when you need to find a record using a custom external identifier instead of the Salesforce ID. The field specified must be marked as an External ID in Salesforce.
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Get sObject compact layouts
Retrieve compact layouts and record type assignments for a Salesforce object.
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Get sObject layout headers
Retrieve only HTTP headers for an object's approval or compact layouts.
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Get sObject layouts
Retrieve an object's page layouts and record-type mappings, or HTTP headers.
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Get sObject list view information
Tool to retrieve basic information about a specific list view for an sObject. Use when you need to get list view metadata including its ID, label, developer name, and URLs for accessing results and detailed descriptions.
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Get sObject Quick Action Default Values
Retrieve default values for a specific quick action on an sObject. The response includes only predefined fields, so other returned default values may be omitted.
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Get sObject Quick Action Default Values by ID
Retrieve default values for a quick action in a specific record context. The response includes only predefined fields, so other returned default values may be omitted.
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Get sObject quick action headers
Tool to return HTTP headers for a specific sObject quick action without response body. Use when you need to check ETag or Last-Modified headers before fetching full content or to validate quick action availability.
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Get sObject quick actions
List an object's quick actions, including global actions, or retrieve headers only.
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Get sObject record by ID
Tool to retrieve a single Salesforce record by ID from any sObject type. Use when you need to get detailed information about a specific record.
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Get standard actions headers
Tool to return HTTP headers for standard invocable actions metadata without response body. Use when you need to perform efficient cache validation, check for metadata changes, or reduce bandwidth usage before retrieving full action metadata.
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Get standard invocable actions
Retrieves the list of standard actions that can be statically invoked. Use when you need to discover available standard invocable actions like posting to Chatter, sending email, or sending custom notifications.
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Get support knowledge
Retrieves the root of the Support Knowledge REST API. Use when you need to access knowledge articles and data category information.
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Get support knowledge articles
Retrieves visible Salesforce Knowledge articles, with filters including publication status and data categories. Access to published, draft, or archived articles depends on user permissions.
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Get Survey Translations
Read translated Survey Flow field values individually or in a batch.
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Get tabs
List all tabs available to the current user, or inspect their HTTP headers.
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Get theme
Tool to get icons and colors for Salesforce UI themes. Use when you need to retrieve theme information for objects in the organization.
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Get Tooling API record
Retrieve one complete Tooling API metadata record by object name and ID.
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Get Tooling completions
Retrieve available Apex system symbol or Visualforce markup completions.
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Get Tooling FlexiPage
Retrieve one FlexiPage metadata record by its Tooling API ID.
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Get updated sObject records
Retrieves IDs of sObject records updated within a specified timeframe, along with the latest date covered. Use it to track changes or synchronize records of a specified object type.
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Get user info
Retrieves information about the current user or a specific user in Salesforce.
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Get user password expiration status
Tool to check whether a Salesforce user's password has expired. Use when you need to verify password expiration status for a specific user.
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Get User password headers
Request HTTP headers for a Salesforce user's password resource without retrieving the response body.
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Get Values for All Picklist Fields
Tool to get values for all picklist fields of a record type, including dependent picklists. Use when you need to retrieve available picklist options for a specific object and record type, especially for dependent picklist hierarchies.
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List accounts
List Salesforce accounts using a SOQL query with filtering, sorting, and field selection. Results are paginated; the response retains only fields defined in the account response model, so other selected fields may be omitted.
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List Analytics notifications
List Analytics notifications or report/dashboard subscriptions by source.
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List Analytics templates
Tool to list CRM Analytics templates available in the org. Use when you need to discover available templates for creating Analytics apps.
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List API versions
List available Salesforce REST API versions, release labels, and root URLs.
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List bulk jobs
List one page of Salesforce Bulk API ingest or query jobs with optional filters.
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List campaigns
Lists campaigns from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results returned under `response_data.records`; use `Id` (not `Name`) to identify campaigns in downstream operations.
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List communities
List Experience Cloud sites available to the connected Salesforce user.
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List contacts
Lists Salesforce contacts using a SOQL query with filtering, sorting, and field selection, returning one page with pagination indicators. Records must include Id, and fields outside the response schema are not preserved.
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List dashboards
Lists dashboards with basic metadata including name, ID, and URLs. Note: the Analytics REST API (GET /analytics/dashboards) returns only up to ~200 recently-viewed dashboards, not the org's entire dashboard catalog.
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List email templates
Lists available email templates in Salesforce with filtering and search capabilities.
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List folder children
List one page of a Salesforce folder's immediate child folders.
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List folder share recipients
List eligible folder share recipients without granting any access.
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List folders
List one page of visible Salesforce folders, optionally filtered by content type.
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List leads
Lists leads from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection. Results are paginated; follow nextRecordsUrl in the response to retrieve subsequent pages — the first page may silently omit matching records beyond the page limit.
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List notes
Lists Salesforce Note or ContentNote records using a SOQL query with filtering, sorting, and field selection. Include Id in the selected fields so returned records can be validated.
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List opportunities
Lists Salesforce opportunities using a SOQL query with flexible filtering, sorting, and field selection. Returns one query batch with pagination metadata; additional pages require a separate request using the returned locator.
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List pricebook entries
Lists Salesforce pricebook entries using SOQL, with flexible filtering, sorting, and field selection. Use it to find product pricebook entry IDs for opportunity line items. Results include pagination information when additional records are available.
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List pricebooks
Lists Salesforce pricebooks using SOQL, with flexible filtering, sorting, and field selection. Use it to find pricebook IDs by name or other criteria; results include pagination information when more records are available.
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List recent list views
List recently used list views for a Salesforce object.
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List recent records
List records recently viewed or referenced by the connected Salesforce user.
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List report filter operators
List available report or dashboard filter operators by field data type.
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List report runs
List asynchronous runs of a Salesforce report, including status and results URLs.
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List report types
List report types available to the connected Salesforce user.
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List reports
Lists reports with basic metadata including name, ID, and URLs. Note: the Analytics REST API (GET /analytics/reports) returns only up to ~200 recently-viewed reports, not the org's entire report catalog.
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List Tooling API objects
List available Salesforce Tooling API objects and their metadata.
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Log call
Logs a completed phone call as a task in Salesforce with call-specific details like duration, type, and disposition.
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Log email activity
Creates an EmailMessage record to log email activity in Salesforce, associating it with related records. Requires EmailMessage insert permissions enabled at the org level; some orgs block this entirely.
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Mass transfer ownership
Transfers ownership of up to 200 Salesforce records to a new owner using the composite API. Individual records can fail while others succeed; results are returned per record.
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Parameterized Search
Searches Salesforce objects using parameterized GET or POST requests instead of a SOSL clause. POST supports per-object field selection and filtering, along with global search options.
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Parameterized Search
Tool to execute parameterized search across Salesforce objects with advanced filtering. Use when you need to search for records using specific search terms with fine-grained control over which objects to search, which fields to return, and additional filtering criteria.
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Process Approvals
Submit records for approval, or approve/reject pending work items as an assigned approver. Requires a configured approval process. Bulk successes commit independently; inspect each result's success and errors.
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Query All (including deleted)
Tool to execute SOQL queries including soft-deleted and archived records. Use when you need to query records that have been deleted via merge or delete operations, or when accessing archived Task and Event records.
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Query contacts by name
DEPRECATED: Finds Salesforce Contact records by name using a case-insensitive search.
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Query more (next page of SOQL results)
Retrieve the next page of SOQL results using a query locator (GET /query/{queryLocator}). SOQL queries return at most ~2000 rows per response plus a nextRecordsUrl when more remain; this action follows that locator. Call it repeatedly, passing each response's nextRecordsUrl, until done=true. Without it, run_soql_query / query results beyond the first page are unreachable.
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Query report
DEPRECATED: Executes a Salesforce report synchronously by its `id` and `reportType`, optionally with dynamic ad-hoc adjustments like filters or groupings, and returns its data without modifying the saved report.
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Refresh dashboard
Trigger an asynchronous refresh of a Salesforce dashboard's cached data.
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Remove a specific contact by id
DEPRECATED: Deletes a specific Salesforce Contact by its unique ID.
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Remove account by unique identifier
DEPRECATED: Deletes an existing Salesforce Account using its unique ID, returning an empty response on success (HTTP 204).
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Remove campaign object by id
DEPRECATED: Permanently deletes a specific Campaign SObject in Salesforce using its unique ID.
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Remove from campaign
Delete a CampaignMember record by its ID, or find and delete the first matching member for a campaign and lead or contact ID. When a CampaignMember ID is supplied, it is deleted directly without checking the campaign ID.
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Remove note object by id
DEPRECATED: Permanently deletes an existing Salesforce Note object identified by its unique ID.
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Remove opportunity by id
DEPRECATED: Permanently deletes an existing Salesforce Opportunity by its ID; if the Opportunity does not exist, a 'not found' (404) error occurs.
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Replace folder shares
Replace a folder's entire share list, removing omitted shares. Requires manage access.
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Reset self-service user password
Reset a legacy self-service user's password and email them a reset link.
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Retrieve account data and error responses
DEPRECATED: Retrieves basic metadata for the Salesforce Account sObject, including properties, recent records, and related resource URLs.
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Retrieve campaign data with error handling
DEPRECATED: Retrieves basic metadata and recent items for the Salesforce Campaign sObject, when accessible in the organization.
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Retrieve contact object metadata
DEPRECATED: Retrieves basic metadata for the Salesforce Contact object and may include recently accessed Contact records.
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Retrieve lead by id
Retrieves a Salesforce Lead by ID, optionally selecting fields. Invalid field names are filtered; if none remain, the request omits the field selection.
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Retrieve lead data with various responses
DEPRECATED: Retrieves Lead sObject data from Salesforce, such as recently viewed leads or general Lead object information.
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Retrieve note object information
DEPRECATED: Retrieves basic metadata and recent items for the Salesforce Note object, if it is accessible.
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Retrieve Note with conditions
DEPRECATED: Retrieves a Salesforce Note object by its ID, optionally specifying which fields to return; the Note ID must exist.
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Retrieve opportunities data
Retrieves basic Salesforce Opportunity object metadata and recently viewed opportunity items.
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Retrieve opportunity by id with optional fields
DEPRECATED: Retrieves a Salesforce Opportunity by its ID; the Opportunity ID must exist.
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Retrieve specific campaign object details
DEPRECATED: Retrieves a Salesforce Campaign by ID, optionally selecting fields. The returned response must include Id, Name, and OwnerId for validation.
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Retrieve specific contact by id
Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.
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Retrieve specific contact by id
(DEPRECATED: use `SALESFORCE_GET_CONTACT_BY_ID`) Retrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.
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Run report
Runs a report synchronously (GET /analytics/reports/{id}?includeDetails=true) and returns the results in one call. This does NOT create an asynchronous report instance — for that, use the async run resource. Results are returned in a nested structure (factMap, reportExtendedMetadata), not a flat record list; an empty factMap/rows is a valid result. Avoid repeated calls when freshness allows.
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Run report async
Run a Salesforce report asynchronously (POST /analytics/reports/{id}/instances). Returns an instance id and status; the report runs in the background. Retrieve results later with get_report_instance using the returned instance id. Use this (instead of the synchronous run_report) for large reports or to avoid blocking. Without this action, get_report_instance had no obtainable instance id.
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Run report with overrides
Run a report synchronously with transient metadata overrides.
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Run SOQL query
Executes a SOQL SELECT query against Salesforce data and returns a page of matching records with pagination information. Queries using FIELDS(ALL) or FIELDS(CUSTOM) are limited to 200 records.
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Run tests asynchronously
Enqueue explicitly selected Apex or automated flow test classes and methods. Returns a job ID immediately, not test outcomes. Query ApexTestRunResult and ApexTestResult for completion and results; does not select suites or org-wide test levels.
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Run tests synchronously
Run methods from one Apex or automated flow test class synchronously. Select Apex tests by class ID or name; select flow tests by name.
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Save report
Create a saved report, or update selected fields when report_id is provided.
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Search accounts
Search Salesforce accounts by name, industry, type, location, or contact information. Multiple filters are combined with OR, so accounts matching any filter can be returned; without filters, returns recent accounts.
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Search campaigns
Search for Salesforce campaigns using multiple criteria like name, type, status, date range, or active status. Requires access to the Campaign object (Marketing User feature must be enabled in the org). For complex sorting (multi-field ORDER BY), use SALESFORCE_RUN_SOQL_QUERY instead.
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Search contacts
Searches Salesforce contacts by name, email, phone, account name, or title using partial matches. Multiple criteria are combined with OR; without criteria, it returns recent contacts up to the requested limit.
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Search leads
Searches Salesforce leads by name, email, phone, company, title, status, or lead source, combining supplied criteria with OR. Without criteria, it returns recent non-converted leads; partial matches may return multiple candidates, so confirm identifying fields before using a lead ID.
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Search notes
Search Salesforce Note records by title, body, parent name, owner, creation date, or privacy. Parent-name searches cover Accounts, Contacts, Leads, Opportunities, and Cases; failed parent or owner lookups can return empty results, and body matches are limited before other filters apply.
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Search opportunities
Search for Salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status. Apply at least one filter to avoid broad result sets. Partial-match searches may return multiple similar records; verify the correct record by Id before downstream use.
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Search suggested article title matches
Search for Salesforce Knowledge articles with titles matching the search query. Returns auto-suggest results for Knowledge articles based on title matches.
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Search suggested queries
Returns suggested searches based on the user's query string matching searches other users have performed in Salesforce Knowledge.
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Search tasks
Search for Salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates. Always provide at least one filter criterion — no filters produces broad, slow results. For complex filtering not supported here, use SALESFORCE_RUN_SOQL_QUERY.
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Search Tooling API records
Search Tooling API metadata records with a SOSL statement.
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Send email
Sends an email through Salesforce with options for recipients, attachments, and activity logging. Check the returned action success status and errors to determine whether Salesforce accepted the request.
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Send email from template
Sends an email using a predefined Salesforce email template with merge field support.
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Send mass email
Sends individual emails using a template or custom subject and body in batches of up to 150 via emailSimple, counting against the org's daily single-email allocation. Inspect results for successes and errors; batch errors can be reported even when delivery status is uncertain.
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Set self-service user password
Replace one legacy self-service user's password with the supplied password.
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Set user password
Set or reset a Salesforce user's password. A nonempty new password sets a specific value; omitting it or providing an empty string resets the password, invalidates the current password, and emails the user a reset link without returning a password.
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Start metadata deployment
Submit a ZIP package to the Salesforce Metadata API for deployment.
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Trigger process rules
Trigger all active workflow rules for records, regardless of evaluation criteria.
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Update a favorite
Tool to update a favorite's properties in Salesforce UI API. Use when you need to reorder favorites or modify their display properties.
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Update a record
Tool to update a record's data in Salesforce via UI API. Use when you need to modify field values on an existing record. Salesforce validation rules are enforced. Pass If-Unmodified-Since header to prevent conflicts.
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Update account
Updates an existing account in Salesforce with the specified changes. Only provided fields will be updated.
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Update account by id
DEPRECATED: Updates specified fields of an existing Salesforce Account identified by its unique ID. Supplied read-only fields are sent to Salesforce and may cause an error.
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Update analytics notification
Save changes to an analytics notification's schedule, delivery or subscription settings.
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Update campaign
Updates an existing campaign in Salesforce with the specified changes. Only provided fields will be updated.
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Update Campaign By ID
DEPRECATED: Updates specific fields of an existing Campaign in Salesforce, identified by its unique `id`, which must already exist.
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Update contact
Updates an existing contact in Salesforce with the specified changes. Only provided fields will be updated. Returns HTTP 204 with no body on success; use SALESFORCE_GET_CONTACT to verify applied changes. Org-level validation rules, duplicate rules, or field-level permissions may reject correctly formatted requests with HTTP 400; inspect the error response to identify the constraint.
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Update contact by id
DEPRECATED: Updates specified fields of an existing Salesforce Contact by its ID; at least one field must be provided for modification.
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Update custom field metadata
Update the Metadata representation of one CustomField Tooling record.
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Update dashboard
Saves metadata changes to an existing Salesforce dashboard.
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Update folder
Rename a Salesforce report or dashboard folder by its ID.
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Update folder share
Update the access level of one existing report or dashboard folder share.
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Update Knowledge article version
Publish, unpublish, archive, schedule publication or archiving, or update assignment details for a Salesforce Knowledge primary article version.
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Update lead
Updates an existing lead in Salesforce with the specified changes. Only provided fields will be updated.
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Update lead by ID with JSON payload
DEPRECATED: Updates specified fields of an existing Salesforce Lead by ID. A successful empty response is represented as a success result; HTTP errors are raised.
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Update list view preferences
Tool to update user preferences for a Salesforce list view including column widths, text wrapping, and display order. Use when you need to customize how columns appear in a list view.
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Update note
Updates an existing note in Salesforce with the specified changes. Only provided fields will be updated.
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Update opportunity
Updates an existing Salesforce opportunity with supplied standard or custom fields, omitting empty standard strings. The response can contain update results or structured Salesforce errors; a successful 204 response is represented by an empty result.
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Update opportunity by id
DEPRECATED: Updates specified fields of an existing Salesforce Opportunity by its ID; the Opportunity must exist, and some fields (like Name, StageName, CloseDate) may have specific Salesforce validation rules if being modified, while read-only fields update indirectly based on other changes.
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Update Related List Preferences
Update user preferences for a specific Salesforce related list, including column widths, text wrapping, and sort order.
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Update sObject collection
Update up to 200 Salesforce records by ID in one request.
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Update sObject record
Tool to update specific fields in an existing Salesforce sObject record. Use when you need to modify one or more fields in a record without affecting other fields.
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Update specific note by id
DEPRECATED: Updates specified fields of an existing Salesforce Note identified by its ID.
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Update task
Updates an existing task in Salesforce with new information. Only provided fields will be updated.
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Update Tooling API record
Update a supported Salesforce Tooling API record by object name and ID.
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Update Tooling Flow
Delete and replace a draft Flow version with updated Tooling API Metadata. Salesforce assigns the replacement a different ID but does not return that ID.
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Upload file to Salesforce Files
Upload a file to Salesforce Files home via the Connect REST API. Use when you need to attach files to records or store them in a user's personal library. File size limit: 50 MB per request.
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Upload job data
Tool to upload CSV data to a Salesforce Bulk API v2 ingest job. Use after creating a job and before closing it. Only ONE upload is allowed per job - multiple uploads will fail. After upload, close the job with state 'UploadComplete' to begin processing.
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Upsert records using external ID
Tool to upsert up to 200 records using external ID field matching. Use when you need to create or update multiple records efficiently in a single API call based on an external ID field.
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Upsert sObject by External ID
Upsert a Salesforce record by external ID, creating or updating it based on the matching value. An update-only option prevents creation when no record matches.
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Upsert Survey Translations
Add or update Survey Flow field translations individually or in a batch.
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Who Am I
Return the identity (email, name, org) of the connected Salesforce account.
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How the Salesforce integration works
The Salesforce integration connects your Dench AI CRM directly to Salesforce, so agents can read and act on your Salesforce data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
327 actions are available for agents to invoke on your behalf, and 7 triggers can start a Dench automation the moment something changes in Salesforce. Every call runs through Salesforce's own authorization, scoped to the account you connect.
Set up Salesforce in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Salesforce and click Connect — you'll authorize access through Salesforce's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Salesforce in chat, or wire a Salesforce trigger into an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Salesforce integration work with Dench?
The Dench Salesforce integration connects your AI CRM to Salesforce, so AI agents can work with your Salesforce data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Salesforce via Dench?
The Salesforce integration currently exposes 327 actions, including Abort query job, Add contact to campaign, Add lead to campaign, Add product to opportunity, Apply lead assignment rules, and Associate contact to account. Agents invoke them on your behalf from chat or from automations.
Can Dench react to events in Salesforce automatically?
Yes. The Salesforce integration provides 7 triggers — such as Account Created or Updated, Contact Updated, New Contact Trigger, and New Lead Trigger — that can start a Dench automation the moment something happens in Salesforce.
Do I need to write code to connect Salesforce to Dench?
No. You connect Salesforce from your Dench workspace using Salesforce's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Salesforce integration secure?
Connections are authorized through Salesforce's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Salesforce connection from your workspace settings at any time.