marketingskills/tools/integrations/salesforce.md

Salesforce

Enterprise CRM platform for sales, service, and marketing.

Capabilities

Integration	Available	Notes
API	✓	REST API, SOAP API, Bulk API
MCP	-	Not available
CLI	✓	Salesforce CLI (sf)
SDK	✓	JSforce, simple-salesforce, etc.

Authentication

• Type: OAuth 2.0 (Web Server Flow or JWT Bearer)
• Header: Authorization: Bearer {access_token}
• Instance URL: Use instance_url from auth response

Common Agent Operations

Query records (SOQL)

GET https://{instance}.salesforce.com/services/data/v59.0/query?q=SELECT+Id,Name,Email+FROM+Contact+LIMIT+10

Authorization: Bearer {access_token}

Get record by ID

GET https://{instance}.salesforce.com/services/data/v59.0/sobjects/Contact/{record_id}

Authorization: Bearer {access_token}

Create record

POST https://{instance}.salesforce.com/services/data/v59.0/sobjects/Contact

{
  "FirstName": "John",
  "LastName": "Doe",
  "Email": "john@example.com",
  "AccountId": "{account_id}"
}

Update record

PATCH https://{instance}.salesforce.com/services/data/v59.0/sobjects/Contact/{record_id}

{
  "Title": "Senior Developer"
}

Search records (SOSL)

GET https://{instance}.salesforce.com/services/data/v59.0/search?q=FIND+{searchTerm}+IN+ALL+FIELDS+RETURNING+Contact(Id,Name,Email)

Authorization: Bearer {access_token}

Get opportunities

GET https://{instance}.salesforce.com/services/data/v59.0/query?q=SELECT+Id,Name,Amount,StageName,CloseDate+FROM+Opportunity+WHERE+IsClosed=false

Authorization: Bearer {access_token}

Describe object

GET https://{instance}.salesforce.com/services/data/v59.0/sobjects/Contact/describe

Authorization: Bearer {access_token}

CLI Commands

# Authenticate
sf org login web

# Query records
sf data query --query "SELECT Id, Name FROM Account LIMIT 10"

# Create record
sf data create record --sobject Account --values "Name='New Account'"

# Deploy metadata
sf project deploy start

# Run Apex
sf apex run --file script.apex

SOQL Examples

-- Get contacts with accounts
SELECT Id, Name, Email, Account.Name
FROM Contact
WHERE Account.Industry = 'Technology'

-- Get opportunities by stage
SELECT StageName, COUNT(Id)
FROM Opportunity
GROUP BY StageName

-- Get recent leads
SELECT Id, Name, Company, Status
FROM Lead
WHERE CreatedDate = LAST_N_DAYS:30
ORDER BY CreatedDate DESC

Key Objects

• Lead - Potential customer
• Contact - Person at account
• Account - Company/organization
• Opportunity - Sales deal
• Case - Support ticket
• Campaign - Marketing campaign

When to Use

• Enterprise CRM operations
• Complex sales processes
• Multi-object relationships
• Custom object management
• Marketing campaign tracking

Rate Limits

• 15,000 API calls per 24 hours (Enterprise)
• Higher limits available

Relevant Skills

• emails
• analytics
• paid-ads