Salesforce
Arcade tools designed for LLMs to interact with Salesforce
2.0.1
The Arcade toolkit for Salesforce empowers developers to harness the capabilities of LLMs for seamless interaction with Salesforce data. It enables efficient data retrieval and modification in a user-friendly manner.
Capabilities
- Create and manage contacts effortlessly.
- Retrieve comprehensive account information, including related entities.
- Perform keyword-based searches to find accounts quickly.
- Facilitate reading and writing of various Salesforce objects.
OAuth
- Provider: Unknown
- Scopes: read_account, read_contact, read_lead, read_note, read_opportunity, read_task, write_contact
Secrets
- Types: API Key, Unknown
- Examples: SALESFORCE_ORG_SUBDOMAIN, SALESFORCE_MAX_CONCURRENT_REQUESTS
Available tools(3)
| Tool name | Description | Secrets | |
|---|---|---|---|
Creates a contact in Salesforce. | 2 | ||
Gets the account with related info: contacts, leads, notes, calls, opportunities, tasks,
emails, and events (up to 10 items of each type).
An account is an organization (such as a customer, supplier, or partner, though more commonly
a customer). In some Salesforce account setups, an account can also represent a person. | 1 | ||
Searches for accounts in Salesforce and returns them with related info: contacts, leads,
notes, calls, opportunities, tasks, emails, and events (up to 10 items of each type).
An account is an organization (such as a customer, supplier, or partner, though more commonly
a customer). In some Salesforce account setups, an account can also represent a person. | 1 |
Selected tools
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Requirements
Select tools to see requirements
Salesforce.CreateContact
Creates a contact in Salesforce.
Parameters
| Parameter | Type | Req. | Description |
|---|---|---|---|
account_id | string | Required | The ID of the account to create the contact for. |
last_name | string | Required | The last name of the contact. |
first_name | string | Optional | The first name of the contact. |
email | string | Optional | The email of the contact. |
phone | string | Optional | The phone number of the contact. |
mobile_phone | string | Optional | The mobile phone number of the contact. |
title | string | Optional | The title of the contact. E.g. 'CEO', 'Sales Director', 'CTO', etc. |
department | string | Optional | The department of the contact. E.g. 'Marketing', 'Sales', 'IT', etc. |
description | string | Optional | The description of the contact. |
Requirements
Output
json— The created contact.Salesforce.GetAccountDataById
Gets the account with related info: contacts, leads, notes, calls, opportunities, tasks, emails, and events (up to 10 items of each type). An account is an organization (such as a customer, supplier, or partner, though more commonly a customer). In some Salesforce account setups, an account can also represent a person.
Parameters
| Parameter | Type | Req. | Description |
|---|---|---|---|
account_id | string | Required | The ID of the account to get data for. |
Requirements
Output
json— The account with related info: contacts, leads, notes, calls, opportunities, tasks, emails, and events (up to 10 items of each type)Salesforce.GetAccountDataByKeywords
Searches for accounts in Salesforce and returns them with related info: contacts, leads, notes, calls, opportunities, tasks, emails, and events (up to 10 items of each type). An account is an organization (such as a customer, supplier, or partner, though more commonly a customer). In some Salesforce account setups, an account can also represent a person.
Parameters
| Parameter | Type | Req. | Description |
|---|---|---|---|
query | string | Required | The query to search for accounts. MUST be longer than one character. It will match the keywords against all account fields, such as name, website, phone, address, etc. E.g. 'Acme' |
limit | integer | Optional | The maximum number of accounts to return. Defaults to 10. Maximum allowed is 10. |
page | integer | Optional | The page number to return. Defaults to 1 (first page of results). |
Requirements
Output
json— The accounts matching the query with related info: contacts, leads, notes, calls, opportunities, tasks, emails, and events (up to 10 items of each type)