Connect your own Salesforce organization to manage CRM data from Imperal -- Accounts, Contacts, Leads, Opportunities, Cases, Tasks/Events, Campaigns, and any custom object via generic record tools. Run SOQL/SOSL queries and composite/batch requests, bulk-import or bulk-update via Bulk API 2.0, post to Chatter and attach files, read Reports & Dashboards, drive Approval Processes, send email, publish Platform Events, and audit your org (pipeline snapshot, stale opportunities, org health). Uses your own Salesforce Connected App (OAuth 2.0 Client Credentials Flow) -- nothing is hosted or proxied by Imperal beyond the request itself. Note: this manages CRM data and declarative processes only; Metadata API deployments, Apex development (Tooling API), and real-time Streaming/Pub-Sub subscriptions are out of scope.
connect_salesforcewriteConnect a Salesforce organization by saving its Connected App credentials (Consumer Key/Secret + My Domain host) for the OAuth 2.0 Client Credentials Flow, after checking they actually work. You'll need a Connected App with Client Credentials Flow enabled and a 'Run As' integration user configured (Setup > App Manager > New Connected App).
list_connectionsreadList the connected Salesforce organizations.
create_recordwriteCreate a new record of any Salesforce sObject type -- standard (Account, Contact, Lead, Opportunity, Case, Task, Event, Campaign, User...) or custom (any __c object). The REST API is generic across every object, so this one tool covers all of them.
get_recordreadRead one record of any Salesforce sObject type by Id, optionally limited to specific fields.
update_recordwriteUpdate selected fields on an existing record of any Salesforce sObject type. Only given fields change.
upsert_recordwriteCreate or update a record by matching an External ID field instead of the Salesforce record Id -- the standard way to sync from an external system without tracking Salesforce Ids yourself.
delete_recorddestructivePermanently delete one record of any Salesforce sObject type by Id. Salesforce keeps it recoverable in the Recycle Bin for 15 days.
describe_objectreadRead the field-level metadata (schema) of a Salesforce sObject type -- every field's API name, label, type, and whether it's required/updateable/a picklist. Use this to discover what fields exist on a standard or custom object.
list_objectsreadList every sObject type available in this org -- standard objects and custom (__c) objects alike.
run_soqlreadRun a SOQL query against Salesforce records, e.g. "SELECT Id, Name FROM Account WHERE Industry = 'Technology'". Returns up to 2000 rows plus a next_records_url to page through more with continue_soql.
continue_soqlreadFetch the next page of a large SOQL result set, using the next_records_url returned by run_soql/continue_soql.
run_soslreadRun a SOSL full-text search across multiple sObject types at once, e.g. "FIND {Acme} IN ALL FIELDS RETURNING Account(Id, Name), Contact(Id, Name)".
run_compositewriteRun up to 25 different sObject operations in ONE atomic-or-not HTTP request -- Salesforce's own native batching, not a wrapper. Each sub-request has a reference_id so later sub-requests in the same call can reference its result.
create_bulk_jobwriteStart a Bulk API 2.0 job for mass insert/update/upsert/delete/hardDelete/query/queryAll -- for volumes too large for single record calls or run_soql's 2000-row page (Bulk API 2.0 handles up to 150 million records per job). For insert/update/upsert/delete, pass csv_data (header row + data rows); for query/queryAll, pass a SOQL query instead.
get_bulk_jobreadCheck the status of a Bulk API 2.0 job -- state, records processed, records failed.
list_bulk_jobsreadList recent Bulk API 2.0 jobs in this org, most recent first.
get_bulk_job_resultsreadRead the CSV results of a completed Bulk API 2.0 job -- successful records, failed records, unprocessed records, or the query rows for a query/queryAll job.
abort_bulk_jobwriteAbort a Bulk API 2.0 job that is still open or in progress.
convert_leadwriteConvert a Lead into an Account, Contact, and (optionally) an Opportunity -- Salesforce's own dedicated conversion process, not a plain field update. Requires the org's actual 'Converted' Lead Status picklist value.
post_chatter_feedwritePost a new Chatter feed item (a comment/update) on any record -- the collaboration layer Salesforce users see on a record's page.
list_chatter_feedreadRead the Chatter feed (comments/updates) posted on one record.
comment_on_feedwriteAdd a comment to an existing Chatter feed item.
list_record_filesreadList files (ContentDocuments) attached to a record via the Files related list.
upload_filewriteUpload a file and attach it to a record -- creates a ContentVersion and links it via ContentDocumentLink.
list_reportsreadList Salesforce reports available to run.
run_reportreadRun a Salesforce report by Id and return its summarized result rows.
list_dashboardsreadList Salesforce dashboards.
get_dashboardreadRead one dashboard's components/values by Id.
submit_for_approvalwriteSubmit a record into its assigned Approval Process (e.g. a big discount Opportunity, or an Expense Report over a threshold).
process_approvalwriteApprove, reject, or remove a pending approval work item -- acting on behalf of the assigned approver.
list_approval_work_itemsreadList pending approval work items across the org (records currently awaiting a decision).
send_emailwriteSend a transactional email through Salesforce (using the org's own send-email capability), optionally logging it against a related record.
get_org_limitsreadRead the org's current API/storage/feature limits and how much of each has been used -- e.g. daily API request budget remaining.
publish_platform_eventwritePublish a custom Platform Event -- Salesforce's own pub/sub messaging mechanism for notifying other systems/Flows/Apex triggers in near real time.
bulk_update_recordswriteUpdate the same fields on up to 200 explicit records of one object type in a single call -- for routine batch fixes too small for a Bulk API 2.0 job.
bulk_delete_recordsdestructiveDelete up to 200 explicit records of one object type in a single call -- for routine batch cleanup too small for a Bulk API 2.0 job.
audit_orgreadBuild an aggregated org health snapshot: API usage limits plus headline record counts (Account/Contact/Lead/Opportunity/Case) -- same value-add shape as MuleSoft/UiPath/Automation Anywhere/Blue Prism's estate audits.
disconnect_salesforcewriteDisconnect one Salesforce organization. Nothing in Salesforce itself is changed; only the saved credentials here are deleted.
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