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  5. Salesforce

Salesforce Extension

📇 CRM·by bluebeeweb·v0.1.0
Free
Open in panel
0 capabilities2 actions0 installs

About this extension

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.

What you get

Every capability exposed by Salesforce, metered per action and guarded by the two-step safety protocol.

  • connect_salesforcewrite

    Connect 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_connectionsread

    List the connected Salesforce organizations.

  • create_recordwrite

    Create 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_recordread

    Read one record of any Salesforce sObject type by Id, optionally limited to specific fields.

  • update_recordwrite

    Update selected fields on an existing record of any Salesforce sObject type. Only given fields change.

  • upsert_recordwrite

    Create 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_recorddestructive

    Permanently delete one record of any Salesforce sObject type by Id. Salesforce keeps it recoverable in the Recycle Bin for 15 days.

  • describe_objectread

    Read 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_objectsread

    List every sObject type available in this org -- standard objects and custom (__c) objects alike.

  • run_soqlread

    Run 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_soqlread

    Fetch the next page of a large SOQL result set, using the next_records_url returned by run_soql/continue_soql.

  • run_soslread

    Run 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_compositewrite

    Run 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_jobwrite

    Start 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_jobread

    Check the status of a Bulk API 2.0 job -- state, records processed, records failed.

  • list_bulk_jobsread

    List recent Bulk API 2.0 jobs in this org, most recent first.

  • get_bulk_job_resultsread

    Read 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_jobwrite

    Abort a Bulk API 2.0 job that is still open or in progress.

  • convert_leadwrite

    Convert 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_feedwrite

    Post a new Chatter feed item (a comment/update) on any record -- the collaboration layer Salesforce users see on a record's page.

  • list_chatter_feedread

    Read the Chatter feed (comments/updates) posted on one record.

  • comment_on_feedwrite

    Add a comment to an existing Chatter feed item.

  • list_record_filesread

    List files (ContentDocuments) attached to a record via the Files related list.

  • upload_filewrite

    Upload a file and attach it to a record -- creates a ContentVersion and links it via ContentDocumentLink.

  • list_reportsread

    List Salesforce reports available to run.

  • run_reportread

    Run a Salesforce report by Id and return its summarized result rows.

  • list_dashboardsread

    List Salesforce dashboards.

  • get_dashboardread

    Read one dashboard's components/values by Id.

  • submit_for_approvalwrite

    Submit a record into its assigned Approval Process (e.g. a big discount Opportunity, or an Expense Report over a threshold).

  • process_approvalwrite

    Approve, reject, or remove a pending approval work item -- acting on behalf of the assigned approver.

  • list_approval_work_itemsread

    List pending approval work items across the org (records currently awaiting a decision).

  • send_emailwrite

    Send a transactional email through Salesforce (using the org's own send-email capability), optionally logging it against a related record.

  • get_org_limitsread

    Read 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_eventwrite

    Publish a custom Platform Event -- Salesforce's own pub/sub messaging mechanism for notifying other systems/Flows/Apex triggers in near real time.

  • bulk_update_recordswrite

    Update 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_recordsdestructive

    Delete 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_orgread

    Build 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_salesforcewrite

    Disconnect one Salesforce organization. Nothing in Salesforce itself is changed; only the saved credentials here are deleted.

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Ready to use Salesforce?

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