CRM and sales automation with Salesforce integration for CrewAI.
SALESFORCE_CREATE_RECORD_CONTACT
FirstName
(string, optional): First NameLastName
(string, required): Last Name - This field is requiredaccountId
(string, optional): Account ID - The Account that the Contact belongs toEmail
(string, optional): Email addressTitle
(string, optional): Title of the contact, such as CEO or Vice PresidentDescription
(string, optional): A description of the ContactadditionalFields
(object, optional): Additional fields in JSON format for custom Contact fieldsSALESFORCE_CREATE_RECORD_LEAD
FirstName
(string, optional): First NameLastName
(string, required): Last Name - This field is requiredCompany
(string, required): Company - This field is requiredEmail
(string, optional): Email addressPhone
(string, optional): Phone numberWebsite
(string, optional): Website URLTitle
(string, optional): Title of the contact, such as CEO or Vice PresidentStatus
(string, optional): Lead Status - Use Connect Portal Workflow Settings to select Lead StatusDescription
(string, optional): A description of the LeadadditionalFields
(object, optional): Additional fields in JSON format for custom Lead fieldsSALESFORCE_CREATE_RECORD_OPPORTUNITY
Name
(string, required): The Opportunity name - This field is requiredStageName
(string, optional): Opportunity Stage - Use Connect Portal Workflow Settings to select stageCloseDate
(string, optional): Close Date in YYYY-MM-DD format - Defaults to 30 days from current dateAccountId
(string, optional): The Account that the Opportunity belongs toAmount
(string, optional): Estimated total sale amountDescription
(string, optional): A description of the OpportunityOwnerId
(string, optional): The Salesforce user assigned to work on this OpportunityNextStep
(string, optional): Description of next task in closing OpportunityadditionalFields
(object, optional): Additional fields in JSON format for custom Opportunity fieldsSALESFORCE_CREATE_RECORD_TASK
whatId
(string, optional): Related to ID - The ID of the Account or Opportunity this Task is related towhoId
(string, optional): Name ID - The ID of the Contact or Lead this Task is related tosubject
(string, required): Subject of the taskactivityDate
(string, optional): Activity Date in YYYY-MM-DD formatdescription
(string, optional): A description of the TasktaskSubtype
(string, required): Task Subtype - Options: task, email, listEmail, callStatus
(string, optional): Status - Options: Not Started, In Progress, CompletedownerId
(string, optional): Assigned To ID - The Salesforce user assigned to this TaskcallDurationInSeconds
(string, optional): Call Duration in secondsisReminderSet
(boolean, optional): Whether reminder is setreminderDateTime
(string, optional): Reminder Date/Time in ISO formatadditionalFields
(object, optional): Additional fields in JSON format for custom Task fieldsSALESFORCE_CREATE_RECORD_ACCOUNT
Name
(string, required): The Account name - This field is requiredOwnerId
(string, optional): The Salesforce user assigned to this AccountWebsite
(string, optional): Website URLPhone
(string, optional): Phone numberDescription
(string, optional): Account descriptionadditionalFields
(object, optional): Additional fields in JSON format for custom Account fieldsSALESFORCE_CREATE_RECORD_ANY
SALESFORCE_UPDATE_RECORD_CONTACT
recordId
(string, required): The ID of the record to updateFirstName
(string, optional): First NameLastName
(string, optional): Last NameaccountId
(string, optional): Account ID - The Account that the Contact belongs toEmail
(string, optional): Email addressTitle
(string, optional): Title of the contactDescription
(string, optional): A description of the ContactadditionalFields
(object, optional): Additional fields in JSON format for custom Contact fieldsSALESFORCE_UPDATE_RECORD_LEAD
recordId
(string, required): The ID of the record to updateFirstName
(string, optional): First NameLastName
(string, optional): Last NameCompany
(string, optional): Company nameEmail
(string, optional): Email addressPhone
(string, optional): Phone numberWebsite
(string, optional): Website URLTitle
(string, optional): Title of the contactStatus
(string, optional): Lead StatusDescription
(string, optional): A description of the LeadadditionalFields
(object, optional): Additional fields in JSON format for custom Lead fieldsSALESFORCE_UPDATE_RECORD_OPPORTUNITY
recordId
(string, required): The ID of the record to updateName
(string, optional): The Opportunity nameStageName
(string, optional): Opportunity StageCloseDate
(string, optional): Close Date in YYYY-MM-DD formatAccountId
(string, optional): The Account that the Opportunity belongs toAmount
(string, optional): Estimated total sale amountDescription
(string, optional): A description of the OpportunityOwnerId
(string, optional): The Salesforce user assigned to work on this OpportunityNextStep
(string, optional): Description of next task in closing OpportunityadditionalFields
(object, optional): Additional fields in JSON format for custom Opportunity fieldsSALESFORCE_UPDATE_RECORD_TASK
recordId
(string, required): The ID of the record to updatewhatId
(string, optional): Related to ID - The ID of the Account or Opportunity this Task is related towhoId
(string, optional): Name ID - The ID of the Contact or Lead this Task is related tosubject
(string, optional): Subject of the taskactivityDate
(string, optional): Activity Date in YYYY-MM-DD formatdescription
(string, optional): A description of the TaskStatus
(string, optional): Status - Options: Not Started, In Progress, CompletedownerId
(string, optional): Assigned To ID - The Salesforce user assigned to this TaskcallDurationInSeconds
(string, optional): Call Duration in secondsisReminderSet
(boolean, optional): Whether reminder is setreminderDateTime
(string, optional): Reminder Date/Time in ISO formatadditionalFields
(object, optional): Additional fields in JSON format for custom Task fieldsSALESFORCE_UPDATE_RECORD_ACCOUNT
recordId
(string, required): The ID of the record to updateName
(string, optional): The Account nameOwnerId
(string, optional): The Salesforce user assigned to this AccountWebsite
(string, optional): Website URLPhone
(string, optional): Phone numberDescription
(string, optional): Account descriptionadditionalFields
(object, optional): Additional fields in JSON format for custom Account fieldsSALESFORCE_UPDATE_RECORD_ANY
SALESFORCE_GET_RECORD_BY_ID_CONTACT
recordId
(string, required): Record ID of the ContactSALESFORCE_GET_RECORD_BY_ID_LEAD
recordId
(string, required): Record ID of the LeadSALESFORCE_GET_RECORD_BY_ID_OPPORTUNITY
recordId
(string, required): Record ID of the OpportunitySALESFORCE_GET_RECORD_BY_ID_TASK
recordId
(string, required): Record ID of the TaskSALESFORCE_GET_RECORD_BY_ID_ACCOUNT
recordId
(string, required): Record ID of the AccountSALESFORCE_GET_RECORD_BY_ID_ANY
recordType
(string, required): Record Type (e.g., “CustomObject__c”)recordId
(string, required): Record IDSALESFORCE_SEARCH_RECORDS_CONTACT
filterFormula
(object, optional): Advanced filter in disjunctive normal form with field-specific operatorssortBy
(string, optional): Sort field (e.g., “CreatedDate”)sortDirection
(string, optional): Sort direction - Options: ASC, DESCincludeAllFields
(boolean, optional): Include all fields in resultspaginationParameters
(object, optional): Pagination settings with pageCursorSALESFORCE_SEARCH_RECORDS_LEAD
filterFormula
(object, optional): Advanced filter in disjunctive normal form with field-specific operatorssortBy
(string, optional): Sort field (e.g., “CreatedDate”)sortDirection
(string, optional): Sort direction - Options: ASC, DESCincludeAllFields
(boolean, optional): Include all fields in resultspaginationParameters
(object, optional): Pagination settings with pageCursorSALESFORCE_SEARCH_RECORDS_OPPORTUNITY
filterFormula
(object, optional): Advanced filter in disjunctive normal form with field-specific operatorssortBy
(string, optional): Sort field (e.g., “CreatedDate”)sortDirection
(string, optional): Sort direction - Options: ASC, DESCincludeAllFields
(boolean, optional): Include all fields in resultspaginationParameters
(object, optional): Pagination settings with pageCursorSALESFORCE_SEARCH_RECORDS_TASK
filterFormula
(object, optional): Advanced filter in disjunctive normal form with field-specific operatorssortBy
(string, optional): Sort field (e.g., “CreatedDate”)sortDirection
(string, optional): Sort direction - Options: ASC, DESCincludeAllFields
(boolean, optional): Include all fields in resultspaginationParameters
(object, optional): Pagination settings with pageCursorSALESFORCE_SEARCH_RECORDS_ACCOUNT
filterFormula
(object, optional): Advanced filter in disjunctive normal form with field-specific operatorssortBy
(string, optional): Sort field (e.g., “CreatedDate”)sortDirection
(string, optional): Sort direction - Options: ASC, DESCincludeAllFields
(boolean, optional): Include all fields in resultspaginationParameters
(object, optional): Pagination settings with pageCursorSALESFORCE_SEARCH_RECORDS_ANY
recordType
(string, required): Record Type to searchfilterFormula
(string, optional): Filter search criteriaincludeAllFields
(boolean, optional): Include all fields in resultspaginationParameters
(object, optional): Pagination settings with pageCursorSALESFORCE_GET_RECORD_BY_VIEW_ID_CONTACT
listViewId
(string, required): List View IDpaginationParameters
(object, optional): Pagination settings with pageCursorSALESFORCE_GET_RECORD_BY_VIEW_ID_LEAD
listViewId
(string, required): List View IDpaginationParameters
(object, optional): Pagination settings with pageCursorSALESFORCE_GET_RECORD_BY_VIEW_ID_OPPORTUNITY
listViewId
(string, required): List View IDpaginationParameters
(object, optional): Pagination settings with pageCursorSALESFORCE_GET_RECORD_BY_VIEW_ID_TASK
listViewId
(string, required): List View IDpaginationParameters
(object, optional): Pagination settings with pageCursorSALESFORCE_GET_RECORD_BY_VIEW_ID_ACCOUNT
listViewId
(string, required): List View IDpaginationParameters
(object, optional): Pagination settings with pageCursorSALESFORCE_GET_RECORD_BY_VIEW_ID_ANY
recordType
(string, required): Record TypelistViewId
(string, required): List View IDpaginationParameters
(object, optional): Pagination settings with pageCursorSALESFORCE_CREATE_CUSTOM_FIELD_CONTACT
label
(string, required): Field Label for displays and internal referencetype
(string, required): Field Type - Options: Checkbox, Currency, Date, Email, Number, Percent, Phone, Picklist, MultiselectPicklist, Text, TextArea, LongTextArea, Html, Time, UrldefaultCheckboxValue
(boolean, optional): Default value for checkbox fieldslength
(string, required): Length for numeric/text fieldsdecimalPlace
(string, required): Decimal places for numeric fieldspickListValues
(string, required): Values for picklist fields (separated by new lines)visibleLines
(string, required): Visible lines for multiselect/text area fieldsdescription
(string, optional): Field descriptionhelperText
(string, optional): Helper text shown on hoverdefaultFieldValue
(string, optional): Default field valueSALESFORCE_CREATE_CUSTOM_FIELD_LEAD
label
(string, required): Field Label for displays and internal referencetype
(string, required): Field Type - Options: Checkbox, Currency, Date, Email, Number, Percent, Phone, Picklist, MultiselectPicklist, Text, TextArea, LongTextArea, Html, Time, UrldefaultCheckboxValue
(boolean, optional): Default value for checkbox fieldslength
(string, required): Length for numeric/text fieldsdecimalPlace
(string, required): Decimal places for numeric fieldspickListValues
(string, required): Values for picklist fields (separated by new lines)visibleLines
(string, required): Visible lines for multiselect/text area fieldsdescription
(string, optional): Field descriptionhelperText
(string, optional): Helper text shown on hoverdefaultFieldValue
(string, optional): Default field valueSALESFORCE_CREATE_CUSTOM_FIELD_OPPORTUNITY
label
(string, required): Field Label for displays and internal referencetype
(string, required): Field Type - Options: Checkbox, Currency, Date, Email, Number, Percent, Phone, Picklist, MultiselectPicklist, Text, TextArea, LongTextArea, Html, Time, UrldefaultCheckboxValue
(boolean, optional): Default value for checkbox fieldslength
(string, required): Length for numeric/text fieldsdecimalPlace
(string, required): Decimal places for numeric fieldspickListValues
(string, required): Values for picklist fields (separated by new lines)visibleLines
(string, required): Visible lines for multiselect/text area fieldsdescription
(string, optional): Field descriptionhelperText
(string, optional): Helper text shown on hoverdefaultFieldValue
(string, optional): Default field valueSALESFORCE_CREATE_CUSTOM_FIELD_TASK
label
(string, required): Field Label for displays and internal referencetype
(string, required): Field Type - Options: Checkbox, Currency, Date, Email, Number, Percent, Phone, Picklist, MultiselectPicklist, Text, TextArea, Time, UrldefaultCheckboxValue
(boolean, optional): Default value for checkbox fieldslength
(string, required): Length for numeric/text fieldsdecimalPlace
(string, required): Decimal places for numeric fieldspickListValues
(string, required): Values for picklist fields (separated by new lines)visibleLines
(string, required): Visible lines for multiselect fieldsdescription
(string, optional): Field descriptionhelperText
(string, optional): Helper text shown on hoverdefaultFieldValue
(string, optional): Default field valueSALESFORCE_CREATE_CUSTOM_FIELD_ACCOUNT
label
(string, required): Field Label for displays and internal referencetype
(string, required): Field Type - Options: Checkbox, Currency, Date, Email, Number, Percent, Phone, Picklist, MultiselectPicklist, Text, TextArea, LongTextArea, Html, Time, UrldefaultCheckboxValue
(boolean, optional): Default value for checkbox fieldslength
(string, required): Length for numeric/text fieldsdecimalPlace
(string, required): Decimal places for numeric fieldspickListValues
(string, required): Values for picklist fields (separated by new lines)visibleLines
(string, required): Visible lines for multiselect/text area fieldsdescription
(string, optional): Field descriptionhelperText
(string, optional): Helper text shown on hoverdefaultFieldValue
(string, optional): Default field valueSALESFORCE_CREATE_CUSTOM_FIELD_ANY
SALESFORCE_WRITE_SOQL_QUERY
query
(string, required): SOQL Query (e.g., “SELECT Id, Name FROM Account WHERE Name = ‘Example’”)SALESFORCE_CREATE_CUSTOM_OBJECT
label
(string, required): Object Label for tabs, page layouts, and reportspluralLabel
(string, required): Plural Label (e.g., “Accounts”)description
(string, optional): A description of the Custom ObjectrecordName
(string, required): Record Name that appears in layouts and searches (e.g., “Account Name”)SALESFORCE_DESCRIBE_ACTION_SCHEMA
recordType
(string, required): Record Type to describeoperation
(string, required): Operation Type (e.g., “CREATE_RECORD” or “UPDATE_RECORD”)