describe_object
Retrieve metadata about a Salesforce object type, including its fields, relationships, record types, and supported operations. Use this to discover the schema of any standard or custom object. If no object type is provided, returns a list of all available objects in the org.
upsert_record
Insert or update (upsert) a Salesforce record using an external ID field. If a record with the given external ID value exists, it is updated; otherwise a new record is created. Commonly used for data synchronization with external systems.
manage_bulk_job
Create, monitor, and manage Salesforce Bulk API 2.0 jobs for processing large data volumes. Supports creating ingest jobs (insert, update, upsert, delete), uploading CSV data, closing/aborting jobs, checking status, and retrieving results. Also supports bulk query jobs.
run_report
Run an existing Salesforce report and retrieve its results, or list available reports. Optionally pass custom filters to override the report's default filters at runtime. Can also retrieve report metadata to understand available columns and filters.
composite_request
Execute multiple API subrequests in a single call using the Salesforce Composite API. Supports three modes: - **composite**: Execute a sequence of subrequests where later requests can reference results of earlier ones. - **tree**: Create a parent record and its related child records in a single request. - **collection**: Perform batch CRUD operations on up to 200 records of the same type.
search_records
Perform a full-text search across multiple Salesforce objects using SOSL (Salesforce Object Search Language). Unlike SOQL which queries a single object, SOSL searches across multiple objects simultaneously. Example SOSL: `FIND {Acme} IN ALL FIELDS RETURNING Account(Id, Name), Contact(Id, Name, Email)`
manage_chatter
Interact with Salesforce Chatter feeds. Post updates to records, groups, or user feeds, and retrieve feed items. Chatter provides social collaboration features within Salesforce.
update_record
Update an existing Salesforce record. Provide the object type, record ID, and the field values to update. Only the specified fields will be modified; other fields remain unchanged.
get_record
Retrieve a single Salesforce record by its ID and object type. Supports fetching specific fields to reduce payload size. Works with any standard or custom sObject (Account, Contact, Lead, Opportunity, Case, custom objects, etc.).
get_org_limits
Retrieve the current API usage limits and remaining allocations for the Salesforce org. Shows limits for daily API calls, data storage, file storage, and other governor limits.
query_records
Execute a SOQL (Salesforce Object Query Language) query to retrieve records. Supports standard SELECT queries with WHERE, ORDER BY, LIMIT, GROUP BY, and relationship queries. Use **queryAll** mode to include deleted and archived records. Example SOQL: `SELECT Id, Name, Industry FROM Account WHERE Industry = 'Technology' LIMIT 10`
delete_record
Delete a Salesforce record by its ID and object type. This permanently removes the record (or moves it to the Recycle Bin depending on org settings).
create_record
Create a new record in Salesforce for any standard or custom object type. Provide the object type and field values to create the record. Returns the newly created record's ID.
get_user_info
Retrieve information about the authenticated Salesforce user from the OAuth userinfo endpoint. Use the returned userId as OwnerId when assigning records, tasks, or activities to the current user.
Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.
Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.
Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.
Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.
Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.
Track, manage, and resolve application errors and performance issues. List, query, and bulk-update issues and error events with filters like status, assignment, and tags. Create and manage releases, associate commits, and upload source maps. Configure issue alert rules and metric alert rules with notification actions. Set up cron monitors to detect missed or failed scheduled jobs. Build custom dashboards with configurable widgets. Run ad-hoc Discover queries across errors and transactions for performance analysis. Manage organizations, teams, projects, and members. Provision users via SCIM. Access session replay data. Receive webhooks for issues, errors, alerts, comments, and installation events.
Customer success managers prepare for quarterly business reviews by manually pulling together account data from multiple sources. This workflow queries Salesforce for account and opportunity data, searches Slack for recent customer mentions, and compiles a health summary ready for the QBR meeting.
When a Salesforce opportunity is marked closed-won, automatically create a structured Asana project with standard delivery sections and tasks, assign team members, and notify the delivery team so work can start without manual handoff.
Revenue teams lose deal context when key email exchanges never make it back to Salesforce. This workflow searches Outlook for recent email threads related to open opportunities, summarizes the key developments, and updates the corresponding Salesforce opportunity records to keep the CRM accurate.
The agent pulls a list of Salesforce leads, enriches each one with web research on their company and recent activity, then bulk upserts the enriched records into Item CRM with updated fields and contact notes.
Pull CRM data on accounts approaching renewal, cross-reference support ticket history, and generate a prioritized health report posted to Slack so customer success managers know which accounts need immediate attention.
Keep Salesforce account records current by periodically researching each account online, extracting key firmographic signals, and writing enriched data back without manual data entry.
For each new Salesforce lead, research the contact's company using web search and structured page extraction, then update the lead record with enriched firmographic data to improve outreach personalisation.
Pull financial records from Salesforce, normalize multi-currency revenue figures using live exchange rates, and compile a consolidated revenue report posted to the finance Microsoft Teams channel.
When a field support ticket arrives, enrich it with device and customer data from Salesforce, search for related known issues in GitHub, and escalate to the engineering team via Slack if a pattern is detected.
Monitor a sales team's email inbox for customer replies, extract deal signals such as budget confirmations or timeline changes, and update the corresponding Salesforce opportunity fields automatically.
Each week, the agent queries Salesforce for at-risk opportunities, overdue tasks, and stale deals, then compiles a pipeline health digest and posts it to the revenue team's Microsoft Teams channel.
Pull qualified contacts from open Salesforce opportunities and automatically enroll them in the right Apollo email sequences to accelerate pipeline without manual coordination between tools.
Finance and revenue operations teams frequently find that Salesforce pipeline data and Tableau revenue dashboards are out of sync, leading to conflicting reports in leadership meetings. This workflow queries Salesforce for current pipeline data and triggers a Tableau data source refresh so dashboards reflect the latest CRM state.
Sales development teams waste time entering and qualifying leads that don't meet ideal customer profile criteria. This workflow researches inbound leads using web search, validates company fit against ICP criteria, and creates qualified Salesforce leads with enriched data so SDRs focus only on the best prospects.
Before a sales rep makes contact, the agent searches the web for recent company news, funding announcements, and product changes, then updates the Salesforce account record with a structured research brief and logs a task for follow-up.
Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Common questions about connecting Salesforce to AI agents with Metorial.