salesforce-metadata-mcp 2.5.2 → 2.5.4
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/AGENTFORCE.md +65 -287
- package/CHANGELOG.md +68 -0
- package/README.md +19 -250
- package/TOOLS.md +103 -2034
- package/dist/index.d.ts +1 -0
- package/dist/index.js +4 -4
- package/dist/index.js.map +1 -1
- package/dist/schemas/index.d.ts +3833 -6
- package/dist/schemas/index.d.ts.map +1 -1
- package/dist/schemas/index.js +286 -241
- package/dist/schemas/index.js.map +1 -1
- package/dist/services/deployment.d.ts +4 -0
- package/dist/services/deployment.d.ts.map +1 -1
- package/dist/services/deployment.js +2 -124
- package/dist/services/deployment.js.map +1 -1
- package/dist/services/salesforce.d.ts +243 -1
- package/dist/services/salesforce.d.ts.map +1 -1
- package/dist/services/salesforce.js +1511 -857
- package/dist/services/salesforce.js.map +1 -1
- package/dist/tools/admin.d.ts +3 -0
- package/dist/tools/admin.d.ts.map +1 -0
- package/dist/tools/admin.js +3 -15
- package/dist/tools/admin.js.map +1 -0
- package/dist/tools/agentforce.js +43 -303
- package/dist/tools/apex.js +3 -154
- package/dist/tools/audit.d.ts +3 -0
- package/dist/tools/audit.d.ts.map +1 -0
- package/dist/tools/audit.js +2 -8
- package/dist/tools/audit.js.map +1 -0
- package/dist/tools/automation.js +2 -90
- package/dist/tools/data.d.ts +3 -0
- package/dist/tools/data.d.ts.map +1 -0
- package/dist/tools/data.js +1 -4
- package/dist/tools/data.js.map +1 -0
- package/dist/tools/deployment.js +5 -148
- package/dist/tools/deployment.js.map +1 -1
- package/dist/tools/einstein.d.ts +3 -0
- package/dist/tools/einstein.d.ts.map +1 -0
- package/dist/tools/einstein.js +2 -7
- package/dist/tools/einstein.js.map +1 -0
- package/dist/tools/experience.js +2 -105
- package/dist/tools/index.d.ts.map +1 -1
- package/dist/tools/index.js.map +1 -1
- package/dist/tools/integrations.js +2 -113
- package/dist/tools/monitoring.d.ts +3 -0
- package/dist/tools/monitoring.d.ts.map +1 -0
- package/dist/tools/monitoring.js +4 -12
- package/dist/tools/monitoring.js.map +1 -0
- package/dist/tools/objects.js +2 -129
- package/dist/tools/omnichannel.d.ts +3 -0
- package/dist/tools/omnichannel.d.ts.map +1 -0
- package/dist/tools/omnichannel.js +3 -28
- package/dist/tools/omnichannel.js.map +1 -0
- package/dist/tools/omnistudio.d.ts +3 -0
- package/dist/tools/omnistudio.d.ts.map +1 -0
- package/dist/tools/omnistudio.js +3 -37
- package/dist/tools/omnistudio.js.map +1 -0
- package/dist/tools/reports.d.ts +3 -0
- package/dist/tools/reports.d.ts.map +1 -0
- package/dist/tools/reports.js +3 -3
- package/dist/tools/reports.js.map +1 -0
- package/dist/tools/security.js +2 -82
- package/dist/tools/ui.js +2 -102
- package/package.json +3 -3
package/TOOLS.md
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# Tools Reference
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Complete documentation for all
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Complete documentation for all 60+ tools in `salesforce-metadata-mcp`.
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---
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##
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| Category | Tools |
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|----------|-------|
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| [Objects & Schema](#objects--schema) | 26 tools |
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| [Automation & Flows](#automation--flows) | 15 tools |
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| [Apex & Code](#apex--code) | 15 tools |
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| [LWC & Components](#lwc--components) | 2 tools |
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| [UI & App Builder](#ui--app-builder) | 18 tools |
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| [Security & Permissions](#security--permissions) | 12 tools |
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| [Data Management](#data-management) | 14 tools |
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| [Deployment & Environments](#deployment--environments) | 13 tools |
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| [Integrations & Connectivity](#integrations--connectivity) | 12 tools |
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| [Experience Cloud](#experience-cloud) | 10 tools |
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| [Agentforce](#agentforce) | 16 tools |
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| [OmniStudio](#omnistudio) | 19 tools |
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| [OmniChannel & Service](#omnichannel--service) | 14 tools |
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| [Audit Trail & Monitoring](#audit-trail--monitoring) | 8 tools |
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| [Admin & Org Management](#admin--org-management) | 6 tools |
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| [Einstein & AI](#einstein--ai) | 3 tools |
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| [Reports & Dashboards](#reports--dashboards) | 4 tools |
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| [MCP Server Generation](#mcp-server-generation) | 1 tool |
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---
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## Objects & Schema
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## Objects & Fields
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### sf_create_custom_object
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Creates a Salesforce Custom Object
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Creates a new Salesforce Custom Object using the Metadata API.
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**Parameters:**
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| Parameter | Type | Default | Description |
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| `fullName` | string | required | API name ending in `__c
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| `fullName` | string | required | API name ending in `__c`, e.g. `Invoice__c` |
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| `label` | string | required | Singular display label |
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| `pluralLabel` | string | required | Plural display label |
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| `description` | string | — | Optional description |
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| `nameFieldLabel` | string | `"Name"` | Label for the standard Name field |
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| `nameFieldType` | `Text\|AutoNumber` | `"Text"` | Name field type |
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| `autoNumberFormat` | string | — | Format for AutoNumber, e.g. `INV-{0000}` |
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| `deploymentStatus` | `Deployed\|InDevelopment` | `"Deployed"` | Deployment status |
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| `sharingModel` | `ReadWrite\|Read\|Private\|...` | `"ReadWrite"` | OWD sharing model |
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| `enableActivities` | boolean | `true` | Allow Tasks/Events |
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| `enableHistory` | boolean | `false` |
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| `enableHistory` | boolean | `false` | Enable field history tracking |
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| `enableReports` | boolean | `true` | Available in Reports |
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| `enableSearch` | boolean | `true` |
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| `enableSearch` | boolean | `true` | Searchable |
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**
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**Example prompts:**
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- "Create a custom object called Project__c with plural label Projects"
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- "Create a Job Application object with AutoNumber name format JOB-{0000}"
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- "Create a custom object called Feedback__c with Private sharing and no activities"
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### sf_create_custom_field
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Creates a
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Creates a new field on an existing object.
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**Parameters:**
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| Parameter | Type | Description |
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| `objectName` | string | Parent object
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| `fieldName` | string | API name ending in `__c` |
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| `objectName` | string | Parent object API name |
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| `fieldName` | string | Field API name ending in `__c` |
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| `label` | string | Display label |
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| `type` |
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| `required` | boolean |
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| `type` | FieldType | Text, Number, Picklist, Lookup, etc. |
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| `required` | boolean | Is field required |
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| `unique` | boolean | Must values be unique |
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| `length` | number | For Text fields (1-255) |
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| `precision` / `scale` | number | For Number/Currency fields |
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| `picklistValues` | object | Required for Picklist/MultiselectPicklist |
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| `referenceTo` | string | For Lookup/MasterDetail |
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| `deleteConstraint` | string | For Lookup: Cascade/Restrict/SetNull |
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### sf_add_picklist_values
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Adds new values to an existing Picklist or MultiselectPicklist field without removing existing values.
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| `objectFieldFullName` | string | `ObjectName.FieldName__c` |
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| `values` | array | `[{fullName, label, default}]` |
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**Example prompts:**
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- "Add a Status__c picklist field to Invoice__c with values: Draft, Pending, Approved, Rejected"
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- "Add an Amount__c currency field to Opportunity with 2 decimal places"
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- "Add a lookup from Project__c to Account"
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### sf_create_custom_metadata_type
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Creates a Custom Metadata Type (
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Creates a Custom Metadata Type (__mdt) for storing configuration.
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**Parameters:**
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| `fullName` | string | API name ending in `__mdt` |
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| `label`
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| `label` | string | Singular label |
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| `pluralLabel` | string | Plural label |
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| `description` | string | Optional description |
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| `fields` | array | Custom fields to add |
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Creates a record in an existing Custom Metadata Type.
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| `typeName` | string | e.g. `Config__mdt` |
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| `recordName` | string | Record API name |
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| `label` | string | Record label |
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| `values` | array | `[{field, value}]` |
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---
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### sf_create_custom_label
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Creates or updates a Custom Label (translatable text string accessible in Apex, LWC, Flows).
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| `fullName` | string | Label API name |
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| `value` | string | Label text |
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| `language` | string | ISO code, e.g. `en_US` |
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| `categories` | string | Optional category tag |
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---
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### sf_create_custom_setting
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Creates a Custom Setting object (`__c`) of Hierarchy or List type.
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| `fullName` | string | API name ending in `__c` |
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| `settingType` | `Hierarchy\|List` | Setting type |
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| `visibility` | `Public\|Protected` | Package visibility |
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| `fields` | array | Fields to add |
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---
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### sf_create_global_value_set
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Creates a Global Value Set (shared picklist) reusable across multiple fields.
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| `fullName` | string | API name |
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| `masterLabel` | string | Display label |
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| `sorted` | boolean | Sort values alphabetically |
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| `values` | array | `[{fullName, label, default}]` |
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### sf_create_record_type
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Creates a Record Type on an object for different page layouts and picklist values.
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| `objectName` | string | Parent object |
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| `fullName` | string | Record type API name |
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| `label` | string | Display label |
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| `businessProcess` | string | Business process name (Opportunity, Lead, Case) |
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| `picklistValues` | array | `[{picklist, values:[]}]` |
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### sf_create_business_process
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Creates a Business Process defining which picklist values are available for a Record Type.
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| `objectName` | string | `Opportunity`, `Lead`, or `Case` |
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| `processName` | string | Process API name |
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| `values` | array | `[{fullName, default}]` |
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### sf_create_page_layout
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Creates a Page Layout defining fields, sections, and related lists on record pages.
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| `layoutName` | string | Layout API name |
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| `sections` | array | `[{label, columns, fields:[]}]` |
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| `relatedLists` | array | Related list names to include |
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### sf_create_sharing_rule
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Creates a Sharing Rule to extend record access beyond OWD.
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| `ruleType` | `criteria\|owner` | Criteria-based or ownership-based |
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| `accessLevel` | string | `Read` or `Edit` |
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| `sharedTo` | string | Role, group, or territory to share to |
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| `criteriaItems` | array | For criteria-based rules |
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### sf_create_field_dependency
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Creates a controlling/dependent picklist field dependency.
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| `objectName` | string | Parent object |
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| `controllingField` | string | Controlling field API name |
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| `dependentField` | string | Dependent field API name |
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| `valueSettings` | array | `[{controllingFieldValue, dependentValues:[]}]` |
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### sf_update_custom_object
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Updates properties of an existing custom object (label, plural label, description, feature toggles).
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### sf_update_custom_field
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Updates an existing custom field's label, description, help text, required, or default value.
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| `objectApiName` | string | Parent object |
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| `fieldApiName` | string | Field API name |
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| `label` / `description` / `helpText` | string | Updated values |
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### sf_create_relationship_field
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Creates a Lookup or Master-Detail relationship field.
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| `objectName` | string | Child object |
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| `fieldName` | string | Field API name |
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| `relationType` | `Lookup\|MasterDetail` | Relationship type |
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| `referenceTo` | string | Parent object |
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| `deleteConstraint` | string | `Cascade`, `Restrict`, or `SetNull` (Lookup only) |
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### sf_create_formula_field
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Creates a formula field with a calculated value.
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| Parameter | Type | Description |
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237
|
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|-----------|------|-------------|
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238
|
-
| `objectName` | string | Parent object |
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239
|
-
| `fieldName` | string | Field API name |
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240
|
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| `returnType` | string | `Text`, `Number`, `Currency`, `Date`, `DateTime`, `Checkbox`, `Percent` |
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241
|
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| `formula` | string | Formula expression |
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242
|
-
|
|
243
|
-
---
|
|
244
|
-
|
|
245
|
-
### sf_delete_custom_object ⚠️ Destructive
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246
|
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Permanently deletes a custom object and all its records via Metadata API `deleteMetadata`.
|
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247
|
-
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248
|
-
| Parameter | Type | Description |
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|
249
|
-
|-----------|------|-------------|
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|
250
|
-
| `objectApiName` | string | Full API name ending in `__c` |
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251
|
-
|
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252
|
-
> **Warning:** Irreversible. All records, fields, and configurations for the object are deleted.
|
|
253
|
-
|
|
254
|
-
---
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|
255
|
-
|
|
256
|
-
### sf_delete_custom_field ⚠️ Destructive
|
|
257
|
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Permanently deletes a custom field from an object.
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258
|
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259
|
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| Parameter | Type | Description |
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260
|
-
|-----------|------|-------------|
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261
|
-
| `objectApiName` | string | Parent object |
|
|
262
|
-
| `fieldApiName` | string | Field API name ending in `__c` |
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|
263
|
-
|
|
264
|
-
---
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|
265
|
-
|
|
266
|
-
### sf_create_rollup_summary_field
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|
267
|
-
Creates a Roll-Up Summary field on a master object (requires master-detail relationship).
|
|
268
|
-
|
|
269
|
-
| Parameter | Type | Description |
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|
270
|
-
|-----------|------|-------------|
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271
|
-
| `objectApiName` | string | Master object |
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272
|
-
| `fieldName` | string | New field name (no `__c`) |
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273
|
-
| `label` | string | Display label |
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274
|
-
| `summaryOperation` | `COUNT\|SUM\|MIN\|MAX` | Aggregation type |
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275
|
-
| `childObjectApiName` | string | Child (detail) object |
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276
|
-
| `fieldToAggregate` | string | Child field to aggregate (not needed for COUNT) |
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|
277
|
-
| `filterCriteria` | string | Optional SOQL-like filter |
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278
|
-
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|
279
|
-
**Example:** "Create a roll-up summary field on Account that sums Opportunity Amount where Stage = 'Closed Won'"
|
|
280
|
-
|
|
281
|
-
---
|
|
282
|
-
|
|
283
|
-
### sf_create_external_id_field
|
|
284
|
-
Creates an External ID indexed field for upsert operations.
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|
285
|
-
|
|
286
|
-
| Parameter | Type | Description |
|
|
287
|
-
|-----------|------|-------------|
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|
288
|
-
| `objectApiName` | string | Parent object |
|
|
289
|
-
| `fieldApiName` | string | Field name (no `__c`) |
|
|
290
|
-
| `label` | string | Display label |
|
|
291
|
-
| `fieldType` | `Text\|Number\|Email\|Date` | Field data type |
|
|
292
|
-
| `unique` | boolean | Enforce uniqueness |
|
|
293
|
-
| `caseInsensitive` | boolean | Case-insensitive matching (Text only) |
|
|
294
|
-
|
|
295
|
-
---
|
|
296
|
-
|
|
297
|
-
### sf_enable_object_features
|
|
298
|
-
Enables optional features on a custom object.
|
|
299
|
-
|
|
300
|
-
| Parameter | Type | Description |
|
|
301
|
-
|-----------|------|-------------|
|
|
302
|
-
| `objectApiName` | string | API name ending in `__c` |
|
|
303
|
-
| `enableHistory` | boolean | Field history tracking |
|
|
304
|
-
| `enableActivities` | boolean | Tasks and Events |
|
|
305
|
-
| `enableReports` | boolean | Reports availability |
|
|
306
|
-
| `enableSearch` | boolean | Global search / SOSL |
|
|
307
|
-
| `enableFeeds` | boolean | Chatter feeds |
|
|
308
|
-
| `enableBulkApi` | boolean | Bulk API access |
|
|
309
|
-
|
|
310
|
-
---
|
|
311
|
-
|
|
312
|
-
### sf_create_validation_rule
|
|
313
|
-
Creates a Validation Rule on any object.
|
|
314
|
-
|
|
315
|
-
| Parameter | Type | Description |
|
|
316
|
-
|-----------|------|-------------|
|
|
317
|
-
| `objectName` | string | Parent object |
|
|
318
|
-
| `ruleName` | string | Rule API name |
|
|
319
|
-
| `errorConditionFormula` | string | Formula returning `true` when INVALID |
|
|
320
|
-
| `errorMessage` | string | Message shown to user |
|
|
321
|
-
| `errorDisplayField` | string | Field to display error on |
|
|
322
|
-
| `active` | boolean | Active immediately |
|
|
323
|
-
|
|
324
|
-
---
|
|
325
|
-
|
|
326
|
-
### sf_create_flow
|
|
327
|
-
Creates a Salesforce Flow via the Metadata API. Supports AutoLaunchedFlow, Screen Flow, RecordTriggeredFlow, ScheduledFlow.
|
|
328
|
-
|
|
329
|
-
| Parameter | Type | Description |
|
|
330
|
-
|-----------|------|-------------|
|
|
331
|
-
| `label` | string | Display label |
|
|
332
|
-
| `apiName` | string | API name |
|
|
333
|
-
| `flowType` | string | `AutoLaunchedFlow`, `Screen`, `RecordTriggeredFlow`, `ScheduledFlow` |
|
|
334
|
-
| `triggerObject` | string | For RecordTriggeredFlow |
|
|
335
|
-
| `triggerType` | string | `RecordBeforeSave`, `RecordAfterSave`, `Scheduled` |
|
|
336
|
-
| `elements` | array | Flow elements (Decision, GetRecords, CreateRecords, etc.) |
|
|
337
|
-
| `variables` | array | Flow variables |
|
|
338
|
-
| `status` | string | `Active` or `Draft` |
|
|
339
|
-
|
|
340
|
-
---
|
|
341
|
-
|
|
342
|
-
### sf_create_approval_process
|
|
343
|
-
Creates a multi-step Approval Process with entry criteria, approvers, and final actions.
|
|
344
|
-
|
|
345
|
-
---
|
|
346
|
-
|
|
347
|
-
### sf_create_workflow_field_update
|
|
348
|
-
Creates a Workflow Field Update action that sets a field to a value or formula result.
|
|
349
|
-
|
|
350
|
-
---
|
|
351
|
-
|
|
352
|
-
## Automation & Flows
|
|
353
|
-
|
|
354
|
-
### sf_activate_flow
|
|
355
|
-
Activates the latest version of a Flow via the Tooling API.
|
|
356
|
-
|
|
357
|
-
| Parameter | Type | Description |
|
|
358
|
-
|-----------|------|-------------|
|
|
359
|
-
| `flowApiName` | string | Flow API name |
|
|
360
|
-
|
|
361
|
-
---
|
|
362
|
-
|
|
363
|
-
### sf_update_flow
|
|
364
|
-
Updates a Flow's label, description, or API version.
|
|
365
|
-
|
|
366
|
-
| Parameter | Type | Description |
|
|
367
|
-
|-----------|------|-------------|
|
|
368
|
-
| `flowApiName` | string | Flow API name |
|
|
369
|
-
| `label` | string | New label (optional) |
|
|
370
|
-
| `description` | string | New description (optional) |
|
|
371
|
-
| `apiVersion` | string | New API version (optional) |
|
|
372
|
-
|
|
373
|
-
---
|
|
374
|
-
|
|
375
|
-
### sf_clone_flow
|
|
376
|
-
Creates a copy of an existing Flow with a new API name.
|
|
377
|
-
|
|
378
|
-
| Parameter | Type | Description |
|
|
379
|
-
|-----------|------|-------------|
|
|
380
|
-
| `sourceFlowApiName` | string | Source flow to copy |
|
|
381
|
-
| `newFlowApiName` | string | New flow API name |
|
|
382
|
-
| `newLabel` | string | New display label |
|
|
383
|
-
| `activateClone` | boolean | Activate immediately (default: `false`) |
|
|
384
|
-
|
|
385
|
-
---
|
|
386
|
-
|
|
387
|
-
### sf_create_flow_test
|
|
388
|
-
Creates a Flow Interview Test definition for the Flow Test Manager.
|
|
389
|
-
|
|
390
|
-
| Parameter | Type | Description |
|
|
391
|
-
|-----------|------|-------------|
|
|
392
|
-
| `flowApiName` | string | Flow to test |
|
|
393
|
-
| `testName` | string | Test API name |
|
|
394
|
-
| `label` | string | Display label |
|
|
395
|
-
| `testInputs` | array | `[{variableName, value}]` |
|
|
396
|
-
| `testAssertions` | array | `[{variableName, operator, expectedValue}]` |
|
|
397
|
-
|
|
398
|
-
---
|
|
399
|
-
|
|
400
|
-
### sf_create_invocable_action
|
|
401
|
-
Registers a custom Invocable Action wrapping an `@InvocableMethod` Apex class.
|
|
402
|
-
|
|
403
|
-
| Parameter | Type | Description |
|
|
404
|
-
|-----------|------|-------------|
|
|
405
|
-
| `actionName` | string | Unique API name |
|
|
406
|
-
| `label` | string | Display name in Flow Builder |
|
|
407
|
-
| `apexClassName` | string | Apex class with `@InvocableMethod` |
|
|
408
|
-
|
|
409
|
-
---
|
|
410
|
-
|
|
411
|
-
### sf_create_email_alert
|
|
412
|
-
Creates a Workflow Email Alert for use in Flows, Approval Processes, or Workflow Rules.
|
|
413
|
-
|
|
414
|
-
| Parameter | Type | Description |
|
|
415
|
-
|-----------|------|-------------|
|
|
416
|
-
| `objectName` | string | Parent object |
|
|
417
|
-
| `alertName` | string | Alert API name |
|
|
418
|
-
| `template` | string | Email template API name |
|
|
419
|
-
| `recipients` | array | `[{type, recipient}]` — type: `user`, `role`, `email` |
|
|
420
|
-
|
|
421
|
-
---
|
|
422
|
-
|
|
423
|
-
### sf_create_platform_event
|
|
424
|
-
Creates a Platform Event object (`__e`) for event-driven architecture.
|
|
425
|
-
|
|
426
|
-
| Parameter | Type | Description |
|
|
427
|
-
|-----------|------|-------------|
|
|
428
|
-
| `fullName` | string | API name ending in `__e` |
|
|
429
|
-
| `publishBehavior` | string | `PublishAfterCommit` or `PublishImmediately` |
|
|
430
|
-
| `fields` | array | Event payload fields |
|
|
431
|
-
|
|
432
|
-
---
|
|
433
|
-
|
|
434
|
-
### sf_create_assignment_rule
|
|
435
|
-
Creates an Assignment Rule for Leads or Cases to auto-route to owners/queues.
|
|
436
|
-
|
|
437
|
-
---
|
|
438
|
-
|
|
439
|
-
### sf_create_escalation_rule
|
|
440
|
-
Creates a Case Escalation Rule that reassigns unresolved cases after a timeout.
|
|
441
|
-
|
|
442
|
-
---
|
|
443
|
-
|
|
444
|
-
### sf_create_auto_response_rule
|
|
445
|
-
Creates an Auto-Response Rule for Web-to-Lead or Web-to-Case confirmation emails.
|
|
446
|
-
|
|
447
|
-
---
|
|
448
|
-
|
|
449
|
-
### sf_create_matching_rule
|
|
450
|
-
Creates a Matching Rule to detect potential duplicate records.
|
|
451
|
-
|
|
452
|
-
---
|
|
453
|
-
|
|
454
|
-
### sf_create_duplicate_rule
|
|
455
|
-
Creates a Duplicate Rule using Matching Rules to block or warn on duplicates.
|
|
456
|
-
|
|
457
|
-
---
|
|
458
|
-
|
|
459
|
-
### sf_create_apex_email_service
|
|
460
|
-
Creates an Apex Email Service that processes inbound emails via an `InboundEmailHandler` class.
|
|
461
|
-
|
|
462
|
-
---
|
|
463
|
-
|
|
464
|
-
### sf_create_scheduled_job
|
|
465
|
-
Schedules an existing Schedulable Apex class on a cron expression.
|
|
466
|
-
|
|
467
|
-
| Parameter | Type | Description |
|
|
468
|
-
|-----------|------|-------------|
|
|
469
|
-
| `className` | string | Schedulable Apex class name |
|
|
470
|
-
| `jobName` | string | Scheduled job display name |
|
|
471
|
-
| `cronExpression` | string | Cron expression, e.g. `0 0 2 * * ?` |
|
|
472
|
-
|
|
473
|
-
---
|
|
474
|
-
|
|
475
|
-
### sf_create_quick_action
|
|
476
|
-
Creates a Quick Action (global or object-specific) for record creation, updates, logging calls, or launching flows.
|
|
477
|
-
|
|
478
|
-
| Parameter | Type | Description |
|
|
479
|
-
|-----------|------|-------------|
|
|
480
|
-
| `actionName` | string | API name |
|
|
481
|
-
| `actionType` | string | `Create`, `Update`, `LogACall`, `SendEmail`, `Flow` |
|
|
482
|
-
| `objectApiName` | string | Object (omit for global) |
|
|
483
|
-
| `targetObject` | string | Object to create for Create type |
|
|
73
|
+
**Example prompts:**
|
|
74
|
+
- "Create a Feature_Flag__mdt Custom Metadata Type with a Boolean field IsEnabled__c"
|
|
75
|
+
- "Create an Integration_Config__mdt type with fields for endpoint URL and API key"
|
|
484
76
|
|
|
485
77
|
---
|
|
486
78
|
|
|
487
|
-
## Apex & Code
|
|
488
|
-
|
|
489
79
|
### sf_create_apex_class
|
|
490
|
-
Deploys an Apex class via Metadata API zip deploy.
|
|
80
|
+
Deploys an Apex class to the org via Metadata API zip deploy.
|
|
491
81
|
|
|
82
|
+
**Parameters:**
|
|
492
83
|
| Parameter | Type | Description |
|
|
493
84
|
|-----------|------|-------------|
|
|
494
|
-
| `className` | string | Class name |
|
|
85
|
+
| `className` | string | Class name (no __c) |
|
|
495
86
|
| `classBody` | string | Full Apex source code |
|
|
496
|
-
| `apiVersion` | string |
|
|
497
|
-
|
|
498
|
-
**Examples:** "Create an AccountService Apex class", "Create a batch class that deletes records older than 2 years"
|
|
499
|
-
|
|
500
|
-
---
|
|
501
|
-
|
|
502
|
-
### sf_create_apex_trigger
|
|
503
|
-
Deploys an Apex Trigger on any object.
|
|
504
|
-
|
|
505
|
-
| Parameter | Type | Description |
|
|
506
|
-
|-----------|------|-------------|
|
|
507
|
-
| `triggerName` | string | Trigger name |
|
|
508
|
-
| `objectName` | string | SObject to trigger on |
|
|
509
|
-
| `events` | array | `[before insert, after update, ...]` |
|
|
510
|
-
| `triggerBody` | string | Code inside the trigger body |
|
|
511
|
-
|
|
512
|
-
---
|
|
513
|
-
|
|
514
|
-
### sf_create_apex_test_class
|
|
515
|
-
Deploys an Apex Test class and optionally runs it immediately.
|
|
87
|
+
| `apiVersion` | string | API version, default `62.0` |
|
|
516
88
|
|
|
517
|
-
|
|
518
|
-
|
|
519
|
-
|
|
520
|
-
|
|
521
|
-
| `runAfterDeploy` | boolean | Run tests immediately after deploy |
|
|
522
|
-
|
|
523
|
-
---
|
|
89
|
+
**Example prompts:**
|
|
90
|
+
- "Create an Apex class called AccountService with a method to get all active accounts"
|
|
91
|
+
- "Create a Batch Apex class called DataCleanupBatch that deletes records older than 2 years"
|
|
92
|
+
- "Create a Schedulable class called NightlyReport that generates a report email"
|
|
524
93
|
|
|
525
|
-
|
|
526
|
-
Runs one or more Apex test classes and returns pass/fail results.
|
|
527
|
-
|
|
528
|
-
| Parameter | Type | Description |
|
|
529
|
-
|-----------|------|-------------|
|
|
530
|
-
| `testClasses` | array | Class names to run |
|
|
531
|
-
| `waitMinutes` | number | Timeout (default 5) |
|
|
94
|
+
**Expected output:** Deploy job ID and success/failure message with any compile errors.
|
|
532
95
|
|
|
533
96
|
---
|
|
534
97
|
|
|
535
98
|
### sf_execute_anonymous_apex
|
|
536
|
-
Executes Apex code immediately via Tooling API
|
|
99
|
+
Executes Apex code immediately via Tooling API.
|
|
537
100
|
|
|
101
|
+
**Parameters:**
|
|
538
102
|
| Parameter | Type | Description |
|
|
539
103
|
|-----------|------|-------------|
|
|
540
104
|
| `apexCode` | string | Apex code to execute |
|
|
541
105
|
|
|
542
|
-
**
|
|
543
|
-
|
|
544
|
-
|
|
106
|
+
**Example prompts:**
|
|
107
|
+
- "Run this Apex to update all Contact email addresses to lowercase"
|
|
108
|
+
- "Execute: System.debug(UserInfo.getUserName());"
|
|
109
|
+
- "Run anonymous Apex to backfill the missing CreatedDate__c field on all Account records"
|
|
545
110
|
|
|
546
|
-
|
|
547
|
-
Redeploys an existing Apex class with new source code (full replacement).
|
|
111
|
+
**Expected output:** Success/failure, compile errors if any, and debug log if present.
|
|
548
112
|
|
|
549
113
|
---
|
|
550
114
|
|
|
551
|
-
###
|
|
552
|
-
|
|
115
|
+
### sf_create_lwc
|
|
116
|
+
Deploys a Lightning Web Component via Metadata API.
|
|
553
117
|
|
|
118
|
+
**Parameters:**
|
|
554
119
|
| Parameter | Type | Description |
|
|
555
120
|
|-----------|------|-------------|
|
|
556
|
-
| `
|
|
557
|
-
|
|
558
|
-
|
|
559
|
-
|
|
560
|
-
|
|
561
|
-
|
|
121
|
+
| `componentName` | string | camelCase name, e.g. `accountCard` |
|
|
122
|
+
| `html` | string | Full HTML template content |
|
|
123
|
+
| `javascript` | string | Full JS controller content |
|
|
124
|
+
| `css` | string | Optional CSS |
|
|
125
|
+
| `targets` | array | Where to place the component |
|
|
126
|
+
| `isExposed` | boolean | Available in App Builder |
|
|
127
|
+
| `apiVersion` | string | Default `62.0` |
|
|
562
128
|
|
|
563
|
-
|
|
564
|
-
|
|
565
|
-
|
|
129
|
+
**Example prompts:**
|
|
130
|
+
- "Create an LWC called opportunityList that shows a table of open opportunities"
|
|
131
|
+
- "Create a contact card LWC with name, email, phone and make it available on Record Pages"
|
|
132
|
+
- "Create an LWC Flow Screen component for collecting address information"
|
|
566
133
|
|
|
567
134
|
---
|
|
568
135
|
|
|
569
|
-
###
|
|
570
|
-
|
|
136
|
+
### sf_create_agent (Agentforce)
|
|
137
|
+
Creates an Agentforce Einstein Copilot agent.
|
|
571
138
|
|
|
139
|
+
**Parameters:**
|
|
572
140
|
| Parameter | Type | Description |
|
|
573
141
|
|-----------|------|-------------|
|
|
574
|
-
| `
|
|
575
|
-
| `
|
|
576
|
-
|
|
577
|
-
|
|
578
|
-
|
|
579
|
-
|
|
580
|
-
|
|
142
|
+
| `agentName` | string | Agent API name |
|
|
143
|
+
| `label` | string | Display name |
|
|
144
|
+
| `description` | string | Agent description |
|
|
145
|
+
| `type` | string | `EinsteinCopilot` |
|
|
146
|
+
| `company` | string | Company context |
|
|
147
|
+
| `persona` | string | Agent persona description |
|
|
148
|
+
| `tone` | `Formal\|Neutral\|Casual` | Communication tone |
|
|
149
|
+
| `instructions` | string | System-level instructions |
|
|
581
150
|
|
|
582
|
-
|
|
583
|
-
|
|
584
|
-
|
|
585
|
-
| `markup` | string | `.cmp` markup |
|
|
586
|
-
| `controller` | string | Optional JS controller |
|
|
587
|
-
| `helper` | string | Optional helper |
|
|
588
|
-
| `style` | string | Optional CSS |
|
|
151
|
+
**Example prompts:**
|
|
152
|
+
- "Create an Agentforce agent called SalesBot for helping sales reps close deals"
|
|
153
|
+
- "Create a customer service agent with a formal tone for handling support cases"
|
|
589
154
|
|
|
590
155
|
---
|
|
591
156
|
|
|
592
|
-
###
|
|
593
|
-
|
|
157
|
+
### sf_deploy_metadata
|
|
158
|
+
Deploys metadata components via SOAP deploy.
|
|
594
159
|
|
|
160
|
+
**Parameters:**
|
|
595
161
|
| Parameter | Type | Description |
|
|
596
162
|
|-----------|------|-------------|
|
|
597
|
-
| `
|
|
598
|
-
| `
|
|
599
|
-
| `
|
|
163
|
+
| `components` | array | `[{type, name}]` to deploy |
|
|
164
|
+
| `checkOnly` | boolean | Validate without deploying |
|
|
165
|
+
| `runTests` | array | Test classes to run |
|
|
166
|
+
| `rollbackOnError` | boolean | Rollback on any failure |
|
|
167
|
+
| `waitMinutes` | number | Timeout (default 10 min) |
|
|
600
168
|
|
|
601
|
-
**Example:**
|
|
169
|
+
**Example prompts:**
|
|
170
|
+
- "Deploy the AccountService Apex class and AccountTrigger to the org"
|
|
171
|
+
- "Validate the deployment of these components without making changes"
|
|
172
|
+
- "Deploy MyFlow and MyClass, running MyClassTest during deployment"
|
|
602
173
|
|
|
603
174
|
---
|
|
604
175
|
|
|
605
|
-
### sf_get_apex_logs
|
|
606
|
-
Lists recent Apex debug log entries.
|
|
607
|
-
|
|
608
|
-
| Parameter | Type | Description |
|
|
609
|
-
|-----------|------|-------------|
|
|
610
|
-
| `username` | string | Filter by user (optional) |
|
|
611
|
-
| `limit` | number | Max entries (default 20) |
|
|
612
|
-
| `operation` | string | Filter by operation type (optional) |
|
|
613
|
-
|
|
614
|
-
---
|
|
615
|
-
|
|
616
|
-
### sf_get_apex_log_body
|
|
617
|
-
Retrieves the full content of an Apex debug log.
|
|
618
|
-
|
|
619
|
-
| Parameter | Type | Description |
|
|
620
|
-
|-----------|------|-------------|
|
|
621
|
-
| `logId` | string | 18-char ApexLog record ID |
|
|
622
|
-
| `maxLines` | number | Lines to return (default 500) |
|
|
623
|
-
|
|
624
|
-
---
|
|
625
|
-
|
|
626
|
-
### sf_create_apex_batch
|
|
627
|
-
Generates and deploys a complete `Database.Batchable` Apex batch class.
|
|
628
|
-
|
|
629
|
-
| Parameter | Type | Description |
|
|
630
|
-
|-----------|------|-------------|
|
|
631
|
-
| `className` | string | Batch class name |
|
|
632
|
-
| `query` | string | SOQL query for `start()` method |
|
|
633
|
-
| `executeBody` | string | Code for `execute()` method body |
|
|
634
|
-
| `finishBody` | string | Optional `finish()` code |
|
|
635
|
-
| `batchSize` | number | Default batch size (1-2000, default 200) |
|
|
636
|
-
|
|
637
|
-
**Example:** "Create a batch class that sets IsArchived__c = true on Leads last modified over 180 days ago"
|
|
638
|
-
|
|
639
|
-
---
|
|
640
|
-
|
|
641
|
-
### sf_create_apex_scheduler
|
|
642
|
-
Generates and deploys a `Schedulable` Apex class, with optional immediate scheduling.
|
|
643
|
-
|
|
644
|
-
| Parameter | Type | Description |
|
|
645
|
-
|-----------|------|-------------|
|
|
646
|
-
| `className` | string | Scheduler class name |
|
|
647
|
-
| `executeBody` | string | Code for `execute()` method body |
|
|
648
|
-
| `scheduleOnCreate` | boolean | Also schedule immediately |
|
|
649
|
-
| `cronExpression` | string | Cron schedule (required if `scheduleOnCreate: true`) |
|
|
650
|
-
| `jobName` | string | Scheduled job name |
|
|
651
|
-
|
|
652
|
-
---
|
|
653
|
-
|
|
654
|
-
## LWC & Components
|
|
655
|
-
|
|
656
|
-
### sf_create_lwc
|
|
657
|
-
Creates and deploys a Lightning Web Component.
|
|
658
|
-
|
|
659
|
-
| Parameter | Type | Description |
|
|
660
|
-
|-----------|------|-------------|
|
|
661
|
-
| `componentName` | string | camelCase name, e.g. `accountCard` |
|
|
662
|
-
| `html` | string | HTML template |
|
|
663
|
-
| `javascript` | string | JS controller |
|
|
664
|
-
| `css` | string | Optional CSS |
|
|
665
|
-
| `targets` | array | `lightning__AppPage`, `lightning__RecordPage`, `lightning__HomePage`, `lightningCommunity__Page`, `lightning__UtilityBar`, `lightning__FlowScreen` |
|
|
666
|
-
| `isExposed` | boolean | Available in App Builder |
|
|
667
|
-
| `apiVersion` | string | Default `62.0` |
|
|
668
|
-
|
|
669
|
-
**Examples:** "Create an LWC that shows a table of open opportunities", "Create a contact card component available on Record Pages"
|
|
670
|
-
|
|
671
|
-
---
|
|
672
|
-
|
|
673
|
-
### sf_update_lwc
|
|
674
|
-
Updates an existing LWC with new HTML, JS, or CSS (full redeploy).
|
|
675
|
-
|
|
676
|
-
---
|
|
677
|
-
|
|
678
|
-
## UI & App Builder
|
|
679
|
-
|
|
680
|
-
### sf_create_lightning_app
|
|
681
|
-
Creates a Lightning App with navigation bar, utility bar, and logo.
|
|
682
|
-
|
|
683
|
-
| Parameter | Type | Description |
|
|
684
|
-
|-----------|------|-------------|
|
|
685
|
-
| `fullName` | string | App API name |
|
|
686
|
-
| `label` | string | Display name |
|
|
687
|
-
| `navType` | `Standard\|Console` | Navigation type |
|
|
688
|
-
| `navItems` | array | Navigation items (objects, home, reports, etc.) |
|
|
689
|
-
| `utilityItems` | array | Utility bar components |
|
|
690
|
-
|
|
691
|
-
---
|
|
692
|
-
|
|
693
|
-
### sf_create_tab
|
|
694
|
-
Creates a Custom Tab for a custom object.
|
|
695
|
-
|
|
696
|
-
| Parameter | Type | Description |
|
|
697
|
-
|-----------|------|-------------|
|
|
698
|
-
| `fullName` | string | Tab API name |
|
|
699
|
-
| `sobjectName` | string | Object API name |
|
|
700
|
-
| `motif` | string | Icon, e.g. `Custom64: Coin` |
|
|
701
|
-
|
|
702
|
-
---
|
|
703
|
-
|
|
704
|
-
### sf_create_compact_layout
|
|
705
|
-
Creates a Compact Layout defining fields shown in the record highlights panel.
|
|
706
|
-
|
|
707
|
-
| Parameter | Type | Description |
|
|
708
|
-
|-----------|------|-------------|
|
|
709
|
-
| `objectName` | string | Object API name |
|
|
710
|
-
| `fullName` | string | Layout API name |
|
|
711
|
-
| `fields` | array | Up to 10 field API names |
|
|
712
|
-
|
|
713
|
-
---
|
|
714
|
-
|
|
715
|
-
### sf_assign_compact_layout
|
|
716
|
-
Sets the default Compact Layout for an object.
|
|
717
|
-
|
|
718
|
-
---
|
|
719
|
-
|
|
720
|
-
### sf_create_list_view
|
|
721
|
-
Creates a List View (saved filter with columns) for any object.
|
|
722
|
-
|
|
723
|
-
| Parameter | Type | Description |
|
|
724
|
-
|-----------|------|-------------|
|
|
725
|
-
| `objectName` | string | Object API name |
|
|
726
|
-
| `fullName` | string | View API name |
|
|
727
|
-
| `label` | string | Display label |
|
|
728
|
-
| `columns` | array | Field API names to show |
|
|
729
|
-
| `filters` | array | `[{field, operation, value}]` |
|
|
730
|
-
| `filterScope` | string | `Everything`, `Mine`, `Queue`, etc. |
|
|
731
|
-
| `sharedTo` | string | `AllUsers`, `Roles`, `Groups` |
|
|
732
|
-
|
|
733
|
-
---
|
|
734
|
-
|
|
735
|
-
### sf_create_email_template
|
|
736
|
-
Creates an HTML or text email template with merge field support.
|
|
737
|
-
|
|
738
|
-
| Parameter | Type | Description |
|
|
739
|
-
|-----------|------|-------------|
|
|
740
|
-
| `fullName` | string | `FolderName/TemplateName` |
|
|
741
|
-
| `subject` | string | Email subject |
|
|
742
|
-
| `htmlValue` | string | HTML body |
|
|
743
|
-
| `body` | string | Plain text body |
|
|
744
|
-
| `type` | string | `html`, `text`, `custom` |
|
|
745
|
-
| `relatedEntityType` | string | Object for merge fields |
|
|
746
|
-
|
|
747
|
-
---
|
|
748
|
-
|
|
749
|
-
### sf_create_static_resource
|
|
750
|
-
Creates a Static Resource from text content (JS, CSS, JSON, etc.).
|
|
751
|
-
|
|
752
|
-
| Parameter | Type | Description |
|
|
753
|
-
|-----------|------|-------------|
|
|
754
|
-
| `fullName` | string | Resource name |
|
|
755
|
-
| `content` | string | File content |
|
|
756
|
-
| `contentType` | string | MIME type, e.g. `application/javascript` |
|
|
757
|
-
|
|
758
|
-
---
|
|
759
|
-
|
|
760
|
-
### sf_create_custom_notification_type
|
|
761
|
-
Creates a Custom Notification Type for in-app and mobile push notifications.
|
|
762
|
-
|
|
763
|
-
---
|
|
764
|
-
|
|
765
|
-
### sf_create_report_type
|
|
766
|
-
Creates a Custom Report Type defining available objects and fields in Report Builder.
|
|
767
|
-
|
|
768
|
-
| Parameter | Type | Description |
|
|
769
|
-
|-----------|------|-------------|
|
|
770
|
-
| `fullName` | string | Report type API name |
|
|
771
|
-
| `baseObject` | string | Primary object |
|
|
772
|
-
| `relationships` | array | Related objects to include |
|
|
773
|
-
| `category` | string | `Accounts`, `Opportunities`, etc. |
|
|
774
|
-
|
|
775
|
-
---
|
|
776
|
-
|
|
777
|
-
### sf_create_dashboard
|
|
778
|
-
Creates a Dashboard with chart, metric, table, and gauge components.
|
|
779
|
-
|
|
780
|
-
| Parameter | Type | Description |
|
|
781
|
-
|-----------|------|-------------|
|
|
782
|
-
| `fullName` | string | `FolderName/DashboardName` |
|
|
783
|
-
| `title` | string | Dashboard title |
|
|
784
|
-
| `components` | array | `[{type, reportApiName, header, columnSpan, rowSpan}]` |
|
|
785
|
-
| `runningUser` | string | Running user for shared visibility |
|
|
786
|
-
|
|
787
|
-
---
|
|
788
|
-
|
|
789
|
-
### sf_update_page_layout
|
|
790
|
-
Updates a Page Layout's label or properties.
|
|
791
|
-
|
|
792
|
-
---
|
|
793
|
-
|
|
794
|
-
### sf_assign_page_layout
|
|
795
|
-
Assigns a Page Layout to one or more Profiles for an object.
|
|
796
|
-
|
|
797
|
-
| Parameter | Type | Description |
|
|
798
|
-
|-----------|------|-------------|
|
|
799
|
-
| `objectName` | string | Object API name |
|
|
800
|
-
| `layoutName` | string | Layout API name |
|
|
801
|
-
| `profiles` | array | Profile API names |
|
|
802
|
-
|
|
803
|
-
---
|
|
804
|
-
|
|
805
|
-
### sf_create_lightning_record_page
|
|
806
|
-
Creates a Lightning Record Page (FlexiPage) for an object.
|
|
807
|
-
|
|
808
|
-
| Parameter | Type | Description |
|
|
809
|
-
|-----------|------|-------------|
|
|
810
|
-
| `apiName` | string | FlexiPage API name |
|
|
811
|
-
| `label` | string | Display label |
|
|
812
|
-
| `sobjectType` | string | Object API name |
|
|
813
|
-
| `template` | string | `RecordPage_Default`, `RecordPage_OneColumn`, `RecordPage_ThreeColumn` |
|
|
814
|
-
| `regions` | array | `[{name, mode, components:[{name, properties:{}}]}]` |
|
|
815
|
-
|
|
816
|
-
---
|
|
817
|
-
|
|
818
|
-
### sf_create_lightning_home_page
|
|
819
|
-
Creates a Lightning Home Page (FlexiPage) for a Lightning App.
|
|
820
|
-
|
|
821
|
-
---
|
|
822
|
-
|
|
823
|
-
### sf_create_lightning_app_page
|
|
824
|
-
Creates a Lightning App Page (FlexiPage) for use as a tab in a Lightning App.
|
|
825
|
-
|
|
826
|
-
| Parameter | Type | Description |
|
|
827
|
-
|-----------|------|-------------|
|
|
828
|
-
| `apiName` | string | FlexiPage API name |
|
|
829
|
-
| `label` | string | Display label |
|
|
830
|
-
| `template` | string | `AppDefaultTemplate`, `OneRegion`, `TwoColumn_LeftSidebar`, `TwoColumn_RightSidebar`, `ThreeColumn` |
|
|
831
|
-
|
|
832
|
-
---
|
|
833
|
-
|
|
834
|
-
### sf_update_lightning_page
|
|
835
|
-
Updates an existing Lightning Page (FlexiPage) label.
|
|
836
|
-
|
|
837
|
-
---
|
|
838
|
-
|
|
839
|
-
### sf_assign_lightning_page
|
|
840
|
-
Assigns a Lightning Page to an Experience Cloud site.
|
|
841
|
-
|
|
842
|
-
---
|
|
843
|
-
|
|
844
|
-
### sf_create_letterhead
|
|
845
|
-
Creates an email Letterhead for Classic email template branding (header/footer colors, fonts, logo).
|
|
846
|
-
|
|
847
|
-
| Parameter | Type | Description |
|
|
848
|
-
|-----------|------|-------------|
|
|
849
|
-
| `fullName` | string | Letterhead API name |
|
|
850
|
-
| `name` | string | Display name |
|
|
851
|
-
| `headerColor` | string | Hex color, e.g. `#0070D2` |
|
|
852
|
-
| `footerColor` | string | Hex color |
|
|
853
|
-
| `bodyColor` | string | Hex color |
|
|
854
|
-
| `fontName` | string | Font face |
|
|
855
|
-
| `footerText` | string | Optional footer text |
|
|
856
|
-
|
|
857
|
-
---
|
|
858
|
-
|
|
859
|
-
## Security & Permissions
|
|
860
|
-
|
|
861
|
-
### sf_create_permission_set
|
|
862
|
-
Creates a Permission Set with object, field, Apex class, and user permissions.
|
|
863
|
-
|
|
864
|
-
| Parameter | Type | Description |
|
|
865
|
-
|-----------|------|-------------|
|
|
866
|
-
| `fullName` | string | Permission set API name |
|
|
867
|
-
| `label` | string | Display label |
|
|
868
|
-
| `objectPermissions` | array | `[{object, allowRead, allowCreate, allowEdit, allowDelete, viewAllRecords, modifyAllRecords}]` |
|
|
869
|
-
| `fieldPermissions` | array | `[{field, readable, editable}]` |
|
|
870
|
-
| `apexClassAccesses` | array | `[{apexClass, enabled}]` |
|
|
871
|
-
| `userPermissions` | array | `[{name, enabled}]` |
|
|
872
|
-
|
|
873
|
-
---
|
|
874
|
-
|
|
875
|
-
### sf_update_permission_set
|
|
876
|
-
Adds or modifies object and field permissions on an existing Permission Set.
|
|
877
|
-
|
|
878
|
-
---
|
|
879
|
-
|
|
880
|
-
### sf_create_permission_set_group
|
|
881
|
-
Creates a Permission Set Group combining multiple Permission Sets.
|
|
882
|
-
|
|
883
|
-
| Parameter | Type | Description |
|
|
884
|
-
|-----------|------|-------------|
|
|
885
|
-
| `fullName` | string | Group API name |
|
|
886
|
-
| `label` | string | Display label |
|
|
887
|
-
| `permissionSets` | array | Permission set API names to include |
|
|
888
|
-
|
|
889
|
-
---
|
|
890
|
-
|
|
891
|
-
### sf_create_muting_permission_set
|
|
892
|
-
Creates a Muting Permission Set that removes permissions within a Permission Set Group.
|
|
893
|
-
|
|
894
|
-
---
|
|
895
|
-
|
|
896
|
-
### sf_assign_permission_set
|
|
897
|
-
Assigns a Permission Set to a user by username or user ID.
|
|
898
|
-
|
|
899
|
-
| Parameter | Type | Description |
|
|
900
|
-
|-----------|------|-------------|
|
|
901
|
-
| `permissionSetName` | string | Permission set API name |
|
|
902
|
-
| `username` | string | User email/username |
|
|
903
|
-
| `userId` | string | User record ID (alternative) |
|
|
904
|
-
|
|
905
|
-
---
|
|
906
|
-
|
|
907
|
-
### sf_create_role
|
|
908
|
-
Creates a Role in the Salesforce role hierarchy.
|
|
909
|
-
|
|
910
|
-
| Parameter | Type | Description |
|
|
911
|
-
|-----------|------|-------------|
|
|
912
|
-
| `fullName` | string | Role API name |
|
|
913
|
-
| `name` | string | Display name |
|
|
914
|
-
| `parentRole` | string | Parent role API name (optional) |
|
|
915
|
-
| `opportunityAccessLevel` | string | `Edit`, `Read`, `None` |
|
|
916
|
-
|
|
917
|
-
---
|
|
918
|
-
|
|
919
|
-
### sf_create_queue
|
|
920
|
-
Creates a Queue for routing records (Cases, Leads, etc.) to teams.
|
|
921
|
-
|
|
922
|
-
| Parameter | Type | Description |
|
|
923
|
-
|-----------|------|-------------|
|
|
924
|
-
| `fullName` | string | Queue API name |
|
|
925
|
-
| `name` | string | Display name |
|
|
926
|
-
| `email` | string | Queue notification email |
|
|
927
|
-
| `supportedObjects` | array | Object API names the queue supports |
|
|
928
|
-
| `queueMembers` | array | User or group members |
|
|
929
|
-
|
|
930
|
-
---
|
|
931
|
-
|
|
932
|
-
### sf_create_named_credential
|
|
933
|
-
Creates a Named Credential for authenticated outbound callouts.
|
|
934
|
-
|
|
935
|
-
| Parameter | Type | Description |
|
|
936
|
-
|-----------|------|-------------|
|
|
937
|
-
| `fullName` | string | Credential API name |
|
|
938
|
-
| `label` | string | Display label |
|
|
939
|
-
| `endpoint` | string | Base URL |
|
|
940
|
-
| `protocol` | string | `NoAuthentication`, `Password`, `OAuth` |
|
|
941
|
-
| `username` / `password` | string | For Password protocol |
|
|
942
|
-
|
|
943
|
-
---
|
|
944
|
-
|
|
945
|
-
### sf_set_field_level_security
|
|
946
|
-
Sets read/edit FLS for a field across Profiles and/or Permission Sets.
|
|
947
|
-
|
|
948
|
-
| Parameter | Type | Description |
|
|
949
|
-
|-----------|------|-------------|
|
|
950
|
-
| `fieldApiName` | string | `ObjectName.FieldName__c` |
|
|
951
|
-
| `profiles` | array | Profile names |
|
|
952
|
-
| `permissionSets` | array | Permission set names |
|
|
953
|
-
| `readable` | boolean | Allow reading |
|
|
954
|
-
| `editable` | boolean | Allow editing |
|
|
955
|
-
|
|
956
|
-
---
|
|
957
|
-
|
|
958
|
-
### sf_set_org_wide_defaults
|
|
959
|
-
Sets the org-wide default sharing model for an object.
|
|
960
|
-
|
|
961
|
-
| Parameter | Type | Description |
|
|
962
|
-
|-----------|------|-------------|
|
|
963
|
-
| `objectApiName` | string | Object API name |
|
|
964
|
-
| `internalAccess` | string | `Private`, `Read`, `ReadWrite`, `ControlledByParent` |
|
|
965
|
-
| `externalAccess` | string | External sharing setting (optional) |
|
|
966
|
-
|
|
967
|
-
---
|
|
968
|
-
|
|
969
|
-
### sf_clone_profile
|
|
970
|
-
Creates a new Profile by cloning an existing one.
|
|
971
|
-
|
|
972
|
-
| Parameter | Type | Description |
|
|
973
|
-
|-----------|------|-------------|
|
|
974
|
-
| `sourceProfileName` | string | Profile to clone from |
|
|
975
|
-
| `newProfileName` | string | New profile name |
|
|
976
|
-
|
|
977
|
-
---
|
|
978
|
-
|
|
979
|
-
### sf_update_profile
|
|
980
|
-
Updates object permissions, FLS, tab visibility, and app visibility on an existing Profile.
|
|
981
|
-
|
|
982
|
-
---
|
|
983
|
-
|
|
984
|
-
## Data Management
|
|
985
|
-
|
|
986
|
-
### sf_create_user
|
|
987
|
-
Creates a new Salesforce user.
|
|
988
|
-
|
|
989
|
-
| Parameter | Type | Description |
|
|
990
|
-
|-----------|------|-------------|
|
|
991
|
-
| `username` | string | Must be unique, email-like |
|
|
992
|
-
| `lastName` | string | Last name |
|
|
993
|
-
| `email` | string | Email address |
|
|
994
|
-
| `profileName` | string | Profile display name |
|
|
995
|
-
| `roleApiName` | string | Role DeveloperName (optional) |
|
|
996
|
-
| `firstName` | string | First name (optional) |
|
|
997
|
-
|
|
998
|
-
---
|
|
999
|
-
|
|
1000
|
-
### sf_update_user
|
|
1001
|
-
Updates an existing user's properties.
|
|
1002
|
-
|
|
1003
|
-
| Parameter | Type | Description |
|
|
1004
|
-
|-----------|------|-------------|
|
|
1005
|
-
| `username` | string | User to update |
|
|
1006
|
-
| `isActive` | boolean | Activate/deactivate |
|
|
1007
|
-
| `title` / `department` / `phone` | string | Profile fields |
|
|
1008
|
-
|
|
1009
|
-
---
|
|
1010
|
-
|
|
1011
|
-
### sf_query_records
|
|
1012
|
-
Executes a SOQL query and returns results.
|
|
1013
|
-
|
|
1014
|
-
| Parameter | Type | Description |
|
|
1015
|
-
|-----------|------|-------------|
|
|
1016
|
-
| `soql` | string | Full SOQL string, OR use individual params: |
|
|
1017
|
-
| `objectApiName` | string | Object to query |
|
|
1018
|
-
| `fields` | array | Field API names |
|
|
1019
|
-
| `whereClause` | string | WHERE condition |
|
|
1020
|
-
| `orderBy` | string | ORDER BY clause |
|
|
1021
|
-
| `limit` | number | Max records |
|
|
1022
|
-
|
|
1023
|
-
---
|
|
1024
|
-
|
|
1025
|
-
### sf_create_record
|
|
1026
|
-
Creates a single SObject record via REST API.
|
|
1027
|
-
|
|
1028
|
-
| Parameter | Type | Description |
|
|
1029
|
-
|-----------|------|-------------|
|
|
1030
|
-
| `objectApiName` | string | Object API name |
|
|
1031
|
-
| `fields` | object | `{FieldApiName: value}` |
|
|
1032
|
-
|
|
1033
|
-
---
|
|
1034
|
-
|
|
1035
|
-
### sf_update_record
|
|
1036
|
-
Updates an existing record by ID.
|
|
1037
|
-
|
|
1038
|
-
| Parameter | Type | Description |
|
|
1039
|
-
|-----------|------|-------------|
|
|
1040
|
-
| `objectApiName` | string | Object API name |
|
|
1041
|
-
| `recordId` | string | 15 or 18 char record ID |
|
|
1042
|
-
| `fields` | object | Fields to update |
|
|
1043
|
-
|
|
1044
|
-
---
|
|
1045
|
-
|
|
1046
|
-
### sf_upsert_record
|
|
1047
|
-
Creates or updates a record using an External ID field for matching.
|
|
1048
|
-
|
|
1049
|
-
| Parameter | Type | Description |
|
|
1050
|
-
|-----------|------|-------------|
|
|
1051
|
-
| `objectApiName` | string | Object API name |
|
|
1052
|
-
| `externalIdField` | string | External ID field API name |
|
|
1053
|
-
| `externalIdValue` | string | Value to match on |
|
|
1054
|
-
| `fields` | object | Field values to set |
|
|
1055
|
-
|
|
1056
|
-
---
|
|
1057
|
-
|
|
1058
|
-
### sf_get_record
|
|
1059
|
-
Retrieves a single record by 15 or 18 char record ID.
|
|
1060
|
-
|
|
1061
|
-
| Parameter | Type | Description |
|
|
1062
|
-
|-----------|------|-------------|
|
|
1063
|
-
| `objectApiName` | string | Object API name |
|
|
1064
|
-
| `recordId` | string | Record ID |
|
|
1065
|
-
| `fields` | array | Fields to return (optional — all if omitted) |
|
|
1066
|
-
|
|
1067
|
-
---
|
|
1068
|
-
|
|
1069
|
-
### sf_delete_record ⚠️
|
|
1070
|
-
Deletes a single SObject record by ID.
|
|
1071
|
-
|
|
1072
|
-
| Parameter | Type | Description |
|
|
1073
|
-
|-----------|------|-------------|
|
|
1074
|
-
| `objectApiName` | string | Object API name |
|
|
1075
|
-
| `recordId` | string | 15 or 18 char record ID |
|
|
1076
|
-
|
|
1077
|
-
---
|
|
1078
|
-
|
|
1079
|
-
### sf_bulk_import_records
|
|
1080
|
-
Bulk imports records using Bulk API 2.0 (insert, upsert, update, delete).
|
|
1081
|
-
|
|
1082
|
-
| Parameter | Type | Description |
|
|
1083
|
-
|-----------|------|-------------|
|
|
1084
|
-
| `objectApiName` | string | Object API name |
|
|
1085
|
-
| `operation` | string | `insert`, `upsert`, `update`, `delete` |
|
|
1086
|
-
| `csvData` | string | CSV with header row |
|
|
1087
|
-
| `externalIdField` | string | Upsert key field (for upsert) |
|
|
1088
|
-
|
|
1089
|
-
---
|
|
1090
|
-
|
|
1091
|
-
### sf_export_records
|
|
1092
|
-
Exports Salesforce records as CSV data via SOQL.
|
|
1093
|
-
|
|
1094
|
-
| Parameter | Type | Description |
|
|
1095
|
-
|-----------|------|-------------|
|
|
1096
|
-
| `soql` | string | SOQL query |
|
|
1097
|
-
| `includeHeader` | boolean | Include CSV header (default `true`) |
|
|
1098
|
-
| `maxRecords` | number | Max records (default 50000) |
|
|
1099
|
-
|
|
1100
|
-
---
|
|
1101
|
-
|
|
1102
|
-
### sf_search_records
|
|
1103
|
-
Cross-object text search using SOSL.
|
|
1104
|
-
|
|
1105
|
-
| Parameter | Type | Description |
|
|
1106
|
-
|-----------|------|-------------|
|
|
1107
|
-
| `searchTerm` | string | Text to search |
|
|
1108
|
-
| `objects` | array | `[{objectName, fields:[]}]` |
|
|
1109
|
-
| `searchGroup` | string | `ALL FIELDS`, `NAME FIELDS`, `EMAIL FIELDS`, `PHONE FIELDS` |
|
|
1110
|
-
| `limit` | number | Max per object (default 20) |
|
|
1111
|
-
|
|
1112
|
-
**Example:** "Search for 'Acme' across Accounts, Contacts, and Opportunities"
|
|
1113
|
-
|
|
1114
|
-
---
|
|
1115
|
-
|
|
1116
|
-
### sf_send_email
|
|
1117
|
-
Sends an email via Salesforce's emailSimple invocable action.
|
|
1118
|
-
|
|
1119
|
-
| Parameter | Type | Description |
|
|
1120
|
-
|-----------|------|-------------|
|
|
1121
|
-
| `toAddresses` | array | Recipient email addresses |
|
|
1122
|
-
| `subject` | string | Email subject |
|
|
1123
|
-
| `body` / `htmlBody` | string | Email body |
|
|
1124
|
-
| `whatId` | string | Related record ID (links as activity) |
|
|
1125
|
-
| `whoId` | string | Contact/Lead record ID |
|
|
1126
|
-
|
|
1127
|
-
---
|
|
1128
|
-
|
|
1129
|
-
### sf_assign_queue_member
|
|
1130
|
-
Adds a user to an existing Queue.
|
|
1131
|
-
|
|
1132
|
-
---
|
|
1133
|
-
|
|
1134
|
-
### sf_create_public_group
|
|
1135
|
-
Creates a Public Group for sharing rules or email distribution.
|
|
1136
|
-
|
|
1137
|
-
---
|
|
1138
|
-
|
|
1139
|
-
## Deployment & Environments
|
|
1140
|
-
|
|
1141
|
-
### sf_deploy_metadata
|
|
1142
|
-
Deploys metadata components via SOAP Metadata API.
|
|
1143
|
-
|
|
1144
|
-
| Parameter | Type | Description |
|
|
1145
|
-
|-----------|------|-------------|
|
|
1146
|
-
| `components` | array | `[{type, name}]` to deploy |
|
|
1147
|
-
| `checkOnly` | boolean | Validate without deploying |
|
|
1148
|
-
| `runTests` | array | Test classes to run |
|
|
1149
|
-
| `rollbackOnError` | boolean | Rollback on failure |
|
|
1150
|
-
| `testLevel` | string | `RunSpecifiedTests`, `RunLocalTests`, `RunAllTestsInOrg` |
|
|
1151
|
-
| `waitMinutes` | number | Timeout (default 10) |
|
|
1152
|
-
|
|
1153
|
-
---
|
|
1154
|
-
|
|
1155
|
-
### sf_validate_deployment
|
|
1156
|
-
Validate-only deployment — checks components without making changes.
|
|
1157
|
-
|
|
1158
|
-
---
|
|
1159
|
-
|
|
1160
|
-
### sf_check_deploy_status
|
|
1161
|
-
Checks the status of an in-progress deployment by async job ID.
|
|
1162
|
-
|
|
1163
|
-
---
|
|
1164
|
-
|
|
1165
|
-
### sf_retrieve_metadata
|
|
1166
|
-
Initiates a metadata retrieve operation and returns the async job ID.
|
|
1167
|
-
|
|
1168
|
-
---
|
|
1169
|
-
|
|
1170
|
-
### sf_list_metadata
|
|
1171
|
-
Lists all components of a metadata type in the org (API names, file names, last modified dates).
|
|
1172
|
-
|
|
1173
|
-
| Parameter | Type | Description |
|
|
1174
|
-
|-----------|------|-------------|
|
|
1175
|
-
| `metadataType` | string | e.g. `ApexClass`, `Flow`, `CustomObject` |
|
|
1176
|
-
|
|
1177
|
-
---
|
|
1178
|
-
|
|
1179
|
-
### sf_compare_orgs
|
|
1180
|
-
Compares metadata between two orgs using SF CLI aliases.
|
|
1181
|
-
|
|
1182
|
-
| Parameter | Type | Description |
|
|
1183
|
-
|-----------|------|-------------|
|
|
1184
|
-
| `sourceAlias` | string | Source org SF CLI alias |
|
|
1185
|
-
| `targetAlias` | string | Target org SF CLI alias |
|
|
1186
|
-
| `metadataTypes` | array | Types to compare (default: ApexClass, Flow, CustomObject, PermissionSet, LightningComponentBundle) |
|
|
1187
|
-
|
|
1188
|
-
> Requires SF CLI installed and both orgs authenticated via `sf org login`.
|
|
1189
|
-
|
|
1190
|
-
---
|
|
1191
|
-
|
|
1192
|
-
### sf_rollback_deployment
|
|
1193
|
-
Cancels an in-progress deployment by async job ID.
|
|
1194
|
-
|
|
1195
|
-
| Parameter | Type | Description |
|
|
1196
|
-
|-----------|------|-------------|
|
|
1197
|
-
| `deployId` | string | Async job ID from sf_deploy_metadata |
|
|
1198
|
-
|
|
1199
|
-
> Note: Only cancels `Pending` or `InProgress` deployments. Completed deployments cannot be rolled back via API.
|
|
1200
|
-
|
|
1201
|
-
---
|
|
1202
|
-
|
|
1203
|
-
### sf_create_scratch_org
|
|
1204
|
-
Creates a scratch org using SF CLI (requires Dev Hub).
|
|
1205
|
-
|
|
1206
|
-
| Parameter | Type | Description |
|
|
1207
|
-
|-----------|------|---------|
|
|
1208
|
-
| `orgAlias` | string | Alias for the new scratch org |
|
|
1209
|
-
| `devHubAlias` | string | Dev Hub org alias (default: `DevHub`) |
|
|
1210
|
-
| `edition` | string | `Developer`, `Enterprise`, etc. |
|
|
1211
|
-
| `duration` | number | Days until expiry (1-30, default 7) |
|
|
1212
|
-
| `features` | array | Scratch org features |
|
|
1213
|
-
|
|
1214
|
-
---
|
|
1215
|
-
|
|
1216
|
-
### sf_create_sandbox
|
|
1217
|
-
Creates a new sandbox (Developer, Developer_Pro, Partial, or Full).
|
|
1218
|
-
|
|
1219
|
-
| Parameter | Type | Description |
|
|
1220
|
-
|-----------|------|-------------|
|
|
1221
|
-
| `sandboxName` | string | Sandbox name (max 10 chars) |
|
|
1222
|
-
| `sandboxType` | string | `Developer`, `Developer_Pro`, `Partial`, `Full` |
|
|
1223
|
-
|
|
1224
|
-
---
|
|
1225
|
-
|
|
1226
|
-
### sf_refresh_sandbox ⚠️
|
|
1227
|
-
Refreshes an existing sandbox to match current production state. **All sandbox data/metadata is lost.**
|
|
1228
|
-
|
|
1229
|
-
| Parameter | Type | Description |
|
|
1230
|
-
|-----------|------|-------------|
|
|
1231
|
-
| `sandboxName` | string | Sandbox to refresh |
|
|
1232
|
-
|
|
1233
|
-
---
|
|
1234
|
-
|
|
1235
|
-
### sf_export_package_xml
|
|
1236
|
-
Generates a `package.xml` manifest by listing org components.
|
|
1237
|
-
|
|
1238
|
-
| Parameter | Type | Description |
|
|
1239
|
-
|-----------|------|-------------|
|
|
1240
|
-
| `metadataTypes` | array | Types to include (default: common types) |
|
|
1241
|
-
| `apiVersion` | string | API version for package.xml |
|
|
1242
|
-
| `includeAll` | boolean | Use wildcards (`*`) instead of listing components |
|
|
1243
|
-
|
|
1244
|
-
---
|
|
1245
|
-
|
|
1246
|
-
### sf_create_outbound_change_set
|
|
1247
|
-
Creates an Outbound Change Set container for sandbox → production deployment.
|
|
1248
|
-
|
|
1249
|
-
---
|
|
1250
|
-
|
|
1251
|
-
### sf_add_to_change_set
|
|
1252
|
-
Adds metadata components to an existing Change Set.
|
|
1253
|
-
|
|
1254
|
-
---
|
|
1255
|
-
|
|
1256
|
-
## Integrations & Connectivity
|
|
1257
|
-
|
|
1258
|
-
### sf_create_connected_app
|
|
1259
|
-
Creates a Connected App for OAuth 2.0 authentication.
|
|
1260
|
-
|
|
1261
|
-
| Parameter | Type | Description |
|
|
1262
|
-
|-----------|------|-------------|
|
|
1263
|
-
| `fullName` | string | App API name |
|
|
1264
|
-
| `label` | string | Display name |
|
|
1265
|
-
| `contactEmail` | string | Contact email |
|
|
1266
|
-
| `callbackUrls` | array | OAuth callback URLs |
|
|
1267
|
-
| `scopes` | array | OAuth scopes: `api`, `web`, `full`, `offline_access`, etc. |
|
|
1268
|
-
|
|
1269
|
-
---
|
|
1270
|
-
|
|
1271
|
-
### sf_create_named_credential
|
|
1272
|
-
(See [Security & Permissions](#security--permissions))
|
|
1273
|
-
|
|
1274
|
-
---
|
|
1275
|
-
|
|
1276
|
-
### sf_create_remote_site_setting
|
|
1277
|
-
Whitelists an external URL for Apex HTTP callouts.
|
|
1278
|
-
|
|
1279
|
-
| Parameter | Type | Description |
|
|
1280
|
-
|-----------|------|-------------|
|
|
1281
|
-
| `fullName` | string | Setting API name |
|
|
1282
|
-
| `url` | string | External URL to whitelist |
|
|
1283
|
-
| `isActive` | boolean | Active (default `true`) |
|
|
1284
|
-
|
|
1285
|
-
---
|
|
1286
|
-
|
|
1287
|
-
### sf_create_csp_setting
|
|
1288
|
-
Creates a Content Security Policy trusted site for LWC external resources.
|
|
1289
|
-
|
|
1290
|
-
| Parameter | Type | Description |
|
|
1291
|
-
|-----------|------|-------------|
|
|
1292
|
-
| `endpointUrl` | string | External URL to trust |
|
|
1293
|
-
| `cspDirectives` | array | `connect-src`, `script-src`, `style-src`, `img-src`, `frame-src`, `font-src` |
|
|
1294
|
-
|
|
1295
|
-
---
|
|
1296
|
-
|
|
1297
|
-
### sf_create_external_data_source
|
|
1298
|
-
Creates an External Data Source for Salesforce Connect (OData 2.0/4.0, Apex, SimpleURL).
|
|
1299
|
-
|
|
1300
|
-
---
|
|
1301
|
-
|
|
1302
|
-
### sf_create_external_object
|
|
1303
|
-
Creates an External Object (`__x`) linked to an External Data Source.
|
|
1304
|
-
|
|
1305
|
-
---
|
|
1306
|
-
|
|
1307
|
-
### sf_create_outbound_message
|
|
1308
|
-
Creates a Workflow Outbound Message that POSTs XML to an external SOAP endpoint.
|
|
1309
|
-
|
|
1310
|
-
---
|
|
1311
|
-
|
|
1312
|
-
### sf_create_auth_provider
|
|
1313
|
-
Creates an Auth Provider for third-party OAuth 2.0 SSO (Google, Salesforce, custom).
|
|
1314
|
-
|
|
1315
|
-
---
|
|
1316
|
-
|
|
1317
|
-
### sf_create_certificate
|
|
1318
|
-
Creates a self-signed Certificate for callout signing, SAML assertions, or Named Credential encryption.
|
|
1319
|
-
|
|
1320
|
-
| Parameter | Type | Description |
|
|
1321
|
-
|-----------|------|-------------|
|
|
1322
|
-
| `fullName` | string | Certificate API name |
|
|
1323
|
-
| `keySize` | `2048\|4096` | Key size |
|
|
1324
|
-
| `expirationDate` | string | ISO date, e.g. `2030-01-01` |
|
|
1325
|
-
| `privateKeyExportable` | boolean | Allow private key export |
|
|
1326
|
-
|
|
1327
|
-
---
|
|
1328
|
-
|
|
1329
|
-
### sf_create_event_relay
|
|
1330
|
-
Creates an EventRelayConfig to relay Platform Events or CDC events to Amazon EventBridge or another event bus.
|
|
1331
|
-
|
|
1332
|
-
| Parameter | Type | Description |
|
|
1333
|
-
|-----------|------|-------------|
|
|
1334
|
-
| `eventChannel` | string | Platform Event or CDC channel (e.g. `MyEvent__e`) |
|
|
1335
|
-
| `destinationType` | `AmazonEventBridge\|EventBus` | Destination type |
|
|
1336
|
-
| `destinationResourceName` | string | ARN or bus name |
|
|
1337
|
-
| `state` | `RUN\|STOP\|PAUSE` | Initial relay state |
|
|
1338
|
-
|
|
1339
|
-
---
|
|
1340
|
-
|
|
1341
|
-
### sf_create_platform_event_subscription
|
|
1342
|
-
Creates an Apex trigger that subscribes to a Platform Event channel.
|
|
1343
|
-
|
|
1344
|
-
| Parameter | Type | Description |
|
|
1345
|
-
|-----------|------|-------------|
|
|
1346
|
-
| `eventApiName` | string | Platform Event API name ending in `__e` |
|
|
1347
|
-
| `triggerName` | string | Apex trigger name |
|
|
1348
|
-
| `triggerBody` | string | Trigger body code (operates on `List<EventApiName>`) |
|
|
1349
|
-
|
|
1350
|
-
---
|
|
1351
|
-
|
|
1352
|
-
### sf_create_change_data_capture
|
|
1353
|
-
Enables Change Data Capture for one or more Salesforce objects.
|
|
1354
|
-
|
|
1355
|
-
| Parameter | Type | Description |
|
|
1356
|
-
|-----------|------|-------------|
|
|
1357
|
-
| `objectApiNames` | array | Objects to enable CDC for, e.g. `['Account', 'Contact']` |
|
|
1358
|
-
|
|
1359
|
-
> After enabling, subscribe to `<ObjectName>ChangeEvent` channels via Streaming API.
|
|
1360
|
-
|
|
1361
|
-
---
|
|
1362
|
-
|
|
1363
|
-
### sf_create_rest_resource
|
|
1364
|
-
Creates and deploys an Apex REST resource (`@RestResource`) class.
|
|
1365
|
-
|
|
1366
|
-
| Parameter | Type | Description |
|
|
1367
|
-
|-----------|------|-------------|
|
|
1368
|
-
| `className` | string | Apex class name |
|
|
1369
|
-
| `urlMapping` | string | URL path, e.g. `/v1/orders/*` |
|
|
1370
|
-
| `methods` | array | `GET`, `POST`, `PUT`, `PATCH`, `DELETE` |
|
|
1371
|
-
| `getBody` / `postBody` / `putBody` / `deleteBody` | string | Method implementation code |
|
|
1372
|
-
|
|
1373
|
-
---
|
|
1374
|
-
|
|
1375
|
-
## Experience Cloud
|
|
1376
|
-
|
|
1377
|
-
### sf_create_experience_site
|
|
1378
|
-
Creates an Experience Cloud site using a specified template.
|
|
1379
|
-
|
|
1380
|
-
| Parameter | Type | Description |
|
|
1381
|
-
|-----------|------|-------------|
|
|
1382
|
-
| `siteName` | string | Site API name |
|
|
1383
|
-
| `label` | string | Display name |
|
|
1384
|
-
| `template` | string | `CustomerService`, `Partner`, `LWR`, `Aloha`, `Microsites` |
|
|
1385
|
-
| `urlPathPrefix` | string | URL path (e.g. `customers`) |
|
|
1386
|
-
| `status` | string | `Live`, `DownForMaintenance`, `UnderConstruction` |
|
|
1387
|
-
|
|
1388
|
-
---
|
|
1389
|
-
|
|
1390
|
-
### sf_create_experience_page
|
|
1391
|
-
Creates a page within an existing Experience Cloud site.
|
|
1392
|
-
|
|
1393
|
-
---
|
|
1394
|
-
|
|
1395
|
-
### sf_publish_experience_site
|
|
1396
|
-
Publishes a site to make all pending changes live.
|
|
1397
|
-
|
|
1398
|
-
---
|
|
1399
|
-
|
|
1400
|
-
### sf_update_experience_site
|
|
1401
|
-
Updates site settings (description, guest access, guest profile).
|
|
1402
|
-
|
|
1403
|
-
---
|
|
1404
|
-
|
|
1405
|
-
### sf_create_navigation_menu
|
|
1406
|
-
Creates a Navigation Menu for an Experience Cloud site.
|
|
1407
|
-
|
|
1408
|
-
| Parameter | Type | Description |
|
|
1409
|
-
|-----------|------|-------------|
|
|
1410
|
-
| `siteName` | string | Site API name |
|
|
1411
|
-
| `menuName` | string | Menu API name |
|
|
1412
|
-
| `items` | array | `[{label, type, url, page}]` |
|
|
1413
|
-
|
|
1414
|
-
---
|
|
1415
|
-
|
|
1416
|
-
### sf_add_experience_site_members
|
|
1417
|
-
Adds user profiles or permission sets as site member groups.
|
|
1418
|
-
|
|
1419
|
-
---
|
|
1420
|
-
|
|
1421
|
-
### sf_set_experience_site_branding
|
|
1422
|
-
Applies branding tokens (colors, fonts, logo) to a site.
|
|
1423
|
-
|
|
1424
|
-
---
|
|
1425
|
-
|
|
1426
|
-
### sf_create_experience_container
|
|
1427
|
-
Creates a container region within an Experience Cloud page.
|
|
1428
|
-
|
|
1429
|
-
| Parameter | Type | Description |
|
|
1430
|
-
|-----------|------|-------------|
|
|
1431
|
-
| `siteName` | string | Site API name |
|
|
1432
|
-
| `pageName` | string | Page name |
|
|
1433
|
-
| `containerName` | string | Container API name |
|
|
1434
|
-
| `region` | string | Page region: `main`, `sidebar`, `header` |
|
|
1435
|
-
|
|
1436
|
-
---
|
|
1437
|
-
|
|
1438
|
-
### sf_set_experience_site_login
|
|
1439
|
-
Configures login, self-registration, and SSO settings for an Experience site.
|
|
1440
|
-
|
|
1441
|
-
| Parameter | Type | Description |
|
|
1442
|
-
|-----------|------|-------------|
|
|
1443
|
-
| `siteName` | string | Site API name |
|
|
1444
|
-
| `loginPageUrl` | string | Custom login page URL |
|
|
1445
|
-
| `selfRegistrationEnabled` | boolean | Allow self-registration |
|
|
1446
|
-
| `allowInternalUserLogin` | boolean | Allow internal users |
|
|
1447
|
-
| `loginOptions` | array | SSO auth provider names |
|
|
1448
|
-
|
|
1449
|
-
---
|
|
1450
|
-
|
|
1451
|
-
### sf_create_cms_content
|
|
1452
|
-
Creates a CMS content item in a Salesforce CMS workspace.
|
|
1453
|
-
|
|
1454
|
-
| Parameter | Type | Description |
|
|
1455
|
-
|-----------|------|-------------|
|
|
1456
|
-
| `workspaceName` | string | CMS workspace name |
|
|
1457
|
-
| `contentType` | string | `cms_document`, `cms_image`, `news`, or custom type |
|
|
1458
|
-
| `title` | string | Content title |
|
|
1459
|
-
| `body` | string | Content body |
|
|
1460
|
-
| `publishStatus` | `Draft\|Published` | Publication status |
|
|
1461
|
-
|
|
1462
|
-
---
|
|
1463
|
-
|
|
1464
|
-
## Agentforce
|
|
1465
|
-
|
|
1466
|
-
> **Creation Order:** flows → actions → topics → planner → agent → activate
|
|
1467
|
-
|
|
1468
|
-
### sf_create_agent
|
|
1469
|
-
Creates an Agentforce Agent (Bot metadata).
|
|
1470
|
-
|
|
1471
|
-
| Parameter | Type | Description |
|
|
1472
|
-
|-----------|------|-------------|
|
|
1473
|
-
| `agentName` | string | Bot API name |
|
|
1474
|
-
| `label` | string | Display name |
|
|
1475
|
-
| `type` | `EinsteinCopilot\|ExternalCopilot` | Agent type (immutable after creation) |
|
|
1476
|
-
| `plannerName` | string | GenAiPlannerBundle API name |
|
|
1477
|
-
| `description` | string | Agent description |
|
|
1478
|
-
| `persona` | string | Agent persona |
|
|
1479
|
-
| `company` | string | Company context |
|
|
1480
|
-
| `tone` | `Formal\|Neutral\|Casual` | Communication tone |
|
|
1481
|
-
|
|
1482
|
-
---
|
|
1483
|
-
|
|
1484
|
-
### sf_create_agent_topic
|
|
1485
|
-
Creates a Topic (GenAiPlugin) defining an agent's area of expertise.
|
|
1486
|
-
|
|
1487
|
-
| Parameter | Type | Description |
|
|
1488
|
-
|-----------|------|-------------|
|
|
1489
|
-
| `topicName` | string | GenAiPlugin API name |
|
|
1490
|
-
| `label` | string | Display label |
|
|
1491
|
-
| `description` | string | Routing description (how LLM decides to route here) |
|
|
1492
|
-
| `scope` | string | Scope of this topic |
|
|
1493
|
-
| `instructions` | array | Step-by-step instructions |
|
|
1494
|
-
| `actions` | array | Agent action API names to include |
|
|
1495
|
-
| `escalationEnabled` | boolean | Allow escalation to human |
|
|
1496
|
-
|
|
1497
|
-
---
|
|
1498
|
-
|
|
1499
|
-
### sf_create_agent_action
|
|
1500
|
-
Creates an Agentforce Action (GenAiFunction) linked to a Flow or Apex class.
|
|
1501
|
-
|
|
1502
|
-
| Parameter | Type | Description |
|
|
1503
|
-
|-----------|------|-------------|
|
|
1504
|
-
| `actionName` | string | GenAiFunction API name |
|
|
1505
|
-
| `label` | string | Display label |
|
|
1506
|
-
| `description` | string | LLM-facing description |
|
|
1507
|
-
| `invocationTargetType` | `Flow\|ApexClass` | Action backend |
|
|
1508
|
-
| `flowApiName` | string | Flow API name (for Flow actions) |
|
|
1509
|
-
| `apexClassName` | string | Apex class (for ApexClass actions) |
|
|
1510
|
-
| `inputs` | array | `[{name, type, description, required}]` |
|
|
1511
|
-
| `outputs` | array | `[{name, type, description}]` |
|
|
1512
|
-
|
|
1513
|
-
> Schema files are auto-generated. Without them the LLM cannot invoke the action.
|
|
1514
|
-
|
|
1515
|
-
---
|
|
1516
|
-
|
|
1517
|
-
### sf_create_agent_planner
|
|
1518
|
-
Creates a GenAiPlannerBundle connecting topics to the agent's planning engine.
|
|
1519
|
-
|
|
1520
|
-
| Parameter | Type | Description |
|
|
1521
|
-
|-----------|------|-------------|
|
|
1522
|
-
| `plannerName` | string | Planner API name |
|
|
1523
|
-
| `label` | string | Display label |
|
|
1524
|
-
| `topics` | array | GenAiPlugin API names |
|
|
1525
|
-
| `dataLibraryName` | string | Knowledge base name (optional) |
|
|
1526
|
-
|
|
1527
|
-
---
|
|
1528
|
-
|
|
1529
|
-
### sf_activate_agent
|
|
1530
|
-
Activates an Agentforce Agent.
|
|
1531
|
-
|
|
1532
|
-
---
|
|
1533
|
-
|
|
1534
|
-
### sf_deactivate_agent
|
|
1535
|
-
Deactivates an agent (required before modifying topics/actions).
|
|
1536
|
-
|
|
1537
|
-
---
|
|
1538
|
-
|
|
1539
|
-
### sf_get_agent
|
|
1540
|
-
Retrieves an agent's full configuration including topics, actions, and planners.
|
|
1541
|
-
|
|
1542
|
-
---
|
|
1543
|
-
|
|
1544
|
-
### sf_list_agents
|
|
1545
|
-
Lists all Agentforce Agents in the org.
|
|
1546
|
-
|
|
1547
|
-
---
|
|
1548
|
-
|
|
1549
|
-
### sf_update_agent_topic
|
|
1550
|
-
Updates an existing topic's description, instructions, or actions.
|
|
1551
|
-
|
|
1552
|
-
---
|
|
1553
|
-
|
|
1554
|
-
### sf_update_agent_action
|
|
1555
|
-
Updates an action and regenerates its LLM-facing input/output schema files.
|
|
1556
|
-
|
|
1557
|
-
---
|
|
1558
|
-
|
|
1559
|
-
### sf_delete_agent
|
|
1560
|
-
Deletes an agent and optionally its topics and actions.
|
|
1561
|
-
|
|
1562
|
-
| Parameter | Type | Description |
|
|
1563
|
-
|-----------|------|-------------|
|
|
1564
|
-
| `agentApiName` | string | Bot API name |
|
|
1565
|
-
| `deleteTopics` | boolean | Also delete GenAiPlugin topics |
|
|
1566
|
-
| `deleteActions` | boolean | Also delete GenAiFunction actions |
|
|
1567
|
-
|
|
1568
|
-
---
|
|
1569
|
-
|
|
1570
|
-
### sf_test_agent
|
|
1571
|
-
Sends a test message to an agent and returns its response.
|
|
1572
|
-
|
|
1573
|
-
| Parameter | Type | Description |
|
|
1574
|
-
|-----------|------|-------------|
|
|
1575
|
-
| `agentApiName` | string | Bot API name |
|
|
1576
|
-
| `message` | string | Test message to send |
|
|
1577
|
-
|
|
1578
|
-
---
|
|
1579
|
-
|
|
1580
|
-
### sf_get_agent_logs
|
|
1581
|
-
Queries ConversationDefinitionEventLog for agent routing and action execution events.
|
|
1582
|
-
|
|
1583
|
-
---
|
|
1584
|
-
|
|
1585
|
-
### sf_create_agent_channel
|
|
1586
|
-
Creates a BotChannel connecting an agent to a deployment channel.
|
|
1587
|
-
|
|
1588
|
-
| Parameter | Type | Description |
|
|
1589
|
-
|-----------|------|-------------|
|
|
1590
|
-
| `agentApiName` | string | Bot API name |
|
|
1591
|
-
| `channelType` | string | `EmbeddedService`, `Slack`, `MicrosoftTeams`, `WhatsApp`, `SMS`, `CustomChannel` |
|
|
1592
|
-
| `channelName` | string | Channel API name |
|
|
1593
|
-
| `isActive` | boolean | Activate immediately (default `true`) |
|
|
1594
|
-
|
|
1595
|
-
---
|
|
1596
|
-
|
|
1597
|
-
### sf_clone_agent
|
|
1598
|
-
Clones an Agentforce Agent including all topics, actions, and planner bundle.
|
|
1599
|
-
|
|
1600
|
-
| Parameter | Type | Description |
|
|
1601
|
-
|-----------|------|-------------|
|
|
1602
|
-
| `sourceAgentApiName` | string | Agent to clone |
|
|
1603
|
-
| `newAgentApiName` | string | New agent API name |
|
|
1604
|
-
| `newAgentLabel` | string | New display label |
|
|
1605
|
-
| `activateClone` | boolean | Activate after creation (default `false`) |
|
|
1606
|
-
|
|
1607
|
-
---
|
|
1608
|
-
|
|
1609
|
-
### sf_export_agent
|
|
1610
|
-
Exports a complete agent configuration as JSON (Bot + planner + topics + actions).
|
|
1611
|
-
|
|
1612
|
-
| Parameter | Type | Description |
|
|
1613
|
-
|-----------|------|-------------|
|
|
1614
|
-
| `agentApiName` | string | Agent to export |
|
|
1615
|
-
|
|
1616
|
-
---
|
|
1617
|
-
|
|
1618
|
-
## OmniStudio
|
|
1619
|
-
|
|
1620
|
-
### FlexCards
|
|
1621
|
-
|
|
1622
|
-
#### sf_create_flexcard
|
|
1623
|
-
Creates an OmniStudio FlexCard (OmniUiCard metadata).
|
|
1624
|
-
|
|
1625
|
-
| Parameter | Type | Description |
|
|
1626
|
-
|-----------|------|-------------|
|
|
1627
|
-
| `cardName` | string | FlexCard API name |
|
|
1628
|
-
| `label` | string | Display label |
|
|
1629
|
-
| `dataSourceType` | string | `SOQL`, `DataRaptor`, `IntegrationProcedure`, `Apex`, `None` |
|
|
1630
|
-
| `dataSourceName` | string | Query, DataRaptor name, or IP key |
|
|
1631
|
-
| `fields` | array | Fields to display |
|
|
1632
|
-
| `actions` | array | Actions (navigate, launch OmniScript, open URL) |
|
|
1633
|
-
|
|
1634
|
-
#### sf_update_flexcard
|
|
1635
|
-
Updates an existing FlexCard definition.
|
|
1636
|
-
|
|
1637
|
-
#### sf_activate_flexcard
|
|
1638
|
-
Activates a FlexCard (sets `isActive=true`).
|
|
1639
|
-
|
|
1640
|
-
#### sf_get_flexcard
|
|
1641
|
-
Retrieves a FlexCard's full configuration.
|
|
1642
|
-
|
|
1643
|
-
---
|
|
1644
|
-
|
|
1645
|
-
### OmniScripts
|
|
1646
|
-
|
|
1647
|
-
#### sf_create_omniscript
|
|
1648
|
-
Creates an OmniScript guided interaction flow.
|
|
1649
|
-
|
|
1650
|
-
| Parameter | Type | Description |
|
|
1651
|
-
|-----------|------|-------------|
|
|
1652
|
-
| `type` | string | Script type (e.g. `AccountOpening`) |
|
|
1653
|
-
| `subType` | string | Script subtype (e.g. `Personal`) |
|
|
1654
|
-
| `language` | string | Language code (e.g. `English`) |
|
|
1655
|
-
| `isLwcEnabled` | boolean | Deploy as LWC (recommended) |
|
|
1656
|
-
| `elements` | array | Script elements (steps, actions, blocks) |
|
|
1657
|
-
|
|
1658
|
-
#### sf_update_omniscript
|
|
1659
|
-
Updates OmniScript metadata properties.
|
|
1660
|
-
|
|
1661
|
-
#### sf_activate_omniscript
|
|
1662
|
-
Activates an OmniScript (identified by Type + SubType + Language).
|
|
1663
|
-
|
|
1664
|
-
#### sf_get_omniscript
|
|
1665
|
-
Retrieves an OmniScript's configuration.
|
|
1666
|
-
|
|
1667
|
-
---
|
|
1668
|
-
|
|
1669
|
-
### DataRaptors
|
|
1670
|
-
|
|
1671
|
-
#### sf_create_dataraptor
|
|
1672
|
-
Creates a DataRaptor interface for Extract, Transform, or Load operations.
|
|
1673
|
-
|
|
1674
|
-
| Parameter | Type | Description |
|
|
1675
|
-
|-----------|------|-------------|
|
|
1676
|
-
| `interfaceName` | string | DataRaptor API name |
|
|
1677
|
-
| `interfaceType` | `Extract\|Transform\|Load` | Operation type |
|
|
1678
|
-
| `fieldMappings` | array | `[{sourceField, targetField, dataType, formula}]` |
|
|
1679
|
-
| `filterCriteria` | string | WHERE clause (Extract only) |
|
|
1680
|
-
|
|
1681
|
-
#### sf_get_dataraptor
|
|
1682
|
-
Retrieves a DataRaptor's configuration.
|
|
1683
|
-
|
|
1684
|
-
---
|
|
1685
|
-
|
|
1686
|
-
### Integration Procedures
|
|
1687
|
-
|
|
1688
|
-
#### sf_create_integration_procedure
|
|
1689
|
-
Creates an OmniStudio Integration Procedure (server-side orchestration).
|
|
1690
|
-
|
|
1691
|
-
| Parameter | Type | Description |
|
|
1692
|
-
|-----------|------|-------------|
|
|
1693
|
-
| `procedureName` | string | Procedure name |
|
|
1694
|
-
| `subType` | string | Sub-type (fullName = Name_SubType) |
|
|
1695
|
-
| `elements` | array | `[{name, type, properties}]` — DataRaptor, HTTPAction, Response, Loop, etc. |
|
|
1696
|
-
| `isActive` | boolean | Activate immediately |
|
|
1697
|
-
|
|
1698
|
-
#### sf_update_integration_procedure / sf_get_integration_procedure / sf_activate_integration_procedure
|
|
1699
|
-
Update, retrieve, or activate an Integration Procedure.
|
|
1700
|
-
|
|
1701
|
-
---
|
|
1702
|
-
|
|
1703
|
-
### Calculation Matrix & Procedure
|
|
1704
|
-
|
|
1705
|
-
#### sf_create_calculation_matrix
|
|
1706
|
-
Creates a Calculation Matrix (decision table) for rule-based lookups.
|
|
1707
|
-
|
|
1708
|
-
| Parameter | Type | Description |
|
|
1709
|
-
|-----------|------|-------------|
|
|
1710
|
-
| `matrixName` | string | Matrix API name |
|
|
1711
|
-
| `inputVariables` | array | Input variable names |
|
|
1712
|
-
| `outputVariables` | array | Output variable names |
|
|
1713
|
-
| `rows` | array | `[{inputs:{var:val}, outputs:{var:val}}]` |
|
|
1714
|
-
|
|
1715
|
-
#### sf_create_calculation_procedure
|
|
1716
|
-
Creates a Calculation Procedure orchestrating multiple calculation steps.
|
|
1717
|
-
|
|
1718
|
-
---
|
|
1719
|
-
|
|
1720
|
-
### Export / Import
|
|
1721
|
-
|
|
1722
|
-
#### sf_export_omnistudio_component
|
|
1723
|
-
Exports any OmniStudio component's metadata as a JSON string.
|
|
1724
|
-
|
|
1725
|
-
| Parameter | Type | Description |
|
|
1726
|
-
|-----------|------|-------------|
|
|
1727
|
-
| `componentType` | string | `FlexCard`, `OmniScript`, `DataRaptor`, `IntegrationProcedure`, `CalculationMatrix`, `CalculationProcedure` |
|
|
1728
|
-
| `componentName` | string | Component API name / fullName |
|
|
1729
|
-
|
|
1730
|
-
#### sf_import_omnistudio_component
|
|
1731
|
-
Imports an OmniStudio component from previously exported JSON.
|
|
1732
|
-
|
|
1733
|
-
| Parameter | Type | Description |
|
|
1734
|
-
|-----------|------|-------------|
|
|
1735
|
-
| `componentType` | string | Component type |
|
|
1736
|
-
| `exportedJson` | string | JSON from `sf_export_omnistudio_component` |
|
|
1737
|
-
| `newComponentName` | string | Optional new name (for renaming on import) |
|
|
1738
|
-
|
|
1739
|
-
---
|
|
1740
|
-
|
|
1741
|
-
#### sf_create_document_generation
|
|
1742
|
-
Creates an OmniStudio Document Generation template configuration.
|
|
1743
|
-
|
|
1744
|
-
| Parameter | Type | Description |
|
|
1745
|
-
|-----------|------|-------------|
|
|
1746
|
-
| `templateName` | string | Config API name |
|
|
1747
|
-
| `label` | string | Display label |
|
|
1748
|
-
| `objectApiName` | string | Salesforce object to generate for |
|
|
1749
|
-
| `templateType` | `Word\|PDF\|Excel` | Document format |
|
|
1750
|
-
| `dataSourceType` | `DataRaptor\|IntegrationProcedure` | Data source type |
|
|
1751
|
-
| `dataSourceName` | string | DataRaptor or IP API name |
|
|
1752
|
-
|
|
1753
|
-
---
|
|
1754
|
-
|
|
1755
|
-
## OmniChannel & Service
|
|
1756
|
-
|
|
1757
|
-
### sf_create_service_channel
|
|
1758
|
-
Creates an OmniChannel Service Channel connecting an object to the routing engine.
|
|
1759
|
-
|
|
1760
|
-
| Parameter | Type | Description |
|
|
1761
|
-
|-----------|------|-------------|
|
|
1762
|
-
| `channelName` | string | API name |
|
|
1763
|
-
| `channelType` | string | `Case`, `Chat`, `Messaging`, `Voice`, `Email`, `Custom` |
|
|
1764
|
-
| `relatedObjectApiName` | string | SObject to route (required for Custom) |
|
|
1765
|
-
| `capacity` | number | Max simultaneous items per agent |
|
|
1766
|
-
|
|
1767
|
-
---
|
|
1768
|
-
|
|
1769
|
-
### sf_create_routing_configuration
|
|
1770
|
-
Creates a Routing Configuration defining how work is assigned to agents.
|
|
1771
|
-
|
|
1772
|
-
| Parameter | Type | Description |
|
|
1773
|
-
|-----------|------|-------------|
|
|
1774
|
-
| `configName` | string | API name |
|
|
1775
|
-
| `routingModel` | string | `LeastActive`, `MostAvailable`, `ExternalRouting` |
|
|
1776
|
-
| `capacity` | number | Capacity consumed per work item |
|
|
1777
|
-
| `priority` | number | Routing priority (1=highest) |
|
|
1778
|
-
| `pushTimeout` | number | Seconds before re-queuing unanswered items |
|
|
1779
|
-
|
|
1780
|
-
---
|
|
1781
|
-
|
|
1782
|
-
### sf_create_queue_routing_config
|
|
1783
|
-
Links a Routing Configuration to a Queue.
|
|
1784
|
-
|
|
1785
|
-
---
|
|
1786
|
-
|
|
1787
|
-
### sf_create_presence_configuration
|
|
1788
|
-
Creates a Presence Configuration controlling which channels agents can handle.
|
|
1789
|
-
|
|
1790
|
-
| Parameter | Type | Description |
|
|
1791
|
-
|-----------|------|-------------|
|
|
1792
|
-
| `configName` | string | Config API name |
|
|
1793
|
-
| `capacity` | number | Total capacity units |
|
|
1794
|
-
| `serviceChannels` | array | Channel API names |
|
|
1795
|
-
|
|
1796
|
-
---
|
|
1797
|
-
|
|
1798
|
-
### sf_create_presence_status
|
|
1799
|
-
Creates a Presence Status (Online, Busy, Offline) for agents.
|
|
1800
|
-
|
|
1801
|
-
---
|
|
1802
|
-
|
|
1803
|
-
### sf_assign_presence_status
|
|
1804
|
-
Grants access to a Presence Status for Profiles and/or Permission Sets.
|
|
1805
|
-
|
|
1806
|
-
---
|
|
1807
|
-
|
|
1808
|
-
### sf_create_skill
|
|
1809
|
-
Creates a Skill for OmniChannel skill-based routing or Field Service.
|
|
1810
|
-
|
|
1811
|
-
---
|
|
1812
|
-
|
|
1813
|
-
### sf_assign_skill_to_agent
|
|
1814
|
-
Assigns a Skill to a service agent with a proficiency level.
|
|
1815
|
-
|
|
1816
|
-
| Parameter | Type | Description |
|
|
1817
|
-
|-----------|------|-------------|
|
|
1818
|
-
| `skillName` | string | Skill DeveloperName |
|
|
1819
|
-
| `username` | string | Agent username |
|
|
1820
|
-
| `skillLevel` | number | Proficiency 0-10 |
|
|
1821
|
-
|
|
1822
|
-
---
|
|
1823
|
-
|
|
1824
|
-
### sf_create_service_territory
|
|
1825
|
-
Creates a Field Service Service Territory (geographic/organizational area).
|
|
1826
|
-
|
|
1827
|
-
---
|
|
1828
|
-
|
|
1829
|
-
### sf_create_work_type
|
|
1830
|
-
Creates a Field Service Work Type with default duration and skill requirements.
|
|
1831
|
-
|
|
1832
|
-
---
|
|
1833
|
-
|
|
1834
|
-
### sf_create_messaging_channel
|
|
1835
|
-
Creates a digital messaging channel (SMS, WhatsApp, Facebook, etc.).
|
|
1836
|
-
|
|
1837
|
-
| Parameter | Type | Description |
|
|
1838
|
-
|-----------|------|-------------|
|
|
1839
|
-
| `channelName` | string | API name |
|
|
1840
|
-
| `channelType` | string | `SMS`, `WhatsApp`, `Facebook`, `AppleBusinessChat`, `WebChat`, etc. |
|
|
1841
|
-
| `routingType` | `Queue\|Bot` | Routing destination |
|
|
1842
|
-
| `queueName` | string | Queue to route to |
|
|
1843
|
-
| `botName` | string | Bot to handle initially |
|
|
1844
|
-
|
|
1845
|
-
---
|
|
1846
|
-
|
|
1847
|
-
### sf_create_chat_button
|
|
1848
|
-
Creates a Live Chat button for website embedding.
|
|
1849
|
-
|
|
1850
|
-
---
|
|
1851
|
-
|
|
1852
|
-
### sf_create_embedded_service
|
|
1853
|
-
Creates an Embedded Service deployment bundling chat/messaging into a web snippet.
|
|
1854
|
-
|
|
1855
|
-
---
|
|
1856
|
-
|
|
1857
|
-
### sf_create_bot_routing
|
|
1858
|
-
Configures an Einstein Bot to transfer conversations to a human agent queue.
|
|
1859
|
-
|
|
1860
|
-
---
|
|
1861
|
-
|
|
1862
|
-
## Audit Trail & Monitoring
|
|
1863
|
-
|
|
1864
|
-
### sf_get_setup_audit_trail
|
|
1865
|
-
Queries `SetupAuditTrail` for org configuration change history (last 6 months).
|
|
1866
|
-
|
|
1867
|
-
| Parameter | Type | Description |
|
|
1868
|
-
|-----------|------|-------------|
|
|
1869
|
-
| `limit` | number | Max records (default 50) |
|
|
1870
|
-
| `userId` | string | Filter by user ID |
|
|
1871
|
-
| `section` | string | Filter by Setup section |
|
|
1872
|
-
| `lookbackDays` | number | Days to look back (default 7) |
|
|
1873
|
-
|
|
1874
|
-
---
|
|
1875
|
-
|
|
1876
|
-
### sf_get_login_history
|
|
1877
|
-
Queries `LoginHistory` for user login activity.
|
|
1878
|
-
|
|
1879
|
-
| Parameter | Type | Description |
|
|
1880
|
-
|-----------|------|-------------|
|
|
1881
|
-
| `username` | string | Filter by username |
|
|
1882
|
-
| `lookbackHours` | number | Hours to look back (default 24) |
|
|
1883
|
-
| `status` | string | `Success`, `Failed`, etc. |
|
|
1884
|
-
| `limit` | number | Max records (default 100) |
|
|
1885
|
-
|
|
1886
|
-
---
|
|
1887
|
-
|
|
1888
|
-
### sf_get_event_logs
|
|
1889
|
-
Fetches and parses `EventLogFile` entries (Login, API, Report, Flow, Apex, LightningPageView, etc.).
|
|
1890
|
-
|
|
1891
|
-
| Parameter | Type | Description |
|
|
1892
|
-
|-----------|------|-------------|
|
|
1893
|
-
| `eventType` | string | Log type (e.g. `Login`, `ApexExecution`, `FlowExecution`) |
|
|
1894
|
-
| `lookbackHours` | number | Hours to look back (default 24) |
|
|
1895
|
-
| `limit` | number | Max files (default 10) |
|
|
1896
|
-
|
|
1897
|
-
---
|
|
1898
|
-
|
|
1899
|
-
### sf_get_field_history
|
|
1900
|
-
Queries field-level change history on a specific record.
|
|
1901
|
-
|
|
1902
|
-
| Parameter | Type | Description |
|
|
1903
|
-
|-----------|------|-------------|
|
|
1904
|
-
| `objectApiName` | string | Object with history tracking enabled |
|
|
1905
|
-
| `recordId` | string | Record ID to get history for |
|
|
1906
|
-
| `limit` | number | Max history entries (default 50) |
|
|
1907
|
-
|
|
1908
|
-
---
|
|
1909
|
-
|
|
1910
|
-
### sf_get_org_limits
|
|
1911
|
-
Retrieves current API and governor limit usage via the Limits REST API.
|
|
1912
|
-
|
|
1913
|
-
Returns all limits sorted by percent used (most consumed first).
|
|
1914
|
-
|
|
1915
|
-
---
|
|
1916
|
-
|
|
1917
|
-
### sf_get_flow_errors
|
|
1918
|
-
Retrieves Flow interview fault records with error messages and related record IDs.
|
|
1919
|
-
|
|
1920
|
-
| Parameter | Type | Description |
|
|
1921
|
-
|-----------|------|-------------|
|
|
1922
|
-
| `flowApiName` | string | Filter to specific flow (optional) |
|
|
1923
|
-
| `lookbackHours` | number | Hours to look back (default 24) |
|
|
1924
|
-
| `limit` | number | Max records (default 50) |
|
|
1925
|
-
|
|
1926
|
-
---
|
|
1927
|
-
|
|
1928
|
-
### sf_get_apex_test_results
|
|
1929
|
-
Queries Apex test results from recent test runs via Tooling API.
|
|
1930
|
-
|
|
1931
|
-
| Parameter | Type | Description |
|
|
1932
|
-
|-----------|------|-------------|
|
|
1933
|
-
| `className` | string | Filter by test class name (optional) |
|
|
1934
|
-
| `outcome` | string | `Pass`, `Fail`, `Skip` (optional) |
|
|
1935
|
-
| `limit` | number | Max results (default 100) |
|
|
1936
|
-
|
|
1937
|
-
---
|
|
1938
|
-
|
|
1939
|
-
### sf_get_deployment_history
|
|
1940
|
-
Retrieves recent deployment history with status, component counts, and errors.
|
|
1941
|
-
|
|
1942
|
-
| Parameter | Type | Description |
|
|
1943
|
-
|-----------|------|-------------|
|
|
1944
|
-
| `limit` | number | Deployments to return (default 20) |
|
|
1945
|
-
| `status` | string | Filter: `Succeeded`, `Failed`, `Canceled`, `InProgress` |
|
|
1946
|
-
|
|
1947
|
-
---
|
|
1948
|
-
|
|
1949
|
-
## Admin & Org Management
|
|
1950
|
-
|
|
1951
|
-
### sf_create_user_role_hierarchy
|
|
1952
|
-
Creates a UserRole in the Salesforce role hierarchy.
|
|
1953
|
-
|
|
1954
|
-
| Parameter | Type | Description |
|
|
1955
|
-
|-----------|------|-------------|
|
|
1956
|
-
| `roleName` | string | Role DeveloperName |
|
|
1957
|
-
| `label` | string | Display name |
|
|
1958
|
-
| `parentRoleName` | string | Parent role API name (omit for top-level) |
|
|
1959
|
-
|
|
1960
|
-
> Note: `sf_create_role` in Security also creates roles. `sf_create_user_role_hierarchy` is an alias with the same outcome.
|
|
1961
|
-
|
|
1962
|
-
---
|
|
1963
|
-
|
|
1964
|
-
### sf_reset_user_password
|
|
1965
|
-
Resets a user's password and sends a password-reset email.
|
|
1966
|
-
|
|
1967
|
-
| Parameter | Type | Description |
|
|
1968
|
-
|-----------|------|-------------|
|
|
1969
|
-
| `username` | string | User email/username |
|
|
1970
|
-
| `userId` | string | User record ID (alternative) |
|
|
1971
|
-
| `sendEmail` | boolean | Send reset email (default `true`) |
|
|
1972
|
-
|
|
1973
|
-
---
|
|
1974
|
-
|
|
1975
|
-
### sf_freeze_user
|
|
1976
|
-
Freezes or unfreezes a user account (blocks login without deactivating).
|
|
1977
|
-
|
|
1978
|
-
| Parameter | Type | Description |
|
|
1979
|
-
|-----------|------|-------------|
|
|
1980
|
-
| `username` | string | User to freeze |
|
|
1981
|
-
| `freeze` | boolean | `true` to freeze, `false` to unfreeze |
|
|
1982
|
-
|
|
1983
|
-
---
|
|
1984
|
-
|
|
1985
|
-
### sf_create_territory
|
|
1986
|
-
Creates an Enterprise Territory Management (ETM) Territory2.
|
|
1987
|
-
|
|
1988
|
-
| Parameter | Type | Description |
|
|
1989
|
-
|-----------|------|-------------|
|
|
1990
|
-
| `territoryName` | string | Territory DeveloperName |
|
|
1991
|
-
| `label` | string | Display name |
|
|
1992
|
-
| `territoryType` | string | Territory2Type DeveloperName |
|
|
1993
|
-
| `parentTerritoryName` | string | Parent territory (optional) |
|
|
1994
|
-
|
|
1995
|
-
> Requires ETM enabled in the org.
|
|
1996
|
-
|
|
1997
|
-
---
|
|
1998
|
-
|
|
1999
|
-
### sf_assign_territory_to_user
|
|
2000
|
-
Assigns a user to an ETM territory via `UserTerritory2Association`.
|
|
2001
|
-
|
|
2002
|
-
| Parameter | Type | Description |
|
|
2003
|
-
|-----------|------|-------------|
|
|
2004
|
-
| `username` | string | User to assign |
|
|
2005
|
-
| `territoryName` | string | Territory DeveloperName |
|
|
2006
|
-
| `roleInTerritory` | string | `Salesperson`, `Manager`, `BusinessUser` |
|
|
2007
|
-
|
|
2008
|
-
---
|
|
2009
|
-
|
|
2010
|
-
### sf_create_forecast_hierarchy
|
|
2011
|
-
Configures a Collaborative Forecasting hierarchy manager relationship.
|
|
2012
|
-
|
|
2013
|
-
| Parameter | Type | Description |
|
|
2014
|
-
|-----------|------|-------------|
|
|
2015
|
-
| `managerUsername` | string | Forecast manager's username |
|
|
2016
|
-
| `reporteeUsername` | string | Managed user's username |
|
|
2017
|
-
| `forecastingType` | string | Forecasting type DeveloperName (e.g. `OpportunityRevenue`) |
|
|
2018
|
-
|
|
2019
|
-
---
|
|
2020
|
-
|
|
2021
|
-
## Einstein & AI
|
|
2022
|
-
|
|
2023
|
-
### sf_create_einstein_prediction
|
|
2024
|
-
Creates an Einstein Prediction Builder definition (MLPredictionDefinition metadata).
|
|
2025
|
-
|
|
2026
|
-
| Parameter | Type | Description |
|
|
2027
|
-
|-----------|------|-------------|
|
|
2028
|
-
| `predictionName` | string | API name |
|
|
2029
|
-
| `label` | string | Display label |
|
|
2030
|
-
| `objectApiName` | string | Object to predict on |
|
|
2031
|
-
| `predictionType` | `BinaryClassification\|Regression` | Model type |
|
|
2032
|
-
| `targetField` | string | Field to predict |
|
|
2033
|
-
| `segmentField` | string | Optional segment filter field |
|
|
2034
|
-
|
|
2035
|
-
---
|
|
2036
|
-
|
|
2037
|
-
### sf_create_next_best_action
|
|
2038
|
-
Creates a Next Best Action recommendation strategy (RecommendationStrategy metadata).
|
|
2039
|
-
|
|
2040
|
-
| Parameter | Type | Description |
|
|
2041
|
-
|-----------|------|-------------|
|
|
2042
|
-
| `strategyName` | string | Strategy API name |
|
|
2043
|
-
| `label` | string | Display label |
|
|
2044
|
-
| `contextObjectName` | string | Object the strategy applies to |
|
|
2045
|
-
| `recommendations` | array | `[{name, label, actionReference, acceptLabel, rejectLabel}]` |
|
|
2046
|
-
|
|
2047
|
-
---
|
|
2048
|
-
|
|
2049
|
-
### sf_create_einstein_bot
|
|
2050
|
-
Creates a classic Einstein Bot with ML domain and conversation dialogs.
|
|
2051
|
-
|
|
2052
|
-
| Parameter | Type | Description |
|
|
2053
|
-
|-----------|------|-------------|
|
|
2054
|
-
| `botName` | string | Bot API name |
|
|
2055
|
-
| `label` | string | Display label |
|
|
2056
|
-
| `description` | string | Bot description |
|
|
2057
|
-
| `mlDomain` | string | Einstein ML domain name |
|
|
2058
|
-
| `defaultLocale` | string | Language code (default `en_US`) |
|
|
2059
|
-
| `welcomeMessage` | string | Greeting message |
|
|
2060
|
-
| `dialogs` | array | Conversation dialogs |
|
|
2061
|
-
|
|
2062
|
-
---
|
|
2063
|
-
|
|
2064
|
-
## Reports & Dashboards
|
|
2065
|
-
|
|
2066
|
-
### sf_create_report
|
|
2067
|
-
Creates a Salesforce Report (Tabular, Summary, Matrix, or Joined).
|
|
2068
|
-
|
|
2069
|
-
| Parameter | Type | Description |
|
|
2070
|
-
|-----------|------|-------------|
|
|
2071
|
-
| `fullName` | string | `FolderName/ReportName` |
|
|
2072
|
-
| `name` | string | Display name |
|
|
2073
|
-
| `reportType` | string | Report type API name (e.g. `Accounts`, `Opportunities`) |
|
|
2074
|
-
| `format` | string | `Tabular`, `Summary`, `Matrix`, `MultiBlock` |
|
|
2075
|
-
| `columns` | array | Field API names to show |
|
|
2076
|
-
| `filters` | array | `[{field, operator, value}]` |
|
|
2077
|
-
| `groupingsRow` | array | Summary/Matrix row groupings |
|
|
2078
|
-
|
|
2079
|
-
---
|
|
2080
|
-
|
|
2081
|
-
### sf_update_dashboard
|
|
2082
|
-
Updates an existing Dashboard's title or description.
|
|
2083
|
-
|
|
2084
|
-
---
|
|
2085
|
-
|
|
2086
|
-
### sf_create_report_folder
|
|
2087
|
-
Creates a folder for organizing Reports or Dashboards.
|
|
2088
|
-
|
|
2089
|
-
| Parameter | Type | Description |
|
|
2090
|
-
|-----------|------|-------------|
|
|
2091
|
-
| `name` | string | Folder API name |
|
|
2092
|
-
| `label` | string | Display name |
|
|
2093
|
-
| `accessType` | string | `Hidden`, `Shared`, `Public` |
|
|
2094
|
-
| `folderType` | `Report\|Dashboard` | Folder type |
|
|
2095
|
-
|
|
2096
|
-
---
|
|
2097
|
-
|
|
2098
|
-
### sf_share_report_folder
|
|
2099
|
-
Shares a Report or Dashboard folder with users, roles, or groups.
|
|
2100
|
-
|
|
2101
|
-
| Parameter | Type | Description |
|
|
2102
|
-
|-----------|------|-------------|
|
|
2103
|
-
| `folderName` | string | Folder API name |
|
|
2104
|
-
| `shares` | array | `[{sharedTo, sharedToType, accessLevel}]` — types: `User`, `Role`, `Group`; levels: `View`, `Edit`, `Manage` |
|
|
2105
|
-
|
|
2106
|
-
---
|
|
2107
|
-
|
|
2108
|
-
## MCP Server Generation
|
|
2109
|
-
|
|
2110
176
|
### sf_create_mcp_server
|
|
2111
177
|
Generates a complete MCP server project on disk.
|
|
2112
178
|
|
|
179
|
+
**Parameters:**
|
|
2113
180
|
| Parameter | Type | Description |
|
|
2114
181
|
|-----------|------|-------------|
|
|
2115
|
-
| `serverName` | string |
|
|
2116
|
-
| `outputDirectory` | string | Absolute path
|
|
182
|
+
| `serverName` | string | Server package name |
|
|
183
|
+
| `outputDirectory` | string | Absolute path to output directory |
|
|
2117
184
|
| `description` | string | Server description |
|
|
2118
185
|
| `salesforceInstanceUrl` | string | Pre-configure org URL |
|
|
2119
186
|
|
|
2120
|
-
**Example:**
|
|
187
|
+
**Example prompts:**
|
|
188
|
+
- "Create a new MCP server called my-sf-integration in C:/projects/my-server"
|
|
189
|
+
- "Generate a Salesforce MCP server project targeting https://myorg.salesforce.com"
|
|
2121
190
|
|
|
2122
191
|
---
|
|
2123
192
|
|
|
2124
|
-
*
|
|
193
|
+
*For the complete list of all 60+ tools, see [README.md](README.md).*
|