salesforce-core-workflow-a

name	salesforce-core-workflow-a
description	Execute Salesforce CRUD operations on standard sObjects with SOQL and REST API. Use when creating, reading, updating, or deleting Accounts, Contacts, Leads, or Opportunities via the Salesforce API. Trigger with phrases like "salesforce CRUD", "salesforce create record", "salesforce update account", "salesforce SOQL query", "salesforce REST API".
allowed-tools	Read, Write, Edit, Bash(npm:*), Grep
version	1.7.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","crm","salesforce"]
compatibility	Designed for Claude Code

Salesforce Core Workflow A — CRUD & SOQL

Overview

Primary workflow: perform CRUD operations on standard sObjects (Account, Contact, Lead, Opportunity) using SOQL queries, jsforce methods, and REST API endpoints.

Prerequisites

• Completed salesforce-install-auth setup
• jsforce installed and connection configured
• Understanding of Salesforce sObject model

Instructions

Step 1: SOQL Queries (Read Operations)

import { getConnection } from './salesforce/connection';

const conn = await getConnection();

// Basic query — all open opportunities closing this quarter
const opps = await conn.query(`
  SELECT Id, Name, Amount, StageName, CloseDate, Account.Name
  FROM Opportunity
  WHERE IsClosed = false
    AND CloseDate = THIS_QUARTER
  ORDER BY Amount DESC
  LIMIT 50
`);

// Relationship query — Accounts with their Contacts
const accountsWithContacts = await conn.query(`
  SELECT Id, Name, Industry,
    (SELECT Id, FirstName, LastName, Email FROM Contacts)
  FROM Account
  WHERE Industry = 'Technology'
  LIMIT 20
`);

// Aggregate query
const revByIndustry = await conn.query(`
  SELECT Industry, COUNT(Id) numAccounts, SUM(AnnualRevenue) totalRevenue
  FROM Account
  WHERE Industry != null
  GROUP BY Industry
  ORDER BY SUM(AnnualRevenue) DESC
`);

// SOSL search — full-text search across objects
const searchResults = await conn.search(
  `FIND {Acme} IN ALL FIELDS RETURNING
    Account(Id, Name, Industry),
    Contact(Id, FirstName, LastName, Email),
    Lead(Id, Name, Company, Status)`
);

Step 2: Create Records

 newLead =  conn.().({
  : ,
  : ,
  : ,
  : ,
  : ,
  : ,
});
.(, newLead.); 


 newContact =  conn.().({
  : ,
  : ,
  : ,
  : , 
  : ,
});


 newOpp =  conn.().({
  : ,
  : ,
  : ,
  : ,
  : ,
});