salesforce
Query and manage Salesforce CRM — accounts, contacts, leads, opportunities, and cases via the REST API.
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- ThinkfleetAI/thinkfleet-engine
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- February 1, 2026 at 16:21
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- salesforce
- description
- Query and manage Salesforce CRM — accounts, contacts, leads, opportunities, and cases via the REST API.
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- {"thinkfleetbot":{"emoji":"☁️","requires":{"bins":"[Truncated]","env":"[Truncated]"}}}
# Salesforce
Query and manage CRM data via the Salesforce REST API.
## Environment Variables
- `SALESFORCE_INSTANCE_URL` - Instance URL (e.g. `https://myorg.my.salesforce.com`)
- `SALESFORCE_ACCESS_TOKEN` - OAuth access token
## Query records (SOQL)
```bash
curl -s -H "Authorization: Bearer $SALESFORCE_ACCESS_TOKEN" \
"$SALESFORCE_INSTANCE_URL/services/data/v59.0/query?q=$(python3 -c "import urllib.parse; print(urllib.parse.quote('SELECT Id, Name, Industry FROM Account LIMIT 10'))")" | jq '.records[] | {Id, Name, Industry}'
```
## Get account
```bash
curl -s -H "Authorization: Bearer $SALESFORCE_ACCESS_TOKEN" \
"$SALESFORCE_INSTANCE_URL/services/data/v59.0/sobjects/Account/ACCOUNT_ID" | jq '{Id, Name, Industry, Phone, Website}'
```
## Create lead
```bash
curl -s -X POST -H "Authorization: Bearer $SALESFORCE_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
"$SALESFORCE_INSTANCE_URL/services/data/v59.0/sobjects/Lead" \
-d '{"FirstName":"John","LastName":"Doe","Company":"Acme","Email":"john@acme.com"}' | jq '{id, success}'
```
## List opportunities
```bash
curl -s -H "Authorization: Bearer $SALESFORCE_ACCESS_TOKEN" \
"$SALESFORCE_INSTANCE_URL/services/data/v59.0/query?q=$(python3 -c "import urllib.parse; print(urllib.parse.quote('SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunity LIMIT 10'))")" | jq '.records[] | {Id, Name, StageName, Amount}'
```
## Update record
```bash
curl -s -X PATCH -H "Authorization: Bearer $SALESFORCE_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
"$SALESFORCE_INSTANCE_URL/services/data/v59.0/sobjects/Account/ACCOUNT_ID" \
-d '{"Phone":"555-1234"}'
```
## Notes
- API version v59.0 used; update as needed.
- Always confirm before creating or updating records.
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