salesforce

name

salesforce

description

Salesforce is a cloud-based CRM platform that provides APIs and tools for managing customer data, sales pipelines, service operations, and marketing workflows, allowing teams and developers to build integrations, automate processes, and support customer-facing business operations. Read and write Salesforce data through One: processrules, sobjectquickactions, sobjects, sobjectcollections, approvallayouts, processapprovals and more, 150 actions with real parameter documentation. Use whenever the user asks to look something up in Salesforce, create or update a record there, or build code against the Salesforce API.

Salesforce through One

Salesforce is a cloud-based CRM platform that provides APIs and tools for managing customer data, sales pipelines, service operations, and marketing workflows, allowing teams and developers to build integrations, automate processes, and support customer-facing business operations.

One exposes Salesforce through four MCP tools. The table below carries real action ids from One's knowledge base, so for a common operation you can skip search and go straight to reading the action's parameters.

How to run an action

1. Find the action in the table below, or call search_one_platform_actions with platform salesforce if it is not listed.
2. Call get_one_action_knowledge with the action id. Do this every time, including for actions in this table. The table gives you the id, not the parameters.
3. Call execute_one_action with parameters copied from that knowledge.

Never guess a parameter name, a body field, or an enum value. The knowledge has the real schema, and a guessed field is either a 400 or a silent write of the wrong thing.

Before you start

Call list_one_integrations once and confirm Salesforce is connected. If it is missing, the user has not connected it: say so and point them at https://app.withone.ai rather than reaching for raw HTTP.

Each connection carries an access field. If it reports {"policy": "methods", "methods": ["GET"]} the agent is read-only here, so plan a read-only answer instead of attempting a write that will be refused.

Before a write

Creates, updates, deletes and sends land on a real Salesforce account and cannot be recalled. State the action and the specific target in one line before the first write in a task, and let the user stop you. Reads need no confirmation.

Actions

ProcessRules

Action	Method	Path	Action id
Get a Process Rule for an sObject	GET	/services/data/v66.0/process/rules/{{sObjectName}}/{{workflowRuleId}}	conn_mod_def::GLcnoTXl69g::pCquGwEGSRu20micDw576w
Get Process Rules	GET	/services/data/v66.0/process/rules/	conn_mod_def::GLcnodQYA5A::cyxUi36kSGSVpSqgLqkzJA
Get Process Rules for an sObject	GET	/services/data/v66.0/process/rules/{{sObject}}	conn_mod_def::GLcnoStZLTg::6Lr8rT73Tk647SVqEFdAPw
Return HTTP Headers for a Process Rule of an sObject	HEAD	/services/data/v66.0/process/rules/{{sObjectName}}/{{workflowRuleId}}	conn_mod_def::GLcnoRvj-kA::DCIMPwHkTv-vjjL9SZzHiQ
Return HTTP Headers for Process Rules	HEAD	/services/data/v66.0/process/rules/	conn_mod_def::GLcnobiyBYg::7Mvo9GDZSW6XWUUcI-iikg
Return HTTP Headers for Process Rules of an sObject	HEAD	/services/data/v66.0/process/rules/{{sObject}}	conn_mod_def::GLcnocOo4Dg::at_nwgYtRAu_0m86f-xz9w
Trigger a Process Rule for an sObject	POST	/services/data/v66.0/process/rules/{{sObjectName}}/{{workflowRuleId}}	conn_mod_def::GLcnoQvKItg::PNyAr2cNRNKv10WjpIwi6g
Trigger Process Rules	POST	/services/data/v66.0/process/rules/	conn_mod_def::GLcnobievAg::-FVtu6JbSmqYi92SD_Asug

SObjectQuickActions

Action	Method	Path	Action id
Get a Specific sObject Quick Action	GET	/services/data/v66.0/sobjects/{{sObject}}/quickActions/{{actionName}}	conn_mod_def::GLcnryz9ATg::nPA-teQhRVKQZvWGVecYfQ
Get sObject Quick Action Details	GET	/services/data/v66.0/sobjects/{{sObject}}/quickActions/{{actionName}}/describe/	conn_mod_def::GLcnqqIn-gg::KMf1jU1NTvKwtB3TitZ9eQ
Get sObject Quick Actions	GET	/services/data/v66.0/sobjects/{{sObject}}/quickActions/	conn_mod_def::GLcnqqZM91A::Oacv4br7Rom8jj-TCLDgsQ
Create Records Using Specific sObject Quick Actions	POST	/services/data/v66.0/sobjects/{{sObject}}/quickActions/{{actionName}}	conn_mod_def::GLcnryvNfgA::dt7_Jx4IT9SI5bMM0nUWjg
Return Headers for a Specific sObject Quick Action	HEAD	/services/data/v66.0/sobjects/{{sObject}}/quickActions/{{actionName}}	conn_mod_def::GLcnryzjGGg::ulDoOd3mSQeCyY2vJnpZFw
Return Headers for sObject Quick Actions	HEAD	/services/data/v66.0/sobjects/{{sObject}}/quickActions/	conn_mod_def::GLcnrBuXUEA::ymKNoJZLTfO8CuK_WELUuQ

Sobjects

Action	Method	Path	Action id
Describe Global Objects	GET	/services/data/v66.0/sobjects/	conn_mod_def::GLcnmcst1rg::kywV3dETQ5ylmrMz_i-xWA
Get Updated Records for an sObject	GET	/services/data/v66.0/sobjects/{{sObject}}/updated/	conn_mod_def::GLcnqMsdu-g::5toQG14NSUCPvqBFqwL3uQ
Create Records Using sObject Basic Information	POST	/services/data/v66.0/sobjects/{{sObject}}/	conn_mod_def::GLcnp3A7MrA::Lsur0CuRT8OOT1Y8zSQngw
Create Records Using sObject Rows by External ID	POST	/services/data/v66.0/sobjects/{{sObject}}/Id	conn_mod_def::GLcnrNpneSg::EW-dcMKVReqaOhm_Xty82A
Upsert Records Using sObject Rows by External ID	PATCH	/services/data/v66.0/sobjects/{{sObject}}/{{fieldName}}/{{fieldValue}}	conn_mod_def::GLcnre4A-Hg::IWhmKI8KQaCdtwAI5851Zg

SObjectCollections

Action	Method	Path	Action id
Get Records Using sObject Collections	GET	/services/data/v66.0/composite/sobjects/{{sObject}}	conn_mod_def::GLcnp_eX-BA::VWGTbRj0TbaqMzWlAxskmA
Create Records Using Salesforce sObject Collections	POST	/services/data/v66.0/composite/sobjects	conn_mod_def::GLcnp2nMAwA::MEBwbrVHSLqX1NSPnbzrIQ
Delete Records Using sObject Collections	DELETE	/services/data/v66.0/composite/sobjects	conn_mod_def::GLcnp-sUxIg::r49y34cKRYGmW-tXoriZIg
Get Records Using sObject Collections	POST	/services/data/v66.0/composite/sobjects/{{sObject}}	conn_mod_def::GLcnqDNoAuA::_aACxQwrQEO5VE_7Zbp1Gw
Update Records Using sObject Collections	PATCH	/services/data/v66.0/composite/sobjects/	conn_mod_def::GLcnqBnn1_A::xdJMaRa2TXGvth7GvGHypA

ApprovalLayouts

Action	Method	Path	Action id
Get a Layout for a Single Approval Process on a Specified Object	GET	/services/data/v66.0/sobjects/{{sObject}}/describe/approvalLayouts/{{approvalProcessName}}	conn_mod_def::GLcnrnIu0MA::5D2ECm9pQsS7TrDRcXDZJw
Get Approval Layouts for an Object	GET	/services/data/v66.0/sobjects/{{sObject}}/describe/approvalLayouts	conn_mod_def::GLcnpsJke2A::7DkVU3fRSXSpQuLSQ6Gz0g
Return Headers for a Single Approval Process on a Specified Object	HEAD	/services/data/v66.0/sobjects/{{sObject}}/describe/approvalLayouts/{{approvalProcessName}}	conn_mod_def::GLcnrpBYbyA::keB9CeW3SCal7hAO0kK-Cw
Return Headers for Approval Layouts	HEAD	/services/data/v66.0/sobjects/{{sObject}}/describe/approvalLayouts/	conn_mod_def::GLcnp2dtG9A::NJ1S23BHTayC-jdqxMUG6g

ProcessApprovals

Action	Method	Path	Action id
Get Process Approvals	GET	/services/data/v66.0/process/approvals/	conn_mod_def::GLcnnr65fgA::YjTaVB5GRoKSvOofWwYBmA
Return HTTP Headers for Process Approvals	HEAD	/services/data/v66.0/process/approvals/	conn_mod_def::GLcnntCBmdg::2l2oQYsBROycMif8jb2vEQ
Submit, Approve, or Reject Process Approvals	POST	/services/data/v66.0/process/approvals/	conn_mod_def::GLcnoP785jA::5JO9U24oRaqYBTYYZGgucQ

OpportunityLineItemSchedules

Action	Method	Path	Action id
Get Product Schedules for an Opportunity Product	GET	/services/data/v66.0/sobjects/OpportunityLineItem/{{opportunityLineItemId}}/OpportunityLineItemSchedules	conn_mod_def::GLcnonnkn-A::is1vQc6eROuhE61__hlTjA
Create Product Schedules for an Opportunity Product	PUT	/services/data/v66.0/sobjects/OpportunityLineItem/{{opportunityLineItemId}}/OpportunityLineItemSchedules	conn_mod_def::GLcnoeVns0g::eiM3SOgATbG6eoTNnlZ8EA
Delete Product Schedules for an Opportunity Line Item	DELETE	/services/data/v66.0/sobjects/OpportunityLineItem/{{opportunityLineItemId}}/OpportunityLineItemSchedules	conn_mod_def::GLcnooCc6mg::fTWp-jk6Qq-qQEWfJNNjkg

QuickActions

Action	Method	Path	Action id
Get Quick Actions	GET	/services/data/v66.0/quickActions/	conn_mod_def::GLcnozkOM2g::Fd7IK3ysTsGy5beMmYXqtg
Create Records Using Quick Actions	POST	/services/data/v66.0/quickActions/	conn_mod_def::GLcnoxe23Ig::pGNZVRxaRvyDiyjdPrC_Xw
Return Headers of Quick Actions	HEAD	/services/data/v66.0/quickActions/	conn_mod_def::GLcnow9ueDg::DyFnTPWmTIGNQcI8gKXprQ

LocalizedValues

Action	Method	Path	Action id
Delete Localized Values for Survey Fields	POST	/services/data/v66.0/localizedvalue/records/delete	conn_mod_def::GLcnpfOAKDA::8J-juSbvR6eM2knah9k_0w
Get Localized Values for Survey Fields	POST	/services/data/v66.0/localizedvalue/records/get	conn_mod_def::GLcnph4lbIA::elNHI9dvR6et-mLu0kKIVQ
Upsert Localized Values for Survey Fields	POST	/services/data/v66.0/localizedvalue/records/upsert	conn_mod_def::GLcnpHSiAxg::wF2av_X6Q0OoOYoL5N41sg

LocalizedValue

Action	Method	Path	Action id
Get Translated Value of a Survey Field	GET	/services/data/v66.0/localizedvalue/record/{{developerName}}/{{language}}	conn_mod_def::GLcnpgTIZag::hkSrDFaSS0OochetomXI4Q
Add or Change the Translation of a Survey Field	POST	/services/data/v66.0/localizedvalue/record/{{developerName}}/{{language}}	conn_mod_def::GLcnpJvptOg::wjP1cklVRFeKvgHm7nJDIg
Delete the Translated Value of a Survey Field	DELETE	/services/data/v66.0/localizedvalue/record/{{developerName}}/{{language}}	conn_mod_def::GLcnpH88u9g::aEvzIw-lT7-oSSN_NhT__g

SObjectQuickActionDefaultValues

Action	Method	Path	Action id
Get sObject Quick Action Default Values	GET	/services/data/v66.0/sobjects/{{sObject}}/quickActions/{{actionName}}/defaultValues/	conn_mod_def::GLcnqgjoCwg::bxt4Eiv2TF6O8vbSZ2YfMg
Return Headers Using sObject Quick Action Default Values	HEAD	/services/data/v66.0/sobjects/{{sObject}}/quickActions/{{actionName}}/defaultValues/	conn_mod_def::GLcnqgbuy0g::F5rU1iF6R--BAIcQKE1d0Q
Return Headers Using sObject Quick Action Default Values by ID	HEAD	/services/data/v66.0/sobjects/{{sObject}}/quickActions/{{actionName}}/defaultValues/{{contextId}}	conn_mod_def::GLcnqrliBYg::SuMCi9QiSQ2x8b_PbNKXzg

SObjectRelationships

Action	Method	Path	Action id
Get Records Using sObject Relationships	GET	/services/data/v66.0/sobjects/{{sObject}}/{{id}}/{{relationshipFieldName}}	conn_mod_def::GLcnrESjvIA::Jv8R8AnhQG25HSRZ3i2Llw
Delete Records Using sObject Relationships	DELETE	/services/data/v66.0/sobjects/{{sObject}}/{{id}}/{{relationshipFieldName}}	conn_mod_def::GLcnrEU1bWA::_CHpKeDVTiatVA0XUPWD2A
Update Records Using sObject Relationships	PATCH	/services/data/v66.0/sobjects/{{sObject}}/{{id}}/{{relationshipFieldName}}	conn_mod_def::GLcnrDbNIkA::zRVfjs4qTaiFRJ5oOCQhpw

SObjectRows

Action	Method	Path	Action id
Get Records Using sObject Rows	GET	/services/data/v66.0/sobjects/{{sObject}}/{{id}}	conn_mod_def::GLcnrVAGW-A::xqIKYrfKR-i24j1CzspFdw
Delete sObject Rows	DELETE	/services/data/v66.0/sobjects/{{sObject}}/{{id}}	conn_mod_def::GLcnrO4U5zA::R0Ri6fhZQdSs2yj05ufsrQ
Update Records Using sObject Rows	PATCH	/services/data/v66.0/sobjects/{{sObject}}/{{id}}	conn_mod_def::GLcnrSk3e8A::U_wRcPh1TkybRu8JNpLSKA

SObjectRowsByExternalId

Action	Method	Path	Action id
Get Records Using sObject Rows by External ID	GET	/services/data/v66.0/sobjects/{{sObject}}/{{fieldName}}/{{fieldValue}}	conn_mod_def::GLcnrd9Plmg::Io-YUpwQTsu2aidDIat8pA
Delete Records Using sObject Rows by External ID	DELETE	/services/data/v66.0/sobjects/{{sObject}}/{{fieldName}}/{{fieldValue}}	conn_mod_def::GLcnreIc6yA::QyA9GBP0RDKZs35k0TZr_Q
Return Headers Using sObject Rows by External ID	HEAD	/services/data/v66.0/sobjects/{{sObject}}/{{fieldName}}/{{fieldValue}}	conn_mod_def::GLcnrecGNlA::l8iYVU37R7ClUlZJyrE-tA

SelfServiceUserPassword

Action	Method	Path	Action id
Reset Self-Service User Password	DELETE	/services/data/v66.0/sobjects/SelfServiceUser/{{selfServiceUserId}}/password	conn_mod_def::GLcnrnjPrzA::2YQ9Zs2WTROGCRpWKEtb7A
Return Headers for a Self-Service User Password	HEAD	/services/data/v66.0/sobjects/SelfServiceUser/{{selfServiceUserId}}/password	conn_mod_def::GLcnroT6chg::PAKPB8wZQQ6wtRU6nIP9Xw
Set Self-Service User Password	POST	/services/data/v66.0/sobjects/SelfServiceUser/{{selfServiceUserId}}/password	conn_mod_def::GLcnrnjnt4g::v1nD8z0mRiigKCyMrThw4A

UserPassword

Action	Method	Path	Action id
Reset User Password	DELETE	/services/data/v66.0/sobjects/User/{{userId}}/password	conn_mod_def::GLcnr8w8oPA::eL8kM6klRQ-PllV4rJiFNA
Return Headers for an sObject User Password	HEAD	/services/data/v66.0/sobjects/User/{{userId}}/password	conn_mod_def::GLcnr7dU0nA::auqysMVMQ4-z7266Uk_VAQ
Set User Password	POST	/services/data/v66.0/sobjects/User/{{userId}}/password	conn_mod_def::GLcnr-kwwNg::0rMJr9SJTIiG9cg_1cp0VA

CompactLayouts

Action	Method	Path	Action id
Get Compact Layouts Using sObject CompactLayouts	GET	/services/data/v66.0/sobjects/{{sObject}}/describe/compactLayouts/	conn_mod_def::GLcnqLydwkg::TmesC8ukTEK39jfeSSh4yA
List Compact Layouts	GET	/services/data/v66.0/compactLayouts	conn_mod_def::GLcnmGUIK3g::chzOrXkjQ_qHH2gR31fwvg

ConsentSettings

Action	Method	Path	Action id
Compile Consent Settings	GET	/services/data/v66.0/consent/action/{{action}}	conn_mod_def::GLcnmSD5WCA::iGeoqCOSSk2--iykisPGXw
Compile Multiple Consent Settings	GET	/services/data/v66.0/consent/multiaction	conn_mod_def::GLcnmcVXTSg::B7DNVTnoR9qxIarWdtK1WA

EmbeddedServiceConfiguration

Action	Method	Path	Action id
Get Embedded Service Configuration	GET	/services/data/v66.0/support/embeddedservice/configuration/{{embeddedServiceConfigDeveloperName}}	conn_mod_def::GLcnmb2FVUA::AViqnhP3QxemNblfs1yvUA
Return Headers for Embedded Service Configuration	HEAD	/services/data/v66.0/support/embeddedservice/configuration/{{embeddedServiceConfigDeveloperName}}	conn_mod_def::GLcnmm0yEMg::wxLaXfbZTrWCn0QGhM8Q_w

InvocableActions

Action	Method	Path	Action id
Get Invocable Actions	GET	/services/data/v66.0/actions	conn_mod_def::GLcnmlQQ2nA::0xgXPCFQSQiwGrIHchcM7w
Return HTTP Headers for Invocable Actions	HEAD	/services/data/v66.0/actions	conn_mod_def::GLcnmlBm2Yg::VkVDicXGRXSdTuUvgwR2UQ

StandardInvocableActions

Action	Method	Path	Action id
Get Standard Invocable Actions	GET	/services/data/v66.0/actions/standard	conn_mod_def::GLcnmxKMQCA::jSvJJLu4QrSRfG9Pzo8u3Q
Return HTTP Headers for Standard Invocable Actions	HEAD	/services/data/v66.0/actions/standard	conn_mod_def::GLcnmx_BiYA::ciU2UTXIRmiKoIsoESdgDg

CustomInvocableActions

Action	Method	Path	Action id
Get Custom Invocable Actions	GET	/services/data/v66.0/actions/custom	conn_mod_def::GLcnmy5PUkg::aQI4hDKqQkOvI7P4pVlHjQ
Return HTTP Headers for Custom Invocable Actions	HEAD	/services/data/v66.0/actions/custom	conn_mod_def::GLcnmxKTosA::On9FNYJCTeKHJoC3Xa80Mw

ListViews

Action	Method	Path	Action id
List Views for an Object	GET	/services/data/v66.0/sobjects/{{sObject}}/listviews	conn_mod_def::GLcnnZ3CZQA::k14o5t0fTHC7pNt2YoOfDg
Recent List Views for an sObject	GET	/services/data/v66.0/sobjects/{{sObject}}/listviews/recent	conn_mod_def::GLcno8eYnkg::Zq_o3mrIRouCMJ-VkgrruA

ParameterizedSearch

Action	Method	Path	Action id
Search with URI Parameters	GET	/services/data/v66.0/parameterizedSearch/	conn_mod_def::GLcnnjMySNA::P3j9T8OfRu-sr5sSxCpgFg
Search with Parameters in the Request Body	POST	/services/data/v66.0/parameterizedSearch	conn_mod_def::GLcnnaVTf3A::GIlKPReQTrqrDvXeVvYagQ

PlatformEventSchema

Action	Method	Path	Action id
Get Platform Event Schema by Event Name	GET	/services/data/v66.0/sobjects/{{eventName}}/eventSchema	conn_mod_def::GLcnnb7SmPA::05DhLsvaQXWBkZ9VYws9tw
Get Platform Event Schema by Schema ID	GET	/services/data/v66.0/event/eventSchema/{{schemaId}}	conn_mod_def::GLcnnsTHa0A::8OxdjkxwQ5qVCroF9uuk3A

GlobalPublisherLayouts

Action	Method	Path	Action id
Get Global Publisher Layouts and Descriptions	GET	/services/data/v66.0/sobjects/Global/describe/layouts/	conn_mod_def::GLcnqXqEJ3A::DYjaD_DYRlyOhm1JP7Dzxg
Return Headers for All Global Publisher Layouts	HEAD	/services/data/v66.0/sobjects/Global/describe/layouts/	conn_mod_def::GLcnqXp6ioA::QdpGXe96Sc2lIsu1GkRDaQ

SObjectLayouts

Action	Method	Path	Action id
Return Layout Headers for a Specified Object	HEAD	/services/data/v66.0/sobjects/{{sObject}}/describe/layouts/	conn_mod_def::GLcnqYAqaaA::3PH5ZbEgSmW27Wu5Ld_r5w
Return Layout Headers for an Object With Multiple Record Types	HEAD	/services/data/v66.0/sobjects/{{sObject}}/describe/layouts/{{recordTypeId}}	conn_mod_def::GLcnqhIIKeg::XA4PUCIeSXWhyYVGMGEOqQ

SuggestedArticles

Action	Method	Path	Action id
Get Suggested Articles for an sObject Record by ID	GET	/services/data/v66.0/sobjects/{{sObject}}/{{id}}/suggestedArticles	conn_mod_def::GLcnr-nlR7A::5VzGINJ6QyWgIDu2IO5RCA
Suggested Articles for an sObject	GET	/services/data/v66.0/sobjects/{{sObject}}/suggestedArticles	conn_mod_def::GLcnsCYBR9A::i5DcOGpLRiG3XCfCFEgFvg

Tabs

Action	Method	Path	Action id
Get Tabs	GET	/services/data/v66.0/tabs/	conn_mod_def::GLcnsMnrnzA::_ukJDxlqRNq3yfq-2OD8ew
Return Headers Using Tabs	HEAD	/services/data/v66.0/tabs/	conn_mod_def::GLcnsJePsyg::l6W8xjcGT1GWpiC6zIjlCA

AppMenuItems

Action	Method	Path	Action id
Get App Menu Items	GET	/services/data/v66.0/appMenu/AppSwitcher/	conn_mod_def::GLcnmFi8T-g::ptK1UqDHRQO8JBGOcVXckg

AppMenuMobileItems

Action	Method	Path	Action id
Get AppMenu Mobile Items	GET	/services/data/v66.0/appMenu/Salesforce1	conn_mod_def::GLcnmFqZSWA::RSRH_IpfRZqISXzcu0VfJw

AppMenuAppSwitcherItems

Action	Method	Path	Action id
Return Headers of App Menu App Switcher Items	HEAD	/services/data/v66.0/appMenu/AppSwitcher/	conn_mod_def::GLcnmGGVRAg::xBx0hJk5TvqkN02keAcI0w

This lists 90 of 150 actions. For anything not here, call search_one_platform_actions with platform salesforce. The full catalog is at https://www.withone.ai/knowledge/salesforce.

When a call fails

The error comes from Salesforce, not from One. A 400 or 422 means your parameters do not match the schema, so re-read the knowledge and fix the field. A 401 or 403 means the connection needs re-authorizing, which no retry will fix. A 404 means the id is not on this account. A 429 means slow down. Never retry a write more than once: the first attempt may have landed.

Full catalog: https://www.withone.ai/knowledge/salesforce

Integration knowledge by One (withone.ai), licensed under One-Knowledge-1.0. Attribution must be preserved in derivative works.