| name | salesforce-hello-world |
| description | Create a minimal working Salesforce example with SOQL queries and sObject CRUD.
Use when starting a new Salesforce integration, testing your setup,
or learning basic Salesforce API patterns.
Trigger with phrases like "salesforce hello world", "salesforce example",
"salesforce quick start", "first salesforce query", "salesforce SOQL".
|
| allowed-tools | Read, Write, Edit |
| version | 1.7.0 |
| license | MIT |
| author | Jeremy Longshore <jeremy@intentsolutions.io> |
| tags | ["saas","crm","salesforce"] |
| compatibility | Designed for Claude Code |
Salesforce Hello World
Overview
Minimal working example: connect to Salesforce, run a SOQL query, and perform basic CRUD on standard sObjects (Account, Contact, Lead).
Prerequisites
- Completed
salesforce-install-auth setup
- jsforce installed (
npm install jsforce)
- Valid credentials in environment variables
Instructions
Step 1: Connect and Query Accounts
import jsforce from 'jsforce';
const conn = new jsforce.Connection({
loginUrl: process.env.SF_LOGIN_URL || 'https://login.salesforce.com',
});
await conn.login(
process.env.SF_USERNAME!,
process.env.SF_PASSWORD! + process.env.SF_SECURITY_TOKEN!
);
const result = await conn.query(
"SELECT Id, Name, Industry, AnnualRevenue FROM Account LIMIT 5"
);
console.log(`Total records: ${result.totalSize}`);
for (const account of result.records) {
console.log(` ${account.Name} — ${account.Industry ?? 'N/A'}`);
}
Step 2: Create a Record
newAccount = conn.().({
: ,
: ,
: ,
: ,
});
.(, newAccount.);
.(, newAccount.);