salesforce

What this skill does

# Salesforce

Access the Salesforce REST API with managed OAuth authentication. Query records using SOQL, manage sObjects, and perform CRUD operations on your Salesforce data.

## Quick Start

```bash
# Query contacts
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/salesforce/services/data/v59.0/query?q=SELECT+Id,Name,Email+FROM+Contact+LIMIT+10')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

## Base URL

```
https://gateway.maton.ai/salesforce/{native-api-path}
```

Replace `{native-api-path}` with the actual Salesforce REST API endpoint path. The gateway proxies requests to `{instance}.salesforce.com` (automatically replaced with your connection config) and injects your access token.

## Authentication

All requests require the Maton API key in the Authorization header:

```
Authorization: Bearer $MATON_API_KEY
```

**Environment Variable:** Set your API key as `MATON_API_KEY`:

```bash
export MATON_API_KEY="YOUR_API_KEY"
```

### Getting Your API Key

1. Sign in or create an account at [maton.ai](https://maton.ai)
2. Go to [maton.ai/settings](https://maton.ai/settings)
3. Copy your API key

## Connection Management

Manage your Salesforce OAuth connections at `https://ctrl.maton.ai`.

### List Connections

```bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections?app=salesforce&status=ACTIVE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

### Create Connection

```bash
python <<'EOF'
import urllib.request, os, json
data = json.dumps({'app': 'salesforce'}).encode()
req = urllib.request.Request('https://ctrl.maton.ai/connections', data=data, method='POST')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Content-Type', 'application/json')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

### Get Connection

```bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

**Response:**
```json
{
  "connection": {
    "connection_id": "21fd90f9-5935-43cd-b6c8-bde9d915ca80",
    "status": "ACTIVE",
    "creation_time": "2025-12-08T07:20:53.488460Z",
    "last_updated_time": "2026-01-31T20:03:32.593153Z",
    "url": "https://connect.maton.ai/?session_token=...",
    "app": "salesforce",
    "metadata": {}
  }
}
```

Open the returned `url` in a browser to complete OAuth authorization.

### Delete Connection

```bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}', method='DELETE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

### Specifying Connection

If you have multiple Salesforce connections, specify which one to use with the `Maton-Connection` header:

```bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/salesforce/services/data/v59.0/sobjects')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Maton-Connection', '21fd90f9-5935-43cd-b6c8-bde9d915ca80')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

If omitted, the gateway uses the default (oldest) active connection.

## API Reference

### SOQL Query

```bash
GET /salesforce/services/data/v59.0/query?q=SELECT+Id,Name+FROM+Contact+LIMIT+10
```

Complex query:

```bash
GET /salesforce/services/data/v59.0/query?q=SELECT+Id,Name,Email+FROM+Contact+WHERE+Email+LIKE+'%example.com'+ORDER+BY+CreatedDate+DESC
```

### Get Object

```bash
GET /salesforce/services/data/v59.0/sobjects/{objectType}/{recordId}
```

Example:

```bash
GET /salesforce/services/data/v59.0/sobjects/Contact/003XXXXXXXXXXXXXXX
```

### Create Object

```bash
POST /salesforce/services/data/v59.0/sobjects/{objectType}
Content-Type: application/json

{
  "FirstName": "John",
  "LastName": "Doe",
  "Email": "[email protected]"
}
```

### Update Object

```bash
PATCH /salesforce/services/data/v59.0/sobjects/{objectType}/{recordId}
Content-Type: application/json

{
  "Phone": "+1234567890"
}
```

### Delete Object

```bash
DELETE /salesforce/services/data/v59.0/sobjects/{objectType}/{recordId}
```

### Describe Object (get schema)

```bash
GET /salesforce/services/data/v59.0/sobjects/{objectType}/describe
```

### List Objects

```bash
GET /salesforce/services/data/v59.0/sobjects
```

### Search (SOSL)

```bash
GET /salesforce/services/data/v59.0/search?q=FIND+{searchTerm}+IN+ALL+FIELDS+RETURNING+Contact(Id,Name)
```

### Composite Request (batch multiple operations)

```bash
POST /salesforce/services/data/v59.0/composite
Content-Type: application/json

{
  "compositeRequest": [
    {
      "method": "GET",
      "url": "/services/data/v59.0/sobjects/Contact/003XXXXXXX",
      "referenceId": "contact1"
    },
    {
      "method": "GET",
      "url": "/services/data/v59.0/sobjects/Account/001XXXXXXX",
      "referenceId": "account1"
    }
  ]
}
```

### Composite Batch Request

```bash
POST /salesforce/services/data/v59.0/composite/batch
Content-Type: application/json

{
  "batchRequests": [
    {"method": "GET", "url": "v59.0/sobjects/Contact/003XXXXXXX"},
    {"method": "GET", "url": "v59.0/sobjects/Account/001XXXXXXX"}
  ]
}
```

### sObject Collections Create (batch create)

```bash
POST /salesforce/services/data/v59.0/composite/sobjects
Content-Type: application/json

{
  "allOrNone": true,
  "records": [
    {"attributes": {"type": "Contact"}, "FirstName": "John", "LastName": "Doe"},
    {"attributes": {"type": "Contact"}, "FirstName": "Jane", "LastName": "Smith"}
  ]
}
```

### sObject Collections Delete (batch delete)

```bash
DELETE /salesforce/services/data/v59.0/composite/sobjects?ids=003XXXXX,003YYYYY&allOrNone=true
```

### Get Updated Records

```bash
GET /salesforce/services/data/v59.0/sobjects/{objectType}/updated/?start=2026-01-30T00:00:00Z&end=2026-02-01T00:00:00Z
```

### Get Deleted Records

```bash
GET /salesforce/services/data/v59.0/sobjects/{objectType}/deleted/?start=2026-01-30T00:00:00Z&end=2026-02-01T00:00:00Z
```

### Get API Limits

```bash
GET /salesforce/services/data/v59.0/limits
```

### List API Versions

```bash
GET /salesforce/services/data/
```

## Common Objects

- `Account` - Companies/Organizations
- `Contact` - People associated with accounts
- `Lead` - Potential customers
- `Opportunity` - Sales deals
- `Case` - Support cases
- `Task` - To-do items
- `Event` - Calendar events

## Code Examples

### JavaScript

```javascript
const response = await fetch(
  'https://gateway.maton.ai/salesforce/services/data/v59.0/query?q=SELECT+Id,Name+FROM+Contact+LIMIT+5',
  {
    headers: {
      'Authorization': `Bearer ${process.env.MATON_API_KEY}`
    }
  }
);
const data = await response.json();
```

### Python

```python
import os
import requests

response = requests.get(
    'https://gateway.maton.ai/salesforce/services/data/v59.0/query',
    headers={'Authorization': f'Bearer {os.environ["MATON_API_KEY"]}'},
    params={'q': 'SELECT Id,Name FROM Contact LIMIT 5'}
)
```

## Notes

- Use URL encoding for SOQL queries (spaces become `+`)
- Record IDs are 15 or 18 character alphanumeric strings
- API version (v59.0) can be adjusted; latest is v65.0
- Update and Delete operations return HTTP 204 (no content) on success
- Dates for updated/deleted queries use ISO 8601 format: `YYYY-MM-DDTHH:MM:SSZ`
- Use `allOrNone: true` in batch operations for atomic transactions
- IMPORTANT: When using curl commands, use `cur