salesforce-hello-world
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".
What this skill does
# 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
```typescript
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!
);
// Your first SOQL query — fetch 5 Accounts
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} — ${account.Industry ?? 'N/A'}`);
}
```
### Step 2: Create a Record
```typescript
// Create a new Account
const newAccount = await conn.sobject('Account').create({
Name: 'Acme Corporation',
Industry: 'Technology',
Website: 'https://acme.example.com',
NumberOfEmployees: 250,
});
console.log('Created Account ID:', newAccount.id);
console.log('Success:', newAccount.success);
```
### Step 3: Read a Record by ID
```typescript
// Retrieve specific fields by record ID
const account = await conn.sobject('Account').retrieve(newAccount.id);
console.log('Account Name:', account.Name);
// Or use SOQL for more control
const result = await conn.query(
`SELECT Id, Name, Industry, CreatedDate
FROM Account
WHERE Id = '${newAccount.id}'`
);
```
### Step 4: Update a Record
```typescript
const updateResult = await conn.sobject('Account').update({
Id: newAccount.id,
Industry: 'Software',
Description: 'Updated via jsforce API',
});
console.log('Updated:', updateResult.success);
```
### Step 5: Delete a Record
```typescript
const deleteResult = await conn.sobject('Account').destroy(newAccount.id);
console.log('Deleted:', deleteResult.success);
```
### Python Example
```python
from simple_salesforce import Salesforce
import os
sf = Salesforce(
username=os.environ['SF_USERNAME'],
password=os.environ['SF_PASSWORD'],
security_token=os.environ['SF_SECURITY_TOKEN']
)
# SOQL query
result = sf.query("SELECT Id, Name, Industry FROM Account LIMIT 5")
for record in result['records']:
print(f" {record['Name']} — {record.get('Industry', 'N/A')}")
# Create
new_account = sf.Account.create({'Name': 'Acme Corp', 'Industry': 'Technology'})
print(f"Created: {new_account['id']}")
# Update
sf.Account.update(new_account['id'], {'Industry': 'Software'})
# Delete
sf.Account.delete(new_account['id'])
```
## Output
- Successful SOQL query returning Account records
- Created, read, updated, and deleted an Account sObject
- Console output confirming each operation
## Error Handling
| Error | Cause | Solution |
|-------|-------|----------|
| `INVALID_FIELD` | Field name wrong in SOQL | Check field API names in Setup > Object Manager |
| `MALFORMED_QUERY` | SOQL syntax error | Verify quotes, field names, WHERE clause |
| `INVALID_TYPE` | sObject name wrong | Use API name (e.g., `Account`, not `Accounts`) |
| `REQUIRED_FIELD_MISSING` | Missing required field on create | Add required fields (e.g., `Name` for Account) |
| `ENTITY_IS_DELETED` | Record already deleted | Query with `isDeleted = true` to find in Recycle Bin |
## Resources
- [SOQL Reference](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql.htm)
- [sObject CRUD (REST API)](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_sobject_retrieve.htm)
- [Standard Objects Reference](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_list.htm)
## Next Steps
Proceed to `salesforce-local-dev-loop` for development workflow setup.
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