salesforce

Included with Lifetime

$97 forever

Query and manage Salesforce CRM — accounts, contacts, leads, opportunities, and cases via the REST API.

Backend & APIs

What this skill does


# 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":"[email protected]"}' | 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.

Files: 1

Size: 2.0 KB

Complexity: 9/100

Category: Backend & APIs

Source: https://github.com/thinkfleetai/thinkfleet-engine/tree/main/skills/salesforce

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