salesforce
Salesforce CRM REST API. Use when user mentions "Salesforce", "SFDC", "Salesforce CRM", "leads", "opportunities", "SOQL", or asks about enterprise CRM data.
What this skill does
## Troubleshooting
If requests fail, run `zero doctor check-connector --env-name SALESFORCE_TOKEN` or `zero doctor check-connector --url https://your-instance.my.salesforce.com/services/data/v60.0/query --method GET`
## Core APIs
### Query Contacts (SOQL)
```bash
curl -s "https://$SALESFORCE_INSTANCE.my.salesforce.com/services/data/v60.0/query?q=SELECT+Id,FirstName,LastName,Email,Phone+FROM+Contact+LIMIT+20" --header "Authorization: Bearer $SALESFORCE_TOKEN" | jq '[.records[] | {Id, FirstName, LastName, Email, Phone}]'
```
Docs: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_query.htm
### Search Contacts by Email
Replace `<email>` with the email address to search for:
```bash
curl -s "https://$SALESFORCE_INSTANCE.my.salesforce.com/services/data/v60.0/query?q=SELECT+Id,FirstName,LastName,Email+FROM+Contact+WHERE+Email=%27<email>%27+LIMIT+5" --header "Authorization: Bearer $SALESFORCE_TOKEN" | jq '[.records[] | {Id, FirstName, LastName, Email}]'
```
### Get Contact
Replace `<contact-id>` with the Salesforce Contact ID (18-char string starting with `003`):
```bash
curl -s "https://$SALESFORCE_INSTANCE.my.salesforce.com/services/data/v60.0/sobjects/Contact/<contact-id>" --header "Authorization: Bearer $SALESFORCE_TOKEN" | jq '{Id, FirstName, LastName, Email, Phone, AccountId}'
```
### Create Contact
Write to `/tmp/sf_request.json`:
```json
{
"FirstName": "Jane",
"LastName": "Doe",
"Email": "[email protected]",
"Phone": "+1-555-0100",
"Title": "Software Engineer",
"LeadSource": "Web"
}
```
```bash
curl -s -X POST "https://$SALESFORCE_INSTANCE.my.salesforce.com/services/data/v60.0/sobjects/Contact/" --header "Authorization: Bearer $SALESFORCE_TOKEN" --header "Content-Type: application/json" -d @/tmp/sf_request.json | jq '{id, success}'
```
### Update Contact
Replace `<contact-id>` with the Contact ID.
Write to `/tmp/sf_request.json`:
```json
{
"Phone": "+1-555-0200",
"Title": "Senior Engineer"
}
```
```bash
curl -s -X PATCH "https://$SALESFORCE_INSTANCE.my.salesforce.com/services/data/v60.0/sobjects/Contact/<contact-id>" --header "Authorization: Bearer $SALESFORCE_TOKEN" --header "Content-Type: application/json" -d @/tmp/sf_request.json -w "\nHTTP Status: %{http_code}\n"
```
### Create Lead
Write to `/tmp/sf_request.json`:
```json
{
"FirstName": "Jane",
"LastName": "Doe",
"Email": "[email protected]",
"Company": "Acme Corp",
"LeadSource": "Web",
"Status": "Open - Not Contacted"
}
```
```bash
curl -s -X POST "https://$SALESFORCE_INSTANCE.my.salesforce.com/services/data/v60.0/sobjects/Lead/" --header "Authorization: Bearer $SALESFORCE_TOKEN" --header "Content-Type: application/json" -d @/tmp/sf_request.json | jq '{id, success}'
```
### Query Accounts
```bash
curl -s "https://$SALESFORCE_INSTANCE.my.salesforce.com/services/data/v60.0/query?q=SELECT+Id,Name,Industry,AnnualRevenue+FROM+Account+LIMIT+20" --header "Authorization: Bearer $SALESFORCE_TOKEN" | jq '[.records[] | {Id, Name, Industry, AnnualRevenue}]'
```
### SOSL Full-Text Search
Search across multiple objects. Replace `<search-term>`:
```bash
curl -s "https://$SALESFORCE_INSTANCE.my.salesforce.com/services/data/v60.0/search?q=FIND+%7B<search-term>%7D+IN+ALL+FIELDS+RETURNING+Contact(Id,Name,Email),Lead(Id,Name,Email)" --header "Authorization: Bearer $SALESFORCE_TOKEN" | jq '[.searchRecords[] | {Id, Name, type: .attributes.type}]'
```
## Guidelines
1. **Token expiry**: If you receive `401 INVALID_SESSION_ID`, the token has expired.
2. **API version**: Uses `/v60.0/` (Spring '26). Check supported versions at `https://$SALESFORCE_INSTANCE.my.salesforce.com/services/data/`.
3. **Object IDs**: Contact IDs start with `003`, Account IDs with `001`, Lead IDs with `00Q`, Opportunity IDs with `006`.
4. **SOQL strings**: Single-quote string values in WHERE clauses, URL-encoded as `%27` (e.g., `WHERE+Email=%[email protected]%27`).
5. **Upsert**: Use `PATCH /sobjects/Contact/<external-field>/<value>` to upsert by an external ID field.
6. **Rate limits**: Per-org API limits vary by Salesforce edition. Monitor the `Sforce-Limit-Info` response header for remaining API calls.
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