Can I use Salesforce as a CLI?

Yes. KosmoKrator exposes a Salesforce CLI through kosmo integrations:call and the provider shortcut command. Commands can return JSON for scripts, CI, and coding agents.

Can I expose Salesforce through MCP?

Yes. The KosmoKrator MCP gateway can expose selected Salesforce tools to clients such as Claude Code, Cursor, Codex, and other MCP-compatible tools.

Where are Salesforce credentials stored?

Salesforce credentials are configured in KosmoKrator's local integration settings and reused by CLI, Lua, and MCP gateway surfaces.

Can I deny write access for Salesforce MCP tools?

Yes. Start the gateway with --write=deny for read-only clients, or use ask/allow only for trusted workspaces.

productivity

Salesforce Lua API for KosmoKrator Agents

Agent-facing Lua documentation and function reference for the Salesforce KosmoKrator integration.

Lua Namespace

Agents call this integration through app.integrations.salesforce.*. Use lua_read_doc("integrations.salesforce") inside KosmoKrator to discover the same reference at runtime.

Call Lua from the Headless CLI

Use kosmo integrations:lua when a shell script, CI job, cron job, or another coding CLI should run a deterministic Salesforce workflow without starting an interactive agent session.

Inline Lua call

kosmo integrations:lua --eval 'dump(app.integrations.salesforce.create_lead({first_name = "example_first_name", last_name = "example_last_name", company = "example_company", email = "example_email", phone = "example_phone", title = "example_title", website = "example_website", other_fields = "example_other_fields"}))' --json

Read Lua docs headlessly

kosmo integrations:lua --eval 'print(docs.read("salesforce"))' --json
kosmo integrations:lua --eval 'print(docs.read("salesforce.create_lead"))' --json

Workflow file

Put repeatable logic in a Lua file, then execute it with JSON output for the calling process.

workflow.lua

local salesforce = app.integrations.salesforce
local result = salesforce.create_lead({first_name = "example_first_name", last_name = "example_last_name", company = "example_company", email = "example_email", phone = "example_phone", title = "example_title", website = "example_website", other_fields = "example_other_fields"})

dump(result)

Run the workflow

kosmo integrations:lua workflow.lua --json
kosmo integrations:lua workflow.lua --force --json

Namespace note. integrations:lua exposes app.integrations.salesforce, app.mcp.*, docs.*, json.*, and regex.*. Use app.integrations.salesforce.default.* or app.integrations.salesforce.work.* when you configured named credential accounts.

MCP-only Lua

If the script only needs configured MCP servers and does not need Salesforce, use the narrower mcp:lua command.

MCP Lua command

# Use mcp:lua for MCP-only scripts; use integrations:lua for this integration namespace.
kosmo mcp:lua --eval 'dump(mcp.servers())' --json

Agent-Facing Lua Docs

This is the rendered version of the full Lua documentation exposed to agents when they inspect the integration namespace.

Salesforce — Lua API Reference

All tools are accessed via app.integrations.salesforce.{tool_key}({params}).

salesforce_create_lead

Create a new lead in Salesforce. Supports standard lead fields plus arbitrary custom fields via other_fields. Returns the created lead ID and success status.

Parameters

Name	Type	Required	Description
`last_name`	string	yes	Lead last name
`company`	string	yes	Lead company name
`first_name`	string	no	Lead first name
`email`	string	no	Lead email address
`phone`	string	no	Lead phone number
`title`	string	no	Lead job title
`website`	string	no	Lead website URL
`other_fields`	object	no	Additional custom fields as key-value pairs

Example

local result = app.integrations.salesforce.salesforce_create_lead({
  first_name = "Jane",
  last_name = "Smith",
  company = "Acme Corp",
  email = "jane@acme.com",
  phone = "+1-555-0123",
  title = "VP of Engineering"
})

print("Created lead: " .. result.id)

salesforce_get_lead

Retrieve a Salesforce lead by its ID. Returns the lead’s fields, attributes, and associated data.

Parameters

Name	Type	Required	Description
`id`	string	yes	Salesforce lead ID (18 or 15 character)

Example

local result = app.integrations.salesforce.salesforce_get_lead({
  id = "00Q5f00001ABCdEFGH"
})

print("Lead: " .. result.FirstName .. " " .. result.LastName)
print("Company: " .. result.Company)

salesforce_update_lead

Update an existing Salesforce lead by ID. Supports standard lead fields plus arbitrary custom fields via other_fields. Returns success confirmation on completion.

Parameters

Name	Type	Required	Description
`id`	string	yes	Salesforce lead ID to update
`first_name`	string	no	Lead first name
`last_name`	string	no	Lead last name
`company`	string	no	Lead company name
`email`	string	no	Lead email address
`phone`	string	no	Lead phone number
`other_fields`	object	no	Additional custom fields as key-value pairs

Example

local result = app.integrations.salesforce.salesforce_update_lead({
  id = "00Q5f00001ABCdEFGH",
  phone = "+1-555-9999",
  email = "jane.smith@acme.com"
})

print("Updated: " .. tostring(result.updated))

salesforce_create_contact

Create a new contact in Salesforce. Supports standard contact fields plus arbitrary custom fields via other_fields. Returns the created contact ID and success status.

Parameters

Name	Type	Required	Description
`last_name`	string	yes	Contact last name
`first_name`	string	no	Contact first name
`email`	string	no	Contact email address
`phone`	string	no	Contact phone number
`account_id`	string	no	Salesforce Account ID to associate the contact with
`title`	string	no	Contact job title
`other_fields`	object	no	Additional custom fields as key-value pairs

Example

local result = app.integrations.salesforce.salesforce_create_contact({
  first_name = "John",
  last_name = "Doe",
  email = "john@example.com",
  phone = "+1-555-0456",
  account_id = "0015f00001ABCdEFGH"
})

print("Created contact: " .. result.id)

salesforce_get_contact

Retrieve a Salesforce contact by its ID. Returns the contact’s fields, attributes, and associated data.

Parameters

Name	Type	Required	Description
`id`	string	yes	Salesforce contact ID (18 or 15 character)

Example

local result = app.integrations.salesforce.salesforce_get_contact({
  id = "0035f00001ABCdEFGH"
})

print("Contact: " .. result.FirstName .. " " .. result.LastName)
print("Email: " .. result.Email)

salesforce_create_account

Create a new account in Salesforce. Supports standard account fields plus arbitrary custom fields via other_fields. Returns the created account ID and success status.

Parameters

Name	Type	Required	Description
`name`	string	yes	Account name
`website`	string	no	Account website URL
`phone`	string	no	Account phone number
`industry`	string	no	Account industry (e.g. Technology, Finance)
`billing_city`	string	no	Billing address city
`billing_country`	string	no	Billing address country
`other_fields`	object	no	Additional custom fields as key-value pairs

Example

local result = app.integrations.salesforce.salesforce_create_account({
  name = "Acme Corp",
  website = "https://acme.com",
  phone = "+1-555-0789",
  industry = "Technology",
  billing_city = "San Francisco",
  billing_country = "US"
})

print("Created account: " .. result.id)

salesforce_get_account

Retrieve a Salesforce account by its ID. Returns the account’s fields, attributes, and associated data.

Parameters

Name	Type	Required	Description
`id`	string	yes	Salesforce account ID (18 or 15 character)

Example

local result = app.integrations.salesforce.salesforce_get_account({
  id = "0015f00001ABCdEFGH"
})

print("Account: " .. result.Name)
print("Industry: " .. (result.Industry or "N/A"))

salesforce_update_account

Update an existing Salesforce account by ID. Supports standard account fields plus arbitrary custom fields via other_fields. Returns success confirmation on completion.

Parameters

Name	Type	Required	Description
`id`	string	yes	Salesforce account ID to update
`name`	string	no	Account name
`website`	string	no	Account website URL
`phone`	string	no	Account phone number
`other_fields`	object	no	Additional custom fields as key-value pairs

Example

local result = app.integrations.salesforce.salesforce_update_account({
  id = "0015f00001ABCdEFGH",
  phone = "+1-555-1111",
  website = "https://acme-new.com"
})

print("Updated: " .. tostring(result.updated))

salesforce_create_opportunity

Create a new opportunity in Salesforce. Supports standard opportunity fields including name, amount, stage, close date, account, and probability. Returns the created opportunity ID and success status.

Parameters

Name	Type	Required	Description
`name`	string	yes	Opportunity name
`stage_name`	string	yes	Sales stage (e.g. Prospecting, Qualification, Closed Won)
`close_date`	string	yes	Expected close date (YYYY-MM-DD)
`amount`	number	no	Opportunity amount (numeric)
`account_id`	string	no	Salesforce Account ID to associate the opportunity with
`probability`	number	no	Win probability as a percentage (0-100)

Example

local result = app.integrations.salesforce.salesforce_create_opportunity({
  name = "Acme Corp - New Deal",
  amount = 50000,
  stage_name = "Prospecting",
  close_date = "2026-06-30",
  account_id = "0015f00001ABCdEFGH",
  probability = 25
})

print("Created opportunity: " .. result.id)

salesforce_get_opportunity

Retrieve a Salesforce opportunity by its ID. Returns the opportunity’s fields, attributes, and associated data.

Parameters

Name	Type	Required	Description
`id`	string	yes	Salesforce opportunity ID (18 or 15 character)

Example

local result = app.integrations.salesforce.salesforce_get_opportunity({
  id = "0065f00001ABCdEFGH"
})

print("Opportunity: " .. result.Name)
print("Amount: " .. (result.Amount or "N/A"))
print("Stage: " .. result.StageName)

salesforce_query

Execute a SOQL (Salesforce Object Query Language) query. Use SOQL to search records in Salesforce. Returns query results with total size and records.

Parameters

Name	Type	Required	Description
`soql`	string	yes	SOQL query string (e.g. `SELECT Id, Name FROM Account LIMIT 10`)

Example

local result = app.integrations.salesforce.salesforce_query({
  soql = "SELECT Id, Name, Email FROM Contact WHERE LastName = 'Smith' LIMIT 10"
})

print("Total records: " .. result.totalSize)
for _, record in ipairs(result.records) do
  print(record.Name .. " - " .. (record.Email or "N/A"))
end

salesforce_search

Execute a SOSL (Salesforce Object Search Language) search. Use SOSL for text-based searches across multiple object types. Returns search results grouped by object type.

Parameters

Name	Type	Required	Description
`sosl`	string	yes	SOSL search string (e.g. `FIND {test} IN ALL FIELDS RETURNING Account(Id, Name)`)

Example

local result = app.integrations.salesforce.salesforce_search({
  sosl = "FIND {Acme} IN ALL FIELDS RETURNING Account(Id, Name), Contact(Id, Name)"
})

for _, record in ipairs(result.searchRecords or {}) do
  print(record.attributes.type .. ": " .. record.Name)
end

salesforce_describe_object

Get metadata for a Salesforce object type. Returns field definitions, relationships, record types, and other metadata.

Parameters

Name	Type	Required	Description
`object_type`	string	yes	Salesforce object API name (e.g. Account, Contact, Lead)

Example

local result = app.integrations.salesforce.salesforce_describe_object({
  object_type = "Account"
})

for _, field in ipairs(result.fields or {}) do
  print(field.name .. " (" .. field.type .. ")")
end

salesforce_list_objects

List all available Salesforce objects (standard and custom). Returns object names, labels, and key prefixes.

Parameters

This tool takes no parameters.

Example

local result = app.integrations.salesforce.salesforce_list_objects({})

for _, obj in ipairs(result.sobjects or {}) do
  print(obj.name .. " — " .. obj.label)
end

salesforce_create_task

Create a new task in Salesforce. Supports subject, description, status, priority, and associations. Returns the created task ID and success status.

Parameters

Name	Type	Required	Description
`subject`	string	yes	Task subject/title
`description`	string	no	Task description or body
`status`	string	no	Task status (e.g. Not Started, In Progress, Completed)
`priority`	string	no	Task priority (e.g. Normal, High, Low)
`who_id`	string	no	ID of the related Contact or Lead
`what_id`	string	no	ID of the related Account, Opportunity, or other object
`activity_date`	string	no	Due date for the task (YYYY-MM-DD)

Example

local result = app.integrations.salesforce.salesforce_create_task({
  subject = "Follow up with client",
  description = "Discuss Q2 renewal terms",
  status = "Not Started",
  priority = "High",
  who_id = "0035f00001ABCdEFGH",
  what_id = "0015f00001ABCdEFGH",
  activity_date = "2026-04-15"
})

print("Created task: " .. result.id)

salesforce_create_case

Create a new case in Salesforce. Supports subject, description, status, priority, origin, and associations. Returns the created case ID and success status.

Parameters

Name	Type	Required	Description
`subject`	string	yes	Case subject/title
`description`	string	no	Case description or details
`status`	string	no	Case status (e.g. New, Working, Escalated, Closed)
`priority`	string	no	Case priority (e.g. Low, Medium, High, Critical)
`origin`	string	no	Case origin (e.g. Web, Email, Phone)
`contact_id`	string	no	ID of the related Contact
`account_id`	string	no	ID of the related Account

Example

local result = app.integrations.salesforce.salesforce_create_case({
  subject = "Login issue reported",
  description = "Customer cannot log in to the portal since Monday",
  status = "New",
  priority = "High",
  origin = "Web",
  contact_id = "0035f00001ABCdEFGH",
  account_id = "0015f00001ABCdEFGH"
})

print("Created case: " .. result.id)

salesforce_list_recent

List recently accessed items in Salesforce. Returns recently viewed or modified records across all object types.

Parameters

Name	Type	Required	Description
`limit`	integer	no	Maximum number of items to return (default 25)

Example

local result = app.integrations.salesforce.salesforce_list_recent({
  limit = 10
})

for _, item in ipairs(result) do
  print(item.attributes.type .. ": " .. (item.Name or item.Id))
end

salesforce_get_user

Retrieve a Salesforce user by their ID. Returns the user’s name, email, profile, role, and other fields.

Parameters

Name	Type	Required	Description
`id`	string	yes	Salesforce user ID (18 or 15 character)

Example

local result = app.integrations.salesforce.salesforce_get_user({
  id = "0055f00001ABCdEFGH"
})

print("User: " .. result.Name)
print("Email: " .. result.Email)

Multi-Account Usage

If you have multiple salesforce accounts configured, use account-specific namespaces:

-- Default account (always works)
app.integrations.salesforce.function_name({...})

-- Explicit default (portable across setups)
app.integrations.salesforce.default.function_name({...})

-- Named accounts
app.integrations.salesforce.work.function_name({...})
app.integrations.salesforce.personal.function_name({...})

All functions are identical across accounts — only the credentials differ.

Raw agent markdown

# Salesforce — Lua API Reference

All tools are accessed via `app.integrations.salesforce.{tool_key}({params})`.

---

## salesforce_create_lead

Create a new lead in Salesforce. Supports standard lead fields plus arbitrary custom fields via `other_fields`. Returns the created lead ID and success status.

### Parameters

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `last_name` | string | yes | Lead last name |
| `company` | string | yes | Lead company name |
| `first_name` | string | no | Lead first name |
| `email` | string | no | Lead email address |
| `phone` | string | no | Lead phone number |
| `title` | string | no | Lead job title |
| `website` | string | no | Lead website URL |
| `other_fields` | object | no | Additional custom fields as key-value pairs |

### Example

```lua
local result = app.integrations.salesforce.salesforce_create_lead({
  first_name = "Jane",
  last_name = "Smith",
  company = "Acme Corp",
  email = "jane@acme.com",
  phone = "+1-555-0123",
  title = "VP of Engineering"
})

print("Created lead: " .. result.id)
```

---

## salesforce_get_lead

Retrieve a Salesforce lead by its ID. Returns the lead's fields, attributes, and associated data.

### Parameters

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `id` | string | yes | Salesforce lead ID (18 or 15 character) |

### Example

```lua
local result = app.integrations.salesforce.salesforce_get_lead({
  id = "00Q5f00001ABCdEFGH"
})

print("Lead: " .. result.FirstName .. " " .. result.LastName)
print("Company: " .. result.Company)
```

---

## salesforce_update_lead

Update an existing Salesforce lead by ID. Supports standard lead fields plus arbitrary custom fields via `other_fields`. Returns success confirmation on completion.

### Parameters

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `id` | string | yes | Salesforce lead ID to update |
| `first_name` | string | no | Lead first name |
| `last_name` | string | no | Lead last name |
| `company` | string | no | Lead company name |
| `email` | string | no | Lead email address |
| `phone` | string | no | Lead phone number |
| `other_fields` | object | no | Additional custom fields as key-value pairs |

### Example

```lua
local result = app.integrations.salesforce.salesforce_update_lead({
  id = "00Q5f00001ABCdEFGH",
  phone = "+1-555-9999",
  email = "jane.smith@acme.com"
})

print("Updated: " .. tostring(result.updated))
```

---

## salesforce_create_contact

Create a new contact in Salesforce. Supports standard contact fields plus arbitrary custom fields via `other_fields`. Returns the created contact ID and success status.

### Parameters

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `last_name` | string | yes | Contact last name |
| `first_name` | string | no | Contact first name |
| `email` | string | no | Contact email address |
| `phone` | string | no | Contact phone number |
| `account_id` | string | no | Salesforce Account ID to associate the contact with |
| `title` | string | no | Contact job title |
| `other_fields` | object | no | Additional custom fields as key-value pairs |

### Example

```lua
local result = app.integrations.salesforce.salesforce_create_contact({
  first_name = "John",
  last_name = "Doe",
  email = "john@example.com",
  phone = "+1-555-0456",
  account_id = "0015f00001ABCdEFGH"
})

print("Created contact: " .. result.id)
```

---

## salesforce_get_contact

Retrieve a Salesforce contact by its ID. Returns the contact's fields, attributes, and associated data.

### Parameters

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `id` | string | yes | Salesforce contact ID (18 or 15 character) |

### Example

```lua
local result = app.integrations.salesforce.salesforce_get_contact({
  id = "0035f00001ABCdEFGH"
})

print("Contact: " .. result.FirstName .. " " .. result.LastName)
print("Email: " .. result.Email)
```

---

## salesforce_create_account

Create a new account in Salesforce. Supports standard account fields plus arbitrary custom fields via `other_fields`. Returns the created account ID and success status.

### Parameters

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `name` | string | yes | Account name |
| `website` | string | no | Account website URL |
| `phone` | string | no | Account phone number |
| `industry` | string | no | Account industry (e.g. Technology, Finance) |
| `billing_city` | string | no | Billing address city |
| `billing_country` | string | no | Billing address country |
| `other_fields` | object | no | Additional custom fields as key-value pairs |

### Example

```lua
local result = app.integrations.salesforce.salesforce_create_account({
  name = "Acme Corp",
  website = "https://acme.com",
  phone = "+1-555-0789",
  industry = "Technology",
  billing_city = "San Francisco",
  billing_country = "US"
})

print("Created account: " .. result.id)
```

---

## salesforce_get_account

Retrieve a Salesforce account by its ID. Returns the account's fields, attributes, and associated data.

### Parameters

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `id` | string | yes | Salesforce account ID (18 or 15 character) |

### Example

```lua
local result = app.integrations.salesforce.salesforce_get_account({
  id = "0015f00001ABCdEFGH"
})

print("Account: " .. result.Name)
print("Industry: " .. (result.Industry or "N/A"))
```

---

## salesforce_update_account

Update an existing Salesforce account by ID. Supports standard account fields plus arbitrary custom fields via `other_fields`. Returns success confirmation on completion.

### Parameters

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `id` | string | yes | Salesforce account ID to update |
| `name` | string | no | Account name |
| `website` | string | no | Account website URL |
| `phone` | string | no | Account phone number |
| `other_fields` | object | no | Additional custom fields as key-value pairs |

### Example

```lua
local result = app.integrations.salesforce.salesforce_update_account({
  id = "0015f00001ABCdEFGH",
  phone = "+1-555-1111",
  website = "https://acme-new.com"
})

print("Updated: " .. tostring(result.updated))
```

---

## salesforce_create_opportunity

Create a new opportunity in Salesforce. Supports standard opportunity fields including name, amount, stage, close date, account, and probability. Returns the created opportunity ID and success status.

### Parameters

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `name` | string | yes | Opportunity name |
| `stage_name` | string | yes | Sales stage (e.g. Prospecting, Qualification, Closed Won) |
| `close_date` | string | yes | Expected close date (YYYY-MM-DD) |
| `amount` | number | no | Opportunity amount (numeric) |
| `account_id` | string | no | Salesforce Account ID to associate the opportunity with |
| `probability` | number | no | Win probability as a percentage (0-100) |

### Example

```lua
local result = app.integrations.salesforce.salesforce_create_opportunity({
  name = "Acme Corp - New Deal",
  amount = 50000,
  stage_name = "Prospecting",
  close_date = "2026-06-30",
  account_id = "0015f00001ABCdEFGH",
  probability = 25
})

print("Created opportunity: " .. result.id)
```

---

## salesforce_get_opportunity

Retrieve a Salesforce opportunity by its ID. Returns the opportunity's fields, attributes, and associated data.

### Parameters

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `id` | string | yes | Salesforce opportunity ID (18 or 15 character) |

### Example

```lua
local result = app.integrations.salesforce.salesforce_get_opportunity({
  id = "0065f00001ABCdEFGH"
})

print("Opportunity: " .. result.Name)
print("Amount: " .. (result.Amount or "N/A"))
print("Stage: " .. result.StageName)
```

---

## salesforce_query

Execute a SOQL (Salesforce Object Query Language) query. Use SOQL to search records in Salesforce. Returns query results with total size and records.

### Parameters

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `soql` | string | yes | SOQL query string (e.g. `SELECT Id, Name FROM Account LIMIT 10`) |

### Example

```lua
local result = app.integrations.salesforce.salesforce_query({
  soql = "SELECT Id, Name, Email FROM Contact WHERE LastName = 'Smith' LIMIT 10"
})

print("Total records: " .. result.totalSize)
for _, record in ipairs(result.records) do
  print(record.Name .. " - " .. (record.Email or "N/A"))
end
```

---

## salesforce_search

Execute a SOSL (Salesforce Object Search Language) search. Use SOSL for text-based searches across multiple object types. Returns search results grouped by object type.

### Parameters

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `sosl` | string | yes | SOSL search string (e.g. `FIND {test} IN ALL FIELDS RETURNING Account(Id, Name)`) |

### Example

```lua
local result = app.integrations.salesforce.salesforce_search({
  sosl = "FIND {Acme} IN ALL FIELDS RETURNING Account(Id, Name), Contact(Id, Name)"
})

for _, record in ipairs(result.searchRecords or {}) do
  print(record.attributes.type .. ": " .. record.Name)
end
```

---

## salesforce_describe_object

Get metadata for a Salesforce object type. Returns field definitions, relationships, record types, and other metadata.

### Parameters

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `object_type` | string | yes | Salesforce object API name (e.g. Account, Contact, Lead) |

### Example

```lua
local result = app.integrations.salesforce.salesforce_describe_object({
  object_type = "Account"
})

for _, field in ipairs(result.fields or {}) do
  print(field.name .. " (" .. field.type .. ")")
end
```

---

## salesforce_list_objects

List all available Salesforce objects (standard and custom). Returns object names, labels, and key prefixes.

### Parameters

This tool takes no parameters.

### Example

```lua
local result = app.integrations.salesforce.salesforce_list_objects({})

for _, obj in ipairs(result.sobjects or {}) do
  print(obj.name .. " — " .. obj.label)
end
```

---

## salesforce_create_task

Create a new task in Salesforce. Supports subject, description, status, priority, and associations. Returns the created task ID and success status.

### Parameters

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `subject` | string | yes | Task subject/title |
| `description` | string | no | Task description or body |
| `status` | string | no | Task status (e.g. Not Started, In Progress, Completed) |
| `priority` | string | no | Task priority (e.g. Normal, High, Low) |
| `who_id` | string | no | ID of the related Contact or Lead |
| `what_id` | string | no | ID of the related Account, Opportunity, or other object |
| `activity_date` | string | no | Due date for the task (YYYY-MM-DD) |

### Example

```lua
local result = app.integrations.salesforce.salesforce_create_task({
  subject = "Follow up with client",
  description = "Discuss Q2 renewal terms",
  status = "Not Started",
  priority = "High",
  who_id = "0035f00001ABCdEFGH",
  what_id = "0015f00001ABCdEFGH",
  activity_date = "2026-04-15"
})

print("Created task: " .. result.id)
```

---

## salesforce_create_case

Create a new case in Salesforce. Supports subject, description, status, priority, origin, and associations. Returns the created case ID and success status.

### Parameters

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `subject` | string | yes | Case subject/title |
| `description` | string | no | Case description or details |
| `status` | string | no | Case status (e.g. New, Working, Escalated, Closed) |
| `priority` | string | no | Case priority (e.g. Low, Medium, High, Critical) |
| `origin` | string | no | Case origin (e.g. Web, Email, Phone) |
| `contact_id` | string | no | ID of the related Contact |
| `account_id` | string | no | ID of the related Account |

### Example

```lua
local result = app.integrations.salesforce.salesforce_create_case({
  subject = "Login issue reported",
  description = "Customer cannot log in to the portal since Monday",
  status = "New",
  priority = "High",
  origin = "Web",
  contact_id = "0035f00001ABCdEFGH",
  account_id = "0015f00001ABCdEFGH"
})

print("Created case: " .. result.id)
```

---

## salesforce_list_recent

List recently accessed items in Salesforce. Returns recently viewed or modified records across all object types.

### Parameters

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `limit` | integer | no | Maximum number of items to return (default 25) |

### Example

```lua
local result = app.integrations.salesforce.salesforce_list_recent({
  limit = 10
})

for _, item in ipairs(result) do
  print(item.attributes.type .. ": " .. (item.Name or item.Id))
end
```

---

## salesforce_get_user

Retrieve a Salesforce user by their ID. Returns the user's name, email, profile, role, and other fields.

### Parameters

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `id` | string | yes | Salesforce user ID (18 or 15 character) |

### Example

```lua
local result = app.integrations.salesforce.salesforce_get_user({
  id = "0055f00001ABCdEFGH"
})

print("User: " .. result.Name)
print("Email: " .. result.Email)
```

---

## Multi-Account Usage

If you have multiple salesforce accounts configured, use account-specific namespaces:

```lua
-- Default account (always works)
app.integrations.salesforce.function_name({...})

-- Explicit default (portable across setups)
app.integrations.salesforce.default.function_name({...})

-- Named accounts
app.integrations.salesforce.work.function_name({...})
app.integrations.salesforce.personal.function_name({...})
```

All functions are identical across accounts — only the credentials differ.

Metadata-derived Lua example

local result = app.integrations.salesforce.create_lead({first_name = "example_first_name", last_name = "example_last_name", company = "example_company", email = "example_email", phone = "example_phone", title = "example_title", website = "example_website", other_fields = "example_other_fields"})
print(result)

Functions

create_lead Write

Create a new lead in Salesforce. Supports FirstName, LastName, Company, Email, Phone, Title, Website, and additional custom fields via other_fields. Returns the created lead ID and success status.

Lua path: app.integrations.salesforce.create_lead
Full name: salesforce.salesforce_create_lead

Parameter	Type	Required	Description
`first_name`	string	no	Lead first name.
`last_name`	string	yes	Lead last name.
`company`	string	yes	Lead company name.
`email`	string	no	Lead email address.
`phone`	string	no	Lead phone number.
`title`	string	no	Lead job title.
`website`	string	no	Lead website URL.
`other_fields`	object	no	Additional custom fields as key-value pairs to merge into the request body.

get_lead Read

Retrieve a Salesforce lead by its ID. Returns the lead's fields, attributes, and associated data.

Lua path: app.integrations.salesforce.get_lead
Full name: salesforce.salesforce_get_lead

Parameter	Type	Required	Description
`id`	string	yes	Salesforce lead ID (18 or 15 character).

update_lead Write

Update an existing Salesforce lead by ID. Supports FirstName, LastName, Company, Email, Phone, and additional custom fields via other_fields. Returns success confirmation on completion.

Lua path: app.integrations.salesforce.update_lead
Full name: salesforce.salesforce_update_lead

Parameter	Type	Required	Description
`id`	string	yes	Salesforce lead ID to update.
`first_name`	string	no	Lead first name.
`last_name`	string	no	Lead last name.
`company`	string	no	Lead company name.
`email`	string	no	Lead email address.
`phone`	string	no	Lead phone number.
`other_fields`	object	no	Additional custom fields as key-value pairs to merge into the request body.

create_contact Write

Create a new contact in Salesforce. Supports FirstName, LastName, Email, Phone, AccountId, Title, and additional custom fields via other_fields. Returns the created contact ID and success status.

Lua path: app.integrations.salesforce.create_contact
Full name: salesforce.salesforce_create_contact

Parameter	Type	Required	Description
`first_name`	string	no	Contact first name.
`last_name`	string	yes	Contact last name.
`email`	string	no	Contact email address.
`phone`	string	no	Contact phone number.
`account_id`	string	no	Salesforce Account ID to associate the contact with.
`title`	string	no	Contact job title.
`other_fields`	object	no	Additional custom fields as key-value pairs to merge into the request body.

get_contact Read

Retrieve a Salesforce contact by its ID. Returns the contact's fields, attributes, and associated data.

Lua path: app.integrations.salesforce.get_contact
Full name: salesforce.salesforce_get_contact

Parameter	Type	Required	Description
`id`	string	yes	Salesforce contact ID (18 or 15 character).

create_account Write

Create a new account in Salesforce. Supports Name, Website, Phone, Industry, BillingCity, BillingCountry, and additional custom fields via other_fields. Returns the created account ID and success status.

Lua path: app.integrations.salesforce.create_account
Full name: salesforce.salesforce_create_account

Parameter	Type	Required	Description
`name`	string	yes	Account name.
`website`	string	no	Account website URL.
`phone`	string	no	Account phone number.
`industry`	string	no	Account industry (e.g. Technology, Finance).
`billing_city`	string	no	Billing address city.
`billing_country`	string	no	Billing address country.
`other_fields`	object	no	Additional custom fields as key-value pairs to merge into the request body.

get_account Read

Retrieve a Salesforce account by its ID. Returns the account's fields, attributes, and associated data.

Lua path: app.integrations.salesforce.get_account
Full name: salesforce.salesforce_get_account

Parameter	Type	Required	Description
`id`	string	yes	Salesforce account ID (18 or 15 character).

update_account Write

Update an existing Salesforce account by ID. Supports Name, Website, Phone, and additional custom fields via other_fields. Returns success confirmation on completion.

Lua path: app.integrations.salesforce.update_account
Full name: salesforce.salesforce_update_account

Parameter	Type	Required	Description
`id`	string	yes	Salesforce account ID to update.
`name`	string	no	Account name.
`website`	string	no	Account website URL.
`phone`	string	no	Account phone number.
`other_fields`	object	no	Additional custom fields as key-value pairs to merge into the request body.

create_opportunity Write

Create a new opportunity in Salesforce. Supports Name, Amount, StageName, CloseDate, AccountId, and Probability. Returns the created opportunity ID and success status.

Lua path: app.integrations.salesforce.create_opportunity
Full name: salesforce.salesforce_create_opportunity

Parameter	Type	Required	Description
`name`	string	yes	Opportunity name.
`amount`	number	no	Opportunity amount (numeric).
`stage_name`	string	yes	Sales stage (e.g. Prospecting, Qualification, Closed Won).
`close_date`	string	yes	Expected close date (YYYY-MM-DD).
`account_id`	string	no	Salesforce Account ID to associate the opportunity with.
`probability`	number	no	Win probability as a percentage (0-100).

get_opportunity Read

Retrieve a Salesforce opportunity by its ID. Returns the opportunity's fields, attributes, and associated data.

Lua path: app.integrations.salesforce.get_opportunity
Full name: salesforce.salesforce_get_opportunity

Parameter	Type	Required	Description
`id`	string	yes	Salesforce opportunity ID (18 or 15 character).

soql_query Read

Execute a SOQL (Salesforce Object Query Language) query. Use SOQL to search records in Salesforce. Example: SELECT Id, Name FROM Account LIMIT 10 Returns query results with total size and records.

Lua path: app.integrations.salesforce.soql_query
Full name: salesforce.salesforce_query

Parameter	Type	Required	Description
`soql`	string	yes	SOQL query string (e.g. SELECT Id, Name FROM Account LIMIT 10).

sosl_search Read

Execute a SOSL (Salesforce Object Search Language) search. Use SOSL for text-based searches across multiple object types. Example: FIND {test} IN ALL FIELDS RETURNING Account(Id, Name) Returns search results grouped by object type.

Lua path: app.integrations.salesforce.sosl_search
Full name: salesforce.salesforce_search

Parameter	Type	Required	Description
`sosl`	string	yes	SOSL search string (e.g. FIND {test} IN ALL FIELDS RETURNING Account(Id, Name)).

describe_object Read

Get metadata for a Salesforce object type. Returns field definitions, relationships, record types, and other metadata. Example object types: Account, Contact, Lead, Opportunity, Case, Task, User.

Lua path: app.integrations.salesforce.describe_object
Full name: salesforce.salesforce_describe_object

Parameter	Type	Required	Description
`object_type`	string	yes	Salesforce object API name (e.g. Account, Contact, Lead).

list_objects Read

List all available Salesforce objects (standard and custom). Returns object names, labels, and key prefixes.

Lua path: app.integrations.salesforce.list_objects
Full name: salesforce.salesforce_list_objects

Parameter	Type	Required	Description
No parameters.

create_task Write

Create a new task in Salesforce. Supports Subject, Description, Status, Priority, WhoId (contact/lead), WhatId (account/opportunity), and ActivityDate. Returns the created task ID and success status.

Lua path: app.integrations.salesforce.create_task
Full name: salesforce.salesforce_create_task

Parameter	Type	Required	Description
`subject`	string	yes	Task subject/title.
`description`	string	no	Task description or body.
`status`	string	no	Task status (e.g. Not Started, In Progress, Completed).
`priority`	string	no	Task priority (e.g. Normal, High, Low).
`who_id`	string	no	ID of the related Contact or Lead.
`what_id`	string	no	ID of the related Account, Opportunity, or other object.
`activity_date`	string	no	Due date for the task (YYYY-MM-DD).

create_case Write

Create a new case in Salesforce. Supports Subject, Description, Status, Priority, Origin, ContactId, and AccountId. Returns the created case ID and success status.

Lua path: app.integrations.salesforce.create_case
Full name: salesforce.salesforce_create_case

Parameter	Type	Required	Description
`subject`	string	yes	Case subject/title.
`description`	string	no	Case description or details.
`status`	string	no	Case status (e.g. New, Working, Escalated, Closed).
`priority`	string	no	Case priority (e.g. Low, Medium, High, Critical).
`origin`	string	no	Case origin (e.g. Web, Email, Phone).
`contact_id`	string	no	ID of the related Contact.
`account_id`	string	no	ID of the related Account.

list_recent Read

List recently accessed items in Salesforce. Returns recently viewed or modified records across all object types. Optionally specify a limit to control the number of items returned.

Lua path: app.integrations.salesforce.list_recent
Full name: salesforce.salesforce_list_recent

Parameter	Type	Required	Description
`limit`	integer	no	Maximum number of items to return (default 25).

get_user Read

Retrieve a Salesforce user by their ID. Returns the user's name, email, profile, role, and other fields.

Lua path: app.integrations.salesforce.get_user
Full name: salesforce.salesforce_get_user

Parameter	Type	Required	Description
`id`	string	yes	Salesforce user ID (18 or 15 character).