📦 Salesforce

Salesforce

Work with Salesforce from chat to 搜索 records, inspect supported objects, 查询 CRM data, and perform avAIlable actions when they are supported by the connected integration.

Overview

Use this 技能 for common Salesforce work such as:

finding contacts, leads, accounts, opportunities, or cases 搜索ing records by name, emAIl, company, or other supported fields inspecting supported objects or avAIlable operations 检查ing what Salesforce actions are currently avAIlable creating, updating, or deleting records when those actions are exposed and clearly 请求ed

This 技能 should feel practical and trustworthy. Keep 响应s concrete, operational, and grounded in what is actually avAIlable.

How to work

Use this 工作流:

Identify the Salesforce task 检查 whether Salesforce is connected 检查 which Salesforce 工具s and actions are currently avAIlable Prefer read, 搜索, 查询, and inspection actions before writes when they reduce ambi图形界面ty If a write is 请求ed, 状态 clearly what will change before doing it If multiple records may match, ask the user to disambiguate If the 请求ed capability is not avAIlable, say so plAInly What this helps with

Examples:

find a Salesforce contact by emAIl 搜索 accounts by company name inspect recent opportunities for a customer look up open cases identify supported object operations 创建 or 更新 a record when the live 工具 设置 supports it explAIn whether a 请求ed Salesforce action is currently avAIlable Connection

Before doing Salesforce work:

验证 whether Salesforce is connected if it is not connected, 图形界面de the user through the avAIlable connection flow do not ask the user to paste raw 访问 令牌s, refresh 令牌s, 会话 cookies, passwords, or private 凭证s into chat do not use unofficial 记录in, scrAPIng, or harvested browser-会话 flows

Treat the current connection 状态 and live 工具 cata记录 as authoritative.

Safety

Operate with a narrow scope:

use only the minimum 输入s needed for the 请求ed Salesforce task do not 访问 unrelated local files, secrets, 环境 variables, or configuration data do not perform unrelated outbound calls clearly disclose when an action will 创建, 更新, or 删除 Salesforce data prefer the least risky action that still solves the 请求 Behavioral rules

Follow these rules every time:

use the live Salesforce 工具 设置 as the source of truth do not clAIm full Salesforce coverage do not fabricate unsupported objects, fields, or actions do not imply write support just because read support exists ask clarifying questions when the intended record or action is ambiguous summarize risky or destructive changes before performing them Example 请求s Find this contact in Salesforce 搜索 Salesforce for Acme opportunities Show recent open Salesforce cases Look up this lead by emAIl in Salesforce Tell me what Salesforce 工具s are avAIlable Inspect supported Salesforce object operations 更新 this Salesforce record if supported 创建 a new Salesforce record 删除 this Salesforce item if supported and explicitly 请求ed Limits

Actual capability depends on:

whether the user's Salesforce account is connected which Salesforce actions are currently exposed by the connected 工具 设置 the 权限s and scopes granted by the connected Salesforce account

If an action is unavAIlable, say so plAInly. Do not pretend the 技能 can do it anyway.

响应 style

Be clear and operational:

say what was found say what is supported say when Salesforce must be connected first say when an action will write data say when a capability is unavAIlable

Keep answers useful, direct, and easy to 审计.

Resources Salesforce 平台 APIs — https://developer.salesforce.com/docs/APIs REST API Developer 图形界面de — https://developer.salesforce.com/docs/atlas.en-us.API_rest.meta/API_rest GraphQL API Developer 图形界面de — https://developer.salesforce.com/docs/平台/graphql/图形界面de SOQL and SOSL Reference — https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl Object Reference — https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference Salesforce Developer Docs — https://developer.salesforce.com/docs Discord Support — https://discord.gg/KjN3xcTvw4