Salesforce Tools
Salesforceは、営業、サービス、マーケティング、分析を統合し、顧客関係の構築とビジネスの成長を促進する主要なCRMプラットフォームです
AI エージェントで Salesforce Tools を使用
Aident Loadout により、Claude Code、Codex、Cursor などの対応エージェントから Salesforce Tools を呼び出せます。179 個の対応 Actions から選択できます。 各実行は Audit で確認できます。
Aident Vault で Salesforce Tools に一度接続します。エージェントに認証情報を渡さずに、対応 Actions を利用できます。
カテゴリー
Crm料金と支払い
- 料金
- Loadout では無料です。個人接続のアカウントを使用する場合、プロバイダー料金が発生することがあります。
- 統合支払い
- 現在未対応です。必要な場合はプロバイダーアカウントを接続してください。
含まれる Actions
- Salesforce Add Contact To CampaignAdds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.
- Salesforce Add Lead To CampaignAdds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted, and deleted or inactive records will cause…
- Salesforce Add Opportunity Line ItemAdds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.
- Salesforce Apply Lead Assignment RulesApplies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after rule application.
- Salesforce Associate Contact To AccountAssociates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.
- Salesforce Clone Opportunity With ProductsClones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.
- Salesforce Clone RecordCreates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record. Optionally apply field updates to the clone.
- Salesforce Close Or Abort JobTool to close or abort a Salesforce Bulk API v2 ingest job. Use when you need to finalize job processing by closing (state: UploadComplete) or cancel a job by aborting (state: Aborted). This is required for every ingest job - closing queues data for processing, while aborting ca…
- Salesforce Complete TaskMarks a task as completed with optional completion notes. This is a convenience action that updates the task status to 'Completed'.
- Salesforce Create A RecordTool to create a Salesforce record using the UI API. Use when you need to create any type of Salesforce record with layout metadata and formatted field values.
- Salesforce Create AccountCreates a new account in Salesforce with the specified information. Returns the created Account's ID at `data.response_data.id`.
- Salesforce Create CampaignCreates a new campaign in Salesforce. Only `name` is universally required, but org-level validation rules commonly enforce `type`, `status`, `start_date`, and `end_date` as well — omitting them may cause creation to fail.
- Salesforce Create ContactCreates a new contact in Salesforce with the specified information. Writes to live CRM data — obtain explicit user confirmation before executing. Failures may reflect org-specific validation rules, permission restrictions, or duplicate rules rather than invalid inputs.
- Salesforce Create Custom FieldTool to create a custom field on a Salesforce object using the Tooling API. Use when you need to add a new field (Text, Number, Checkbox, Date, Picklist, Lookup, etc.) to any standard or custom object without deploying metadata packages. The Tooling API provides direct field cre…
- Salesforce Create Custom ObjectTool to create a custom object in Salesforce using the Metadata API. Use when you need to dynamically create new object types (tables) in Salesforce with custom fields and configurations.
- Salesforce Create LeadCreates a new lead in Salesforce. `LastName` and `Company` are required. Org-level validation rules (e.g., email format, custom required fields) may reject requests beyond these; inspect the error response body for the failing field. The created lead `id` is returned in a respon…
- Salesforce Create NoteCreates a new note attached to a Salesforce record with the specified title and content. Does not deduplicate — identical calls create duplicate notes. High-volume creation can trigger REQUEST_LIMIT_EXCEEDED; apply exponential backoff on retries.
- Salesforce Create OpportunityCreates a new opportunity in Salesforce with the specified information.
- Salesforce Create S Object RecordTool to create a new Salesforce SObject record. Use when you need to create any type of standard or custom Salesforce object record by specifying the object type and field values.
- Salesforce Create Sobject TreeTool to create one or more sObject trees with root records of the specified type. Use when creating nested parent-child record hierarchies in a single atomic operation (e.g., Account with Contacts and Opportunities). Supports up to 200 total records across all trees, up to 5 lev…
- Salesforce Create TaskCreates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records. Ensure who_id, what_id, and owner_id reference existing records before calling; invalid IDs cause silent linkage failures or validation errors.
- Salesforce Delete AccountPermanently deletes an account from Salesforce. This action cannot be undone.
- Salesforce Delete CampaignPermanently deletes a campaign from Salesforce. This action cannot be undone.
- Salesforce Delete ContactPermanently deletes a contact from Salesforce. This action cannot be undone. Associated records (activities, opportunities) lose the contact reference upon deletion — ensure related data is migrated or acceptable to lose before proceeding. Returns HTTP 204 with empty body on suc…
- Salesforce Delete FileTool to permanently delete a file from Salesforce. Use when you need to remove a file and its content. This operation cannot be undone.
- Salesforce Delete Job QueryTool to delete a Salesforce Bulk API v2 query job. Use when you need to permanently remove a job and its associated data. Only the user who created the job can delete it, and the job must be in a completed state.
- Salesforce Delete LeadPermanently deletes a lead from Salesforce. This action cannot be undone.
- Salesforce Delete NotePermanently deletes a note from Salesforce. This action cannot be undone.
- Salesforce Delete OpportunityPermanently deletes an opportunity from Salesforce. This action cannot be undone.
- +150 Actions
プロバイダーのソース
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