Salesforce

Operate Salesforce through your OOMOL-connected account. This skill calls the salesforce connector with the oo CLI; OOMOL injects credentials server-side, so you never handle raw tokens.

Running an action

Assume the user has already installed the oo CLI, signed in, and connected Salesforce. Do not run oo auth login or open the connection URL proactively — just run the action. Fall back to First-time setup only when a command actually fails with an auth or connection error.

1. Inspect the contract to get the authoritative input/output schema before building a payload:

oo connector schema "salesforce" --action "<action_name>"

2. Run the action with a JSON payload that matches the input schema:

oo connector run "salesforce" --action "<action_name>" --data '<json>' --json

--data takes a JSON object string or @path/to/file.json; omit it to send {}.
The response is { "data": ..., "meta": { "executionId": "..." } }; the execution id lives under meta.executionId.

Each action is listed below with a one-line description; actions that change state carry a [write] or [destructive] tag. Before constructing --data, fetch the action’s live schema with oo connector schema to get its authoritative input fields.

Available actions

cancel_bulk_job — Abort a Bulk query or ingest job created by the authorized user. [destructive]
clone_report — Clone an accessible report with optional metadata overrides such as name and folderId. [write]
convert_leads — Convert up to 100 Leads using native Salesforce conversion. Query LeadStatus for a valid convertedStatus. Inspect each result for partial failures. Queue-owned leads require an explicit user ownerId. [write]
create_chatter_comment — Reply to a Chatter feed element with structured message segments and optional file, article or shared-feed capabilities. [write]
create_chatter_feed_element — Post a structured Chatter feed item to an explicitly chosen user, group or record. Supports native capabilities and previously uploaded files. [write]
create_record — Create one standard or custom Salesforce record. [write]
create_record_tree — Create parent-child record trees atomically: at most 200 records, five object types and five levels. [write]
create_records — Create up to 200 records, preserving per-record success and errors. [write]
create_report — Create and save a Salesforce report from an explicit report definition. [write]
delete_file — Delete a ContentDocument and its associated versions and links. [destructive]
delete_record — Delete one Salesforce record by object API name and record ID. [destructive]
delete_records — Delete up to 200 Salesforce records, optionally rolling back on any failure. [destructive]
describe_invocable_action — Describe an invocable action’s inputs and outputs before calling it.
describe_list_view — Describe a list view including its columns and SOQL query.
describe_object — Describe an sObject, including fields, relationships, permissions and record types.
describe_report — Get report, report-type and extended metadata including available filter fields.
download_file — Download a Salesforce file version to OOMOL file transit; defaults to the latest published version.
execute_composite — Execute up to 25 dependent Salesforce REST subrequests; up to five may be queries or collections. Can delete resources. [destructive]
execute_composite_graph — Execute transactional Salesforce sObject graphs with at most 500 total subrequests and 75 graphs. Can delete resources. [destructive]
execute_quick_action — Execute a global or object-specific quick action with field values and optional record context. [write]
get_apex_log — Read the text of an Apex debug log. Log bodies may contain sensitive application data.
get_bulk_ingest_result — Poll a Bulk ingest job and download successful, failed or unprocessed rows when terminal. JobComplete can still contain failed records.
get_bulk_query_result — Poll a Bulk query; when complete, download one CSV page to file transit. Continue using nextLocator.
get_chatter_feed_element — Get a complete Chatter feed element, preserving capabilities and structured message content.
get_current_user — Retrieve the current authorized Salesforce identity.
get_dashboard — Retrieve dashboard metadata, component data and status with optional filters.
get_dashboard_status — Get refresh status for each dashboard component.
get_email_template — Retrieve an email template’s metadata, text body and HTML content.
get_file — Get a Salesforce ContentDocument and its latest version reference.
get_knowledge_article — Get a visible online Knowledge article by article ID or URL name, including custom layout content. Does not retrieve draft versions or custom binary file fields.
get_list_view_records — Execute a list view and retrieve rows and display metadata.
get_lookup_suggestions — Find allowed lookup candidates using the current user’s context and dependent field values. Uses UI API POST; this operation only reads suggestions.
get_org_limits — Get organization limits and remaining allocations; requires View Setup and Configuration permission.
get_picklist_values — Get record-type-specific picklist values, including dependencies, through UI API.
get_quick_action_defaults — Get default field values for an object-specific quick action, optionally in a record context.
get_record — Retrieve a Salesforce record by object API name and record ID.
get_record_by_external_id — Retrieve a record by an external ID field and value.
get_record_counts — Get approximate record counts for selected objects or all available objects.
get_record_create_defaults — Get user-specific default values, create layout and object metadata before creating a record. Does not guarantee that validation rules will accept a later write.
get_record_layout — Read the page layout for an object and record type in create, edit or view mode.
get_records — Retrieve up to 2000 records of one object in one request. Missing or inaccessible records return null in place.
get_related_records — Traverse one or more Salesforce relationship API names from a record.
get_report_result — Get the state and results of an asynchronous report. Empty factMap is a valid successful result.
get_tooling_record — Read one Tooling API metadata record without modifying configuration.
invoke_action — Invoke a standard action or custom Flow/Apex action. Dynamic actions may delete data or perform other destructive operations. [destructive]
link_file — Link an existing file to a Salesforce record with an explicit sharing level. [write]
list_approval_processes — List Classic approval process definitions, optionally filtered by object API name.
list_chatter_comments — Read a full page of Chatter comments for a feed element; continue with the page token in nextPageUrl.
list_chatter_feed_elements — Read a Chatter feed with native pagination, search and filters. Feed types support different query options; unsupported combinations are rejected. Embedded comments are previews only.
list_dashboards — List recently viewed dashboards. Query the Dashboard object with SOQL for broader discovery.
list_deleted_records — List deleted records within the retained delete log, at most 15 days; retain returned watermarks.
list_email_templates — List accessible active email templates using SOQL; use query_more for subsequent pages.
list_file_shares — List a file’s ContentDocumentLink sharing records; use query_more for later pages.
list_invocable_actions — Discover standard actions, custom action categories, or actions in a custom category.
list_knowledge_articles — Search or browse visible online Knowledge articles by language, channel and categories. Results are summaries; get_knowledge_article retrieves content. Increment pageNumber for subsequent pages.
list_list_views — List the views available for an sObject.
list_objects — List sObjects available to the connected Salesforce user.
list_pending_approvals — List pending Classic approval work items for yourself, yourself and your groups, or an explicit actor. Use query_more with nextRecordsUrl for subsequent pages; group scope does not imply all delegated approvals.
list_quick_actions — List global quick actions or quick actions for a specified object.
list_record_files — List files linked to a Salesforce record, including link IDs needed to unlink; use query_more for later pages.
list_reports — List up to 200 recently viewed reports. For all accessible reports, query the Report object with SOQL.
list_updated_records — List record IDs changed in a replication window within the last 30 days.
parameterized_search — Search Salesforce without composing SOSL; supports all documented parameterized-search options.
query — Execute read-only SOQL and return one page. Use query_more with nextRecordsUrl for subsequent pages.
query_more — Retrieve the next page of a SOQL query using Salesforce’s relative nextRecordsUrl.
refresh_dashboard — Request a dashboard refresh; inspect get_dashboard_status before reading refreshed data. [write]
review_approval_requests — Approve or reject Classic approval work items assigned to the current user. Each item can succeed or fail independently. [write]
run_report — Run a report synchronously with optional temporary metadata overrides; does not save changes.
save_report — Save report metadata changes. Salesforce invalidates and deletes running asynchronous jobs for this report when it is saved. [destructive]
search_records — Search across Salesforce objects using SOSL.
send_email — Send email through Salesforce emailSimple and return each action result; inspect isSuccess and errors. [write]
send_email_from_template — Send a Salesforce template email with merge fields; requires a recipient Contact or Lead ID. [write]
submit_bulk_ingest — Create, upload and submit a Bulk API 2.0 CSV job from a public URL. Supports delete and irreversible hardDelete; inspect per-record results. [destructive]
submit_bulk_query — Submit an asynchronous Bulk API 2.0 SOQL query and return a versioned handle. [write]
submit_for_approval — Submit records to Classic approval processes. Inspect each result for partial failures; use invoke_action for Flow approvals. [write]
submit_report — Start an asynchronous report run and return a handle for get_report_result. [write]
tooling_query — Query Salesforce Tooling metadata with SOQL SELECT, such as validation rules, Apex classes and logs. Requires the corresponding administrative permissions.
tooling_query_more — Continue a Tooling SOQL query using its returned nextRecordsUrl.
unlink_file — Delete one ContentDocumentLink without deleting the underlying file. [destructive]
update_record — Update supplied fields on a Salesforce record; omitted fields remain unchanged. [write]
update_records — Update up to 200 records, preserving per-record success and errors. [write]
upload_file — Upload a file URL as a new Salesforce ContentVersion using streaming multipart data (up to 2 GB). Can add a version to an existing file. [write]
upsert_record — Create or update one Salesforce record by an external ID field. Use updateOnly to prevent creation. [write]
upsert_records — Upsert up to 200 records of one object using an external ID field. [write]

Safety

Untagged actions are reads (get / list / search) — safe to run directly.
Actions tagged [write] change Salesforce state — confirm the exact payload and effect with the user before running.
Actions tagged [destructive] remove or overwrite data — always confirm the target and get explicit approval first.

First-time setup

These are one-time steps — do not repeat them on every call. Run a step only when a command fails for the matching reason.

oo: command not found — install the oo CLI (other platforms: https://cli.oomol.com/install-guide.md):

curl -fsSL https://cli.oomol.com/install.sh | bash    # macOS / Linux

irm https://cli.oomol.com/install.ps1 | iex           # Windows PowerShell

Not signed in / authentication error — sign in to your OOMOL account once:
```
oo auth login
```
scope_missing / credential_expired / app_not_ready / app_not_found — Salesforce is not connected, or the connection expired or lacks a scope. Connect once (auth type: OAuth2) at:
```
https://console.oomol.com/app-connections?provider=salesforce
```
HTTP 402 / OOMOL_INSUFFICIENT_CREDIT — billing stop. Recharge at https://console.oomol.com/billing/token-recharge before retrying.

Resources

Salesforce homepage: https://www.salesforce.com