Salesforce

Cloud-based CRM platform that unifies sales, service, marketing, and commerce. Through Langdock’s integration, you can access and manage Salesforce directly from your conversations.

Authentication: OAuth
Category: CRM & Customer Support
Availability: All workspace plans

Available Actions

Get account

salesforce.getaccount Gets an account by id Requires Confirmation: No

Parameters:

accountId (TEXT, Required): Id of the account in Salesforce. Starts with 001

Output: Returns the account details

Get campaign

salesforce.getcampaign Gets a campaign by id Requires Confirmation: No

Parameters:

campaignId (TEXT, Required): Id of the campaign in Salesforce

Output: Returns the campaign details

Get campaign member

salesforce.getcampaignmember Gets a campaign member by id Requires Confirmation: No

Parameters:

campaignMemberId (TEXT, Required): Id of the campaign member to retrieve

Output: Returns the campaign member details

Get campaign members for campaign

salesforce.getcampaignmembersforcampaign Finds all campaign members by campaign id Requires Confirmation: No

Parameters:

campaignId (TEXT, Required): Campaign Id
fields (TEXT, Optional): Comma-separated list of field API names to return. Defaults to ‘Id,Name,CreatedDate,LastModifiedDate,OwnerId,CampaignId,ContactId,LeadId,Status’. Common fields include: Name, CampaignId, ContactId, LeadId, Status

Output: Returns a list of campaign members

Get case

salesforce.getcase Gets a case by id Requires Confirmation: No

Parameters:

caseId (TEXT, Required): Id of the case in Salesforce. Starts with 500

Output: Returns the case details

Get contact

salesforce.getcontact Gets a contact by id Requires Confirmation: No

Parameters:

contactId (TEXT, Required): Id of the contact. starts with 003

Output: Returns the contact details

Get content note

salesforce.getcontentnote Gets an Enhanced Note (ContentNote) and optionally its ContentDocumentLink associations Requires Confirmation: No

Parameters:

includeLinks (BOOLEAN, Optional): If true, also returns ContentDocumentLink records for this note
contentNoteId (TEXT, Required): Id of the content note

Output: Returns the content note details

Get lead

salesforce.getlead Gets a lead by id Requires Confirmation: No

Parameters:

leadId (TEXT, Required): Id of the lead. starts with 00Q

Output: Returns the lead details

Get opportunity

salesforce.getopportunity Gets an opportunity by id Requires Confirmation: No

Parameters:

opportunityId (TEXT, Required): Id of the opportunity. starts with 006

Output: Returns the opportunity details

Get task

salesforce.gettask Gets a task by id Requires Confirmation: No

Parameters:

taskId (TEXT, Required): Id of the task. starts with 00T

Output: Returns the task details

Get user

salesforce.getuser Gets a user by id Requires Confirmation: No

Parameters:

userId (TEXT, Required): Id of the user. starts with 005

Output: Returns the user details

Find account

salesforce.findaccount Finds an account by name Requires Confirmation: No

Parameters:

accountName (TEXT, Required): Name of the account to search for

Output: Returns matching accounts

Find campaign

salesforce.findcampaign Finds a campaign by name Requires Confirmation: No

Parameters:

campaignName (TEXT, Required): Name of the campaign to search for

Output: Returns matching campaigns

Find case

salesforce.findcase Finds a case by case number Requires Confirmation: No

Parameters:

caseNumber (TEXT, Required): Case number to search for

Output: Returns matching cases

Find contact

salesforce.findcontact Finds a contact by email Requires Confirmation: No

Parameters:

email (TEXT, Required): Email address to search for

Output: Returns matching contacts

Find lead

salesforce.findlead Finds a lead by email Requires Confirmation: No

Parameters:

email (TEXT, Required): Email address to search for

Output: Returns matching leads

Find opportunity

salesforce.findopportunity Finds an opportunity by name Requires Confirmation: No

Parameters:

opportunityName (TEXT, Required): Name of the opportunity to search for

Output: Returns matching opportunities

Find task

salesforce.findtask Finds a task by subject Requires Confirmation: No

Parameters:

subject (TEXT, Required): Subject of the task to search for

Output: Returns matching tasks

Find user

salesforce.finduser Finds a user by email Requires Confirmation: No

Parameters:

email (TEXT, Required): Email address to search for

Output: Returns matching users

Create account

salesforce.createaccount Creates a new account Requires Confirmation: Yes

Parameters:

name (TEXT, Required): Name of the account
type (TEXT, Optional): Type of account (e.g., Customer, Partner, Competitor)
industry (TEXT, Optional): Industry of the account
phone (TEXT, Optional): Phone number
website (TEXT, Optional): Website URL
billingStreet (TEXT, Optional): Billing street address
billingCity (TEXT, Optional): Billing city
billingState (TEXT, Optional): Billing state
billingPostalCode (TEXT, Optional): Billing postal code
billingCountry (TEXT, Optional): Billing country
shippingStreet (TEXT, Optional): Shipping street address
shippingCity (TEXT, Optional): Shipping city
shippingState (TEXT, Optional): Shipping state
shippingPostalCode (TEXT, Optional): Shipping postal code
shippingCountry (TEXT, Optional): Shipping country
description (TEXT, Optional): Description of the account

Output: Returns the created account details

Create campaign

salesforce.createcampaign Creates a new campaign Requires Confirmation: Yes

Parameters:

name (TEXT, Required): Name of the campaign
type (TEXT, Optional): Type of campaign (e.g., Email, Webinar, Trade Show)
status (TEXT, Optional): Status of the campaign (e.g., Planned, In Progress, Completed)
startDate (TEXT, Optional): Start date of the campaign (YYYY-MM-DD)
endDate (TEXT, Optional): End date of the campaign (YYYY-MM-DD)
budgetedCost (NUMBER, Optional): Budgeted cost of the campaign
actualCost (NUMBER, Optional): Actual cost of the campaign
expectedRevenue (NUMBER, Optional): Expected revenue from the campaign
description (TEXT, Optional): Description of the campaign

Output: Returns the created campaign details

Create case

salesforce.createcase Creates a new case Requires Confirmation: Yes

Parameters:

subject (TEXT, Required): Subject of the case
status (TEXT, Optional): Status of the case (e.g., New, In Progress, Closed)
priority (TEXT, Optional): Priority of the case (e.g., High, Medium, Low)
origin (TEXT, Optional): Origin of the case (e.g., Email, Phone, Web)
reason (TEXT, Optional): Reason for the case
type (TEXT, Optional): Type of the case
description (TEXT, Optional): Description of the case
accountId (TEXT, Optional): ID of the related account
contactId (TEXT, Optional): ID of the related contact

Output: Returns the created case details

Create contact

salesforce.createcontact Creates a new contact Requires Confirmation: Yes

Parameters:

firstName (TEXT, Required): First name of the contact
lastName (TEXT, Required): Last name of the contact
email (TEXT, Optional): Email address of the contact
phone (TEXT, Optional): Phone number of the contact
title (TEXT, Optional): Job title of the contact
department (TEXT, Optional): Department of the contact
accountId (TEXT, Optional): ID of the related account
mailingStreet (TEXT, Optional): Mailing street address
mailingCity (TEXT, Optional): Mailing city
mailingState (TEXT, Optional): Mailing state
mailingPostalCode (TEXT, Optional): Mailing postal code
mailingCountry (TEXT, Optional): Mailing country

Output: Returns the created contact details

Create lead

salesforce.createlead Creates a new lead Requires Confirmation: Yes

Parameters:

firstName (TEXT, Required): First name of the lead
lastName (TEXT, Required): Last name of the lead
email (TEXT, Optional): Email address of the lead
phone (TEXT, Optional): Phone number of the lead
company (TEXT, Optional): Company name
title (TEXT, Optional): Job title of the lead
industry (TEXT, Optional): Industry of the lead
status (TEXT, Optional): Status of the lead (e.g., Open, Qualified, Unqualified)
rating (TEXT, Optional): Rating of the lead (e.g., Hot, Warm, Cold)
source (TEXT, Optional): Source of the lead (e.g., Web, Phone, Email)
street (TEXT, Optional): Street address
city (TEXT, Optional): City
state (TEXT, Optional): State
postalCode (TEXT, Optional): Postal code
country (TEXT, Optional): Country

Output: Returns the created lead details

Create opportunity

salesforce.createopportunity Creates a new opportunity Requires Confirmation: Yes

Parameters:

name (TEXT, Required): Name of the opportunity
stageName (TEXT, Required): Stage of the opportunity (e.g., Prospecting, Qualification, Proposal)
closeDate (TEXT, Required): Close date of the opportunity (YYYY-MM-DD)
amount (NUMBER, Optional): Amount of the opportunity
probability (NUMBER, Optional): Probability percentage (0-100)
type (TEXT, Optional): Type of the opportunity
leadSource (TEXT, Optional): Lead source
description (TEXT, Optional): Description of the opportunity
accountId (TEXT, Optional): ID of the related account
contactId (TEXT, Optional): ID of the related contact

Output: Returns the created opportunity details

Create task

salesforce.createtask Creates a new task Requires Confirmation: Yes

Parameters:

subject (TEXT, Required): Subject of the task
status (TEXT, Optional): Status of the task (e.g., Not Started, In Progress, Completed)
priority (TEXT, Optional): Priority of the task (e.g., High, Normal, Low)
activityDate (TEXT, Optional): Due date of the task (YYYY-MM-DD)
description (TEXT, Optional): Description of the task
whoId (TEXT, Optional): ID of the related contact or lead
whatId (TEXT, Optional): ID of the related account, opportunity, or case

Output: Returns the created task details

Update account

salesforce.updateaccount Updates an existing account Requires Confirmation: Yes

Parameters:

accountId (TEXT, Required): ID of the account to update
name (TEXT, Optional): Updated name of the account
type (TEXT, Optional): Updated type of account
industry (TEXT, Optional): Updated industry of the account
phone (TEXT, Optional): Updated phone number
website (TEXT, Optional): Updated website URL
billingStreet (TEXT, Optional): Updated billing street address
billingCity (TEXT, Optional): Updated billing city
billingState (TEXT, Optional): Updated billing state
billingPostalCode (TEXT, Optional): Updated billing postal code
billingCountry (TEXT, Optional): Updated billing country
shippingStreet (TEXT, Optional): Updated shipping street address
shippingCity (TEXT, Optional): Updated shipping city
shippingState (TEXT, Optional): Updated shipping state
shippingPostalCode (TEXT, Optional): Updated shipping postal code
shippingCountry (TEXT, Optional): Updated shipping country
description (TEXT, Optional): Updated description of the account

Output: Returns the updated account details

Update campaign

salesforce.updatecampaign Updates an existing campaign Requires Confirmation: Yes

Parameters:

campaignId (TEXT, Required): ID of the campaign to update
name (TEXT, Optional): Updated name of the campaign
type (TEXT, Optional): Updated type of campaign
status (TEXT, Optional): Updated status of the campaign
startDate (TEXT, Optional): Updated start date of the campaign
endDate (TEXT, Optional): Updated end date of the campaign
budgetedCost (NUMBER, Optional): Updated budgeted cost of the campaign
actualCost (NUMBER, Optional): Updated actual cost of the campaign
expectedRevenue (NUMBER, Optional): Updated expected revenue from the campaign
description (TEXT, Optional): Updated description of the campaign

Output: Returns the updated campaign details

Update case

salesforce.updatecase Updates an existing case Requires Confirmation: Yes

Parameters:

caseId (TEXT, Required): ID of the case to update
subject (TEXT, Optional): Updated subject of the case
status (TEXT, Optional): Updated status of the case
priority (TEXT, Optional): Updated priority of the case
origin (TEXT, Optional): Updated origin of the case
reason (TEXT, Optional): Updated reason for the case
type (TEXT, Optional): Updated type of the case
description (TEXT, Optional): Updated description of the case
accountId (TEXT, Optional): Updated ID of the related account
contactId (TEXT, Optional): Updated ID of the related contact

Output: Returns the updated case details

Update contact

salesforce.updatecontact Updates an existing contact Requires Confirmation: Yes

Parameters:

contactId (TEXT, Required): ID of the contact to update
firstName (TEXT, Optional): Updated first name of the contact
lastName (TEXT, Optional): Updated last name of the contact
email (TEXT, Optional): Updated email address of the contact
phone (TEXT, Optional): Updated phone number of the contact
title (TEXT, Optional): Updated job title of the contact
department (TEXT, Optional): Updated department of the contact
accountId (TEXT, Optional): Updated ID of the related account
mailingStreet (TEXT, Optional): Updated mailing street address
mailingCity (TEXT, Optional): Updated mailing city
mailingState (TEXT, Optional): Updated mailing state
mailingPostalCode (TEXT, Optional): Updated mailing postal code
mailingCountry (TEXT, Optional): Updated mailing country

Output: Returns the updated contact details

Update lead

salesforce.updatelead Updates an existing lead Requires Confirmation: Yes

Parameters:

leadId (TEXT, Required): ID of the lead to update
firstName (TEXT, Optional): Updated first name of the lead
lastName (TEXT, Optional): Updated last name of the lead
email (TEXT, Optional): Updated email address of the lead
phone (TEXT, Optional): Updated phone number of the lead
company (TEXT, Optional): Updated company name
title (TEXT, Optional): Updated job title of the lead
industry (TEXT, Optional): Updated industry of the lead
status (TEXT, Optional): Updated status of the lead
rating (TEXT, Optional): Updated rating of the lead
source (TEXT, Optional): Updated source of the lead
street (TEXT, Optional): Updated street address
city (TEXT, Optional): Updated city
state (TEXT, Optional): Updated state
postalCode (TEXT, Optional): Updated postal code
country (TEXT, Optional): Updated country

Output: Returns the updated lead details

Update opportunity

salesforce.updateopportunity Updates an existing opportunity Requires Confirmation: Yes

Parameters:

opportunityId (TEXT, Required): ID of the opportunity to update
name (TEXT, Optional): Updated name of the opportunity
stageName (TEXT, Optional): Updated stage of the opportunity
closeDate (TEXT, Optional): Updated close date of the opportunity
amount (NUMBER, Optional): Updated amount of the opportunity
probability (NUMBER, Optional): Updated probability percentage
type (TEXT, Optional): Updated type of the opportunity
leadSource (TEXT, Optional): Updated lead source
description (TEXT, Optional): Updated description of the opportunity
accountId (TEXT, Optional): Updated ID of the related account
contactId (TEXT, Optional): Updated ID of the related contact

Output: Returns the updated opportunity details

Update task

salesforce.updatetask Updates an existing task Requires Confirmation: Yes

Parameters:

taskId (TEXT, Required): ID of the task to update
subject (TEXT, Optional): Updated subject of the task
status (TEXT, Optional): Updated status of the task
priority (TEXT, Optional): Updated priority of the task
activityDate (TEXT, Optional): Updated due date of the task
description (TEXT, Optional): Updated description of the task
whoId (TEXT, Optional): Updated ID of the related contact or lead
whatId (TEXT, Optional): Updated ID of the related account, opportunity, or case

Output: Returns the updated task details