Salesforce CRM Query

Apps & Automation

List objects, describe schema, run SOQL queries

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Salesforce CRM Query

When querying Salesforce data:

Use salesforce_list_objects (tool name may have a suffix if multiple Salesforce servers exist) to discover standard and custom objects in the org.
Use salesforce_describe_object to get fields and relationships for an object before querying.
Use salesforce_query to run SOQL queries (read-only); build queries from the described schema.
Follow a discovery-first workflow: list objects -> describe object -> query. All tools are read-only.
Summarize records clearly; cite object and key fields; avoid dumping raw result sets unless asked.

Step-by-step instructions

When the user asks about "accounts", "contacts", or an object name: if unsure of the exact API name, call salesforce_list_objects to find it.
Before running a query: call salesforce_describe_object for that object to get field names and types so the SOQL query uses valid fields.
Call salesforce_query with a SOQL string (e.g. SELECT Id, Name FROM Account LIMIT 10); use only fields from the describe result.
Summarize the returned records (count, key fields); for large result sets, summarize and offer to narrow.
Salesforce uses instance_url from the token; the tools use the correct instance automatically.

Examples of inputs and outputs

Input: "List recent accounts."
Output: Short list of Account records (Id, Name, and other requested fields) from salesforce_query with a SOQL like SELECT Id, Name FROM Account ORDER BY CreatedDate DESC LIMIT 10.
Input: "What fields does the Contact object have?"
Output: List of field names and types from salesforce_describe_object for Contact; summarize key fields (e.g. Name, Email, AccountId).

Common edge cases

Object not found: Say "Object [name] not found" and suggest listing objects or checking the API name (e.g. custom objects have __c).
Invalid SOQL: If the query fails, check field names against salesforce_describe_object and retry; report the error to the user.
Large result set: SOQL has limits; summarize the first page and mention limits; do not assume all records were returned.
API/OAuth error: Report that Salesforce returned an error and suggest reconnecting or retrying; ensure instance_url is used (handled by the integration).

Tool usage for specific purposes

salesforce_list_objects: Use when the user asks about "objects" or when you need to resolve an object API name.
salesforce_describe_object: Use before building a SOQL query to get valid field names and types.
salesforce_query: Use to run read-only SOQL; always use fields from describe; include LIMIT and ORDER BY as appropriate.