salesforce-hello-world

Apps & Automation

Create a minimal working Salesforce example with SOQL queries and sObject CRUD. Use when starting a new Salesforce integration, testing your setup, or learning basic Salesforce API patterns. Trigger with phrases like "salesforce hello world", "salesforce example", "salesforce quick start", "first salesforce query", "salesforce SOQL".

QUICK START

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Source SKILL.md: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/HEAD/plugins/saas-packs/salesforce-pack/skills/salesforce-hello-world/SKILL.md

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Salesforce Hello World

Overview

Minimal working example: connect to Salesforce, run a SOQL query, and perform basic CRUD on standard sObjects (Account, Contact, Lead).

Prerequisites

Completed salesforce-install-auth setup
jsforce installed (npm install jsforce)
Valid credentials in environment variables

Instructions

Step 1: Connect and Query Accounts

import jsforce from 'jsforce';

const conn = new jsforce.Connection({
  loginUrl: process.env.SF_LOGIN_URL || 'https://login.salesforce.com',
});

await conn.login(
  process.env.SF_USERNAME!,
  process.env.SF_PASSWORD! + process.env.SF_SECURITY_TOKEN!
);

// Your first SOQL query — fetch 5 Accounts
const result = await conn.query(
  "SELECT Id, Name, Industry, AnnualRevenue FROM Account LIMIT 5"
);

console.log(`Total records: ${result.totalSize}`);
for (const account of result.records) {
  console.log(`  ${account.Name} — ${account.Industry ?? 'N/A'}`);
}

Step 2: Create a Record

// Create a new Account
const newAccount = await conn.sobject('Account').create({
  Name: 'Acme Corporation',
  Industry: 'Technology',
  Website: 'https://acme.example.com',
  NumberOfEmployees: 250,
});

console.log('Created Account ID:', newAccount.id);
console.log('Success:', newAccount.success);

Step 3: Read a Record by ID

// Retrieve specific fields by record ID
const account = await conn.sobject('Account').retrieve(newAccount.id);
console.log('Account Name:', account.Name);

// Or use SOQL for more control
const result = await conn.query(
  `SELECT Id, Name, Industry, CreatedDate
   FROM Account
   WHERE Id = '${newAccount.id}'`
);

Step 4: Update a Record

const updateResult = await conn.sobject('Account').update({
  Id: newAccount.id,
  Industry: 'Software',
  Description: 'Updated via jsforce API',
});
console.log('Updated:', updateResult.success);

Step 5: Delete a Record

const deleteResult = await conn.sobject('Account').destroy(newAccount.id);
console.log('Deleted:', deleteResult.success);

Python Example

from simple_salesforce import Salesforce
import os

sf = Salesforce(
    username=os.environ['SF_USERNAME'],
    password=os.environ['SF_PASSWORD'],
    security_token=os.environ['SF_SECURITY_TOKEN']
)

# SOQL query
result = sf.query("SELECT Id, Name, Industry FROM Account LIMIT 5")
for record in result['records']:
    print(f"  {record['Name']} — {record.get('Industry', 'N/A')}")

# Create
new_account = sf.Account.create({'Name': 'Acme Corp', 'Industry': 'Technology'})
print(f"Created: {new_account['id']}")

# Update
sf.Account.update(new_account['id'], {'Industry': 'Software'})

# Delete
sf.Account.delete(new_account['id'])

Output

Successful SOQL query returning Account records
Created, read, updated, and deleted an Account sObject
Console output confirming each operation

Error Handling

Error	Cause	Solution
`INVALID_FIELD`	Field name wrong in SOQL	Check field API names in Setup > Object Manager
`MALFORMED_QUERY`	SOQL syntax error	Verify quotes, field names, WHERE clause
`INVALID_TYPE`	sObject name wrong	Use API name (e.g., `Account`, not `Accounts`)
`REQUIRED_FIELD_MISSING`	Missing required field on create	Add required fields (e.g., `Name` for Account)
`ENTITY_IS_DELETED`	Record already deleted	Query with `isDeleted = true` to find in Recycle Bin

Resources

Next Steps

Proceed to salesforce-local-dev-loop for development workflow setup.