Salesforce
Your Toolhouse AI Worker can connect to Salesforce using 216 specialized tools.
Auth Connection
This service requires an auth connection to use its tools. You can set this up in your Toolhouse dashboard under Auth Connections.
Tools (216)
Salesforce Account Creation With Content Type Option
Salesforce Account Creation With Content Type OptionIntegration name: SALESFORCE_ACCOUNT_CREATION_WITH_CONTENT_TYPE_OPTION
DEPRECATED: Creates a new Salesforce Account using a JSON POST request, requiring 'Name'; specific fields (e.g., custom, DunsNumber) may have org-level prerequisites.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
Id
string
—
Unique identifier for the account (system-generated and read-only upon creation).
Fax
string
—
Fax number for the account.
Sic
string
—
Standard Industrial Classification (SIC) code (max 20 chars). For business accounts only.
Name
string
—
Name of the account (required, max 255 chars). For Person Accounts, this is a concatenated field from the associated contact and not directly modifiable.
Site
string
—
Name of the account’s specific location or site (max 80 chars).
Type
string
"Customer - Direct"
Type of account, influencing categorization and behavior.
Phone
string
—
Primary phone number for the account (max 40 chars).
Jigsaw
string
—
Data.com company ID reference (max 20 chars, API v22.0+). For business accounts. Read-only, do not modify.
Rating
string
"Hot"
Prospect rating (picklist).
SLA__c
string
—
Custom field for Service Level Agreement (SLA) type/details.
OwnerId
string
—
ID of the Salesforce user owning this account. 'Transfer Record' permission may be needed to update if not the API user (API v16.0+).
SicDesc
string
—
Description of line of business based on SIC code (max 80 chars). For business accounts only.
Website
string
—
Website URL of the account (max 255 chars).
Industry
string
"Agriculture"
Primary industry of the account (picklist, max 40 chars).
ParentId
string
—
ID of the parent account for subsidiary or hierarchical relationships.
PhotoUrl
string
—
URL path for the social network profile image (read-only). Blank if Social Accounts and Contacts is not enabled for the user.
Active__c
string
—
Custom field indicating if the account is active.
IsDeleted
boolean
—
Indicates if the account is in the Recycle Bin (read-only).
NaicsCode
string
—
NAICS code (6-digit industry classifier, max 8 chars). For business accounts. Requires Data.com Prospector/Clean.
NaicsDesc
string
—
Description of line of business based on NAICS code (max 120 chars). For business accounts. Requires Data.com Prospector/Clean.
Ownership
string
"Public"
Ownership structure (picklist).
DunsNumber
string
—
D-U-N-S number (9-digit identifier, max 9 chars). For business accounts. Requires Data.com Prospector/Clean.
Tradestyle
string
—
Organization's 'Doing Business As' (DBA) name (max 255 chars). For business accounts. Requires Data.com Prospector/Clean.
BillingCity
string
—
City for the billing address (max 40 chars).
CleanStatus
string
"Matched"
Data quality status compared with Data.com.
CreatedById
string
—
ID of the user who created the account (read-only).
CreatedDate
string
—
Date and time of account creation (read-only).
Description
string
—
Text description of the account (max 32,000 chars).
YearStarted
string
—
Year the organization was established (max 4 chars). For business accounts. Requires Data.com Prospector/Clean.
BillingState
string
—
State or province for the billing address (max 80 chars).
ShippingCity
string
—
City for the shipping address (max 40 chars).
TickerSymbol
string
—
Stock market ticker symbol (max 20 chars). For business accounts only.
AccountNumber
string
—
Account number assigned to this account (max 40 chars).
AccountSource
string
"Web"
Origin source of the account record (admin-defined picklist, values max 40 chars).
AnnualRevenue
integer
—
Estimated annual revenue.
BillingStreet
string
—
Street address for the billing location.
ShippingState
string
—
State or province for the shipping address (max 80 chars).
custom_fields
object
{"CustomerPriority__c":"High"}
Dictionary of custom field API names and their values. Custom field names typically end with '__c'.
BillingCountry
string
—
Country for the billing address (max 80 chars).
DandbCompanyId
string
—
Associated Dun & Bradstreet company ID for D&B integration (read-only).
LastViewedDate
string
—
Timestamp of when current user last viewed this account record (read-only).
MasterRecordId
string
—
ID of the master record if this account was merged (read-only).
ShippingStreet
string
—
Street address for the shipping location (max 255 chars).
SystemModstamp
string
—
Timestamp of last modification by user or automated process (read-only).
BillingLatitude
integer
—
Latitude for the billing address (-90 to 90, up to 15 decimal places).
JigsawCompanyId
string
—
Associated Data.com company ID (read-only).
ShippingCountry
string
—
Country for the shipping address (max 80 chars).
attributes__url
string
—
Internal Salesforce field: Relative API URL for this SObject record. System-set or read-only.
BillingLongitude
integer
—
Longitude for the billing address (-180 to 180, up to 15 decimal places).
LastActivityDate
string
—
Most recent due date of an event or closed task associated with the record (read-only).
LastModifiedById
string
—
ID of the user who last modified the account (read-only).
LastModifiedDate
string
—
Date and time of last modification (read-only).
OperatingHoursId
string
—
ID of associated operating hours. Requires Salesforce Field Service.
ShippingLatitude
integer
—
Latitude for the shipping address (-90 to 90, up to 15 decimal places).
attributes__type
string
—
Internal Salesforce field: Type of the SObject (e.g., 'Account'). System-set or read-only.
BillingPostalCode
string
—
Postal code for the billing address (max 20 chars).
NumberOfEmployees
integer
—
Number of employees (max 8 digits).
ShippingLongitude
integer
—
Longitude for the shipping address (-180 to 180, up to 15 decimal places).
LastReferencedDate
string
—
Timestamp of when current user last accessed this record or related items (read-only).
SLASerialNumber__c
string
—
Custom field for SLA serial number.
ShippingPostalCode
string
—
Postal code for the shipping address (max 20 chars).
CustomerPriority__c
string
—
Custom field for customer priority (e.g., High, Medium, Low).
NumberofLocations__c
integer
—
Custom field for the number of physical locations.
SLAExpirationDate__c
string
—
Custom field for SLA expiration date.
UpsellOpportunity__c
string
—
Custom field indicating upsell opportunity potential.
BillingGeocodeAccuracy
string
"Address"
Accuracy level of the geocode for the billing address.
ShippingGeocodeAccuracy
string
"Address"
Accuracy level of the geocode for the shipping address.
Salesforce Add Contact To Campaign
Salesforce Add Contact To CampaignIntegration name: SALESFORCE_ADD_CONTACT_TO_CAMPAIGN
Adds 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.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
status
string
"Sent"
The status of the campaign member. Common values include 'Sent', 'Responded'. The available statuses depend on campaign configuration. Value must exactly match a configured CampaignMember Status for the campaign; arbitrary strings will fail. Query the campaign's CampaignMemberStatus records first if unsure of valid values.
contact_id
string
✅
"003XXXXXXXXXXXXXXX"
The Salesforce ID of the contact to add to the campaign.
campaign_id
string
✅
"701XXXXXXXXXXXXXXX"
The Salesforce ID of the campaign to add the contact to.
custom_fields
object
{"VIP_Member__c":true,"Member_Source__c":"Webinar"}
Dictionary of custom field API names and their values for CampaignMember. Custom field names typically end with '__c'.
Salesforce Add Lead To Campaign
Salesforce Add Lead To CampaignIntegration name: SALESFORCE_ADD_LEAD_TO_CAMPAIGN
Adds 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 the call to fail. This is a persistent CRM write; confirm the correct lead and campaign before calling.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
status
string
"Sent"
The status of the campaign member. Common values include 'Sent', 'Responded'. The available statuses depend on campaign configuration. Value must exactly match one of the campaign's configured CampaignMember statuses; a mismatch will cause the call to be rejected.
lead_id
string
✅
"00QXXXXXXXXXXXXXXX"
The Salesforce ID of the lead to add to the campaign.
campaign_id
string
✅
"701XXXXXXXXXXXXXXX"
The Salesforce ID of the campaign to add the lead to.
custom_fields
object
{"VIP_Member__c":true,"Member_Source__c":"Event"}
Dictionary of custom field API names and their values for CampaignMember. Custom field names typically end with '__c'.
Salesforce Add Opportunity Line Item
Salesforce Add Opportunity Line ItemIntegration name: SALESFORCE_ADD_OPPORTUNITY_LINE_ITEM
Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
discount
number
10
Discount percentage (0-100). Cannot be used with TotalPrice.
quantity
number
✅
1
The quantity of the product to add.
unit_price
number
99.99
The sales price per unit. If not specified, uses the standard price from the pricebook entry.
description
string
"Premium support package"
Optional description for this line item.
total_price
number
500
The total price for this line item. Cannot be used with UnitPrice or Discount.
service_date
string
"2025-12-31"
Service date for the product in YYYY-MM-DD format.
custom_fields
object
{"Discount_Code__c":"Q4PROMO","Line_Item_Category__c":"Services"}
Dictionary of custom field API names and their values. Custom field names typically end with '__c'.
opportunity_id
string
✅
"006XXXXXXXXXXXXXXX"
The Salesforce ID of the opportunity to add a product to.
pricebook_entry_id
string
✅
"01uXXXXXXXXXXXXXXX"
The ID of the PricebookEntry that contains the product and price information. This links to a specific product in a specific pricebook. Entry must be active and match the opportunity's pricebook and currency; mismatches cause REQUIRED_FIELD_MISSING or INVALID_CROSS_REFERENCE_KEY errors. Use SALESFORCE_LIST_PRICEBOOK_ENTRIES to find valid entries.
Salesforce Apply Lead Assignment Rules
Salesforce Apply Lead Assignment RulesIntegration name: SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES
Applies 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.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
lead_id
string
✅
"00QWd000005V3RmMAK"
The Salesforce ID of the lead to apply assignment rules to.
Salesforce Associate Contact To Account
Salesforce Associate Contact To AccountIntegration name: SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT
Associates 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.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
account_id
string
✅
"001XXXXXXXXXXXXXXX"
The Salesforce ID of the account to associate the contact with.
contact_id
string
✅
"003XXXXXXXXXXXXXXX"
The Salesforce ID of the contact to associate with an account.
custom_fields
object
{"Account_Association_Source__c":"Manual Update"}
Dictionary of custom field API names and their values to update on the contact. Custom field names typically end with '__c'.
Salesforce Clone Opportunity With Products
Salesforce Clone Opportunity With ProductsIntegration name: SALESFORCE_CLONE_OPPORTUNITY_WITH_PRODUCTS
Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
new_name
string
"Q4 Renewal Opportunity"
Name for the cloned opportunity. If not specified, will append 'Clone of' to original name.
close_date
string
"2025-12-31"
Close date for the cloned opportunity in YYYY-MM-DD format. If not specified, uses original close date.
stage_name
string
"Prospecting"
Stage for the cloned opportunity. If not specified, uses original stage.
clone_products
boolean
—
Whether to clone the opportunity's products (line items). Set to false to clone only the opportunity.
opportunity_id
string
✅
"006XXXXXXXXXXXXXXX"
The ID of the opportunity to clone.
Salesforce Clone Record
Salesforce Clone RecordIntegration name: SALESFORCE_CLONE_RECORD
Creates 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.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
record_id
string
✅
"001XXXXXXXXXXXXXXX"
The ID of the record to clone.
object_type
string
✅
"Account"
The Salesforce object type to clone (e.g., Account, Contact, Lead, Opportunity).
field_updates
string
"{\"Name\": \"Clone of Original\"}"
Optional field updates to apply to the cloned record as a JSON string. Use this to modify specific fields in the clone. Example: '{"Name": "Clone of Original", "Status": "New"}'
Salesforce Close Or Abort Job
Salesforce Close Or Abort JobIntegration name: SALESFORCE_CLOSE_OR_ABORT_JOB
Tool 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 cancels the job and deletes uploaded data.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
state
string
✅
"UploadComplete"
The state to update the job to. 'UploadComplete' closes the job and queues uploaded data for processing. 'Aborted' cancels the job and deletes any uploaded data. This field is required.
job_id
string
✅
"750dN00000BITXdQAP"
The unique identifier of the Bulk API v2 ingest job to close or abort.
Salesforce Complete Task
Salesforce Complete TaskIntegration name: SALESFORCE_COMPLETE_TASK
Marks a task as completed with optional completion notes. This is a convenience action that updates the task status to 'Completed'.
Parameters
Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called.
task_id
string
✅
"00TXXXXXXXXXXXXXXX"
The Salesforce ID of the task to mark as completed.
custom_fields
object
{"Resolved__c":true,"Completion_Source__c":"Customer Call"}
Dictionary of custom field API names and their values. Custom field names typically end with '__c' (e.g., 'Completion_Source__c').
completion_notes
string
"Call completed successfully. Customer agreed to proceed."
Optional notes to add about the task completion. Will be appended to existing description.