[MCP] Salesforce #9616
Description
🧩 Product Overview
Salesforce is a leading CRM and business platform for managing leads, contacts, opportunities, cases, custom objects, and more.
This integration supports multiple triggers (on record creation, updates, attachments, outbound messages) and actions (create, update, attach files, etc.) allowing you to automate workflows that sync, enrich, or respond to changes in Salesforce.
⚠️ Important Note for Contributors
This Salesforce piece already exists in Activepieces. Your task is to extend the current piece by adding additional actions and triggers as outlined in the documentation and reference materials.
Please avoid duplicating existing functionality. Review the current implementation before making changes, and ensure that all new features follow existing coding patterns and standards.
🚨 Triggers
| Trigger | Use Case |
|---|---|
| New Case Attachment | Fires when a new Attachment is added to a Case record in Salesforce. |
| New Field History Tracking Event | Fires when a tracked field is updated on a specified object. |
| New Lead | Fires when a new Lead record is created in Salesforce. |
| New Contact | Fires specifically when a new Contact is created. |
| New or Updated File on Record | Fires when an attachment, note, or Content Document is added or updated on a record in a chosen Salesforce object. |
| New Outbound Message | Fires when a new outbound message is received from Salesforce . |
🛠️ Write Actions
| Action Item | Use Case |
|---|---|
| Add Contact to campaign | Adds an existing contact to an existing campaign. |
| Add Lead to Campaign | Adds an existing lead to an existing campaign. |
| Add File to Record | Adds an existing file to an existing record. |
| Create Attachment | Creates an Attachment . |
| Create Contact | Create a new user label in Gmail. |
| Create Note | Creates a note. |
| Create Lead | Creates a new lead. |
| Create Record | Create a record of a given object. |
| Create Case | Creates a Case, which represents a customer issue or problem. |
| Create Opportunity | Creates an opportunity. |
| Create Task | Creates a task |
| Delete Opportunity | Deletes an opportunity. |
| Delete Record | Deletes an existing record in an object. |
| Run Report | Execute salesforce analytics report. |
| Send Email | Sends an email. |
| Update Contact | Update contact. |
| Update Lead | Update lead. |
| Update Record | Updates an existing record. |
🔍 Search Actions
| Action Item | Use Case |
|---|---|
| Find Child Records | Finds child record for given parent. |
| Find Record | Finds record by field. |
| Find Records by Query | finds records by SSQL WHERE clause. |
| Get Record Attachments | get record attachments. |
📚 API Reference
🧪 Test Account Access
You can create free trial at https://developer.salesforce.com/free-trials.
🧑💻 New to Activepieces?
Activepieces is the leading open source AI automation platform. We have many apps (we call them Pieces), that are available within the builder and as MCPs. These apps are built with our TypeScript framework and are easy to develop. Once merged into our repository, they become available as pieces in our automation builder and as MCPs usable by AI agents and MCP clients.
Start building here: Piece Development Docs