salesforce-automation

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Original

English

🇨🇳

Translation

Chinese

Salesforce Automation via Rube MCP

通过Rube MCP实现Salesforce自动化

Automate Salesforce CRM operations through Composio's Salesforce toolkit via Rube MCP.

通过Composio的Salesforce工具包，借助Rube MCP自动化Salesforce CRM操作。

Prerequisites

前提条件

Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
Active Salesforce connection via
```
RUBE_MANAGE_CONNECTIONS
```
with toolkit
```
salesforce
```
Always call
```
RUBE_SEARCH_TOOLS
```
first to get current tool schemas

必须已连接Rube MCP（需提供RUBE_SEARCH_TOOLS）
通过
```
RUBE_MANAGE_CONNECTIONS
```
激活Salesforce连接，工具包为
```
salesforce
```
请始终先调用
```
RUBE_SEARCH_TOOLS
```
获取当前工具架构

Setup

设置步骤

Get Rube MCP: Add

https://rube.app/mcp

as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

Verify Rube MCP is available by confirming
```
RUBE_SEARCH_TOOLS
```
responds
Call
```
RUBE_MANAGE_CONNECTIONS
```
with toolkit
```
salesforce
```
If connection is not ACTIVE, follow the returned auth link to complete Salesforce OAuth
Confirm connection status shows ACTIVE before running any workflows

获取Rube MCP：在客户端配置中添加

https://rube.app/mcp

作为MCP服务器。无需API密钥 — 只需添加端点即可使用。

通过确认
```
RUBE_SEARCH_TOOLS
```
可响应，验证Rube MCP是否可用
调用
```
RUBE_MANAGE_CONNECTIONS
```
，指定工具包为
```
salesforce
```
如果连接未处于ACTIVE状态，请按照返回的授权链接完成Salesforce OAuth认证
在运行任何工作流之前，确认连接状态显示为ACTIVE

Core Workflows

核心工作流

1. Manage Leads

1. 管理线索

When to use: User wants to create, search, update, or list leads

Tool sequence:

```
SALESFORCE_SEARCH_LEADS
```
- Search leads by criteria [Optional]
```
SALESFORCE_LIST_LEADS
```
- List all leads [Optional]
```
SALESFORCE_CREATE_LEAD
```
- Create a new lead [Optional]
```
SALESFORCE_UPDATE_LEAD
```
- Update lead fields [Optional]
```
SALESFORCE_ADD_LEAD_TO_CAMPAIGN
```
- Add lead to campaign [Optional]
```
SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES
```
- Apply assignment rules [Optional]

Key parameters:

```
LastName
```
: Required for lead creation
```
Company
```
: Required for lead creation
```
Email
```
,
```
Phone
```
,
```
Title
```
: Common lead fields
```
lead_id
```
: Lead ID for updates
```
campaign_id
```
: Campaign ID for campaign operations

Pitfalls:

LastName and Company are required fields for lead creation
Lead IDs are 15 or 18 character Salesforce IDs

适用场景：用户需要创建、搜索、更新或列出线索

工具序列:

```
SALESFORCE_SEARCH_LEADS
```
- 按条件搜索线索 [可选]
```
SALESFORCE_LIST_LEADS
```
- 列出所有线索 [可选]
```
SALESFORCE_CREATE_LEAD
```
- 创建新线索 [可选]
```
SALESFORCE_UPDATE_LEAD
```
- 更新线索字段 [可选]
```
SALESFORCE_ADD_LEAD_TO_CAMPAIGN
```
- 将线索添加至营销活动 [可选]
```
SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES
```
- 应用分配规则 [可选]

关键参数:

```
LastName
```
: 创建线索时必填
```
Company
```
: 创建线索时必填
```
Email
```
、
```
Phone
```
、
```
Title
```
: 常见线索字段
```
lead_id
```
: 用于更新的线索ID
```
campaign_id
```
: 营销活动操作对应的活动ID

注意事项:

创建线索时，LastName和Company为必填字段
线索ID是15或18位的Salesforce ID

2. Manage Contacts and Accounts

2. 管理联系人和账户

When to use: User wants to manage contacts and their associated accounts

Tool sequence:

```
SALESFORCE_SEARCH_CONTACTS
```
- Search contacts [Optional]
```
SALESFORCE_LIST_CONTACTS
```
- List contacts [Optional]
```
SALESFORCE_CREATE_CONTACT
```
- Create a new contact [Optional]
```
SALESFORCE_SEARCH_ACCOUNTS
```
- Search accounts [Optional]
```
SALESFORCE_CREATE_ACCOUNT
```
- Create a new account [Optional]
```
SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT
```
- Link contact to account [Optional]

Key parameters:

```
LastName
```
: Required for contact creation
```
Name
```
: Account name for creation
```
AccountId
```
: Account ID to associate with contact
```
contact_id
```
,
```
account_id
```
: IDs for association

Pitfalls:

Contact requires at least LastName
Account association requires both valid contact and account IDs

适用场景：用户需要管理联系人及其关联账户

工具序列:

```
SALESFORCE_SEARCH_CONTACTS
```
- 搜索联系人 [可选]
```
SALESFORCE_LIST_CONTACTS
```
- 列出联系人 [可选]
```
SALESFORCE_CREATE_CONTACT
```
- 创建新联系人 [可选]
```
SALESFORCE_SEARCH_ACCOUNTS
```
- 搜索账户 [可选]
```
SALESFORCE_CREATE_ACCOUNT
```
- 创建新账户 [可选]
```
SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT
```
- 关联联系人与账户 [可选]

关键参数:

```
LastName
```
: 创建联系人时必填
```
Name
```
: 创建账户时的账户名称
```
AccountId
```
: 用于关联联系人的账户ID
```
contact_id
```
、
```
account_id
```
: 用于关联操作的ID

注意事项:

创建联系人至少需要LastName字段
账户关联需要有效的联系人ID和账户ID

3. Manage Opportunities

3. 管理商机

When to use: User wants to track and manage sales opportunities

Tool sequence:

```
SALESFORCE_SEARCH_OPPORTUNITIES
```
- Search opportunities [Optional]
```
SALESFORCE_LIST_OPPORTUNITIES
```
- List all opportunities [Optional]
```
SALESFORCE_GET_OPPORTUNITY
```
- Get opportunity details [Optional]
```
SALESFORCE_CREATE_OPPORTUNITY
```
- Create new opportunity [Optional]
```
SALESFORCE_RETRIEVE_OPPORTUNITIES_DATA
```
- Retrieve opportunity data [Optional]

Key parameters:

```
Name
```
: Opportunity name (required)
```
StageName
```
: Sales stage (required)
```
CloseDate
```
: Expected close date (required)
```
Amount
```
: Deal value
```
AccountId
```
: Associated account

Pitfalls:

Name, StageName, and CloseDate are required for creation
Stage names must match exactly what is configured in Salesforce

适用场景：用户需要跟踪和管理销售商机

工具序列:

```
SALESFORCE_SEARCH_OPPORTUNITIES
```
- 搜索商机 [可选]
```
SALESFORCE_LIST_OPPORTUNITIES
```
- 列出所有商机 [可选]
```
SALESFORCE_GET_OPPORTUNITY
```
- 获取商机详情 [可选]
```
SALESFORCE_CREATE_OPPORTUNITY
```
- 创建新商机 [可选]
```
SALESFORCE_RETRIEVE_OPPORTUNITIES_DATA
```
- 检索商机数据 [可选]

关键参数:

```
Name
```
: 商机名称（必填）
```
StageName
```
: 销售阶段（必填）
```
CloseDate
```
: 预计成交日期（必填）
```
Amount
```
: 交易金额
```
AccountId
```
: 关联账户

注意事项:

创建商机时，Name、StageName和CloseDate为必填项
销售阶段名称必须与Salesforce中配置的完全一致

4. Run SOQL Queries

4. 运行SOQL查询

When to use: User wants to query Salesforce data with custom SOQL

Tool sequence:

SALESFORCE_RUN_SOQL_QUERY

SALESFORCE_QUERY

- Execute SOQL [Required]

Key parameters:

```
query
```
: SOQL query string

Pitfalls:

SOQL syntax differs from SQL; uses Salesforce object and field API names
Field API names may differ from display labels (e.g.,
```
Account.Name
```
not
```
Account Name
```
)
Results are paginated for large datasets

适用场景：用户需要通过自定义SOQL查询Salesforce数据

工具序列:

SALESFORCE_RUN_SOQL_QUERY

SALESFORCE_QUERY

- 执行SOQL [必填]

关键参数:

```
query
```
: SOQL查询字符串

注意事项:

SOQL语法与SQL不同；使用Salesforce对象和字段API名称
字段API名称可能与显示标签不同（例如：
```
Account.Name
```
而非
```
Account Name
```
）
大型数据集的查询结果会分页返回

5. Manage Tasks

5. 管理任务

When to use: User wants to create, search, update, or complete tasks

Tool sequence:

```
SALESFORCE_SEARCH_TASKS
```
- Search tasks [Optional]
```
SALESFORCE_UPDATE_TASK
```
- Update task fields [Optional]
```
SALESFORCE_COMPLETE_TASK
```
- Mark task as complete [Optional]

Key parameters:

```
task_id
```
: Task ID for updates
```
Status
```
: Task status value
```
Subject
```
: Task subject

Pitfalls:

Task status values must match picklist options in Salesforce

适用场景：用户需要创建、搜索、更新或完成任务

工具序列:

```
SALESFORCE_SEARCH_TASKS
```
- 搜索任务 [可选]
```
SALESFORCE_UPDATE_TASK
```
- 更新任务字段 [可选]
```
SALESFORCE_COMPLETE_TASK
```
- 标记任务为已完成 [可选]

关键参数:

```
task_id
```
: 用于更新的任务ID
```
Status
```
: 任务状态值
```
Subject
```
: 任务主题

注意事项:

任务状态值必须与Salesforce中的选择列表选项一致

Common Patterns

通用模式

SOQL Syntax

SOQL语法

Basic query:

SELECT Id, Name, Email FROM Contact WHERE LastName = 'Smith'

With relationships:

SELECT Id, Name, Account.Name FROM Contact WHERE Account.Industry = 'Technology'

Date filtering:

SELECT Id, Name FROM Lead WHERE CreatedDate = TODAY
SELECT Id, Name FROM Opportunity WHERE CloseDate = NEXT_MONTH

基础查询:

SELECT Id, Name, Email FROM Contact WHERE LastName = 'Smith'

关联查询:

SELECT Id, Name, Account.Name FROM Contact WHERE Account.Industry = 'Technology'

日期过滤:

SELECT Id, Name FROM Lead WHERE CreatedDate = TODAY
SELECT Id, Name FROM Opportunity WHERE CloseDate = NEXT_MONTH

Pagination

分页处理

SOQL queries with large results return pagination tokens
Use
```
SALESFORCE_QUERY
```
with nextRecordsUrl for pagination
Check
```
done
```
field in response; if false, continue paging

返回大量结果的SOQL查询会提供分页令牌
使用
```
SALESFORCE_QUERY
```
结合nextRecordsUrl进行分页
检查响应中的
```
done
```
字段；如果为false，则继续分页查询

Known Pitfalls

已知注意事项

Field API Names:

Always use API names, not display labels
Custom fields end with
```
__c
```
suffix
Use SALESFORCE_GET_ALL_CUSTOM_OBJECTS to discover custom objects

ID Formats:

Salesforce IDs are 15 (case-sensitive) or 18 (case-insensitive) characters
Both formats are accepted in most operations

字段API名称:

请始终使用API名称，而非显示标签
自定义字段以
```
__c
```
后缀结尾
使用SALESFORCE_GET_ALL_CUSTOM_OBJECTS发现自定义对象

ID格式:

Salesforce ID为15位（区分大小写）或18位（不区分大小写）字符
大多数操作均接受这两种格式

Quick Reference

快速参考

Task	Tool Slug	Key Params
Create lead	SALESFORCE_CREATE_LEAD	LastName, Company
Search leads	SALESFORCE_SEARCH_LEADS	query
List leads	SALESFORCE_LIST_LEADS	(filters)
Update lead	SALESFORCE_UPDATE_LEAD	lead_id, fields
Create contact	SALESFORCE_CREATE_CONTACT	LastName
Search contacts	SALESFORCE_SEARCH_CONTACTS	query
Create account	SALESFORCE_CREATE_ACCOUNT	Name
Search accounts	SALESFORCE_SEARCH_ACCOUNTS	query
Link contact	SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT	contact_id, account_id
Create opportunity	SALESFORCE_CREATE_OPPORTUNITY	Name, StageName, CloseDate
Get opportunity	SALESFORCE_GET_OPPORTUNITY	opportunity_id
Search opportunities	SALESFORCE_SEARCH_OPPORTUNITIES	query
Run SOQL	SALESFORCE_RUN_SOQL_QUERY	query
Query	SALESFORCE_QUERY	query
Search tasks	SALESFORCE_SEARCH_TASKS	query
Update task	SALESFORCE_UPDATE_TASK	task_id, fields
Complete task	SALESFORCE_COMPLETE_TASK	task_id
Get user info	SALESFORCE_GET_USER_INFO	(none)
Custom objects	SALESFORCE_GET_ALL_CUSTOM_OBJECTS	(none)
Create record	SALESFORCE_CREATE_A_RECORD	object_type, fields
Transfer ownership	SALESFORCE_MASS_TRANSFER_OWNERSHIP	records, new_owner

任务	工具标识	关键参数
创建线索	SALESFORCE_CREATE_LEAD	LastName, Company
搜索线索	SALESFORCE_SEARCH_LEADS	query
列出线索	SALESFORCE_LIST_LEADS	(筛选条件)
更新线索	SALESFORCE_UPDATE_LEAD	lead_id, fields
创建联系人	SALESFORCE_CREATE_CONTACT	LastName
搜索联系人	SALESFORCE_SEARCH_CONTACTS	query
创建账户	SALESFORCE_CREATE_ACCOUNT	Name
搜索账户	SALESFORCE_SEARCH_ACCOUNTS	query
关联联系人	SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT	contact_id, account_id
创建商机	SALESFORCE_CREATE_OPPORTUNITY	Name, StageName, CloseDate
获取商机详情	SALESFORCE_GET_OPPORTUNITY	opportunity_id
搜索商机	SALESFORCE_SEARCH_OPPORTUNITIES	query
运行SOQL	SALESFORCE_RUN_SOQL_QUERY	query
查询	SALESFORCE_QUERY	query
搜索任务	SALESFORCE_SEARCH_TASKS	query
更新任务	SALESFORCE_UPDATE_TASK	task_id, fields
完成任务	SALESFORCE_COMPLETE_TASK	task_id
获取用户信息	SALESFORCE_GET_USER_INFO	(无)
自定义对象	SALESFORCE_GET_ALL_CUSTOM_OBJECTS	(无)
创建记录	SALESFORCE_CREATE_A_RECORD	object_type, fields
批量转移所有权	SALESFORCE_MASS_TRANSFER_OWNERSHIP	records, new_owner