salesforce-automation

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English

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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.

Toolkit docs: composio.dev/toolkits/salesforce

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

工具包文档：composio.dev/toolkits/salesforce

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

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
```
以获取最新的工具架构

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。

确认
```
RUBE_SEARCH_TOOLS
```
能正常响应，以此验证Rube MCP是否可用
调用
```
RUBE_MANAGE_CONNECTIONS
```
，指定工具包为
```
salesforce
```
如果连接状态未显示为ACTIVE，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. 管理潜在客户

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、更新或列出潜在客户

工具执行顺序:

```
SALESFORCE_SEARCH_LEADS
```
- 根据条件搜索潜在客户 [可选]
```
SALESFORCE_LIST_LEADS
```
- 列出所有潜在客户 [可选]
```
SALESFORCE_CREATE_LEAD
```
- 创建新的潜在客户 [可选]
```
SALESFORCE_UPDATE_LEAD
```
- 更新潜在客户字段 [可选]
```
SALESFORCE_ADD_LEAD_TO_CAMPAIGN
```
- 将潜在客户添加到营销活动 [可选]
```
SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES
```
- 应用分配规则 [可选]

关键参数:

```
LastName
```
: 创建潜在客户时必填
```
Company
```
: 创建潜在客户时必填
```
Email
```
,
```
Phone
```
,
```
Title
```
: 常见的潜在客户字段
```
lead_id
```
: 用于更新的潜在客户ID
```
campaign_id
```
: 用于营销活动操作的活动ID

注意事项:

创建潜在客户时，LastName和Company为必填字段
潜在客户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的账户

工具执行顺序:

```
SALESFORCE_SEARCH_CONTACTS
```
- 搜索联系人 [可选]
```
SALESFORCE_LIST_CONTACTS
```
- 列出联系人 [可选]
```
SALESFORCE_CREATE_CONTACT
```
- 创建新的联系人 [可选]
```
SALESFORCE_SEARCH_ACCOUNTS
```
- 搜索账户 [可选]
```
SALESFORCE_CREATE_ACCOUNT
```
- 创建新的账户 [可选]
```
SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT
```
- 将联系人关联到账户 [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填写LastName
关联账户需要同时提供有效的联系人ID和账户ID

3. Manage Opportunities

3. 管理销售机会

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机会

工具执行顺序:

```
SALESFORCE_SEARCH_OPPORTUNITIES
```
- 搜索销售机会 [可选]
```
SALESFORCE_LIST_OPPORTUNITIES
```
- 列出所有销售机会 [可选]
```
SALESFORCE_GET_OPPORTUNITY
```
- 获取销售机会详情 [可选]
```
SALESFORCE_CREATE_OPPORTUNITY
```
- 创建新的销售机会 [可选]
```
SALESFORCE_RETRIEVE_OPPORTUNITIES_DATA
```
- 检索销售机会数据 [可选]

关键参数:

```
Name
```
: 销售机会名称（必填）
```
StageName
```
: 销售阶段（必填）
```
CloseDate
```
: 预计成交日期（必填）
```
Amount
```
: 交易金额
```
AccountId
```
: 关联的账户

注意事项:

创建销售机会时，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：用户需要使用自定义SOQL查询Salesforce数据

工具执行顺序:

SALESFORCE_RUN_SOQL_QUERY

SALESFORCE_QUERY

- 执行SOQL查询 [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对象和字段的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

工具执行顺序:

```
SALESFORCE_SEARCH_TASKS
```
- 搜索任务 [可选]
```
SALESFORCE_UPDATE_TASK
```
- 更新任务字段 [可选]
```
SALESFORCE_COMPLETE_TASK
```
- 将任务标记为完成 [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

常见模式

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'

带关联关系的查询:

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
```
并传入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来发现自定义对象

ID格式:

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

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

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任务	工具标识	关键参数
创建潜在客户	SALESFORCE_CREATE_LEAD	LastName, Company
搜索潜在客户	SALESFORCE_SEARCH_LEADS	query
列出潜在客户	SALESFORCE_LIST_LEADS	(筛选条件)
更新潜在客户	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
创建销售机会	SALESFORCE_CREATE_OPPORTUNITY	Name, StageName, CloseDate
获取销售机会详情	SALESFORCE_GET_OPPORTUNITY	opportunity_id
搜索销售机会	SALESFORCE_SEARCH_OPPORTUNITIES	query
运行SOQL查询	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
转移所有权	SALESFORCE_MASS_TRANSFER_OWNERSHIP	records, new_owner

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