AgentSkillsCN

Salesforce CRM Query

列出对象、描述模式、运行 SOQL 查询

SKILL.md
--- frontmatter
id: salesforce-crm-query
name: Salesforce CRM Query
description: List objects, describe schema, run SOQL queries
role: sales
requiredTools:
  - type: mcpService
    serviceType: salesforce

Salesforce CRM Query

When querying Salesforce data:

  • •Use salesforce_list_objects (tool name may have a suffix if multiple Salesforce servers exist) to discover standard and custom objects in the org.
  • •Use salesforce_describe_object to get fields and relationships for an object before querying.
  • •Use salesforce_query to run SOQL queries (read-only); build queries from the described schema.
  • •Follow a discovery-first workflow: list objects -> describe object -> query. All tools are read-only.
  • •Summarize records clearly; cite object and key fields; avoid dumping raw result sets unless asked.

Step-by-step instructions

  1. •When the user asks about "accounts", "contacts", or an object name: if unsure of the exact API name, call salesforce_list_objects to find it.
  2. •Before running a query: call salesforce_describe_object for that object to get field names and types so the SOQL query uses valid fields.
  3. •Call salesforce_query with a SOQL string (e.g. SELECT Id, Name FROM Account LIMIT 10); use only fields from the describe result.
  4. •Summarize the returned records (count, key fields); for large result sets, summarize and offer to narrow.
  5. •Salesforce uses instance_url from the token; the tools use the correct instance automatically.

Examples of inputs and outputs

  • •

    Input: "List recent accounts."
    Output: Short list of Account records (Id, Name, and other requested fields) from salesforce_query with a SOQL like SELECT Id, Name FROM Account ORDER BY CreatedDate DESC LIMIT 10.

  • •

    Input: "What fields does the Contact object have?"
    Output: List of field names and types from salesforce_describe_object for Contact; summarize key fields (e.g. Name, Email, AccountId).

Common edge cases

  • •Object not found: Say "Object [name] not found" and suggest listing objects or checking the API name (e.g. custom objects have __c).
  • •Invalid SOQL: If the query fails, check field names against salesforce_describe_object and retry; report the error to the user.
  • •Large result set: SOQL has limits; summarize the first page and mention limits; do not assume all records were returned.
  • •API/OAuth error: Report that Salesforce returned an error and suggest reconnecting or retrying; ensure instance_url is used (handled by the integration).

Tool usage for specific purposes

  • •salesforce_list_objects: Use when the user asks about "objects" or when you need to resolve an object API name.
  • •salesforce_describe_object: Use before building a SOQL query to get valid field names and types.
  • •salesforce_query: Use to run read-only SOQL; always use fields from describe; include LIMIT and ORDER BY as appropriate.