AgentSkillsCN

salesforce-reference

Salesforce 对象架构、字段名称及各对象之间的关系。在编写 SOQL 查询时,可借助此技能深入了解对象结构与字段类型。

SKILL.md
--- frontmatter
name: salesforce-reference
description: Salesforce object schema, field names, and relationships. Use when building SOQL queries to understand object structures and field types.
user-invocable: false

Salesforce Object Reference

This skill provides reference information for Salesforce standard objects.

Quick Object Lookup

ObjectKey FieldsRelationships
AccountId, Name, BillingCity, Industry, TypeContacts, Opportunities, Cases
ContactId, FirstName, LastName, Email, AccountIdAccount, Cases, Opportunities
OpportunityId, Name, Amount, CloseDate, StageName, AccountIdAccount, OpportunityLineItems
LeadId, FirstName, LastName, Email, Company, StatusConvertedAccount, ConvertedContact
CaseId, Subject, Status, Priority, AccountId, ContactIdAccount, Contact
ContractId, ContractNumber, Status, StartDate, AccountIdAccount
TaskId, Subject, Status, Priority, WhoId, WhatIdWho (Contact/Lead), What (any object)
EventId, Subject, StartDateTime, EndDateTime, WhoIdWho, What

Detailed References

For complete field lists, see:

Common Field Patterns

Standard Fields (All Objects)

  • Id - 18-character unique identifier
  • Name - Record name (auto-generated or editable)
  • CreatedDate, LastModifiedDate - Timestamps
  • CreatedById, LastModifiedById - User references
  • OwnerId - Record owner
  • IsDeleted - Soft delete flag (use --all-rows to include)
  • RecordTypeId - Record type reference

Custom Fields

  • End with __c (e.g., Custom_Field__c)
  • Custom relationships end with __r (e.g., Custom_Object__r.Name)

Relationship Naming

  • Standard child-to-parent: Use field name without Id (e.g., Account.Name not AccountId.Name)
  • Custom child-to-parent: Replace __c with __r (e.g., Custom_Lookup__r.Name)
  • Parent-to-child: Use relationship name (e.g., Contacts, Opportunities)

Org-Specific Schemas

For org-specific custom objects and fields, check org-schemas/<org-name>/ directory.