AgentSkillsCN

salesforce

通过 REST API 查询并管理 Salesforce CRM——包括客户、联系人、潜在客户、业务机会以及案例记录。

SKILL.md
--- frontmatter
name: salesforce
description: "Query and manage Salesforce CRM — accounts, contacts, leads, opportunities, and cases via the REST API."
metadata: {"thinkfleetbot":{"emoji":"☁️","requires":{"bins":["curl","jq"],"env":["SALESFORCE_INSTANCE_URL","SALESFORCE_ACCESS_TOKEN"]}}}

Salesforce

Query and manage CRM data via the Salesforce REST API.

Environment Variables

  • •SALESFORCE_INSTANCE_URL - Instance URL (e.g. https://myorg.my.salesforce.com)
  • •SALESFORCE_ACCESS_TOKEN - OAuth access token

Query records (SOQL)

bash
curl -s -H "Authorization: Bearer $SALESFORCE_ACCESS_TOKEN" \
  "$SALESFORCE_INSTANCE_URL/services/data/v59.0/query?q=$(python3 -c "import urllib.parse; print(urllib.parse.quote('SELECT Id, Name, Industry FROM Account LIMIT 10'))")" | jq '.records[] | {Id, Name, Industry}'

Get account

bash
curl -s -H "Authorization: Bearer $SALESFORCE_ACCESS_TOKEN" \
  "$SALESFORCE_INSTANCE_URL/services/data/v59.0/sobjects/Account/ACCOUNT_ID" | jq '{Id, Name, Industry, Phone, Website}'

Create lead

bash
curl -s -X POST -H "Authorization: Bearer $SALESFORCE_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  "$SALESFORCE_INSTANCE_URL/services/data/v59.0/sobjects/Lead" \
  -d '{"FirstName":"John","LastName":"Doe","Company":"Acme","Email":"john@acme.com"}' | jq '{id, success}'

List opportunities

bash
curl -s -H "Authorization: Bearer $SALESFORCE_ACCESS_TOKEN" \
  "$SALESFORCE_INSTANCE_URL/services/data/v59.0/query?q=$(python3 -c "import urllib.parse; print(urllib.parse.quote('SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunity LIMIT 10'))")" | jq '.records[] | {Id, Name, StageName, Amount}'

Update record

bash
curl -s -X PATCH -H "Authorization: Bearer $SALESFORCE_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  "$SALESFORCE_INSTANCE_URL/services/data/v59.0/sobjects/Account/ACCOUNT_ID" \
  -d '{"Phone":"555-1234"}'

Notes

  • •API version v59.0 used; update as needed.
  • •Always confirm before creating or updating records.