Salesforce

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Overview

Cloud-based CRM platform that unifies sales, service, marketing, and commerce. Through Langdock’s integration, you can access and manage Salesforce directly from your conversations.

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Available Actions

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Get account

salesforce.getaccount

Gets an account by id Requires Confirmation: No Parameters:

• accountId (TEXT, Required): Id of the account in Salesforce. Starts with 001

Output: Returns the account details

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Get campaign

salesforce.getcampaign

Gets a campaign by id Requires Confirmation: No Parameters:

• campaignId (TEXT, Required): Id of the campaign in Salesforce

Output: Returns the campaign details

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Get campaign member

salesforce.getcampaignmember

Gets a campaign member by id Requires Confirmation: No Parameters:

• campaignMemberId (TEXT, Required): Id of the campaign member to retrieve

Output: Returns the campaign member details

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Get campaign members for campaign

salesforce.getcampaignmembersforcampaign

Finds all campaign members by campaign id Requires Confirmation: No Parameters:

• campaignId (TEXT, Required): Campaign Id
  • fields (TEXT, Optional): Comma-separated list of field API names to return. Defaults to ‘Id,Name,CreatedDate,LastModifiedDate,OwnerId,CampaignId,ContactId,LeadId,Status’. Common fields include: Name, CampaignId, ContactId, LeadId, Status

Output: Returns a list of campaign members

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Get case

salesforce.getcase

Gets a case by id Requires Confirmation: No Parameters:

• caseId (TEXT, Required): Id of the case in Salesforce. Starts with 500

Output: Returns the case details

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Get contact

salesforce.getcontact

Gets a contact by id Requires Confirmation: No Parameters:

• contactId (TEXT, Required): Id of the contact. starts with 003

Output: Returns the contact details

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Get content note

salesforce.getcontentnote

Gets an Enhanced Note (ContentNote) and optionally its ContentDocumentLink associations Requires Confirmation: No Parameters:

• includeLinks (BOOLEAN, Optional): If true, also returns ContentDocumentLink records for this note
  • contentNoteId (TEXT, Required): Id of the content note

Output: Returns the content note details

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Get lead

salesforce.getlead

Gets a lead by id Requires Confirmation: No Parameters:

• leadId (TEXT, Required): Id of the lead. starts with 00Q

Output: Returns the lead details

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Get opportunity

salesforce.getopportunity

Gets an opportunity by id Requires Confirmation: No Parameters:

• opportunityId (TEXT, Required): Id of the opportunity. starts with 006

Output: Returns the opportunity details

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Get task

salesforce.gettask

Gets a task by id Requires Confirmation: No Parameters:

• taskId (TEXT, Required): Id of the task. starts with 00T

Output: Returns the task details

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Get user

salesforce.getuser

Gets a user by id Requires Confirmation: No Parameters:

• userId (TEXT, Required): Id of the user. starts with 005

Output: Returns the user details

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Find account

salesforce.findaccount

Finds an account by name Requires Confirmation: No Parameters:

• accountName (TEXT, Required): Name of the account to search for

Output: Returns matching accounts

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Find campaign

salesforce.findcampaign

Finds a campaign by name Requires Confirmation: No Parameters:

• campaignName (TEXT, Required): Name of the campaign to search for

Output: Returns matching campaigns

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Find case

salesforce.findcase

Finds a case by case number Requires Confirmation: No Parameters:

• caseNumber (TEXT, Required): Case number to search for

Output: Returns matching cases

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Find contact

salesforce.findcontact

Finds a contact by email Requires Confirmation: No Parameters:

• email (TEXT, Required): Email address to search for

Output: Returns matching contacts

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Find lead

salesforce.findlead

Finds a lead by email Requires Confirmation: No Parameters:

• email (TEXT, Required): Email address to search for

Output: Returns matching leads

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Find opportunity

salesforce.findopportunity

Finds an opportunity by name Requires Confirmation: No Parameters:

• opportunityName (TEXT, Required): Name of the opportunity to search for

Output: Returns matching opportunities

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Find task

salesforce.findtask

Finds a task by subject Requires Confirmation: No Parameters:

• subject (TEXT, Required): Subject of the task to search for

Output: Returns matching tasks

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Find user

salesforce.finduser

Finds a user by email Requires Confirmation: No Parameters:

• email (TEXT, Required): Email address to search for

Output: Returns matching users

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Create account

salesforce.createaccount

Creates a new account Requires Confirmation: Yes Parameters:

• name (TEXT, Required): Name of the account
  • type (TEXT, Optional): Type of account (e.g., Customer, Partner, Competitor)
  • industry (TEXT, Optional): Industry of the account
  • phone (TEXT, Optional): Phone number
  • website (TEXT, Optional): Website URL
  • billingStreet (TEXT, Optional): Billing street address
  • billingCity (TEXT, Optional): Billing city
  • billingState (TEXT, Optional): Billing state
  • billingPostalCode (TEXT, Optional): Billing postal code
  • billingCountry (TEXT, Optional): Billing country
  • shippingStreet (TEXT, Optional): Shipping street address
  • shippingCity (TEXT, Optional): Shipping city
  • shippingState (TEXT, Optional): Shipping state
  • shippingPostalCode (TEXT, Optional): Shipping postal code
  • shippingCountry (TEXT, Optional): Shipping country
  • description (TEXT, Optional): Description of the account

Output: Returns the created account details

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Create campaign

salesforce.createcampaign

Creates a new campaign Requires Confirmation: Yes Parameters:

• name (TEXT, Required): Name of the campaign
  • type (TEXT, Optional): Type of campaign (e.g., Email, Webinar, Trade Show)
  • status (TEXT, Optional): Status of the campaign (e.g., Planned, In Progress, Completed)
  • startDate (TEXT, Optional): Start date of the campaign (YYYY-MM-DD)
  • endDate (TEXT, Optional): End date of the campaign (YYYY-MM-DD)
  • budgetedCost (NUMBER, Optional): Budgeted cost of the campaign
  • actualCost (NUMBER, Optional): Actual cost of the campaign
  • expectedRevenue (NUMBER, Optional): Expected revenue from the campaign
  • description (TEXT, Optional): Description of the campaign

Output: Returns the created campaign details

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Create case

salesforce.createcase

Creates a new case Requires Confirmation: Yes Parameters:

• subject (TEXT, Required): Subject of the case
  • status (TEXT, Optional): Status of the case (e.g., New, In Progress, Closed)
  • priority (TEXT, Optional): Priority of the case (e.g., High, Medium, Low)
  • origin (TEXT, Optional): Origin of the case (e.g., Email, Phone, Web)
  • reason (TEXT, Optional): Reason for the case
  • type (TEXT, Optional): Type of the case
  • description (TEXT, Optional): Description of the case
  • accountId (TEXT, Optional): ID of the related account
  • contactId (TEXT, Optional): ID of the related contact

Output: Returns the created case details

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Create contact

salesforce.createcontact

Creates a new contact Requires Confirmation: Yes Parameters:

• firstName (TEXT, Required): First name of the contact
  • lastName (TEXT, Required): Last name of the contact
  • email (TEXT, Optional): Email address of the contact
  • phone (TEXT, Optional): Phone number of the contact
  • title (TEXT, Optional): Job title of the contact
  • department (TEXT, Optional): Department of the contact
  • accountId (TEXT, Optional): ID of the related account
  • mailingStreet (TEXT, Optional): Mailing street address
  • mailingCity (TEXT, Optional): Mailing city
  • mailingState (TEXT, Optional): Mailing state
  • mailingPostalCode (TEXT, Optional): Mailing postal code
  • mailingCountry (TEXT, Optional): Mailing country

Output: Returns the created contact details

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Create lead

salesforce.createlead

Creates a new lead Requires Confirmation: Yes Parameters:

• firstName (TEXT, Required): First name of the lead
  • lastName (TEXT, Required): Last name of the lead
  • email (TEXT, Optional): Email address of the lead
  • phone (TEXT, Optional): Phone number of the lead
  • company (TEXT, Optional): Company name
  • title (TEXT, Optional): Job title of the lead
  • industry (TEXT, Optional): Industry of the lead
  • status (TEXT, Optional): Status of the lead (e.g., Open, Qualified, Unqualified)
  • rating (TEXT, Optional): Rating of the lead (e.g., Hot, Warm, Cold)
  • source (TEXT, Optional): Source of the lead (e.g., Web, Phone, Email)
  • street (TEXT, Optional): Street address
  • city (TEXT, Optional): City
  • state (TEXT, Optional): State
  • postalCode (TEXT, Optional): Postal code
  • country (TEXT, Optional): Country

Output: Returns the created lead details

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Create opportunity

salesforce.createopportunity

Creates a new opportunity Requires Confirmation: Yes Parameters:

• name (TEXT, Required): Name of the opportunity
  • stageName (TEXT, Required): Stage of the opportunity (e.g., Prospecting, Qualification, Proposal)
  • closeDate (TEXT, Required): Close date of the opportunity (YYYY-MM-DD)
  • amount (NUMBER, Optional): Amount of the opportunity
  • probability (NUMBER, Optional): Probability percentage (0-100)
  • type (TEXT, Optional): Type of the opportunity
  • leadSource (TEXT, Optional): Lead source
  • description (TEXT, Optional): Description of the opportunity
  • accountId (TEXT, Optional): ID of the related account
  • contactId (TEXT, Optional): ID of the related contact

Output: Returns the created opportunity details

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Create task

salesforce.createtask

Creates a new task Requires Confirmation: Yes Parameters:

• subject (TEXT, Required): Subject of the task
  • status (TEXT, Optional): Status of the task (e.g., Not Started, In Progress, Completed)
  • priority (TEXT, Optional): Priority of the task (e.g., High, Normal, Low)
  • activityDate (TEXT, Optional): Due date of the task (YYYY-MM-DD)
  • description (TEXT, Optional): Description of the task
  • whoId (TEXT, Optional): ID of the related contact or lead
  • whatId (TEXT, Optional): ID of the related account, opportunity, or case

Output: Returns the created task details

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Update account

salesforce.updateaccount

Updates an existing account Requires Confirmation: Yes Parameters:

• accountId (TEXT, Required): ID of the account to update
  • name (TEXT, Optional): Updated name of the account
  • type (TEXT, Optional): Updated type of account
  • industry (TEXT, Optional): Updated industry of the account
  • phone (TEXT, Optional): Updated phone number
  • website (TEXT, Optional): Updated website URL
  • billingStreet (TEXT, Optional): Updated billing street address
  • billingCity (TEXT, Optional): Updated billing city
  • billingState (TEXT, Optional): Updated billing state
  • billingPostalCode (TEXT, Optional): Updated billing postal code
  • billingCountry (TEXT, Optional): Updated billing country
  • shippingStreet (TEXT, Optional): Updated shipping street address
  • shippingCity (TEXT, Optional): Updated shipping city
  • shippingState (TEXT, Optional): Updated shipping state
  • shippingPostalCode (TEXT, Optional): Updated shipping postal code
  • shippingCountry (TEXT, Optional): Updated shipping country
  • description (TEXT, Optional): Updated description of the account

Output: Returns the updated account details

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Update campaign

salesforce.updatecampaign

Updates an existing campaign Requires Confirmation: Yes Parameters:

• campaignId (TEXT, Required): ID of the campaign to update
  • name (TEXT, Optional): Updated name of the campaign
  • type (TEXT, Optional): Updated type of campaign
  • status (TEXT, Optional): Updated status of the campaign
  • startDate (TEXT, Optional): Updated start date of the campaign
  • endDate (TEXT, Optional): Updated end date of the campaign
  • budgetedCost (NUMBER, Optional): Updated budgeted cost of the campaign
  • actualCost (NUMBER, Optional): Updated actual cost of the campaign
  • expectedRevenue (NUMBER, Optional): Updated expected revenue from the campaign
  • description (TEXT, Optional): Updated description of the campaign

Output: Returns the updated campaign details

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Update case

salesforce.updatecase

Updates an existing case Requires Confirmation: Yes Parameters:

• caseId (TEXT, Required): ID of the case to update
  • subject (TEXT, Optional): Updated subject of the case
  • status (TEXT, Optional): Updated status of the case
  • priority (TEXT, Optional): Updated priority of the case
  • origin (TEXT, Optional): Updated origin of the case
  • reason (TEXT, Optional): Updated reason for the case
  • type (TEXT, Optional): Updated type of the case
  • description (TEXT, Optional): Updated description of the case
  • accountId (TEXT, Optional): Updated ID of the related account
  • contactId (TEXT, Optional): Updated ID of the related contact

Output: Returns the updated case details

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Update contact

salesforce.updatecontact

Updates an existing contact Requires Confirmation: Yes Parameters:

• contactId (TEXT, Required): ID of the contact to update
  • firstName (TEXT, Optional): Updated first name of the contact
  • lastName (TEXT, Optional): Updated last name of the contact
  • email (TEXT, Optional): Updated email address of the contact
  • phone (TEXT, Optional): Updated phone number of the contact
  • title (TEXT, Optional): Updated job title of the contact
  • department (TEXT, Optional): Updated department of the contact
  • accountId (TEXT, Optional): Updated ID of the related account
  • mailingStreet (TEXT, Optional): Updated mailing street address
  • mailingCity (TEXT, Optional): Updated mailing city
  • mailingState (TEXT, Optional): Updated mailing state
  • mailingPostalCode (TEXT, Optional): Updated mailing postal code
  • mailingCountry (TEXT, Optional): Updated mailing country

Output: Returns the updated contact details

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Update lead

salesforce.updatelead

Updates an existing lead Requires Confirmation: Yes Parameters:

• leadId (TEXT, Required): ID of the lead to update
  • firstName (TEXT, Optional): Updated first name of the lead
  • lastName (TEXT, Optional): Updated last name of the lead
  • email (TEXT, Optional): Updated email address of the lead
  • phone (TEXT, Optional): Updated phone number of the lead
  • company (TEXT, Optional): Updated company name
  • title (TEXT, Optional): Updated job title of the lead
  • industry (TEXT, Optional): Updated industry of the lead
  • status (TEXT, Optional): Updated status of the lead
  • rating (TEXT, Optional): Updated rating of the lead
  • source (TEXT, Optional): Updated source of the lead
  • street (TEXT, Optional): Updated street address
  • city (TEXT, Optional): Updated city
  • state (TEXT, Optional): Updated state
  • postalCode (TEXT, Optional): Updated postal code
  • country (TEXT, Optional): Updated country

Output: Returns the updated lead details

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Update opportunity

salesforce.updateopportunity

Updates an existing opportunity Requires Confirmation: Yes Parameters:

• opportunityId (TEXT, Required): ID of the opportunity to update
  • name (TEXT, Optional): Updated name of the opportunity
  • stageName (TEXT, Optional): Updated stage of the opportunity
  • closeDate (TEXT, Optional): Updated close date of the opportunity
  • amount (NUMBER, Optional): Updated amount of the opportunity
  • probability (NUMBER, Optional): Updated probability percentage
  • type (TEXT, Optional): Updated type of the opportunity
  • leadSource (TEXT, Optional): Updated lead source
  • description (TEXT, Optional): Updated description of the opportunity
  • accountId (TEXT, Optional): Updated ID of the related account
  • contactId (TEXT, Optional): Updated ID of the related contact

Output: Returns the updated opportunity details

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Update task

salesforce.updatetask

Updates an existing task Requires Confirmation: Yes Parameters:

• taskId (TEXT, Required): ID of the task to update
  • subject (TEXT, Optional): Updated subject of the task
  • status (TEXT, Optional): Updated status of the task
  • priority (TEXT, Optional): Updated priority of the task
  • activityDate (TEXT, Optional): Updated due date of the task
  • description (TEXT, Optional): Updated description of the task
  • whoId (TEXT, Optional): Updated ID of the related contact or lead
  • whatId (TEXT, Optional): Updated ID of the related account, opportunity, or case

Output: Returns the updated task details

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Delete account

salesforce.deleteaccount

Deletes an account Requires Confirmation: Yes Parameters:

• accountId (TEXT, Required): ID of the account to delete

Output: Confirmation of deletion

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Delete campaign

salesforce.deletecampaign

Deletes a campaign Requires Confirmation: Yes Parameters:

• campaignId (TEXT, Required): ID of the campaign to delete

Output: Confirmation of deletion

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Delete case

salesforce.deletecase

Deletes a case Requires Confirmation: Yes Parameters:

• caseId (TEXT, Required): ID of the case to delete

Output: Confirmation of deletion

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Delete contact

salesforce.deletecontact

Deletes a contact Requires Confirmation: Yes Parameters:

• contactId (TEXT, Required): ID of the contact to delete

Output: Confirmation of deletion

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Delete lead

salesforce.deletelead

Deletes a lead Requires Confirmation: Yes Parameters:

• leadId (TEXT, Required): ID of the lead to delete

Output: Confirmation of deletion

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Delete opportunity

salesforce.deleteopportunity

Deletes an opportunity Requires Confirmation: Yes Parameters:

• opportunityId (TEXT, Required): ID of the opportunity to delete

Output: Confirmation of deletion

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Delete task

salesforce.deletetask

Deletes a task Requires Confirmation: Yes Parameters:

• taskId (TEXT, Required): ID of the task to delete

Output: Confirmation of deletion

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Common Use Cases

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Best Practices

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Troubleshooting

Issue	Solution
Authentication failed	Verify your OAuth credentials
Rate limit exceeded	Reduce request frequency
Data not found	Check permissions and data availability
Connection timeout	Verify network connectivity

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Support

For additional help with the Salesforce integration, contact support@langdock.com