​
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.
Authentication: OAuth
Category: CRM & Customer Support
Availability: All workspace plans

​
Available Actions

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
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

​
Delete account

salesforce.deleteaccount
Deletes an account Requires Confirmation: Yes Parameters:
  • accountId (TEXT, Required): ID of the account to delete
Output: Confirmation of deletion

​
Delete campaign

salesforce.deletecampaign
Deletes a campaign Requires Confirmation: Yes Parameters:
  • campaignId (TEXT, Required): ID of the campaign to delete
Output: Confirmation of deletion

​
Delete case

salesforce.deletecase
Deletes a case Requires Confirmation: Yes Parameters:
  • caseId (TEXT, Required): ID of the case to delete
Output: Confirmation of deletion

​
Delete contact

salesforce.deletecontact
Deletes a contact Requires Confirmation: Yes Parameters:
  • contactId (TEXT, Required): ID of the contact to delete
Output: Confirmation of deletion

​
Delete lead

salesforce.deletelead
Deletes a lead Requires Confirmation: Yes Parameters:
  • leadId (TEXT, Required): ID of the lead to delete
Output: Confirmation of deletion

​
Delete opportunity

salesforce.deleteopportunity
Deletes an opportunity Requires Confirmation: Yes Parameters:
  • opportunityId (TEXT, Required): ID of the opportunity to delete
Output: Confirmation of deletion

​
Delete task

salesforce.deletetask
Deletes a task Requires Confirmation: Yes Parameters:
  • taskId (TEXT, Required): ID of the task to delete
Output: Confirmation of deletion

​
Common Use Cases

Data Management

Manage and organize your Salesforce data

Automation

Automate workflows with Salesforce

Reporting

Generate insights and reports

Integration

Connect Salesforce with other tools

​
Best Practices

Getting Started:
  1. Enable the Salesforce integration in your workspace settings
  2. Authenticate using OAuth
  3. Test the connection with a simple read operation
  4. Explore available actions for your use case
Important Considerations:
  • Ensure proper authentication credentials
  • Respect rate limits and API quotas
  • Review data privacy settings
  • Test operations in a safe environment first

​
Troubleshooting

IssueSolution
Authentication failedVerify your OAuth credentials
Rate limit exceededReduce request frequency
Data not foundCheck permissions and data availability
Connection timeoutVerify network connectivity

​
Support

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