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Salesforce CRM

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Configuration

Salesforce CRM configuration with environment, instance URL, and OAuth settings Salesforce Object Management and Data Management tools
  • Environment: Production
  • Instance URL: https://your-domain.my.salesforce.com (optional; prompted on first use)
  • Default Object: Account, Contact, Lead, etc.
  • Custom OAuth: Client ID: 3MVG9…, Client Secret: Enter client secret…
  • Authentication: OAuth; data access based on user permissions

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Available Tools (5/5)

  • Search Objects: Find records across standard and custom objects.
  • Describe Object: Get schema information for any object.
  • Query Records: Execute SOQL queries to retrieve records.
  • Manage Records: Create, update, or delete records.
  • Search All: Perform full-text searches across multiple objects.

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Use Cases

  • Lead Enrichment: Automatically enrich leads with research and company data.
  • Opportunity Management: Track deals through pipeline and forecast revenue.
  • Automated Lead Routing: Assign leads based on territory or lead score.
  • Customer Data Sync: Synchronize data between Salesforce and other systems.
  • Case Automation: Auto-create support cases and update statuses.

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API Limits & Quotas

Salesforce enforces API call limits based on edition and license type. Professional: 1,000 calls/day, Enterprise: 5,000+ calls/day, Unlimited: 10,000+ calls/day. Monitor usage in Setup → System Overview → API Usage. Use bulk operations to maximize efficiency.

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Common Issues & Solutions

  • API Limit Exceeded: Implement caching, use bulk operations, or request limit increase from Salesforce.
  • Invalid Field: Verify field API names (often differ from display labels). Check field-level security.
  • Record Type Mismatch: Ensure correct record type ID when creating records with multiple record types.
  • Validation Rules: Failed saves may be due to Salesforce validation rules. Review error messages carefully.