First-party app
Salesforce

Salesforce

Create, read, update and query any Salesforce object with SOQL and SOSL.

stable Customer Relationship Management

About

Salesforce ships in the w6w first-party pack. It declares 12 actions, 2 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.salesforce
Version
0.2.2
Author
w6w
Licence
MIT
Categories
Customer Relationship Management

Overview

Salesforce runs SOQL and SOSL directly from a workflow — querying any object with SOQL, paging through large result sets with a dedicated query-more action, or searching across multiple object types at once with SOSL, and reading, creating, updating, upserting or bulk-creating records on any object by name.

Object structure is discoverable rather than assumed: every sobject in an org can be listed, and any one of them described in full — its fields, types and relationships — so a workflow can adapt to a custom object or a customized standard one instead of hardcoding field names that may not exist in a given org.

A fit for syncing any Salesforce object with an external system, running reporting queries against CRM data, or writing records into Salesforce as part of a larger process — because the actions work against any object, not a fixed set of standard ones.

Build with Salesforce

Three routes to the same 12 actions. The Workflow tab is generated from Salesforce's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.

Get Org Limits

limits-get

Read the org's API limits and current usage. `DailyApiRequests` is the one a bulk workflow hits first.

Query (SOQL)

query

Run a SOQL query. Salesforce caps a page at 2000 records — follow `nextRecordsUrl` with `query-more`.

Query More

query-more

Fetch the next page of a SOQL query using the `nextRecordsUrl` it returned.

Create Record

record-create

Create a record of any object — Lead, Account, Contact, Opportunity, Case or a custom object.

Create Records (bulk)

record-create-many

Create up to 200 records of one object in a single request.

Delete Record

record-delete

Delete a record. It goes to the Recycle Bin, recoverable for about 15 days.

Get Record

record-get

Retrieve one record by id.

Update Record

record-update

Update a record's fields. Salesforce answers 204 with no body — use `record-get` to read it back.

Upsert Record

record-upsert

Create or update a record keyed on an External ID field. The retry-safe alternative to `record-create`.

Search (SOSL)

search

Run a SOSL text search across multiple objects at once.

Describe Object

sobject-describe

Fetch an object's field metadata — API names, types, picklist values and which fields are External IDs.

List Objects

sobject-list

List every object in the org, standard and custom — the source of the API names other actions take.

A workflow step names the app and the action, and the editor fills in the connection when you pick one. This is the Step shape from the workflow spec, carrying Salesforce's real ids.

{
  "manifestVersion": "2",
  "name": "salesforce-example",
  "steps": [
    {
      "id": "query",
      "uses": {
        "app": "io.w6w.salesforce",
        "action": "query",
        "connection": "conn_YOUR_CONNECTION_ID"
      },
      "with": {
        "soql": "<soql>"
      }
    }
  ]
}

Here are some of the things you can do

  • Query (SOQL)

    search
    query
  • Get Org Limits

    read
    limits-get
  • Query More

    search
    query-more
  • Create Record

    perform
    record-create
  • Create Records (bulk)

    perform
    record-create-many

+7 more actions available

Every app-specific value here is a blank you have to fill in. An app action is reached through the connection that authenticates it, so the address is a connection id, not the app id — and connections belong to your account, so a public page cannot know yours. Create one for Salesforce, then fill in the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the parameters that action declares. The call itself is real — the shape is transcribed from the studio's own snippet builder, which prints the same kind of blanks — but nothing in it is specific to Salesforce. The Workflow tab is where this app's real ids are.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { W6wClient, isActionRun } from "@w6w/sdk";

// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();

const envelope = await client.run({
  urn: "conn_YOUR_CONNECTION_ID",
  action: "record-create",
  payload: {
    sobject: "<value>",
    fields: "<value>",
  },
});

if (isActionRun(envelope)) console.log(envelope.value);
Install the CLI
npm install -g @w6w/cli
CLI
w6w run conn_YOUR_CONNECTION_ID --action record-create --payload '{"sobject":"<value>","fields":"<value>"}'

Give an AI agent Salesforce — without giving it Salesforce's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.

One tool call
{
  "name": "w6w_invoke",
  "arguments": {
    "ref": "app:io.w6w.salesforce#query",
    "input": {
      "soql": "<soql>"
    }
  }
}

Every tool names its target with a single ref. The app: form above doesn't name a connection at all — the host resolves which of the caller's Salesforce connections to sign with, and refuses rather than guesses when the answer is ambiguous.

What the agent gets

Credentials it can't read

The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.

A tool surface scoped to the caller

Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.

A durable workflow in one call

Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.

Health-aware discovery

Salesforce's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.

The MCP surface is part of the hosted platform. Salesforce itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

Salesforce declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

Salesforce instance status

Salesforce Trust status for the instance this connection lives on. Per-instance, because that is the granularity an incident actually has.

quota

Org API limits

Daily API request allowance and storage headroom for this org, from `/limits`. Exhausting `DailyApiRequests` locks the whole org out of the API until midnight.