salesforce
Installation
Summary
Manage Salesforce CRM data, records, and workflows through pre-built actions and direct API access.
- Covers 14+ core Salesforce objects (Accounts, Leads, Opportunities, Contacts, Cases, Orders, etc.) with CRUD operations, bulk actions, and metadata inspection
- Includes 20+ pre-built actions for common tasks: record retrieval, creation, updates, deletes, SOQL/SOSL queries, upserts, and composite multi-operation requests
- Supports direct API proxying when pre-built actions don't cover your use case; Membrane handles authentication and credential refresh automatically
- Requires Membrane CLI setup and a valid Membrane account (Free tier supported); authentication happens via browser flow with no local secrets needed
SKILL.md
Salesforce
Salesforce is a leading cloud-based CRM platform that helps businesses manage customer relationships and sales processes. It's primarily used by sales, marketing, and customer service teams to track leads, automate marketing campaigns, and provide customer support.
Official docs: https://developer.salesforce.com/docs
Salesforce Overview
- Account
- Case
- Contact
- Contract
- Lead
- Opportunity
- Order
- Product
- Quote
- Solution
- Task
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