Salesforce CRM Query

Salesforce CRM Query

When querying Salesforce data:

• Use salesforce_list_objects (tool name may have a suffix if multiple Salesforce servers exist) to discover standard and custom objects in the org.
• Use salesforce_describe_object to get fields and relationships for an object before querying.
• Use salesforce_query to run SOQL queries (read-only); build queries from the described schema.
• Follow a discovery-first workflow: list objects -> describe object -> query. All tools are read-only.
• Summarize records clearly; cite object and key fields; avoid dumping raw result sets unless asked.

Step-by-step instructions

1. When the user asks about "accounts", "contacts", or an object name: if unsure of the exact API name, call salesforce_list_objects to find it.
2. Before running a query: call salesforce_describe_object for that object to get field names and types so the SOQL query uses valid fields.
3. Call salesforce_query with a SOQL string (e.g. SELECT Id, Name FROM Account LIMIT 10); use only fields from the describe result.
4. Summarize the returned records (count, key fields); for large result sets, summarize and offer to narrow.
5. Salesforce uses instance_url from the token; the tools use the correct instance automatically.

Examples of inputs and outputs

• Input: "List recent accounts."
  Output: Short list of Account records (Id, Name, and other requested fields) from salesforce_query with a SOQL like SELECT Id, Name FROM Account ORDER BY CreatedDate DESC LIMIT 10.

• Input: "What fields does the Contact object have?"
  Output: List of field names and types from salesforce_describe_object for Contact; summarize key fields (e.g. Name, Email, AccountId).

Common edge cases

• Object not found: Say "Object [name] not found" and suggest listing objects or checking the API name (e.g. custom objects have __c).
• Invalid SOQL: If the query fails, check field names against salesforce_describe_object and retry; report the error to the user.
• Large result set: SOQL has limits; summarize the first page and mention limits; do not assume all records were returned.
• API/​OAuth error: Report that Salesforce returned an error and suggest reconnecting or retrying; ensure instance_url is used (handled by the integration).

Tool usage for specific purposes

• salesforce_list_objects: Use when the user asks about "objects" or when you need to resolve an object API name.
• salesforce_describe_object: Use before building a SOQL query to get valid field names and types.
• salesforce_query: Use to run read-only SOQL; always use fields from describe; include LIMIT and ORDER BY as appropriate.