salesforce-api

Automate Salesforce record queries, updates, and schema inspection via REST API.

37|13|Updated Jun 23, 2026
One-click install
npx skills add https://github.com/anthropics/claude-tag-plugins --skill salesforce-api
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: salesforce-api
Source: https://github.com/anthropics/claude-tag-plugins/tree/main/salesforce/skills/salesforce-api
Command: npx skills add https://github.com/anthropics/claude-tag-plugins --skill salesforce-api

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires curl, jq, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill removes the friction of working with Salesforce data by letting you query, read, create, update, delete, and describe CRM records without manually composing REST calls.

Core Features & Use Cases

  • SOQL and SOSL Access: Run targeted queries, full-text searches, and paginated result retrieval across Salesforce orgs.
  • Record and Schema Operations: Read individual records, create new ones, update opportunities and other objects, upsert by external ID, and inspect object fields and relationships.
  • Production Workflows: Use composite requests, bulk query jobs, and careful error handling for tasks like syncing CRM data, checking record IDs, or exporting large datasets.

Quick Start

Ask for the Salesforce record, query, or schema task you want completed, and include the object name, record ID, SOQL, or Salesforce URL if you have one.

Frequently Asked Questions about salesforce-api

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate Salesforce record queries and CRUD operations without manually composing REST calls?

It removes the friction of manually composing REST calls by automating SOQL queries, CRUD operations, and schema inspection across Salesforce CRM objects. You can read, create, update, and delete records directly without writing raw API requests.

Can I run SOQL and SOSL searches across custom Salesforce objects and paginate large results?

Yes, you can run targeted SOQL queries and full-text SOSL searches across standard and custom Salesforce objects. The Skill handles large-result pagination and schema-aware field validation to retrieve and process datasets efficiently.

Do I need a specific environment setup or bearer token to use the Salesforce REST API for upserts?

Yes, you need Salesforce REST API access with a valid instance URL and bearer token. The Skill relies on this authentication to perform upserts, composite requests, and resilient rate-limit processing using curl and jq.

What is the best way to sync CRM data and export large Salesforce datasets using composite requests?

The best way to sync CRM data is by using composite requests and bulk query jobs provided by the Skill. It applies careful error handling and pagination retrieval to export large Salesforce datasets efficiently.

How do I inspect Salesforce object fields and relationships before updating opportunities?

You can inspect object fields and relationships using the schema inspection feature before updating opportunities. The Skill performs schema-aware field validation to ensure your updates and upserts target the correct CRM attributes.

Does curl work with Salesforce API rate limits and composite requests for bulk operations?

Yes, curl works with the Salesforce API to execute composite requests and bulk operations. The Skill implements resilient error and rate-limit processing to ensure bulk query jobs and large dataset syncing complete successfully.