Salesforce Automation

1---
2name: salesforce-automation
3description: "Automate Salesforce tasks via Rube MCP (Composio): leads, contacts, accounts, opportunities, SOQL queries. Always search tools first for current schemas."
4requires:
5  mcp: [rube]
6---
7 
8# Salesforce Automation via Rube MCP
9 
10Automate Salesforce CRM operations through Composio's Salesforce toolkit via Rube MCP.
11 
12## Prerequisites
13 
14- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
15- Active Salesforce connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `salesforce`
16- Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas
17 
18## Setup
19 
20**Get Rube MCP**: Add `https://rube.app/mcp` as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.
21 
22 
231. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds
242. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `salesforce`
253. If connection is not ACTIVE, follow the returned auth link to complete Salesforce OAuth
264. Confirm connection status shows ACTIVE before running any workflows
27 
28## Core Workflows
29 
30### 1. Manage Leads
31 
32**When to use**: User wants to create, search, update, or list leads
33 
34**Tool sequence**:
351. `SALESFORCE_SEARCH_LEADS` - Search leads by criteria [Optional]
362. `SALESFORCE_LIST_LEADS` - List all leads [Optional]
373. `SALESFORCE_CREATE_LEAD` - Create a new lead [Optional]
384. `SALESFORCE_UPDATE_LEAD` - Update lead fields [Optional]
395. `SALESFORCE_ADD_LEAD_TO_CAMPAIGN` - Add lead to campaign [Optional]
406. `SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES` - Apply assignment rules [Optional]
41 
42**Key parameters**:
43- `LastName`: Required for lead creation
44- `Company`: Required for lead creation
45- `Email`, `Phone`, `Title`: Common lead fields
46- `lead_id`: Lead ID for updates
47- `campaign_id`: Campaign ID for campaign operations
48 
49**Pitfalls**:
50- LastName and Company are required fields for lead creation
51- Lead IDs are 15 or 18 character Salesforce IDs
52 
53### 2. Manage Contacts and Accounts
54 
55**When to use**: User wants to manage contacts and their associated accounts
56 
57**Tool sequence**:
581. `SALESFORCE_SEARCH_CONTACTS` - Search contacts [Optional]
592. `SALESFORCE_LIST_CONTACTS` - List contacts [Optional]
603. `SALESFORCE_CREATE_CONTACT` - Create a new contact [Optional]
614. `SALESFORCE_SEARCH_ACCOUNTS` - Search accounts [Optional]
625. `SALESFORCE_CREATE_ACCOUNT` - Create a new account [Optional]
636. `SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT` - Link contact to account [Optional]
64 
65**Key parameters**:
66- `LastName`: Required for contact creation
67- `Name`: Account name for creation
68- `AccountId`: Account ID to associate with contact
69- `contact_id`, `account_id`: IDs for association
70 
71**Pitfalls**:
72- Contact requires at least LastName
73- Account association requires both valid contact and account IDs
74 
75### 3. Manage Opportunities
76 
77**When to use**: User wants to track and manage sales opportunities
78 
79**Tool sequence**:
801. `SALESFORCE_SEARCH_OPPORTUNITIES` - Search opportunities [Optional]
812. `SALESFORCE_LIST_OPPORTUNITIES` - List all opportunities [Optional]
823. `SALESFORCE_GET_OPPORTUNITY` - Get opportunity details [Optional]
834. `SALESFORCE_CREATE_OPPORTUNITY` - Create new opportunity [Optional]
845. `SALESFORCE_RETRIEVE_OPPORTUNITIES_DATA` - Retrieve opportunity data [Optional]
85 
86**Key parameters**:
87- `Name`: Opportunity name (required)
88- `StageName`: Sales stage (required)
89- `CloseDate`: Expected close date (required)
90- `Amount`: Deal value
91- `AccountId`: Associated account
92 
93**Pitfalls**:
94- Name, StageName, and CloseDate are required for creation
95- Stage names must match exactly what is configured in Salesforce
96 
97### 4. Run SOQL Queries
98 
99**When to use**: User wants to query Salesforce data with custom SOQL
100 
101**Tool sequence**:
1021. `SALESFORCE_RUN_SOQL_QUERY` / `SALESFORCE_QUERY` - Execute SOQL [Required]
103 
104**Key parameters**:
105- `query`: SOQL query string
106 
107**Pitfalls**:
108- SOQL syntax differs from SQL; uses Salesforce object and field API names
109- Field API names may differ from display labels (e.g., `Account.Name` not `Account Name`)
110- Results are paginated for large datasets
111 
112### 5. Manage Tasks
113 
114**When to use**: User wants to create, search, update, or complete tasks
115 
116**Tool sequence**:
1171. `SALESFORCE_SEARCH_TASKS` - Search tasks [Optional]
1182. `SALESFORCE_UPDATE_TASK` - Update task fields [Optional]
1193. `SALESFORCE_COMPLETE_TASK` - Mark task as complete [Optional]
120 
121**Key parameters**:
122- `task_id`: Task ID for updates
123- `Status`: Task status value
124- `Subject`: Task subject
125 
126**Pitfalls**:
127- Task status values must match picklist options in Salesforce
128 
129## Common Patterns
130 
131### SOQL Syntax
132 
133**Basic query**:
134```
135SELECT Id, Name, Email FROM Contact WHERE LastName = 'Smith'
136```
137 
138**With relationships**:
139```
140SELECT Id, Name, Account.Name FROM Contact WHERE Account.Industry = 'Technology'
141```
142 
143**Date filtering**:
144```
145SELECT Id, Name FROM Lead WHERE CreatedDate = TODAY
146SELECT Id, Name FROM Opportunity WHERE CloseDate = NEXT_MONTH
147```
148 
149### Pagination
150 
151- SOQL queries with large results return pagination tokens
152- Use `SALESFORCE_QUERY` with nextRecordsUrl for pagination
153- Check `done` field in response; if false, continue paging
154 
155## Known Pitfalls
156 
157**Field API Names**:
158- Always use API names, not display labels
159- Custom fields end with `__c` suffix
160- Use SALESFORCE_GET_ALL_CUSTOM_OBJECTS to discover custom objects
161 
162**ID Formats**:
163- Salesforce IDs are 15 (case-sensitive) or 18 (case-insensitive) characters
164- Both formats are accepted in most operations
165 
166## Quick Reference
167 
168| Task | Tool Slug | Key Params |
169|------|-----------|------------|
170| Create lead | SALESFORCE_CREATE_LEAD | LastName, Company |
171| Search leads | SALESFORCE_SEARCH_LEADS | query |
172| List leads | SALESFORCE_LIST_LEADS | (filters) |
173| Update lead | SALESFORCE_UPDATE_LEAD | lead_id, fields |
174| Create contact | SALESFORCE_CREATE_CONTACT | LastName |
175| Search contacts | SALESFORCE_SEARCH_CONTACTS | query |
176| Create account | SALESFORCE_CREATE_ACCOUNT | Name |
177| Search accounts | SALESFORCE_SEARCH_ACCOUNTS | query |
178| Link contact | SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT | contact_id, account_id |
179| Create opportunity | SALESFORCE_CREATE_OPPORTUNITY | Name, StageName, CloseDate |
180| Get opportunity | SALESFORCE_GET_OPPORTUNITY | opportunity_id |
181| Search opportunities | SALESFORCE_SEARCH_OPPORTUNITIES | query |
182| Run SOQL | SALESFORCE_RUN_SOQL_QUERY | query |
183| Query | SALESFORCE_QUERY | query |
184| Search tasks | SALESFORCE_SEARCH_TASKS | query |
185| Update task | SALESFORCE_UPDATE_TASK | task_id, fields |
186| Complete task | SALESFORCE_COMPLETE_TASK | task_id |
187| Get user info | SALESFORCE_GET_USER_INFO | (none) |
188| Custom objects | SALESFORCE_GET_ALL_CUSTOM_OBJECTS | (none) |
189| Create record | SALESFORCE_CREATE_A_RECORD | object_type, fields |
190| Transfer ownership | SALESFORCE_MASS_TRANSFER_OWNERSHIP | records, new_owner |
191