Integration

Salesforce integration

Enterprise CRM platform API for customer relationship management. Manage leads, opportunities, accounts, contacts, and custom objects. Features powerful query language (SOQL), workflow automation, and comprehensive sales and service cloud functionality.

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When this happens, do that in Salesforce.Built from the 35 Salesforce tools below, on the connection you add once.

Common Salesforce use cases

bulk data import
incremental data sync
data cleanup operations
test data cleanup
data auditing
bulk data cleanup
bulk data updates
bulk data retrieval
monitoring API usage
building retry queues

What you can do with Salesforce

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Record, 19 operations

create_recordCreate recordPOSTCreates a new record of any Salesforce object type. Supports standard objects (Account, Contact, Lead) and custom objects with field validation and trigger execution.
delete_recordDelete recordDELETEPermanently deletes a Salesforce record by object type and ID. Moves records to Recycle Bin for 15 days before permanent deletion, respecting cascade delete rules.
get_deleted_recordsGet deleted recordsGETRetrieves IDs of records that were deleted within a specified date/time range. Essential for maintaining synchronized external systems.
get_recently_viewedGet recently viewedGETRetrieves the most recently viewed and referenced records by the current user. Returns records from the user's recent items sidebar.
get_recordGet recordGETRetrieves a single Salesforce record by its object type and unique ID. Returns all accessible fields for the record including relationships and metadata.
get_updated_recordsGet updated recordsGETRetrieves IDs of records that were created or modified within a specified date/time range. Useful for incremental data synchronization.
parameterized_searchParameterized searchGETExecutes a search using query parameters instead of SOSL syntax. Simpler alternative for basic search operations.
query_allQuery allGETExecutes SOQL query that includes soft-deleted records (in Recycle Bin) and archived records. Returns all matching records regardless of deletion status.
query_moreQuery moreGETRetrieves the next batch of results from a paginated SOQL query. Use the nextRecordsUrl from the initial query response to fetch additional records.
query_recordsQuery recordsGETExecutes SOQL (Salesforce Object Query Language) queries to retrieve records from any standard or custom object. Supports complex queries with filtering, sorting, relationships, and aggregations.
search_recordsSearch recordsGETExecutes SOSL (Salesforce Object Search Language) full-text search across multiple objects. Finds records matching search terms in all searchable fields simultaneously.
sobject_collections_createSobject collections createPOSTCreates up to 200 records of one or more object types in a single request. Supports atomic transactions with allOrNone flag.
sobject_collections_deleteSobject collections deleteDELETEDeletes up to 200 records in a single request. Records can be of different object types.
sobject_collections_getSobject collections getGETRetrieves up to 2000 records of the same object type by their IDs in a single request. Specify which fields to return.
sobject_collections_updateSobject collections updatePATCHUpdates up to 200 records of one or more object types in a single request. Each record must include its ID.
sobject_collections_upsertSobject collections upsertPATCHUpserts up to 200 records based on external ID field values. Creates new records or updates existing ones in bulk.
sobject_treeSobject treePOSTCreates multiple sObject records in a single request preserving parent-child relationships. Automatically links child records to their parents.
update_recordUpdate recordPATCHUpdates existing Salesforce record fields using partial update semantics. Only specified fields are modified; other fields remain unchanged. Triggers validation rules and automation.
upsert_recordUpsert recordPATCHInserts a new record or updates an existing one based on an external ID field value. Eliminates need for separate lookup queries before create/update operations.

Bulk job, 8 operations

bulk_close_or_abort_jobBulk close or abort jobPATCHCloses a Bulk API 2.0 job to begin processing or aborts it to cancel. PATCH with state=UploadComplete to start; state=Aborted to cancel.
bulk_create_ingest_jobBulk create ingest jobPOSTCreates a Bulk API 2.0 ingest job for asynchronously processing large CSV data sets. Use for inserting, updating, upserting, or deleting millions of records efficiently.
bulk_create_query_jobBulk create query jobPOSTCreates a Bulk API 2.0 query job to asynchronously execute a SOQL query and stream large result sets as CSV.
bulk_get_failed_resultsBulk get failed resultsGETDownloads CSV of records that failed during Bulk API 2.0 processing, with per-row error codes and messages for retry logic.
bulk_get_job_infoBulk get job infoGETRetrieves the current state and processing statistics of a Bulk API 2.0 ingest job. Use to poll job progress until state=JobComplete or Failed.
bulk_get_query_resultsBulk get query resultsGETDownloads CSV results from a completed Bulk API 2.0 query job. Supports pagination via Sforce-Locator header for very large result sets.
bulk_get_successful_resultsBulk get successful resultsGETDownloads CSV of successfully processed records from a completed Bulk API 2.0 ingest job, including assigned Salesforce IDs and a created flag.
bulk_upload_job_dataBulk upload job dataPUTUploads CSV data to a Bulk API 2.0 ingest job. Send raw CSV body matching the job's object schema. Salesforce automatically batches records into 10,000-row batches.

Composite, 3 operations

composite_batchComposite batchPOSTExecutes up to 25 independent subrequests in a single API call. Subrequests execute serially and cannot reference each other.
composite_graphComposite graphPOSTExecutes up to 500 operations across multiple graphs in a single request. Each graph is an independent transaction supporting referenceId chaining.
composite_requestComposite requestPOSTExecutes multiple API operations in a single request with dependency support. Enables atomic transactions and reduces API calls by bundling related operations together.

Access token, 1 operation

get_access_tokenGet access tokenPOSTAuthenticates with Salesforce OAuth to obtain an access token and instance URL. Required first step for all API interactions, supporting multiple OAuth flows including password grant.

Limit, 1 operation

get_org_limitsGet org limitsGETRetrieves current usage and maximum allocation for all Salesforce org limits. Includes API call limits, storage limits, and other resource allocations.

Metadata, 1 operation

describe_sobjectDescribe sobjectGETRetrieves complete metadata schema for a Salesforce object type. Returns field definitions, picklist values, record types, and relationships for dynamic form building and validation.

Sobject, 1 operation

describe_globalDescribe globalGETLists all sObjects available in your Salesforce org including standard and custom objects. Returns object metadata like labels, API names, and queryable status.

Version, 1 operation

list_api_versionsList api versionsGETLists all available Salesforce REST API versions with their release names. Useful for discovering the latest API version and planning version migrations.

Salesforce API rate limits

100,000 requests per day
Bursts of up to 25 requests

Salesforce per-org rolling 24-hour API call limit. Enterprise Edition baseline is 100,000 + 1,000 per user license; Developer Edition is 15,000; Unlimited/Performance editions get higher allocations. Limit covers REST, SOAP, Bulk, and Connect APIs combined. composite_request burstLimit reflects the 25 subrequests per call ceiling.

These are the limits Salesforce documents, not ones LiveContext measured. They can change and often depend on your plan, so check the Salesforce documentation for current values.

Use Salesforce from Claude Code, Cursor or Codex

Connect Salesforce in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Salesforce operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Salesforce

Create your workspace
Sign up free. Nothing to install.
Connect Salesforce once
Add your Salesforce connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Salesforce integration FAQ

What can you do with the Salesforce integration?

LiveContext exposes 35 operations on Salesforce, covering record, bulk job, composite and access token. Common uses include bulk data import, incremental data sync and data cleanup operations.

What are the Salesforce API rate limits?

Salesforce documents 100,000 requests per day and bursts of up to 25 requests. Salesforce per-org rolling 24-hour API call limit. Enterprise Edition baseline is 100,000 + 1,000 per user license; Developer Edition is 15,000; Unlimited/Performance editions get higher allocations. Limit covers REST, SOAP, Bulk, and Connect APIs combined. composite_request burstLimit reflects the 25 subrequests per call ceiling. Limits are set by Salesforce and can depend on your plan.