Salesforce
for LuumenAI
Records and integration jobs checked without a second console.
Operate Salesforce from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Salesforce toolbox
182 tools: 121 read, 61 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadCreate bulk query jobCreate a Bulk API 2.0 query job (POST /jobs/query) for a SOQL query over a large result set.
- ReadExecute SOSL searchExecute a SOSL search to search across multiple Salesforce objects.
- ReadGet batch of UI API recordsRetrieve multiple Salesforce records in a single request with customizable field selection.
- ReadGet accountRetrieves a specific account by ID from Salesforce, returning all available fields.
- ReadGet all objectsRetrieves Salesforce objects (standard and custom) with detailed metadata.
- ReadGet all fields for an objectRetrieves all fields (standard and custom) for a Salesforce object with complete metadata including field types, constraints, picklist values, and relationships.
- ReadGet all navigation itemsGets all navigation items (tabs) that the user has access to.
- ReadGet API resources by versionDiscover available REST API resources for a specified Salesforce API version.
- ReadGet an appGet metadata about a specific Salesforce app by ID.
- ReadGet appsGet metadata for all apps a user has access to.
- ReadGet campaignRetrieves a specific campaign by ID from Salesforce, returning all available fields.
- ReadGet Chatter resourcesAccess Chatter resources directory.
- ReadGet child recordsGet child records for a specified parent record and child relationship name.
- ReadGet Compact LayoutsRetrieve compact layout information for multiple Salesforce objects.
- ReadGet composite resourcesRetrieve a list of available composite resources in Salesforce.
- ReadGet multiple records by IDsRetrieves multiple records of the same object type by IDs with a request body.
- ReadGet consent preferencesCheck consent preferences for a SINGLE action (e.g.
- ReadGet contactRetrieves a specific contact by ID from Salesforce, returning all available fields.
- ReadRetrieve specific contact by idRetrieves a Salesforce Contact by its unique ID; the ID must correspond to an existing Contact record in Salesforce.
- ReadGet dashboardGets detailed metadata for a specific dashboard including its components, layout, and filters.
- ReadGet file contentReturns the binary content of a Salesforce file, including references to external files.
- ReadGet file informationRetrieve comprehensive metadata and information about a specified file in Salesforce.
- ReadGet file sharesReturns information about the objects with which the specified file has been shared.
- ReadGet global actionsRetrieve actions displayed in the Salesforce Global Actions menu with metadata.
- ReadGet job failed record resultsRetrieve failed records from a Salesforce Bulk API 2.0 ingest job.
- ReadGet job successful record resultsRetrieve successfully processed records from a Salesforce Bulk API 2.0 ingest job.
- ReadGet job unprocessed record resultsRetrieve unprocessed records from a Salesforce Bulk API 2.0 ingest job.
- ReadGet last selected appRetrieves the app the current user last selected or the app the user sees by default.
- ReadGet leadRetrieves a specific lead by ID from Salesforce, returning all available fields.
- ReadGet List View Header ActionsRetrieve header actions on list views.
- ReadGet batch of list view metadataRetrieve metadata for multiple list views in a single batch request.
- ReadGet list view metadataReturns list view metadata by object and list view API name.
- ReadGet list view records by IDReturns record data for a list view by its ID.
- ReadGet list view records by API nameRetrieves paginated record data for a specified list view using the object and list view API names.
- ReadGet list view resultsRetrieves the results of a list view for a specified sObject.
- ReadGet lookup field suggestionsRetrieve lookup field suggestions for editing lookup fields with search filtering.
- ReadGet lookup field suggestions with POSTGet lookup field suggestions with POST request.
- ReadGet noteRetrieves a specific note by ID from Salesforce, returning all available fields.
- ReadGet list views for an objectReturns a collection of list views associated with a Salesforce object.
- ReadGet opportunityRetrieves a specific opportunity by ID from Salesforce, returning all available fields.
- ReadGet organization limitsRetrieve organization limits with max and remaining allocations.
- ReadGet photo actionsRetrieve available photo actions for Salesforce pages.
- ReadGet Values for All Picklist FieldsGet values for all picklist fields of a record type, including dependent picklists.
- ReadGet job info queryRetrieve information about a Salesforce Bulk API v2 query job.
- ReadGet job query resultRetrieves results for a completed Bulk API v2 query job in CSV format.
- ReadGet quick actionsRetrieve global and object-specific quick actions from Salesforce.
- ReadGet record count for objectsRetrieve total record counts for specified Salesforce objects.
- ReadGet record edit page actionsGet available actions on record edit pages.
- ReadGet related list actionsGet actions on related lists for record detail pages.
- ReadGet batch of related list user preferencesGet a batch of related list user preferences from Salesforce.
- ReadGet related list records with request bodyRetrieve related list records with request body parameters for filtering and pagination.
- ReadGet report instance resultsGets the results of a report instance created by running a report.
- ReadGet search result layoutsRetrieves search result layout information for specified sObjects.
- ReadSearch suggested queriesReturns a list of suggested searches based on the user's query string.
- ReadGet sObject by external IDRetrieve a Salesforce record by matching an external ID field value.
- ReadGet multiple sObject recordsRetrieve multiple records of the same sObject type in a single API call.
- ReadGet sObject list view informationRetrieve basic information about a specific list view for an sObject.
- ReadGet list views for sObjectRetrieve list views for a specified sObject.
- ReadGet PlatformAction SObject metadataRetrieves metadata description of PlatformAction SObject.
- ReadGet sObject Quick Action Default Values by IDRetrieves default field values for a quick action in a specific record context.
- ReadGet sObject Quick Action Default ValuesRetrieves default field values for a specific quick action on an sObject.
- ReadGet sObject record by IDRetrieve a single Salesforce record by ID from any sObject type.
- ReadGet records using sObject relationshipsRetrieves records by traversing sObject relationships using friendly URLs.
- ReadGet layouts for object with record typeRetrieve layout metadata for a specific record type on an object.
- ReadGet approval layouts for objectRetrieves approval layouts for a specified Salesforce object.
- ReadGet updated sObject recordsRetrieve a list of sObject records that have been updated within a given timeframe.
- ReadGet support knowledgeRetrieves the root of the Support Knowledge REST API.
- ReadGet directory of supported objectsGet a Salesforce org's active theme and directory of supported objects.
- ReadGet support knowledge articlesRetrieves user's visible knowledge articles and data categories from Salesforce Knowledge.
- ReadGet themeGet icons and colors for Salesforce UI themes.
- ReadGet lookup field actionsGet lookup field actions for a Salesforce object.
- ReadGet MRU List View ActionsRetrieve header actions available on the MRU (Most Recently Used) list view for a specified Salesforce object.
- ReadGet Personalized Navigation ItemsGet personalized navigation items for a specific Salesforce app.
- ReadGet Account AllAccounts list view metadataRetrieves list view metadata for the Account AllAccounts view using Salesforce UI API.
- ReadGet Account SearchResult list view metadataRetrieves list view metadata for the Account __SearchResult view using Salesforce UI API.
- ReadGet List Views for ObjectGet list views for a Salesforce object.
- ReadGet record UI data and metadataRetrieve layout, field metadata, and record data in a single response.
- ReadGet related list user preferencesRetrieve user preferences for a specific related list on an object.
- ReadGet user infoRetrieves information about the current user or a specific user in Salesforce.
- ReadGet custom actions headersReturn HTTP headers for custom invocable actions without response body.
- ReadGet standard actions headersReturn HTTP headers for standard invocable actions metadata without response body.
- ReadGet AppMenu Salesforce1 headersReturn HTTP headers for AppMenu Salesforce1 mobile navigation items without response body.
- ReadGet process rules headersReturn HTTP headers for process rules of an sObject without retrieving the response body.
- ReadGet Quick Actions headersReturn HTTP headers for Quick Actions resource without response body.
- ReadGet quick action default values headers by IDReturn HTTP headers for sObject quick action default values by context ID without response body.
- ReadGet global publisher layouts headersReturn HTTP headers for all global publisher layouts without response body.
- ReadGet sObject quick action headersReturn HTTP headers for a specific sObject quick action without response body.
- ReadGet User password headersReturn HTTP headers for User password resource without response body.
- ReadList accountsLists accounts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
- ReadList Analytics templatesList CRM Analytics templates available in the org.
- ReadList campaignsLists campaigns from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
- ReadList contactsLists contacts from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
- ReadGet custom invocable actionsRetrieves the list of custom actions including Flow actions, Apex actions, and invocable processes.
- ReadList dashboardsLists dashboards with basic metadata including name, ID, and URLs.
- ReadList email templatesLists available email templates in Salesforce with filtering and search capabilities.
- ReadList leadsLists leads from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
- ReadList notesLists notes from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
- ReadList opportunitiesLists opportunities from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
- ReadList pricebook entriesLists pricebook entries from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
- ReadList pricebooksLists pricebooks from Salesforce using SOQL query, allowing flexible filtering, sorting, and field selection.
- ReadList reportsLists reports with basic metadata including name, ID, and URLs.
- ReadGet standard invocable actionsRetrieves the list of standard actions that can be statically invoked.
- ReadParameterized SearchExecute RESTful search using parameters instead of SOSL clause.
- ReadQuery All (including deleted)Execute SOQL queries including soft-deleted and archived records.
- ReadQuery more (next page of SOQL results)Retrieve the next page of SOQL results using a query locator (GET /query/{queryLocator}).
- ReadRetrieve lead by idRetrieves details for a Salesforce Lead by its ID; the specified Lead ID must exist in Salesforce.
- ReadRetrieve opportunities dataRetrieves all available Opportunity records, representing potential revenue-generating deals, from Salesforce.
- ReadRun reportRuns a report synchronously (GET /analytics/reports/{id}?includeDetails=true) and returns the results in one call.
- ReadRun report asyncRun a Salesforce report asynchronously (POST /analytics/reports/{id}/instances).
- ReadRun SOQL queryExecutes a SOQL query against Salesforce data.
- ReadSearch accountsSearch for Salesforce accounts using criteria like name, industry, type, location, or contact information.
- ReadSearch campaignsSearch for Salesforce campaigns using multiple criteria like name, type, status, date range, or active status.
- ReadSearch contactsSearch Salesforce Contact records (not Leads — use SALESFORCE_SEARCH_LEADS for those) using name, email, phone, account, or title.
- ReadSearch suggested article title matchesSearch for Salesforce Knowledge articles with titles matching the search query.
- ReadSearch leadsSearch for Salesforce leads using criteria like name, email, phone, company, title, status, or lead source.
- ReadSearch notesSearch for Salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date.
- ReadSearch opportunitiesSearch for Salesforce opportunities using multiple criteria like name, account, stage, amount, close date, or status.
- ReadSearch tasksSearch for Salesforce tasks using multiple criteria like subject, status, priority, assigned user, related records, or dates.
- ReadGet user password expiration statusCheck whether a Salesforce user's password has expired.
- ReadExecute Tooling API queryExecute SOQL queries against Salesforce Tooling API metadata objects.
- ReadWho Am IReturn the identity (email, name, org) of the connected Salesforce account.
- WriteAdd contact to campaignAdds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Approval by default
- WriteAdd lead to campaignAdds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Approval by default
- WriteAdd product to opportunityAdds a product (line item) to an opportunity. Approval by default
- WriteApply lead assignment rulesApplies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Approval by default
- WriteAssociate contact to accountAssociates a contact with an account by updating the contact's AccountId field. Approval by default
- WriteClone opportunity with productsClones an opportunity and optionally its products (line items). Approval by default
- WriteClone recordCreates a copy of an existing Salesforce record by reading its data, removing system fields, and creating a new record. Approval by default
- WriteClose or abort a jobClose or abort a Salesforce Bulk API v2 ingest job. Approval by default
- WriteComplete taskMarks a task as completed with optional completion notes. Approval by default
- WriteCreate accountCreates a new account in Salesforce with the specified information. Approval by default
- WriteCreate a recordCreate a Salesforce record using the UI API. Approval by default
- WriteCreate bulk ingest jobCreate a Bulk API 2.0 ingest job (POST /jobs/ingest). Approval by default
- WriteCreate campaignCreates a new campaign in Salesforce. Approval by default
- WriteCreate contactCreates a new contact in Salesforce with the specified information. Approval by default
- WriteCreate custom fieldCreate a custom field on a Salesforce object using the Tooling API. Approval by default
- WriteCreate custom objectCreate a custom object in Salesforce using the Metadata API. Approval by default
- WriteCreate leadCreates a new lead in Salesforce. Approval by default
- WriteCreate noteCreates a new note attached to a Salesforce record with the specified title and content. Approval by default
- WriteCreate opportunityCreates a new opportunity in Salesforce with the specified information. Approval by default
- WriteCreate SObject recordCreate a new Salesforce SObject record. Approval by default
- WriteCreate sObject treeCreate one or more sObject trees with root records of the specified type. Approval by default
- WriteCreate taskCreates a new task in Salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records. Approval by default
- WriteDelete accountPermanently deletes an account from Salesforce. Approval by default
- WriteDelete campaignPermanently deletes a campaign from Salesforce. Approval by default
- WriteDelete contactPermanently deletes a contact from Salesforce. Approval by default
- WriteDelete filePermanently delete a file from Salesforce. Approval by default
- WriteDelete job queryDelete a Salesforce Bulk API v2 query job. Approval by default
- WriteDelete leadPermanently deletes a lead from Salesforce. Approval by default
- WriteDelete notePermanently deletes a note from Salesforce. Approval by default
- WriteDelete opportunityPermanently deletes an opportunity from Salesforce. Approval by default
- WriteDelete sObject recordDelete a single Salesforce record by its ID. Approval by default
- WriteDelete multiple records (SObject Collections)Delete up to 200 records in one request with optional rollback. Approval by default
- WriteExecute global quick actionExecute a global (non-object-specific) quick action (POST /quickActions/{actionName}). Approval by default
- WriteExecute invocable actionInvoke any standard or custom invocable action by name (POST /actions/standard/{name} or /actions/custom/{name}). Approval by default
- WriteExecute sObject Quick ActionExecute a specific quick action on an sObject to create records with pre-configured defaults. Approval by default
- WriteLog callLogs a completed phone call as a task in Salesforce with call-specific details like duration, type, and disposition. Approval by default
- WriteLog email activityCreates an EmailMessage record to log email activity in Salesforce, associating it with related records. Approval by default
- WriteMass transfer ownershipTransfers ownership of multiple records to a new owner in a single operation using Salesforce's composite API for better performance. Approval by default
- WriteUpsert records using external IDUpsert up to 200 records using external ID field matching. Approval by default
- WriteExecute Composite GraphExecute multiple related REST API requests in a single transactional call with up to 500 subrequests per graph. Approval by default
- WriteCreate records using sObject CollectionsCreate up to 200 records in one request using sObject Collections. Approval by default
- WriteRemove from campaignRemoves a lead or contact from a campaign by deleting the CampaignMember record. Approval by default
- WriteSend emailSends an email through Salesforce with options for recipients, attachments, and activity logging. Approval by default
- WriteSend email from templateSends an email using a predefined Salesforce email template with merge field support. Approval by default
- WriteSend mass emailSends an email to each recipient immediately and irreversibly, using a template or custom subject/body (requires either a valid template_id or both subject and body). Approval by default
- WriteSet user passwordSet or reset a Salesforce user's password. Approval by default
- WriteUpdate sObject recordUpdate specific fields in an existing Salesforce sObject record. Approval by default
- WriteUpdate accountUpdates an existing account in Salesforce with the specified changes. Approval by default
- WriteUpdate campaignUpdates an existing campaign in Salesforce with the specified changes. Approval by default
- WriteUpdate contactUpdates an existing contact in Salesforce with the specified changes. Approval by default
- WriteUpdate a favoriteUpdate a favorite's properties in Salesforce UI API. Approval by default
- WriteUpdate leadUpdates an existing lead in Salesforce with the specified changes. Approval by default
- WriteUpdate list view preferencesUpdate user preferences for a Salesforce list view including column widths, text wrapping, and display order. Approval by default
- WriteUpdate noteUpdates an existing note in Salesforce with the specified changes. Approval by default
- WriteUpdate opportunityUpdates an existing opportunity in Salesforce with the specified changes. Approval by default
- WriteUpdate a recordUpdate a record's data in Salesforce via UI API. Approval by default
- WriteUpdate Related List PreferencesUpdate user preferences for a specific related list on an object in Salesforce. Approval by default
- WriteUpdate taskUpdates an existing task in Salesforce with new information. Approval by default
- WriteUpload file to Salesforce FilesUpload a file to Salesforce Files home via the Connect REST API. Approval by default
- WriteUpload job dataUpload CSV data to a Salesforce Bulk API v2 ingest job. Approval by default
- WriteUpsert sObject by External IDUpsert records using sObject Rows by External ID. Approval by default
One prompt, start to finish
What a governed Salesforce run looks like inside Luumen.
Questions
How does LuumenAI connect to Salesforce?
Authorize once with OAuth 2.0. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Can LuumenAI change things in Salesforce on its own?
Read actions answer immediately. Anything that writes — add contact to campaign, add lead to campaign, add product to opportunity, apply lead assignment rules, and more — is shown as a plan and requires approval by default, including the 17 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
Who gets access to the integration?
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Is there an audit trail?
Every call to Salesforce — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Put Salesforce to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.