create_record
Add new records to Salesforce objects by specifying the object name and required data. Simplify data entry and maintain accurate records in Salesforce.
Instructions
Creates a new record
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| data | Yes | The data for the new record | |
| object_name | Yes | The name of the Salesforce object (e.g., 'Account', 'Contact') |
Implementation Reference
- src/salesforce/server.py:358-372 (handler)Handler for the create_record tool: validates input arguments, dynamically accesses the Salesforce object, and executes the create operation using simple-salesforce.elif name == "create_record": object_name = arguments.get("object_name") data = arguments.get("data") if not object_name or not data: raise ValueError("Missing 'object_name' or 'data' argument") if not sf_client.sf: raise ValueError("Salesforce connection not established.") sf_object = getattr(sf_client.sf, object_name) results = sf_object.create(data) return [ types.TextContent( type="text", text=f"Create {object_name} Record Result (JSON):\n{json.dumps(results, indent=2)}", ) ]
- src/salesforce/server.py:156-175 (registration)Registration of the create_record tool in the list_tools handler, defining name, description, and JSON schema for inputs (object_name and arbitrary data object).types.Tool( name="create_record", description="Creates a new record", inputSchema={ "type": "object", "properties": { "object_name": { "type": "string", "description": "The name of the Salesforce object (e.g., 'Account', 'Contact')", }, "data": { "type": "object", "description": "The data for the new record", "properties": {}, "additionalProperties": True, }, }, "required": ["object_name", "data"], }, ),
- src/salesforce/server.py:159-174 (schema)Input JSON schema for create_record tool: requires object_name (string) and data (object with additional properties allowed).inputSchema={ "type": "object", "properties": { "object_name": { "type": "string", "description": "The name of the Salesforce object (e.g., 'Account', 'Contact')", }, "data": { "type": "object", "description": "The data for the new record", "properties": {}, "additionalProperties": True, }, }, "required": ["object_name", "data"], },