salesforce_dml_records

Perform insert, update, delete, or upsert operations on Salesforce records via the Salesforce MCP Server. Manage objects like Accounts and Cases efficiently by specifying the operation and record details.

Instructions

Perform data manipulation operations on Salesforce records:

insert: Create new records
update: Modify existing records (requires Id)
delete: Remove records (requires Id)
upsert: Insert or update based on external ID field Examples: Insert new Accounts, Update Case status, Delete old records, Upsert based on custom external ID

Input Schema

Name	Required	Description
`externalIdField`	No	External ID field name for upsert operations
`objectName`	Yes	API name of the object
`operation`	Yes	Type of DML operation to perform
`records`	Yes	Array of records to process

Input Schema (JSON Schema)

{
  "properties": {
    "externalIdField": {
      "description": "External ID field name for upsert operations",
      "optional": true,
      "type": "string"
    },
    "objectName": {
      "description": "API name of the object",
      "type": "string"
    },
    "operation": {
      "description": "Type of DML operation to perform",
      "enum": [
        "insert",
        "update",
        "delete",
        "upsert"
      ],
      "type": "string"
    },
    "records": {
      "description": "Array of records to process",
      "items": {
        "type": "object"
      },
      "type": "array"
    }
  },
  "required": [
    "operation",
    "objectName",
    "records"
  ],
  "type": "object"
}

Salesforce MCP Server

salesforce_dml_records

Instructions

Input Schema

Input Schema (JSON Schema)

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