search_records
Search Salesforce across objects to locate records by name, email, phone, or other searchable fields when you don't know the object or record ID.
Instructions
Full-text search across Salesforce records (name, email, phone, and other searchable fields). Good for 'find the record for X' when you don't know the object or Id. For precise filtering use run_soql_query instead.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Maximum records overall (default 20, max 200). | |
| fields | No | Fields to return for each matched record (default: Id only). E.g. ["Id", "Name"] — note not every object has Name (Case uses CaseNumber). Requires object_types, and each field must exist on every listed object. | |
| search_term | Yes | Text to search for (minimum 2 characters). | |
| object_types | No | Restrict to these objects, e.g. ["Account", "Contact"]. Omit to search all searchable objects. |