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aaron-pienza

Salesforce MCP Server

by aaron-pienza

salesforce_refresh_dashboard

Initiate a dashboard refresh in Salesforce or check its refresh status. Provide a dashboard ID and specify operation to trigger or monitor progress.

Instructions

Refresh a Salesforce dashboard or check its refresh status.

Examples:

  1. Trigger a dashboard refresh:

    • operation: "refresh"

    • dashboardId: "01Zxx000000XXXXX"

  2. Check refresh status:

    • operation: "status"

    • dashboardId: "01Zxx000000XXXXX"

Notes:

  • The "refresh" operation triggers a refresh and returns a status URL

  • The "status" operation returns per-component refresh status and data status

  • Use salesforce_run_analytics with type "dashboard" to retrieve the updated data after refresh completes

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
operationYesOperation: "refresh" to trigger a refresh, "status" to check refresh progress
dashboardIdYesThe 15 or 18-character Salesforce dashboard ID
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations, the description fully discloses behavior: refresh triggers a refresh and returns a status URL; status returns per-component status and data status. It does not cover permissions or side effects, but the tool is informational and non-destructive, so this is adequate.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is concise and well-structured, with a clear purpose statement, two examples, and a notes section. Every sentence adds value without redundancy.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a tool with two simple parameters and no output schema, the description covers all necessary information: operations, usage, and post-action steps. It is complete and leaves no ambiguity.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so baseline is 3. The description adds value through examples and notes, clarifying operation options and the dashboard ID format, but mostly repeats schema info. The examples provide practical context, earning a slightly higher score.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description explicitly states the tool's purpose: 'Refresh a Salesforce dashboard or check its refresh status.' It clearly distinguishes the two operations with examples, and differentiates from sibling tools like salesforce_run_analytics by noting its use after refresh.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides clear usage guidance for both operations, including when to use each (refresh vs. status). It explicitly advises using salesforce_run_analytics to retrieve updated data, effectively guiding the agent on tool selection after refresh.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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