update_record
Modify existing Salesforce records by specifying the object type, record ID, and updated data fields to maintain current information in your CRM system.
Instructions
Updates an existing record
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| object_name | Yes | The name of the Salesforce object (e.g., 'Account', 'Contact') | |
| record_id | Yes | The ID of the record to update | |
| data | Yes | The updated data for the record |
Implementation Reference
- src/salesforce/server.py:382-397 (handler)Handler for the 'update_record' tool: extracts object_name, record_id, data from arguments, performs the update via simple-salesforce library, and returns the result.
elif name == "update_record": object_name = arguments.get("object_name") record_id = arguments.get("record_id") data = arguments.get("data") if not object_name or not record_id or not data: raise ValueError("Missing 'object_name', 'record_id', 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.update(record_id, data) return [ types.TextContent( type="text", text=f"Update {object_name} Record Result: {results}", ) ] - src/salesforce/server.py:185-208 (schema)Input JSON schema for the 'update_record' tool, defining required parameters: object_name (string), record_id (string), data (object). This is part of the tool registration in handle_list_tools().
types.Tool( name="update_record", description="Updates an existing record", inputSchema={ "type": "object", "properties": { "object_name": { "type": "string", "description": "The name of the Salesforce object (e.g., 'Account', 'Contact')", }, "record_id": { "type": "string", "description": "The ID of the record to update", }, "data": { "type": "object", "description": "The updated data for the record", "properties": {}, "additionalProperties": True, }, }, "required": ["object_name", "record_id", "data"], }, ), - src/salesforce/server.py:98-311 (registration)The tool is registered by being included in the return value of the @server.list_tools() handler, which lists all available tools with their schemas.
@server.list_tools() async def handle_list_tools() -> list[types.Tool]: """ List available tools. Each tool specifies its arguments using JSON Schema validation. """ return [ types.Tool( name="run_soql_query", description="Executes a SOQL query against Salesforce", inputSchema={ "type": "object", "properties": { "query": { "type": "string", "description": "The SOQL query to execute", }, }, "required": ["query"], }, ), types.Tool( name="run_sosl_search", description="Executes a SOSL search against Salesforce", inputSchema={ "type": "object", "properties": { "search": { "type": "string", "description": "The SOSL search to execute (e.g., 'FIND {John Smith} IN ALL FIELDS')", }, }, "required": ["search"], }, ), types.Tool( name="get_object_fields", description="Retrieves field Names, labels and types for a specific Salesforce object", inputSchema={ "type": "object", "properties": { "object_name": { "type": "string", "description": "The name of the Salesforce object (e.g., 'Account', 'Contact')", }, }, "required": ["object_name"], }, ), types.Tool( name="get_record", description="Retrieves a specific record by ID", inputSchema={ "type": "object", "properties": { "object_name": { "type": "string", "description": "The name of the Salesforce object (e.g., 'Account', 'Contact')", }, "record_id": { "type": "string", "description": "The ID of the record to retrieve", }, }, "required": ["object_name", "record_id"], }, ), 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"], }, ), types.Tool( name="update_record", description="Updates an existing record", inputSchema={ "type": "object", "properties": { "object_name": { "type": "string", "description": "The name of the Salesforce object (e.g., 'Account', 'Contact')", }, "record_id": { "type": "string", "description": "The ID of the record to update", }, "data": { "type": "object", "description": "The updated data for the record", "properties": {}, "additionalProperties": True, }, }, "required": ["object_name", "record_id", "data"], }, ), types.Tool( name="delete_record", description="Deletes a record", inputSchema={ "type": "object", "properties": { "object_name": { "type": "string", "description": "The name of the Salesforce object (e.g., 'Account', 'Contact')", }, "record_id": { "type": "string", "description": "The ID of the record to delete", }, }, "required": ["object_name", "record_id"], }, ), types.Tool( name="tooling_execute", description="Executes a Tooling API request", inputSchema={ "type": "object", "properties": { "action": { "type": "string", "description": "The Tooling API endpoint to call (e.g., 'sobjects/ApexClass')", }, "method": { "type": "string", "description": "The HTTP method (default: 'GET')", "enum": ["GET", "POST", "PATCH", "DELETE"], "default": "GET", }, "data": { "type": "object", "description": "Data for POST/PATCH requests", "properties": {}, "additionalProperties": True, }, }, "required": ["action"], }, ), types.Tool( name="apex_execute", description="Executes an Apex REST request", inputSchema={ "type": "object", "properties": { "action": { "type": "string", "description": "The Apex REST endpoint to call (e.g., '/MyApexClass')", }, "method": { "type": "string", "description": "The HTTP method (default: 'GET')", "enum": ["GET", "POST", "PATCH", "DELETE"], "default": "GET", }, "data": { "type": "object", "description": "Data for POST/PATCH requests", "properties": {}, "additionalProperties": True, }, }, "required": ["action"], }, ), types.Tool( name="restful", description="Makes a direct REST API call to Salesforce", inputSchema={ "type": "object", "properties": { "path": { "type": "string", "description": "The path of the REST API endpoint (e.g., 'sobjects/Account/describe')", }, "method": { "type": "string", "description": "The HTTP method (default: 'GET')", "enum": ["GET", "POST", "PATCH", "DELETE"], "default": "GET", }, "params": { "type": "object", "description": "Query parameters for the request", "properties": {}, "additionalProperties": True, }, "data": { "type": "object", "description": "Data for POST/PATCH requests", "properties": {}, "additionalProperties": True, }, }, "required": ["path"], }, ), ]