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update_record

Modify existing Salesforce records by providing object name, record ID, and updated data fields to maintain accurate information.

Instructions

Updates an existing record

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
object_nameYesThe name of the Salesforce object (e.g., 'Account', 'Contact')
record_idYesThe ID of the record to update
dataYesThe updated data for the record

Implementation Reference

  • Handler implementation for the 'update_record' tool. Extracts object_name, record_id, and data from arguments, validates them, retrieves the Salesforce object dynamically, calls the update method on the record, and returns a TextContent with 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}",
            )
        ]
  • JSON Schema definition for the 'update_record' tool inputs, specifying required parameters: object_name, record_id, and data (object). Part of the tool registration in 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"],
        },
    ),
  • Registration of the 'update_record' tool within the @server.list_tools() decorator, including name, description, and input schema.
    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"],
        },
    ),

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