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sunny980123

Salesforce MCP Server

by sunny980123

Update Salesforce Record

salesforce_update_record
Idempotent

Update specific fields on an existing Salesforce record by providing object type, record ID, and field values. Only specified fields are modified.

Instructions

Update fields on an existing Salesforce record.

Args:

  • object_type (string): The Salesforce object type (e.g., 'Account', 'Contact')

  • record_id (string): The 15 or 18-character Salesforce record ID

  • fields (object): Key-value pairs of field API names and their new values

Returns: Confirmation message on success.

Notes:

  • Only the provided fields are updated; other fields remain unchanged.

  • To clear a field, set its value to null.

Examples:

  • Update account industry: object_type='Account', record_id='001xx...', fields={ "Industry": "Finance" }

  • Update opportunity stage: object_type='Opportunity', record_id='006xx...', fields={ "StageName": "Closed Won", "CloseDate": "2026-03-31" }

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fieldsYesField values to update as key-value pairs. Only provided fields are modified.
record_idYes15 or 18-character Salesforce record ID to update
object_typeYesSalesforce object type (e.g., Account, Contact, Opportunity)
Behavior4/5

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

Beyond annotations (readOnlyHint=false, idempotentHint=true, etc.), the description adds important behavioral details: 'Only the provided fields are updated; other fields remain unchanged' and 'To clear a field, set its value to null.' This provides valuable context for the agent.

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 well-structured with a clear summary, Args, Returns, Notes, and Examples sections. It is concise, front-loaded, and every sentence serves a purpose. No unnecessary information.

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

Completeness4/5

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

Given the tool's modest complexity (3 required parameters, no output schema), the description is complete. It explains all parameters, notes on field update behavior, and provides examples. It does not cover error cases or permissions, but these are often outside the scope of a tool description.

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 the baseline is 3. The description adds value by providing examples, clarifying record ID length (15 or 18 characters), and explaining how to clear fields with null. These details enhance understanding beyond the schema.

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 clearly states the tool's purpose: 'Update fields on an existing Salesforce record.' It uses a specific verb ('update') and resource ('existing Salesforce record'), and it distinguishes itself from sibling tools like create, get, delete, query, and search.

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

Usage Guidelines3/5

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

The description does not explicitly state when to use this tool versus alternatives. While the name and sibling list imply its use case (modifying an existing record), there is no guidance on when not to use it or how to choose among related tools.

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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