salesforce_dml_records

Instructions

Implementation Reference

• src/tools/dml.ts:46-121 (handler)

  Core handler function executing DML operations (insert, update, delete, upsert) on Salesforce records using jsforce connection, with detailed error formatting.

  export async function handleDMLRecords(conn: any, args: DMLArgs) {
    const { operation, objectName, records, externalIdField } = args;
  
    let result: DMLResult | DMLResult[];
    
    switch (operation) {
      case 'insert':
        result = await conn.sobject(objectName).create(records);
        break;
      case 'update':
        result = await conn.sobject(objectName).update(records);
        break;
      case 'delete':
        result = await conn.sobject(objectName).destroy(records.map(r => r.Id));
        break;
      case 'upsert':
        if (!externalIdField) {
          throw new Error('externalIdField is required for upsert operations');
        }
        result = await conn.sobject(objectName).upsert(records, externalIdField);
        break;
      default:
        throw new Error(`Unsupported operation: ${operation}`);
    }
  
    // Format DML results
    const results = Array.isArray(result) ? result : [result];
    const successCount = results.filter(r => r.success).length;
    const failureCount = results.length - successCount;
  
    let responseText = `${operation.toUpperCase()} operation completed.\n`;
    responseText += `Processed ${results.length} records:\n`;
    responseText += `- Successful: ${successCount}\n`;
    responseText += `- Failed: ${failureCount}\n\n`;
  
    if (failureCount > 0) {
      responseText += 'Errors:\n';
      results.forEach((r: DMLResult, idx: number) => {
        if (!r.success && r.errors) {
          responseText += `Record ${idx + 1}:\n`;
          if (Array.isArray(r.errors)) {
            r.errors.forEach((error) => {
              responseText += `  - ${error.message}`;
              if (error.statusCode) {
                responseText += ` [${error.statusCode}]`;
              }
              if (error.fields && error.fields.length > 0) {
                responseText += `\n    Fields: ${error.fields.join(', ')}`;
              }
              responseText += '\n';
            });
          } else {
            // Single error object
            const error = r.errors;
            responseText += `  - ${error.message}`;
            if (error.statusCode) {
              responseText += ` [${error.statusCode}]`;
            }
            if (error.fields) {
              const fields = Array.isArray(error.fields) ? error.fields.join(', ') : error.fields;
              responseText += `\n    Fields: ${fields}`;
            }
            responseText += '\n';
          }
        }
      });
    }
  
    return {
      content: [{
        type: "text",
        text: responseText
      }],
      isError: false,
    };
  }

• src/tools/dml.ts:4-37 (schema)

  Tool definition including name, description, and input schema for validating DML operation parameters.

  export const DML_RECORDS: Tool = {
    name: "salesforce_dml_records",
    description: `Perform data manipulation operations on Salesforce records:
    - insert: Create new records
    - update: Modify existing records (requires Id)
    - delete: Remove records (requires Id)
    - upsert: Insert or update based on external ID field
    Examples: Insert new Accounts, Update Case status, Delete old records, Upsert based on custom external ID`,
    inputSchema: {
      type: "object",
      properties: {
        operation: {
          type: "string",
          enum: ["insert", "update", "delete", "upsert"],
          description: "Type of DML operation to perform"
        },
        objectName: {
          type: "string",
          description: "API name of the object"
        },
        records: {
          type: "array",
          items: { type: "object" },
          description: "Array of records to process"
        },
        externalIdField: {
          type: "string",
          description: "External ID field name for upsert operations",
          optional: true
        }
      },
      required: ["operation", "objectName", "records"]
    }
  };

• src/index.ts:45-63 (registration)

  Registers DML_RECORDS (salesforce_dml_records) in the tools list returned by ListToolsRequest.

  server.setRequestHandler(ListToolsRequestSchema, async () => ({
    tools: [
      SEARCH_OBJECTS, 
      DESCRIBE_OBJECT, 
      QUERY_RECORDS, 
      AGGREGATE_QUERY,
      DML_RECORDS,
      MANAGE_OBJECT,
      MANAGE_FIELD,
      MANAGE_FIELD_PERMISSIONS,
      SEARCH_ALL,
      READ_APEX,
      WRITE_APEX,
      READ_APEX_TRIGGER,
      WRITE_APEX_TRIGGER,
      EXECUTE_ANONYMOUS,
      MANAGE_DEBUG_LOGS
    ],
  }));

• src/index.ts:119-131 (registration)

  Switch case in CallToolRequest handler that validates arguments and dispatches to handleDMLRecords for salesforce_dml_records.

  case "salesforce_dml_records": {
    const dmlArgs = args as Record<string, unknown>;
    if (!dmlArgs.operation || !dmlArgs.objectName || !Array.isArray(dmlArgs.records)) {
      throw new Error('operation, objectName, and records array are required for DML');
    }
    const validatedArgs: DMLArgs = {
      operation: dmlArgs.operation as 'insert' | 'update' | 'delete' | 'upsert',
      objectName: dmlArgs.objectName as string,
      records: dmlArgs.records as Record<string, any>[],
      externalIdField: dmlArgs.externalIdField as string | undefined
    };
    return await handleDMLRecords(conn, validatedArgs);
  }