thinkfleetai Salesforce
Query and manage CRM data via the Salesforce REST API.
Environment Variables
SALESFORCE_INSTANCE_URL- Instance URL (e.g.https://myorg.my.salesforce.com)SALESFORCE_ACCESS_TOKEN- OAuth access token
Query records (SOQL)
curl -s -H "Authorization: Bearer $SALESFORCE_ACCESS_TOKEN" \
"$SALESFORCE_INSTANCE_URL/services/data/v59.0/query?q=$(python3 -c "import urllib.parse; print(urllib.parse.quote('SELECT Id, Name, Industry FROM Account LIMIT 10'))")" | jq '.records[] | {Id, Name, Industry}'
Get account
curl -s -H "Authorization: Bearer $SALESFORCE_ACCESS_TOKEN" \
"$SALESFORCE_INSTANCE_URL/services/data/v59.0/sobjects/Account/ACCOUNT_ID" | jq '{Id, Name, Industry, Phone, Website}'
Create lead
curl -s -X POST -H "Authorization: Bearer $SALESFORCE_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
"$SALESFORCE_INSTANCE_URL/services/data/v59.0/sobjects/Lead" \
-d '{"FirstName":"John","LastName":"Doe","Company":"Acme","Email":"john@acme.com"}' | jq '{id, success}'
List opportunities
curl -s -H "Authorization: Bearer $SALESFORCE_ACCESS_TOKEN" \
"$SALESFORCE_INSTANCE_URL/services/data/v59.0/query?q=$(python3 -c "import urllib.parse; print(urllib.parse.quote('SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunity LIMIT 10'))")" | jq '.records[] | {Id, Name, StageName, Amount}'
Update record
curl -s -X PATCH -H "Authorization: Bearer $SALESFORCE_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
"$SALESFORCE_INSTANCE_URL/services/data/v59.0/sobjects/Account/ACCOUNT_ID" \
-d '{"Phone":"555-1234"}'
Notes
- API version v59.0 used; update as needed.
- Always confirm before creating or updating records.