# Salesforce

> Query and manage Salesforce CRM — accounts, contacts, leads, opportunities, and cases via the REST API.

- Skill: `thinkfleetai/salesforce` (Agent Skill)
- Install (CLI): `npx skillmds@latest add thinkfleetai/salesforce`
- Raw SKILL.md: https://api.skillmd.com/api/skills/thinkfleetai/salesforce/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Integrations & APIs
- Author: thinkfleetai (https://skillmd.com/u/thinkfleetai)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/thinkfleetai/salesforce

---


# 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)

```bash
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

```bash
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

```bash
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

```bash
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

```bash
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.