salesforce-core-workflow-a

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Execute Salesforce CRUD operations on standard sObjects with SOQL and REST API. Use when creating, reading, updating, or deleting Accounts, Contacts, Leads, or Opportunities via the Salesforce API. Trigger with phrases like "salesforce CRUD", "salesforce create record", "salesforce update account", "salesforce SOQL query", "salesforce REST API".

AI & Automation 2,266 stars 315 forks Updated today MIT

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Skill Content

# Salesforce Core Workflow A — CRUD & SOQL ## Overview Primary workflow: perform CRUD operations on standard sObjects (Account, Contact, Lead, Opportunity) using SOQL queries, jsforce methods, and REST API endpoints. ## Prerequisites - Completed `salesforce-install-auth` setup - jsforce installed and connection configured - Understanding of Salesforce sObject model ## Instructions ### Step 1: SOQL Queries (Read Operations) ```typescript import { getConnection } from './salesforce/connection'; const conn = await getConnection(); // Basic query — all open opportunities closing this quarter const opps = await conn.query(` SELECT Id, Name, Amount, StageName, CloseDate, Account.Name FROM Opportunity WHERE IsClosed = false AND CloseDate = THIS_QUARTER ORDER BY Amount DESC LIMIT 50 `); // Relationship query — Accounts with their Contacts const accountsWithContacts = await conn.query(` SELECT Id, Name, Industry, (SELECT Id, FirstName, LastName, Email FROM Contacts) FROM Account WHERE Industry = 'Technology' LIMIT 20 `); // Aggregate query const revByIndustry = await conn.query(` SELECT Industry, COUNT(Id) numAccounts, SUM(AnnualRevenue) totalRevenue FROM Account WHERE Industry != null GROUP BY Industry ORDER BY SUM(AnnualRevenue) DESC `); // SOSL search — full-text search across objects const searchResults = await conn.search( `FIND {Acme} IN ALL FIELDS RETURNING Account(Id, Name, Industry), Contact(Id, FirstName, LastName, Emai...

Details

Author
jeremylongshore
Repository
jeremylongshore/claude-code-plugins-plus-skills
Created
7 months ago
Last Updated
today
Language
Python
License
MIT

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