255586dc09
Adds pre-built workflow skills for 78 SaaS apps across 16 categories: CRM, project management, communication, email, code/DevOps, storage, spreadsheets, calendar, social media, marketing, support, e-commerce, design, analytics, HR, and automation platforms. Each skill includes: - Real tool slugs discovered from Composio's RUBE_SEARCH_TOOLS API - Step-by-step workflow sequences with [Prerequisite/Required/Optional] tags - Key parameter documentation with format guidance - Known pitfalls from actual API behavior - Quick reference tables for all available tools - Setup instructions for Rube MCP connection Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
188 lines
6.5 KiB
Markdown
188 lines
6.5 KiB
Markdown
---
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name: salesforce-automation
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description: Automate Salesforce tasks via Rube MCP (Composio): leads, contacts, accounts, opportunities, SOQL queries. Always search tools first for current schemas.
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requires:
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mcp: [rube]
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---
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# Salesforce Automation via Rube MCP
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Automate Salesforce CRM operations through Composio's Salesforce toolkit via Rube MCP.
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## Prerequisites
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- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
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- Active Salesforce connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `salesforce`
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- Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas
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## Setup
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1. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds
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2. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `salesforce`
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3. If connection is not ACTIVE, follow the returned auth link to complete Salesforce OAuth
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4. Confirm connection status shows ACTIVE before running any workflows
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## Core Workflows
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### 1. Manage Leads
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**When to use**: User wants to create, search, update, or list leads
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**Tool sequence**:
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1. `SALESFORCE_SEARCH_LEADS` - Search leads by criteria [Optional]
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2. `SALESFORCE_LIST_LEADS` - List all leads [Optional]
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3. `SALESFORCE_CREATE_LEAD` - Create a new lead [Optional]
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4. `SALESFORCE_UPDATE_LEAD` - Update lead fields [Optional]
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5. `SALESFORCE_ADD_LEAD_TO_CAMPAIGN` - Add lead to campaign [Optional]
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6. `SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES` - Apply assignment rules [Optional]
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**Key parameters**:
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- `LastName`: Required for lead creation
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- `Company`: Required for lead creation
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- `Email`, `Phone`, `Title`: Common lead fields
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- `lead_id`: Lead ID for updates
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- `campaign_id`: Campaign ID for campaign operations
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**Pitfalls**:
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- LastName and Company are required fields for lead creation
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- Lead IDs are 15 or 18 character Salesforce IDs
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### 2. Manage Contacts and Accounts
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**When to use**: User wants to manage contacts and their associated accounts
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**Tool sequence**:
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1. `SALESFORCE_SEARCH_CONTACTS` - Search contacts [Optional]
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2. `SALESFORCE_LIST_CONTACTS` - List contacts [Optional]
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3. `SALESFORCE_CREATE_CONTACT` - Create a new contact [Optional]
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4. `SALESFORCE_SEARCH_ACCOUNTS` - Search accounts [Optional]
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5. `SALESFORCE_CREATE_ACCOUNT` - Create a new account [Optional]
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6. `SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT` - Link contact to account [Optional]
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**Key parameters**:
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- `LastName`: Required for contact creation
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- `Name`: Account name for creation
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- `AccountId`: Account ID to associate with contact
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- `contact_id`, `account_id`: IDs for association
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**Pitfalls**:
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- Contact requires at least LastName
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- Account association requires both valid contact and account IDs
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### 3. Manage Opportunities
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**When to use**: User wants to track and manage sales opportunities
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**Tool sequence**:
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1. `SALESFORCE_SEARCH_OPPORTUNITIES` - Search opportunities [Optional]
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2. `SALESFORCE_LIST_OPPORTUNITIES` - List all opportunities [Optional]
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3. `SALESFORCE_GET_OPPORTUNITY` - Get opportunity details [Optional]
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4. `SALESFORCE_CREATE_OPPORTUNITY` - Create new opportunity [Optional]
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5. `SALESFORCE_RETRIEVE_OPPORTUNITIES_DATA` - Retrieve opportunity data [Optional]
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**Key parameters**:
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- `Name`: Opportunity name (required)
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- `StageName`: Sales stage (required)
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- `CloseDate`: Expected close date (required)
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- `Amount`: Deal value
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- `AccountId`: Associated account
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**Pitfalls**:
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- Name, StageName, and CloseDate are required for creation
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- Stage names must match exactly what is configured in Salesforce
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### 4. Run SOQL Queries
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**When to use**: User wants to query Salesforce data with custom SOQL
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**Tool sequence**:
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1. `SALESFORCE_RUN_SOQL_QUERY` / `SALESFORCE_QUERY` - Execute SOQL [Required]
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**Key parameters**:
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- `query`: SOQL query string
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**Pitfalls**:
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- SOQL syntax differs from SQL; uses Salesforce object and field API names
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- Field API names may differ from display labels (e.g., `Account.Name` not `Account Name`)
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- Results are paginated for large datasets
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### 5. Manage Tasks
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**When to use**: User wants to create, search, update, or complete tasks
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**Tool sequence**:
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1. `SALESFORCE_SEARCH_TASKS` - Search tasks [Optional]
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2. `SALESFORCE_UPDATE_TASK` - Update task fields [Optional]
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3. `SALESFORCE_COMPLETE_TASK` - Mark task as complete [Optional]
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**Key parameters**:
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- `task_id`: Task ID for updates
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- `Status`: Task status value
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- `Subject`: Task subject
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**Pitfalls**:
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- Task status values must match picklist options in Salesforce
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## Common Patterns
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### SOQL Syntax
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**Basic query**:
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```
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SELECT Id, Name, Email FROM Contact WHERE LastName = 'Smith'
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```
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**With relationships**:
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```
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SELECT Id, Name, Account.Name FROM Contact WHERE Account.Industry = 'Technology'
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```
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**Date filtering**:
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```
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SELECT Id, Name FROM Lead WHERE CreatedDate = TODAY
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SELECT Id, Name FROM Opportunity WHERE CloseDate = NEXT_MONTH
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```
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### Pagination
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- SOQL queries with large results return pagination tokens
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- Use `SALESFORCE_QUERY` with nextRecordsUrl for pagination
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- Check `done` field in response; if false, continue paging
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## Known Pitfalls
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**Field API Names**:
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- Always use API names, not display labels
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- Custom fields end with `__c` suffix
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- Use SALESFORCE_GET_ALL_CUSTOM_OBJECTS to discover custom objects
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**ID Formats**:
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- Salesforce IDs are 15 (case-sensitive) or 18 (case-insensitive) characters
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- Both formats are accepted in most operations
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## Quick Reference
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| Task | Tool Slug | Key Params |
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|------|-----------|------------|
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| Create lead | SALESFORCE_CREATE_LEAD | LastName, Company |
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| Search leads | SALESFORCE_SEARCH_LEADS | query |
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| List leads | SALESFORCE_LIST_LEADS | (filters) |
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| Update lead | SALESFORCE_UPDATE_LEAD | lead_id, fields |
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| Create contact | SALESFORCE_CREATE_CONTACT | LastName |
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| Search contacts | SALESFORCE_SEARCH_CONTACTS | query |
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| Create account | SALESFORCE_CREATE_ACCOUNT | Name |
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| Search accounts | SALESFORCE_SEARCH_ACCOUNTS | query |
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| Link contact | SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT | contact_id, account_id |
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| Create opportunity | SALESFORCE_CREATE_OPPORTUNITY | Name, StageName, CloseDate |
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| Get opportunity | SALESFORCE_GET_OPPORTUNITY | opportunity_id |
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| Search opportunities | SALESFORCE_SEARCH_OPPORTUNITIES | query |
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| Run SOQL | SALESFORCE_RUN_SOQL_QUERY | query |
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| Query | SALESFORCE_QUERY | query |
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| Search tasks | SALESFORCE_SEARCH_TASKS | query |
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| Update task | SALESFORCE_UPDATE_TASK | task_id, fields |
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| Complete task | SALESFORCE_COMPLETE_TASK | task_id |
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| Get user info | SALESFORCE_GET_USER_INFO | (none) |
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| Custom objects | SALESFORCE_GET_ALL_CUSTOM_OBJECTS | (none) |
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| Create record | SALESFORCE_CREATE_A_RECORD | object_type, fields |
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| Transfer ownership | SALESFORCE_MASS_TRANSFER_OWNERSHIP | records, new_owner |
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