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.