---
name: salesforce-automation-66cebf85e981
description: "Automate Salesforce tasks via Rube MCP (Composio): leads, contacts, accounts, opportunities, SOQL queries. Always search tools first for current schemas."
requires:
  mcp: [rube]
risk: unknown
source: rootcastle-rei
---

# Salesforce Automation via Rube MCP

Automate Salesforce CRM operations through Composio's Salesforce toolkit via Rube MCP.

## Prerequisites

- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
- Active Salesforce connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `salesforce`
- Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas

## Setup

**Get Rube MCP**: Add `https://rube.app/mcp` as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.


1. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds
2. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `salesforce`
3. If connection is not ACTIVE, follow the returned auth link to complete Salesforce OAuth
4. Confirm connection status shows ACTIVE before running any workflows

## Core Workflows

### 1. Manage Leads

**When to use**: User wants to create, search, update, or list leads

**Tool sequence**:
1. `SALESFORCE_SEARCH_LEADS` - Search leads by criteria [Optional]
2. `SALESFORCE_LIST_LEADS` - List all leads [Optional]
3. `SALESFORCE_CREATE_LEAD` - Create a new lead [Optional]
4. `SALESFORCE_UPDATE_LEAD` - Update lead fields [Optional]
5. `SALESFORCE_ADD_LEAD_TO_CAMPAIGN` - Add lead to campaign [Optional]
6. `SALESFORCE_APPLY_LEAD_ASSIGNMENT_RULES` - Apply assignment rules [Optional]

**Key parameters**:
- `LastName`: Required for lead creation
- `Company`: Required for lead creation
- `Email`, `Phone`, `Title`: Common lead fields
- `lead_id`: Lead ID for updates
- `campaign_id`: Campaign ID for campaign operations

**Pitfalls**:
- LastName and Company are required fields for lead creation
- Lead IDs are 15 or 18 character Salesforce IDs

### 2. Manage Contacts and Accounts

**When to use**: User wants to manage contacts and their associated accounts

**Tool sequence**:
1. `SALESFORCE_SEARCH_CONTACTS` - Search contacts [Optional]
2. `SALESFORCE_LIST_CONTACTS` - List contacts [Optional]
3. `SALESFORCE_CREATE_CONTACT` - Create a new contact [Optional]
4. `SALESFORCE_SEARCH_ACCOUNTS` - Search accounts [Optional]
5. `SALESFORCE_CREATE_ACCOUNT` - Create a new account [Optional]
6. `SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT` - Link contact to account [Optional]

**Key parameters**:
- `LastName`: Required for contact creation
- `Name`: Account name for creation
- `AccountId`: Account ID to associate with contact
- `contact_id`, `account_id`: IDs for association

**Pitfalls**:
- Contact requires at least LastName
- Account association requires both valid contact and account IDs

### 3. Manage Opportunities

**When to use**: User wants to track and manage sales opportunities

**Tool sequence**:
1. `SALESFORCE_SEARCH_OPPORTUNITIES` - Search opportunities [Optional]
2. `SALESFORCE_LIST_OPPORTUNITIES` - List all opportunities [Optional]
3. `SALESFORCE_GET_OPPORTUNITY` - Get opportunity details [Optional]
4. `SALESFORCE_CREATE_OPPORTUNITY` - Create new opportunity [Optional]
5. `SALESFORCE_RETRIEVE_OPPORTUNITIES_DATA` - Retrieve opportunity data [Optional]

**Key parameters**:
- `Name`: Opportunity name (required)
- `StageName`: Sales stage (required)
- `CloseDate`: Expected close date (required)
- `Amount`: Deal value
- `AccountId`: Associated account

**Pitfalls**:
- Name, StageName, and CloseDate are required for creation
- Stage names must match exactly what is configured in Salesforce

### 4. Run SOQL Queries

**When to use**: User wants to query Salesforce data with custom SOQL

**Tool sequence**:
1. `SALESFORCE_RUN_SOQL_QUERY` / `SALESFORCE_QUERY` - Execute SOQL [Required]

**Key parameters**:
- `query`: SOQL query string

**Pitfalls**:
- SOQL syntax differs from SQL; uses Salesforce object and field API names
- Field API names may differ from display labels (e.g., `Account.Name` not `Account Name`)
- Results are paginated for large datasets

### 5. Manage Tasks

**When to use**: User wants to create, search, update, or complete tasks

**Tool sequence**:
1. `SALESFORCE_SEARCH_TASKS` - Search tasks [Optional]
2. `SALESFORCE_UPDATE_TASK` - Update task fields [Optional]
3. `SALESFORCE_COMPLETE_TASK` - Mark task as complete [Optional]

**Key parameters**:
- `task_id`: Task ID for updates
- `Status`: Task status value
- `Subject`: Task subject

**Pitfalls**:
- Task status values must match picklist options in Salesforce

## Common Patterns

### SOQL Syntax

**Basic query**:
```
SELECT Id, Name, Email FROM Contact WHERE LastName = 'Smith'
```

**With relationships**:
```
SELECT Id, Name, Account.Name FROM Contact WHERE Account.Industry = 'Technology'
```

**Date filtering**:
```
SELECT Id, Name FROM Lead WHERE CreatedDate = TODAY
SELECT Id, Name FROM Opportunity WHERE CloseDate = NEXT_MONTH
```

### Pagination

- SOQL queries with large results return pagination tokens
- Use `SALESFORCE_QUERY` with nextRecordsUrl for pagination
- Check `done` field in response; if false, continue paging

## Known Pitfalls

**Field API Names**:
- Always use API names, not display labels
- Custom fields end with `__c` suffix
- Use SALESFORCE_GET_ALL_CUSTOM_OBJECTS to discover custom objects

**ID Formats**:
- Salesforce IDs are 15 (case-sensitive) or 18 (case-insensitive) characters
- Both formats are accepted in most operations

## Quick Reference

| Task | Tool Slug | Key Params |
|------|-----------|------------|
| Create lead | SALESFORCE_CREATE_LEAD | LastName, Company |
| Search leads | SALESFORCE_SEARCH_LEADS | query |
| List leads | SALESFORCE_LIST_LEADS | (filters) |
| Update lead | SALESFORCE_UPDATE_LEAD | lead_id, fields |
| Create contact | SALESFORCE_CREATE_CONTACT | LastName |
| Search contacts | SALESFORCE_SEARCH_CONTACTS | query |
| Create account | SALESFORCE_CREATE_ACCOUNT | Name |
| Search accounts | SALESFORCE_SEARCH_ACCOUNTS | query |
| Link contact | SALESFORCE_ASSOCIATE_CONTACT_TO_ACCOUNT | contact_id, account_id |
| Create opportunity | SALESFORCE_CREATE_OPPORTUNITY | Name, StageName, CloseDate |
| Get opportunity | SALESFORCE_GET_OPPORTUNITY | opportunity_id |
| Search opportunities | SALESFORCE_SEARCH_OPPORTUNITIES | query |
| Run SOQL | SALESFORCE_RUN_SOQL_QUERY | query |
| Query | SALESFORCE_QUERY | query |
| Search tasks | SALESFORCE_SEARCH_TASKS | query |
| Update task | SALESFORCE_UPDATE_TASK | task_id, fields |
| Complete task | SALESFORCE_COMPLETE_TASK | task_id |
| Get user info | SALESFORCE_GET_USER_INFO | (none) |
| Custom objects | SALESFORCE_GET_ALL_CUSTOM_OBJECTS | (none) |
| Create record | SALESFORCE_CREATE_A_RECORD | object_type, fields |
| Transfer ownership | SALESFORCE_MASS_TRANSFER_OWNERSHIP | records, new_owner |

## When to Use
This skill is applicable to execute the workflow or actions described in the overview.

---

> 🏰 **Rei Skills** — Curated by [Rootcastle Engineering & Innovation](https://www.rootcastle.com) | Batuhan Ayrıbaş  
> Engineering Beyond Boundaries | admin@rootcastle.com


---
Source attribution: rootcastleco
Original project: https://github.com/rootcastleco/rei-skills/blob/6c114a9825475168e93271fae4da0476c612dc1c/skills/salesforce-automation/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Mega AI Hub.

## Upstream license notice

MIT License

Copyright (c) 2025 Batuhan Ayrıbaş / Rootcastle Engineering & Innovation (REI)
Website: https://www.rootcastle.com
Contact: admin@rootcastle.com

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Mega AI Hub resource metadata

Creator / publisher: rootcastleco
Original project: https://github.com/rootcastleco/rei-skills/blob/6c114a9825475168e93271fae4da0476c612dc1c/skills/salesforce-automation/SKILL.md
Attribution basis: Source repository record

Fields of work: Sales
Roles: Account Executive, Business Development, Customer Success Manager, Sales Operations, Sales Development Rep (SDR)
Specialties: API
Tools: Rube Mcp, Salesforce
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: db5fa5101b71b81b98895b7caaa198179d7bb4e7dc6ee48956822f7ff0559588