Salesforce Automation Agent Skill

Salesforce Automation via Rube MCP

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

Toolkit docs: composio.dev/toolkits/salesforce

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.

• Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds
• Call RUBE_MANAGE_CONNECTIONS with toolkit salesforce
• If connection is not ACTIVE, follow the returned auth link to complete Salesforce OAuth
• 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:

• SALESFORCE_SEARCH_LEADS - Search leads by criteria [Optional]
• SALESFORCE_LIST_LEADS - List all leads [Optional]
• SALESFORCE_CREATE_LEAD - Create a new lead [Optional]
• SALESFORCE_UPDATE_LEAD - Update lead fields [Optional]
• SALESFORCE_ADD_LEAD_TO_CAMPAIGN - Add lead to campaign [Optional]
• 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:

• SALESFORCE_SEARCH_CONTACTS - Search contacts [Optional]
• SALESFORCE_LIST_CONTACTS - List contacts [Optional]
• SALESFORCE_CREATE_CONTACT - Create a new contact [Optional]
• SALESFORCE_SEARCH_ACCOUNTS - Search accounts [Optional]
• SALESFORCE_CREATE_ACCOUNT - Create a new account [Optional]
• 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:

• SALESFORCE_SEARCH_OPPORTUNITIES - Search opportunities [Optional]
• SALESFORCE_LIST_OPPORTUNITIES - List all opportunities [Optional]
• SALESFORCE_GET_OPPORTUNITY - Get opportunity details [Optional]
• SALESFORCE_CREATE_OPPORTUNITY - Create new opportunity [Optional]
• 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:

• 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:

• SALESFORCE_SEARCH_TASKS - Search tasks [Optional]
• SALESFORCE_UPDATE_TASK - Update task fields [Optional]
• 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 |

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