Introduction to Create Salesforce Object Tool recipe
Use the Create Salesforce Object Tool recipe to create a Python tool that securely authenticates with Salesforce and creates or updates Salesforce objects. This tool enables AI agents to interact with Salesforce by retrieving metadata and performing object creation or updates through authenticated access using a preconfigured Salesforce connection.
To handle object fields accurately, configure the AI agent’s prompt to send a request with Action = fields. This request returns all available and required fields along with action metadata related to the record’s fields, ensuring that the AI agent provides the correct field data when creating or updating records. Use this tool to enable your AI agents to create Salesforce records based on user input and automate workflows that update existing Salesforce objects.