Salesforce Automation

# 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 [Op