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`...