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Salesforce Metadata Tool

AI Tool: retrieve Salesforce metadata & limits for LLM agents

Overview

This node interacts with Salesforce to retrieve metadata information about Salesforce objects (SObjects) and other metadata components. Specifically, the 'Describe One SObject' operation fetches detailed information about a single Salesforce object, including its fields and record type information. This is useful for users who need to understand the structure and properties of a specific Salesforce object, such as when integrating Salesforce data into other systems or automating workflows that depend on Salesforce metadata.

Use Case Examples

  1. A user wants to get detailed field information for the 'Account' object to dynamically generate forms or reports.
  2. A developer needs to inspect the record types and field properties of a custom Salesforce object to build an integration that respects Salesforce data constraints.

Properties

Name Meaning
Authentication Method used to authenticate with Salesforce API, either OAuth2 or JWT Bearer.
API Version Salesforce API version to use for the request, e.g., 'v60.0' or 'auto' for the latest version.
SObject API Name The API name of the Salesforce object to describe, e.g., 'Account'.
Raw Response If true, returns the raw Salesforce API response for inspection, otherwise returns a sanitized and structured output.

Output

JSON

  • name - API name of the Salesforce object.
  • label - Label of the Salesforce object.
  • custom - Boolean indicating if the object is custom.
  • fields - Array of fields on the object, each with properties like name, label, type, updateable, createable, nillable, and length.
  • recordTypeInfos - Array of record type information for the object.

Dependencies

  • Salesforce API connection using OAuth2 or JWT authentication

Troubleshooting

  • If the 'SObject API Name' is missing or incorrect, the node will throw an error indicating the requirement of this parameter.
  • Authentication failures can occur if the OAuth2 or JWT credentials are invalid or expired; ensure valid credentials are configured.
  • API version mismatches might cause unexpected errors; use 'auto' to default to the latest supported version or specify a valid version string.
  • If the Salesforce API returns an error, the node will either throw an error or return an error object if 'Continue On Fail' is enabled.

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