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Salesforce Metadata Tool

AI Tool: retrieve Salesforce metadata & limits for LLM agents
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Overview

This node, named Salesforce Metadata Tool, is designed to interact with Salesforce metadata and organizational limits. It supports multiple operations such as describing global objects, describing a single SObject, listing metadata components, running read-only Tooling API queries, and retrieving current org limits and available API versions. It is useful for Salesforce administrators, developers, and AI agents needing to retrieve metadata details or org limits programmatically. For example, it can be used to fetch a list of all SObjects in an org, get detailed field information for a specific SObject, or check API usage limits.

Use Case Examples

  1. Retrieve all SObjects in a Salesforce org to understand available data structures.
  2. Get detailed metadata about a specific SObject including its fields and record types.
  3. List metadata components like Apex classes or flows for deployment or analysis.
  4. Run a Tooling API query to fetch specific metadata records without modifying data (read-only).

Properties

Name Meaning
Authentication Method of authentication to Salesforce API, either OAuth2 or JWT Bearer.
API Version Specify the Salesforce API version to use, e.g., v60.0, or 'auto' to use the latest version.
Raw Response If true, returns the raw Salesforce API response for inspection, otherwise returns sanitized and structured data.

Output

JSON

  • limits - Current Salesforce org limits such as API usage limits.
  • apiVersions - List of available Salesforce API versions for the org.

Dependencies

  • Salesforce API with OAuth2 or JWT authentication

Troubleshooting

  • Ensure the correct authentication method and credentials are configured; authentication failures will prevent API access.
  • If specifying an API version, ensure it is supported by the Salesforce org; otherwise, use 'auto' to select the latest version.
  • When using the 'describeSObject' operation, the SObject API name must be provided; missing this will cause an error.
  • Selecting metadata types for 'listMetadata' operation requires at least one valid type; an empty selection will cause an error.
  • Tooling API queries must be SELECT-only and respect maxItems limits; invalid queries or exceeding limits will cause errors.

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