Salesforce

What It Does

Use SOQL to query records, perform full CRUD operations on standard s. Objects (Contacts, Accounts, Leads, Opportunities, Cases, and more), run SOSL searches, and execute batch/composite requests — all authenticated through your Maton API key.

This skill provides a managed gateway to the Salesforce REST API, handling OAuth authentication automatically so your agent can focus on working with data.

Key Features

• Managed OAuth Authentication — All Salesforce OAuth credential management is handled by the Maton gateway. You authenticate with a single `MATON_API_KEY` — no need to store or refresh Salesforce access tokens yourself.
• SOQL & SOSL Query Support — Run full Salesforce Object Query Language (SOQL) queries with filters, ordering, and relationships, as well as SOSL full-text searches across multiple objects and fields.
• Full CRUD on sObjects — Create, read, update, and delete any standard or custom Salesforce sObject — including Contacts, Accounts, Leads, Opportunities, Cases, Tasks, and Events — using standard REST endpoints.
• Batch & Composite Operations — Execute multiple API calls in a single request using Salesforce's Composite and Composite Batch endpoints, or use sObject Collections to create or delete up to 200 records atomically with `allOrNone` support.
• Multi-Connection Support — Manage multiple Salesforce OAuth connections under one Maton account. Specify which connection to use per request with the `Maton-Connection` header, or let the gateway default to your oldest active connection.
• Change Tracking — Retrieve lists of updated or deleted records for any sObject within a specified time window using ISO 8601 date ranges — useful for sync workflows and audit trails.

Requirements

- **Maton API Key** *(required)* — Authenticates all gateway requests. Obtain yours at [maton.ai/settings](https://maton.ai/settings).
- **Salesforce OAuth Connection** *(required)* — An active Salesforce connection must be set up at [ctrl.maton.ai](https://ctrl.maton.ai) by completing the OAuth flow for your Salesforce org.

Use Cases

• AI-powered CRM assistant — Let an AI agent look up Contacts or Accounts by name or email, retrieve open Opportunities for a given Account, and update deal stages — all through natural language commands translated to SOQL and REST calls.
• Lead enrichment and creation pipeline — Automatically create new Lead records in Salesforce from inbound form submissions or enriched data sources, then query back the created records to confirm success and extract assigned IDs.
• Batch data synchronization — Use sObject Collections to bulk-import or bulk-delete hundreds of records in atomic transactions, and use the updated/deleted endpoints to detect changes since the last sync run.
• Sales reporting and dashboards — Query Opportunities by stage, close date, and owner using SOQL; aggregate results programmatically to feed custom reports or populate dashboard widgets outside of Salesforce's native reporting.