salesforce by membranedev/application-skills
npx skills add https://github.com/membranedev/application-skills --skill salesforceSalesforce 是一个领先的基于云的 CRM 平台,可帮助企业管理客户关系和销售流程。它主要由销售、营销和客户服务团队用于跟踪潜在客户、自动化营销活动并提供客户支持。
官方文档:https://developer.salesforce.com/docs
此技能使用 Membrane CLI 与 Salesforce 交互。Membrane 会自动处理身份验证和凭据刷新——因此您可以专注于集成逻辑,而无需处理身份验证的底层细节。
安装 Membrane CLI,以便您可以从终端运行 membrane 命令:
npm install -g @membranehq/cli
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membrane login --tenant
浏览器窗口将打开以进行身份验证。
无头环境: 运行该命令,复制打印出的 URL 供用户在浏览器中打开,然后使用 membrane login complete <code> 完成登录。
创建新连接:
membrane search salesforce --elementType=connector --json
从 output.items[0].element?.id 中获取连接器 ID,然后:
membrane connect --connectorId=CONNECTOR_ID --json
用户在浏览器中完成身份验证。输出中包含新的连接 ID。
当您不确定连接是否已存在时:
检查现有连接:
membrane connection list --json
如果存在 Salesforce 连接,请记下其 connectionId。
当您知道要做什么但不知道确切的操作 ID 时:
membrane action list --intent=QUERY --connectionId=CONNECTION_ID --json
这将返回包含 id 和 inputSchema 的操作对象,以便您知道如何运行它。
| 名称 | 键 | 描述 |
|---|---|---|
| 列出对象 | list-objects | 获取 Salesforce 组织中所有可用 sObject 的列表 |
| 获取记录 | get-record | 通过 ID 从任何 Salesforce 对象中检索单个记录 |
| 获取多条记录 | get-multiple-records | 在单个 API 调用中通过 ID 检索多条记录 |
| 获取最近查看的记录 | get-recently-viewed | 检索特定对象类型最近查看的记录 |
| 创建记录 | create-record | 在任何 Salesforce 对象中创建新记录 |
| 创建多条记录 | create-multiple-records | 使用 sObject 集合在单个 API 调用中创建最多 200 条记录 |
| 更新记录 | update-record | 更新任何 Salesforce 对象中的现有记录 |
| 更新多条记录 | update-multiple-records | 使用 sObject 集合在单个 API 调用中更新最多 200 条记录 |
| 删除记录 | delete-record | 从任何 Salesforce 对象中删除记录 |
| 删除多条记录 | delete-multiple-records | 使用 sObject 集合在单个 API 调用中删除最多 200 条记录 |
| 执行 SOQL 查询 | execute-soql-query | 执行 SOQL 查询以从 Salesforce 检索记录 |
| 搜索记录 | search-records | 在不使用 SOSL 语法的情况下跨 Salesforce 对象执行参数化搜索 |
| 更新或插入记录 | upsert-record | 基于外部 ID 字段插入或更新记录 |
| 描述对象 | describe-object | 获取特定 Salesforce 对象的详细元数据,包括字段和关系 |
| 执行 SOSL 搜索 | execute-sosl-search | 执行 SOSL 搜索以在 Salesforce 中跨多个对象查找记录 |
| 通过外部 ID 获取记录 | get-record-by-external-id | 使用外部 ID 字段(而非 Salesforce ID)检索记录 |
| 获取下一个查询结果 | get-next-query-results | 使用 nextRecordsUrl 检索 SOQL 查询的下一批结果 |
| 获取当前用户 | get-current-user | 获取有关当前已认证用户的信息 |
| 获取 API 限制 | get-api-limits | 检索 Salesforce 组织当前的 API 使用限制 |
| 复合请求 | composite-request | 在单个请求中执行多个 API 操作,并能够在操作之间引用结果 |
membrane action run --connectionId=CONNECTION_ID ACTION_ID --json
传递 JSON 参数:
membrane action run --connectionId=CONNECTION_ID ACTION_ID --json --input "{ \"key\": \"value\" }"
当现有操作无法满足您的用例时,您可以通过 Membrane 的代理直接向 Salesforce API 发送请求。Membrane 会自动将您提供的路径附加到基础 URL,并注入正确的身份验证标头——如果凭据过期,还会透明地刷新凭据。
membrane request CONNECTION_ID /path/to/endpoint
常用选项:
| 标志 | 描述 |
|---|---|
-X, --method | HTTP 方法(GET、POST、PUT、PATCH、DELETE)。默认为 GET |
-H, --header | 添加请求头(可重复),例如 -H "Accept: application/json" |
-d, --data | 请求体(字符串) |
--json | 发送 JSON 正文并设置 Content-Type: application/json 的简写 |
--rawData | 按原样发送正文,不做任何处理 |
--query | 查询字符串参数(可重复),例如 --query "limit=10" |
--pathParam | 路径参数(可重复),例如 --pathParam "id=123" |
membrane action list --intent=QUERY(将 QUERY 替换为您的意图)以查找现有操作。预构建的操作处理了原始 API 调用可能遗漏的分页、字段映射和边界情况。每周安装量
765
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GitHub 星标数
18
首次出现
13 天前
安全审计
安装于
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Salesforce is a leading cloud-based CRM platform that helps businesses manage customer relationships and sales processes. It's primarily used by sales, marketing, and customer service teams to track leads, automate marketing campaigns, and provide customer support.
Official docs: https://developer.salesforce.com/docs
This skill uses the Membrane CLI to interact with Salesforce. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.
Install the Membrane CLI so you can run membrane from the terminal:
npm install -g @membranehq/cli
membrane login --tenant
A browser window opens for authentication.
Headless environments: Run the command, copy the printed URL for the user to open in a browser, then complete with membrane login complete <code>.
Create a new connection:
membrane search salesforce --elementType=connector --json
Take the connector ID from output.items[0].element?.id, then:
membrane connect --connectorId=CONNECTOR_ID --json
The user completes authentication in the browser. The output contains the new connection id.
When you are not sure if connection already exists:
Check existing connections:
membrane connection list --json
If a Salesforce connection exists, note its connectionId
When you know what you want to do but not the exact action ID:
membrane action list --intent=QUERY --connectionId=CONNECTION_ID --json
This will return action objects with id and inputSchema in it, so you will know how to run it.
| Name | Key | Description |
|---|---|---|
| List Objects | list-objects | Get a list of all available sObjects in the Salesforce org |
| Get Record | get-record | Retrieve a single record from any Salesforce object by its ID |
| Get Multiple Records | get-multiple-records | Retrieve multiple records by their IDs in a single API call |
| Get Recently Viewed | get-recently-viewed | Retrieve the most recently viewed records for a specific object type |
| Create Record | create-record | Create a new record in any Salesforce object |
| Create Multiple Records | create-multiple-records | Create up to 200 records in a single API call using sObject Collections |
| Update Record | update-record | Update an existing record in any Salesforce object |
| Update Multiple Records | update-multiple-records | Update up to 200 records in a single API call using sObject Collections |
membrane action run --connectionId=CONNECTION_ID ACTION_ID --json
To pass JSON parameters:
membrane action run --connectionId=CONNECTION_ID ACTION_ID --json --input "{ \"key\": \"value\" }"
When the available actions don't cover your use case, you can send requests directly to the Salesforce API through Membrane's proxy. Membrane automatically appends the base URL to the path you provide and injects the correct authentication headers — including transparent credential refresh if they expire.
membrane request CONNECTION_ID /path/to/endpoint
Common options:
| Flag | Description |
|---|---|
-X, --method | HTTP method (GET, POST, PUT, PATCH, DELETE). Defaults to GET |
-H, --header | Add a request header (repeatable), e.g. -H "Accept: application/json" |
-d, --data | Request body (string) |
--json | Shorthand to send a JSON body and set Content-Type: application/json |
--rawData |
membrane action list --intent=QUERY (replace QUERY with your intent) to find existing actions before writing custom API calls. Pre-built actions handle pagination, field mapping, and edge cases that raw API calls miss.Weekly Installs
765
Repository
GitHub Stars
18
First Seen
13 days ago
Security Audits
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Installed on
opencode765
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codex765
kimi-cli765
amp765
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| Delete Record | delete-record | Delete a record from any Salesforce object |
| Delete Multiple Records | delete-multiple-records | Delete up to 200 records in a single API call using sObject Collections |
| Execute SOQL Query | execute-soql-query | Execute a SOQL query to retrieve records from Salesforce |
| Search Records | search-records | Perform a parameterized search across Salesforce objects without SOSL syntax |
| Upsert Record | upsert-record | Insert or update a record based on an external ID field |
| Describe Object | describe-object | Get detailed metadata for a specific Salesforce object including fields and relationships |
| Execute SOSL Search | execute-sosl-search | Execute a SOSL search to find records across multiple objects in Salesforce |
| Get Record by External ID | get-record-by-external-id | Retrieve a record using an external ID field instead of the Salesforce ID |
| Get Next Query Results | get-next-query-results | Retrieve the next batch of results for a SOQL query using the nextRecordsUrl |
| Get Current User | get-current-user | Get information about the currently authenticated user |
| Get API Limits | get-api-limits | Retrieve the current API usage limits for the Salesforce org |
| Composite Request | composite-request | Execute multiple API operations in a single request with the ability to reference results between operations |
| Send the body as-is without any processing |
--query | Query-string parameter (repeatable), e.g. --query "limit=10" |
--pathParam | Path parameter (repeatable), e.g. --pathParam "id=123" |