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Salesforce

docs/content/toolkits/faq/salesforce.md

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How do I set up custom OAuth credentials for Salesforce?

For a step-by-step guide on creating and configuring your own Salesforce OAuth credentials with Composio, see How to create OAuth credentials for Salesforce.

Why can't I find items I created in Salesforce?

Created records may not appear in a given Salesforce view. Use search to confirm they exist.

How do I query relationships like Pricebooks and Opportunities?

Use SOQL subqueries to traverse relationships. For example, Products → Pricebooks → Opportunities:

sql
SELECT Id, Name,
  (SELECT Id, Quantity, UnitPrice, TotalPrice, PricebookEntry.Product2.Name FROM OpportunityLineItems)
FROM Opportunity

What fields are required when connecting Salesforce?

You need your subdomain (e.g., your-company.my) and instance endpoint /services/data/v61.0. If you see URL_NOT_RESET, replace the login subdomain with your organization's subdomain.

What happens to deprecated Salesforce tools?

Deprecated tools continue to work until removed. Check tool descriptions for "DEPRECATED:" markers.