salesforce-api_skill

Overview

This skill provides a managed OAuth integration to the Salesforce REST API through a proxy gateway. It lets you run SOQL queries, inspect schemas, and perform CRUD and batch operations on sObjects like Contacts, Accounts, Leads, and Opportunities. The gateway injects your access token and supports connection management for multiple Salesforce orgs.

How this skill works

Send standard Salesforce REST endpoints to the gateway base URL (/salesforce/...), and include your Maton API key in the Authorization header. The gateway selects or uses a specified OAuth connection, forwards the request to your Salesforce instance, and returns Salesforce responses unchanged. Support includes SOQL queries, SOSL search, composite and batch requests, sObject collections, and metadata/describes.

When to use it

• Query Salesforce records quickly without managing OAuth tokens locally.
• Create, update, or delete Contacts, Accounts, Leads, Opportunities via API.
• Run complex SOQL or SOSL searches and return structured results.
• Execute composite or batch operations to reduce round trips.
• Inspect sObject schemas and API limits for integration planning.

Best practices

• Set MATON_API_KEY as an environment variable and keep it secret.
• URL-encode SOQL queries (spaces → + or use standard percent-encoding).
• Use Maton-Connection header when working with multiple orgs to avoid mistakes.
• Use composite or sObject collections with allOrNone:true for atomic batches.
• Watch rate limits (10 req/sec per account) and implement retry/backoff for 429 responses.

Example use cases

• Fetch recent Contact records for a dashboard: GET /services/data/v59.0/query?q=SELECT+Id,Name,Email+FROM+Contact+LIMIT+50
• Create multiple Contacts in one request using composite/sobjects for onboarding workflows.
• Patch a Contact phone number: PATCH /sobjects/Contact/{id} with JSON body.
• Run a SOSL global search for a lead by email or name and return Id/Name.
• Describe an sObject to dynamically build forms or map fields between systems.