langchain-salesforce

LangChain integration for Salesforce CRM. Query data with SOQL, inspect schemas, and manage records (CRUD) directly from your LangChain applications.

Installation

pip install -U langchain-salesforce

Configuration

Set these environment variables:

Variable	Description
SALESFORCE_USERNAME	Your Salesforce username
SALESFORCE_PASSWORD	Your Salesforce password
SALESFORCE_SECURITY_TOKEN	Your Salesforce security token
SALESFORCE_DOMAIN	login (production) or test (sandbox). Default: login

Quick Start

from langchain_salesforce import SalesforceTool

tool = SalesforceTool()

# Query contacts
result = tool.run({
    "operation": "query",
    "query": "SELECT Id, Name, Email FROM Contact LIMIT 5"
})

Operations

Operation	Description	Required Parameters
query	Execute SOQL queries	query
describe	Get object schema	object_name
list_objects	List all SObjects	—
create	Create a record	object_name, record_data
update	Update a record	object_name, record_id, record_data
delete	Delete a record	object_name, record_id
get_field_metadata	Get field details	object_name, field_name

Examples

# Describe an object
tool.run({"operation": "describe", "object_name": "Account"})

# Create a record
tool.run({
    "operation": "create",
    "object_name": "Contact",
    "record_data": {"LastName": "Doe", "Email": "doe@example.com"}
})

# Update a record
tool.run({
    "operation": "update",
    "object_name": "Contact",
    "record_id": "003XXXXXXXXXXXXXXX",
    "record_data": {"Email": "updated@example.com"}
})

# Delete a record
tool.run({"operation": "delete", "object_name": "Contact", "record_id": "003XXXXXXXXXXXXXXX"})

# Get field metadata
tool.run({"operation": "get_field_metadata", "object_name": "Contact", "field_name": "Email"})

Development

git clone https://github.com/colesmcintosh/langchain-salesforce.git
cd langchain-salesforce
uv sync --all-groups

make format  # Format code
make lint    # Run linters
make test    # Run tests

See CONTRIBUTING.md for guidelines.

License

MIT License. See LICENSE.