Salesforce
Push your saved brands and contacts into your connected Salesforce org as Accounts and Contacts.
Syncing previews first and asks for confirmation. It sends your workspace data to your external Salesforce org, so you always approve before it runs.
get_salesforce_status
Check whether Salesforce is connected for the workspace.
Returns
{ connected, instance_url?, org_id? }.
Example prompt
"Is Salesforce connected?"
provision_salesforce_fields
Create the LeadSponsor custom Account/Contact fields (LS_*__c) on the
connected org so the full brand profile can sync, and grant field-level
security best-effort. Run once after connecting (the connect flow also
auto-creates them), or after LeadSponsor adds new export fields. Idempotent.
Admin-only, and requires the connected user to have Customize Application;
anything it can't create is returned under still_missing.
Returns
{ provisioned: { Account|Contact: { created, existing, failed } }, still_missing }.
Example prompt
"Provision the LeadSponsor fields in Salesforce"
sync_companies_to_salesforce
Push saved brands into Salesforce as Accounts, upserted by the
LS_Brand_Id__c external id (re-syncing updates rather than duplicates). Up to
50 per call.
Each Account carries the brand's full firmographic profile — revenue (→
AnnualRevenue), employees, founding year, ownership, parent group, HQ
city/state/continent (→ BillingCity/BillingState), operating countries,
business models, positioning, audience, and funding (last round
type/amount/date, round count, growth stage) — mapped to standard fields plus
dedicated LS_*__c custom fields. The payload is filtered against the org's
live schema, so a field that isn't provisioned (or lacks field-level security)
is skipped rather than failing the sync (see provision_salesforce_fields).
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
brand_ids | string[] | Yes | Saved brand ids to sync (max 50) |
Example prompt
"Sync my saved brands to Salesforce"
sync_contacts_to_salesforce
Push saved people into Salesforce as Contacts, upserted by the
LS_Person_Id__c external id. Up to 50 per call.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
person_ids | string[] | Yes | Saved person ids to sync (max 50) |